> ![](media/image1.wmf){width="2.125in" height="1.3194444444444444in"}

![](media/image2.wmf){width="6.5in" height="4.763888888888889in"}

![](media/image3.jpeg){width="3.5in" height="1.7451388888888888in"}

TABLE OF CONTENTS

[I. Introduction and Objectives 4](#i.-introduction-and-objectives)

[II. Overview of the FPDM 6](#ii.-overview-of-the-fpdm)

[III. FPDM User Groups 7](#iii.-fpdm-user-groups)

[IV. MicroStrategy Terminology 8](#iv.-microstrategy-terminology)

[V. System Access 9](#v.-system-access)

[**A.** **Logging In via the Internet**
9](#a.-logging-in-via-the-internet)

[**B.** **Project Icons** 11](#b.-project-icons)

[VI. Shared Reports 12](#vi.-shared-reports)

[**A.** **Reports Overview** 12](#a.-reports-overview)

[**B.** **Running and Viewing** 14](#b.-running-and-viewing)

[**C.** **Wait Page** 17](#c.-wait-page)

[**D.** **View Options** 18](#d.-view-options)

[**E.** **Sorting** 19](#sorting)

[**F.** **Pivot Buttons** 22](#pivot-buttons)

[**G.** **Report Filter** 26](#report-filter)

[**H.** **Reporting Options** 27](#reporting-options)

[**I.** **Reporting Options Cont'd** 33](#reporting-options-contd)

[**J.** **Search** 39](#search)

[VII. My Reports 43](#vii.-my-reports)

[VIII. History List 44](#viii.-history-list)

[**A.** **Viewing the History List** 44](#a.-viewing-the-history-list)

[IX. Preferences 46](#ix.-preferences)

[**A.** **Viewing User Preferences** 46](#a.-viewing-user-preferences)

[**B.** **General Settings** 46](#b.-general-settings)

[**C.** **Grid Display Settings** 48](#c.-grid-display-settings)

[**D.** **Graph Display Settings** 50](#d.-graph-display-settings)

[**E.** **Print Settings** 51](#e.-print-settings)

[**F.** **Export** 53](#f.-export)

[**G.** **Drill Mode Settings** 55](#g.-drill-mode-settings)

[**H.** **Prompts** 56](#h.-prompts)

[**I.** **Logout** 57](#i.-logout)

[**J.** **Change My Password Settings**
58](#j.-change-my-password-settings)

[X. Additional Aids 59](#x.-additional-aids)

[**A.** **Related Reports** 59](#related-reports)

[**B.** **Subscriptions** 59](#subscriptions)

[**C.** **Online Help** 60](#online-help)

[XI. CONTACT INFORMATION 61](#contact-information)

# I. Introduction and Objectives

The purpose of this guide is to detail the Financial Partners Data Mart
(FPDM) and associated procedures and processes. This guide provides FPDM
information and was created for Guaranty Agency and Department of
Education (ED) users as a reference and training tool. Data used in this
guide is from a test environment and should not be considered as the
actual data. Much of the data has been modified to provide training
examples of possible scenarios resulting from the developed reports.

###### History of Financial Partners Data Mart (FPDM)

Prior to implementation of the Financial Partners Data Mart, the process
for data extraction was time consuming, inconsistent, and costly since
the data was fragmented across various legacy systems, including the
National Student Loan Data System (NSLDS), Financial Management System
(FMS), Lender Reporting System (LaRS), E-Systems, and the Postsecondary
Education Participants System (PEPS), as well as various spreadsheet
programs and databases maintained on stand-alone systems.

The initiative for a "data mart" started in late 2000. The purpose was
to provide executive/summary information and decision support
capabilities around several key business functions that include:

-   Portfolio Analysis

-   Customer Relationship Management

-   Compliance Management

-   Portfolio Management

Financial Partners (FP) is responsible for both current and retired loan
programs and as such is under customer program obligation to ensure the
capture and comparative ability of all programs. By collecting
information from several sources into a central location, we are able to
more efficiently identify areas in which each party may assist the other
while improving the support for students within the Federal Family
Education Loan (FFEL) Program.

The major objective of the FPDM is to serve as the central location for
information associated with lending activities among guaranty agencies,
lenders, and servicers. The FPDM is the infrastructure/system that
provides customer information for employees and partners. The FPDM will
ultimately be the main source of consolidated customer information that
will support several key business areas within FP.

This Data Mart initiative supports Federal Student Aid's (FSA's) three
main objectives. It reduces costs by providing capabilities that
currently either do not exist or are very inefficient to provide by
other systems. It increases customer satisfaction by providing more
timely information to our partners allowing them to work more
effectively with FSA. It increases employee satisfaction by providing
information and tools to better support partner relationships both
internally and externally. It also has a long-term benefit in ensuring
consistent data and a single resource of data.

