Watermark Training for Deans & Directors

1. Log in to Faculty Success. 
2. Click on the 'Reports' tab.
3. Click on the ‘Create a New Report’ button in the top-right corner.
4. Choose the Report Style that best fits your needs.
   • Blank Document is best for designing reports much like you would in Microsoft Word. This document would serve as a sort of template in which data can be pulled from the system.
   • Vita is best used for an individual to design a template based on various needs, like submissions for grants or awards to organizations that require a specific format.
   • Export Data is best for ad-hoc data analysis needs. This is the most common choice as it will allow an Excel download of data.
5. In the ‘Date Range’ section, you have two options:
   • You can select the specific date range to fit the needs of your report.
   • You can select ‘All Dates’ which will include all the data that is in the system.
6. In the ‘Whom to Include’ section, select who you would like to include in this directory.
   • Click on ‘Change Selection.’
   • Select the department or individual(s) as needed.
   • Click ‘Save.’
7. Click on the dropdown for ‘Include These Accounts’ and choose based on your needs. 
   • ‘Enabled Only’ indicates active accounts typically held by people with active employment. 
   • ‘Disabled Only’ indicates disabled or deactivated accounts. These are typically people who no longer have active employment. 
   • ‘Enabled and Disabled’ indicates both account types.
8. In the ‘Data to include’ section, click ‘Chance Selection’ and you have three different options:
   • Check ‘Include All’ to include all the data during the time period that you selected. This option is NOT recommended.
   • Check ‘Most Recent’ for data that was recently used.
   • Check ‘Common Items’ to select which specific types of data to include (ex. Education, Consulting, etc.) from the menu beneath it.
   • College specific data options may appear on this screen. There are items that are visible to members of that college, but not others.
9. In the ‘Grouping Method’ section (optional), select an option to group by from the dropdown menu.
10. In the ‘Search Keywords’ section (optional), you can choose specific criteria to include in the report.
    • This is a filter that will eliminate results. 
11. In the ‘File Format’ section, select which format you would like to have the report created in.
    • .CSV stands for Comma Separated Values. CSV files store tabular (numbers and text) in plain text. Each line is a data record. Each record consists of one or more fields, which are separated by commas. CSV files can be opened in Excel.
12. You can save this report if you are planning to run it multiple times a year, or even once a year.
    • Click on ‘Save.’
      1. You are the only person that can see this report. It will not be available to the entire department. If you should want this specific report to be available to other individuals in your department, please submit a Help Desk Ticket
    • Give the report a label that reflects the contents that you selected.
13. Give the report a label that reflects the contents that you selected.

Note: all edits made to the downloaded file will NOT reflect in the Faculty Success by Watermark system.

1. Log in to Faculty Success. 
2. Click on the ‘Reports’ tab.
3. Choose the ‘Annual Productivity Report.’
4. Indicate the date range in which you want the data to include.
5. In the ‘Whom to Include’ section, select who you would like to include in this directory.
   1. Click on ‘Change Selection.’
   2. Select the department or individual(s) as needed.
   3. Click ‘Save.’
6. Click on the dropdown for ‘Include These Accounts’ and choose based on your needs. 
   1. ‘Enabled Only’ indicates active accounts typically held by people with active employment. 
   2. ‘Disabled Only’ indicates disabled or deactivated accounts. These are typically people who no longer have active employment. 
   3. ‘Enabled and Disabled’ indicates both account types.
7. In the ‘File Format’ section, select which format you would like to have the report created in.
8. Click on the ‘Run Report’ button in the top-right corner.

The file will automatically begin to download, you will need to open the download when it is finished and save it to your computer. Please verify the information with faculty prior to submitting to the S/DFSC.

Note: All edits made to the downloaded file will NOT reflect in the Faculty Success by Watermark system