Stanford
SIRIS

SIRIS Start Guide

Return to resources page

  1. Go to bi.stanford.edu and log in with your SUNet ID. Note that Firefox is the recommended browser.
  2. Using Catalog from the top menu, navigate to a Report Library folder

OR select a Dashboard from the top menu

  1. Adjust the filters at the top of the dashboard or report.

 

Fields marked with an asterisk (*) are required. To search for a specific value(s) within a filter, click on the drop down arrow and select Search.

 

Use the search function at the top of box to find values. Select them and click the right point arrow to move to the selection pane.

When you are done selecting values, click OK.

For further help, review How to Paste Multiple EMPLIDs into Prompts.

  1. Click Apply after making selections to update the dashboard.

  1. Customize your results/dashboard (optional).

    You may re-order, re-sort, remove, rearrange columns and even drill down in some cases. For further help, review Manipulating Fields in a Report/Dashboard.

     

    To SAVE your prompt selections for future use, click on the “wheel” icon in the top right corner and select Save Current Customization.

Give your customization a name, and click the check box to "Make this my default for this page". If you want to change it in the future, simply make new selections any time and re-save the customization as your default if desired.

 

  1. Print or export data (optional)

    Click on the “wheel” icon in the top right corner and choose either “Print” or “Export to Excel”. 


OR at the bottom of each report section, there will be the options to Refresh, Print or Export.

 

Exporting to Excel:
Usually it is recommend to download data in a CSV format -- however leading zeros on EMPLIDs get lost this way. The best strategies are:

1) Arrange the data in OBI in tabular format with no grouping – for instance, put the EMPLID on the far left. Then you can export in Excel format.

2) Export in CSV format but make sure it doesn’t auto-open in Excel. Import it into Excel as a text file and use the parsing wizard to say EMPLIDs are text. Go to the top right corner where your name shows, click the down arrow and pick My Account.