The complete FPDM was implemented in three phases. Release I was
completed in June 2001 and was for U.S. Department of Education (ED)
internal use only which included the FFEL system to prepare for its
retirement (ED Forms 1130, 1189, 799). Release II expanded data report
availability to guaranty agencies and was available in October 2002.
Design work for Release III started in the fall of 2002 and became
available at the end of FY 2003. As part of Release III, lenders are now
authorized to use the system.

**Objectives of this Guide are to:**

-   Introduce the FPDM and provide a history of why the FPDM was
    created.

-   Ensure the FPDM Users understand the purpose of the data mart and
    how it will help them in their day-to-day tasks.

-   Introduce MicroStrategy Web as the FPDM reporting and analysis tool.

-   Demonstrate how users can retrieve data from the FPDM via the web.

-   Provide FPDM Users with sufficient documentation to be productive
    beyond the training course.

-   Create an environment conducive to learning.

# II. Overview of the FPDM

The FPDM provides a mechanism to generate end user reports available
several ED database source systems. Access to the data empowers users to
get their jobs done by providing information and decision support
capabilities for several key business functions, including:

**Portfolio Analysis:** Targeting areas of fiscal risk to FSA and its
financial partners (i.e., Guaranty Agencies, Lenders and Servicers).
Monitoring financial partners' operating performance (risk factors) to
identify and focus on areas of risk and the need for technical
assistance. Reducing the time required between identifying risk areas
and implementing solutions.

**Customer Relationship Management:** Increasing routine, positive
communication with external financial partners by providing information
regarding their performance between review cycles. Assist guaranty
agencies in reviewing lenders by providing additional information.

**Compliance Management:** Focusing performance reviews to those
financial partners that are not performing in accordance with standards
and/or regulations. Improving the efficiency of pre-planning and
analysis activities associated with the review process.

**Portfolio Management:** Identifying and assessing the portfolio mix to
improve policy decisions. Improving the efficiency and effectiveness of
trend analysis by providing calculated benchmarks, where appropriate.

FPDM Users can request reports for the following:

-   The Interest Benefits and Special Allowance Request and Report (ED
    Form 799) submitted by lenders on a quarterly basis.  (Note: LaRS
    data is now available in the Data Mart)

-   The ED Form 1130 and 1189 that were submitted by guarantors for
    months, quarters and fiscal years ending 9/30/2000 and before.

-   The ED Form 2000 that are submitted by guarantors for months,
    quarters and fiscal years ending 10/31/2000 and after.

-   Summarized NSLDS and PEPS data.

-   Lender and guarantor scorecards that identifies possible risk in the
    data that is reported to the Department.

-   Various other reports that can be used in analyzing lender,
    guarantor and servicer portfolios for purposes of performing reviews
    and offering technical assistance.

A "Roadmap" is available on the website to assist you in determining
beneficial uses of the FPDM reports.

# III. FPDM User Groups

The FPDM is available to internal ED users, Guaranty Agency users, and
Lender users. Individual users are classified in one of the following
User Groups: Public Web Users, Restricted Web Users, or Power Users.

**Web Users** are able to execute existing reports in the FPDM, via the
Internet.

Each agency shall have two specified users, with two Login IDs per
user: 1) **Public ids** provide agencies with access to reports in the
public domain, and 2) **Restricted ids** provide agencies with access to
agency specific reports and agency specific data. The FP Data Mart
prohibits agencies from accessing data on other agencies via the use of
defined MicroStrategy Security Roles and Filters

**Power Users** are able to:

-   Execute existing reports via the Internet and via the MicroStrategy
    Desktop Application

Create new reports using existing data mart objects via the Internet -
FPDM Ad hoc Query Tool. This task allows the User to create a report for
their view only. If a report is to be shared with an extended audience,
the report must be moved to a shared folder via the configuration
management process.

-   Create new reports using new data mart objects using the
    MicroStrategy Desktop Application\*

-   

-   Modify existing data mart reports and objects using the
    MicroStrategy Desktop Application\*

> *(\**
>
> *These tasks are completed using the Data Mart Development Life Cycle
> and the Configuration Management Process.)*

# IV. MicroStrategy Terminology

It is important to understand a few MicroStrategy web terms.

**Metric:** Calculates business measurements for a report. Metrics
define how the facts should be aggregated. Metrics are built from facts
or other metrics (compound metric). The data stored in the physical
tables are facts and metrics aggregate this data and show them in the
reports. In the FPDM, Ending Principal Balance, Average Daily Principal
Balance and Amount Paid by ED are metrics and facts.

**Filter:** Conditions or qualifications on a report. A filter restricts
the input for the report to only include data that meet the conditions
defined in the filter. For example, a User may run a report with a
filter for 1998. This report will only bring back the applicable data
for 1998, not all the years in the FFEL program. A template and filter
together make a report.

**Prompt:** Prompts are used to dynamically modify the contents of the
report at runtime. The User is given the flexibility to select the
desired data to see in the report. For example, a lender number prompt
enables the User to select the lender for which the report should be run
and will apply this lender selection when returning the results from the
database.

**Drilling:** Drilling is a function in the FPDM that allows the User to
browse the data from one level to another based on relationships defined
between the attributes. Drilling enables the User to drill to the parent
or child attributes of the main attribute present in the report.

**Grid:** Grid formatting allows Users to change the appearance of a
report. For example, by changing the grid style, you change the
report\'s font and color. MicroStrategy Web provides a variety of grid
formats.

# V. System Access

## 

## **A. Logging In via the Internet**

1.  Open the Internet browser.

2.  Go to either the Financial Partner portal at
    [www.fp.ed.gov](http://www.fp.ed.gov/) and click on the data mart
    link at the bottom of the page or access the website directly at
    <http://fp-mart.sfa.ed.gov/Login.asp> as the URL. Users may change
    the font size of the Internet Browser by going to View, Text Size
    and selecting a larger font from the menu bar.

3.  Press the Enter key. The Login window appears.

> ![](media/image4.png){width="5.9944444444444445in"
> height="2.5034722222222223in"}
>
> The User name and Password are supplied only after the FPDM security
> access forms are completed. A link to the access instructions and form
> is located on the login screen.

4.  Click the User name field and Type your User name.
    ![](media/image5.png){width="1.5104166666666667in"
    height="0.3333333333333333in"}

5.  Type your Password in the Password field.
    ![](media/image6.png){width="1.5208333333333333in"
    height="0.3125in"}

> Asterisks appear while typing the password for security reasons.
> Although the Save my password checkbox is displayed, it is not
> recommended to select this for security reasons. Forgotten password?
> Contact [FPDMhelp@ed.gov](mailto:FP-DMhelp@ed.gov)
>
> Each login has specific security privileges associated with it that
> govern what a User can do inside the data mart. If the User ID does
> not permit access to the other data marts, the User will receive an
> error as noted below if an invalid User name and/or Password is used.
>
> ![](media/image7.png){width="6.491666666666666in"
> height="0.5722222222222222in"}
>
> The first time the User logs into the system, and every 90 days
> thereafter, an expired password message appears. The system will
> request the original password to be entered, and a new password to be
> entered and re-entered. The password must be at least eight characters
> and is case sensitive. The new password also must contain a mix of
> characters from the four classes listed below. It must contain at
> least three of the classes, but it can contain all four:

  -------------------------------------------------- --------------------
  Description                                        Examples

  1\) English upper case letters                     A, B, C, ...Z

  2\) English lower case letters                     A, b, c. ...z

  3\) Westernized Arabic numerals                    0, 1, 2, ... 9

  4\) Non-alphanumeric, "special characters" such as %, @, #, &, \$,!
  punctuation symbols                                
  -------------------------------------------------- --------------------

6.  Click the Login button
    ![](media/image8.png){width="0.4270833333333333in"
    height="0.28055555555555556in"} or Press the Enter key. The
    following window appears.

![](media/image9.png){width="5.9944444444444445in"
height="1.5916666666666666in"}

7.  Click the Financial Partners button. The following window appears.

## ![](media/image10.png){width="5.9944444444444445in" height="2.863888888888889in"} 

## **B. Project Icons**

The main window displays icons for the following options:

![](media/image11.png){width="3.895138888888889in" height="0.6875in"}

**Shared Reports:** Location for FPDM reports that have been created for
all Users. The shared reports that a User can view are based on the
User's access permissions as defined by the FPDM Administrator. This is
also the location for the FPDM Administrator to save reports that a User
wants to share with other Users.

![](media/image10.png){width="3.8715277777777777in"
height="0.7673611111111112in"}

**Create Report:** Enables users to create ad hoc reports using a fully
prompted report writing capability and/or a report wizard with
pre-formatted templates and filters.

![](media/image12.png){width="3.707638888888889in" height="0.6875in"}

**History List:** Displays messages about the reports submitted by a
User. Users can view a report they have previously run from this list.

![](media/image13.png){width="3.5618055555555554in" height="0.6875in"}

**My Reports:** Location for User reports that have been created. It is
the default location for a User to save reports after creating them.

![](media/image10.png){width="3.8715277777777777in"
height="0.8236111111111111in"}

**My Subscriptions:** Enables Users to have a report automatically
executed on a regular schedule or when a specific event occurs. After
execution, the results will be accessible without the wait time required
for processing reports on demand.

![](media/image14.png){width="3.8118055555555554in" height="0.5625in"}

**Preferences:** Enables a User to set up preferences for grid and graph
display modes for reports, printing, exporting, drilling, viewing filter
details, and more.

# VI. Shared Reports

## 

## **A. Reports Overview**

The following instructions detail how to view and manipulate available
reports.

1.  Click the Shared Reports folder icon.
    ![](media/image11.png){width="2.998611111111111in"
    height="0.5291666666666667in"}

The Financial Partners folders appear with a description, the owner's
name, and the date last modified.

![](media/image15.png){width="6.367361111111111in"
height="3.4715277777777778in"}

The reports have been grouped into the following folders:

#### 

#### GA Analysis Reports: This folder contains various analytical reports related to the guarantor, such as, fund balances; default dollars paid; collections on defaulted loans; and fees paid to mention a few. 

#### GA Scorecard: This folder contains detail information on identified risk factors and will summarize the risk model scoring for Guaranty Agencies. The GA Scorecard is used by internal FSA users. Guarantee Agencies do not have access to the scorecard, but do have access to the underlying reports, the Scorecard Indicator (SI) reports, for their own information. This is a new feature in Release III.

#### Lender Portfolio Analysis: This folder contains information related to comparative analysis reports on lenders and identifies possible risk or deficiencies being reported by the lender.

#### School: This folder contains information on loan status changes on the loans that should have been placed in repayment status and are still being reported as in school.

#### GA Financial Reports: This folder contains information reported by the guarantor on the ED Form 2000 and forms formally known as the 1130 and 1189. It also contains the Statement of Account that resulted from the information reported on the forms.

#### Lender 799 Reports: This folder contains the information submitted by the lenders on their Interest and Special Allowance billings through the Lender Reporting System. Prior to 9/30/2002, this reporting was done on the Lender's Interest Benefits and Special Allowance Request and Report (ED Form 799). This data is now reported electronically through the LaRS.

**Lender Scorecard:** This folder contains detail information on
identified risk factors and will summarize the risk model scoring for
Lenders. The Lender Scorecard is used by internal FSA users. Lenders and
Guaranty Agencies do not have access to the scorecard, but do have
access to the underlying reports, the Scorecard Indicator (SI) reports,
for their own information.

**Data Mart Update Information:** The information used to update the
Data Mart reports is contingent on information coming from other source
systems on a monthly basis.

-   **PEPS:** Receive extracts after the last Sunday of every month.
    These extracts update the lender association information and the
    audit and review information on lenders. The historical information
    extracted dated back to January 1997.

-   **NSLDS:** Receive extracts after the last Sunday of every month.
    These extracts update many reports on a summary level (see the
    following report directory). The first extract was received in
    July 2002. No historical data was loaded from NSLDS.

-   **FMS:** Receive extracts after the last Saturday of every month.
    These extracts provide information reported on the ED Form 2000 from
    the guarantors and starting November 2002, information reported on
    the LaRS from the lenders. The historical information dated back to
    the first monthly Form 2000 submission that was 10/2000.

## **B. Running and Viewing**

The following instructions are intended to familiarize users with report
execution and the available options.

1.  Click the Lender 799 Reports folder icon.
    ![](media/image16.png){width="2.410416666666667in"
    height="0.6875in"}

> The associated report folders appear with a description, the owner's
> name, and the date last modified.

2.  Click the Interest Benefits Report icon.

> ![](media/image17.png){width="5.866666666666666in"
> height="2.727777777777778in"}
>
> ![](media/image18.png){width="5.866666666666666in"
> height="1.6236111111111111in"}

The Interest Benefits Report prompts the User to select a lender(s),
billing code(s), and quarter ending date(s). You may also use the
"Search For" box to find specific lenders.

> ![](media/image19.png){width="5.749305555555556in"
> height="3.247916666666667in"}
>
> ![](media/image20.png){width="5.749305555555556in"
> height="2.5756944444444443in"}

3.  Type 600001 in the "search for" box and click on the magnify button.

4.  Click on the large Right arrow to move the lender from the
    "Available" box to the "Selected" box.

5.  Use all billing codes. The default selection is all codes, so no
    action is required.

6.  Hold the SHIFT key down and select all four quarters of 2001
    displayed in the Quarter box. Click on the Right arrow to move them
    from the "Available" box to the "Selected" box.

> ![](media/image21.png){width="5.877083333333333in"
> height="3.3756944444444446in"}
>
> ![](media/image22.png){width="5.877083333333333in" height="2.4875in"}

7.  Click on the "Execute Report" button.

> The report request is submitted for the selected filters and the Wait
> Page appears until the report is completed. The report or report
> message is displayed.
>
> To stop the report, Click the Cancel button.
> ![](media/image23.png){width="0.5833333333333334in"
> height="0.20833333333333334in"} The report request is cancelled and
> the User is returned to the Lender 799 Reports folder window. (Don't
> use this for purposes of this exercise.)

## **C. Wait Page**

When a report is executed, a Wait Page may be displayed showing the
status of the executed report request. A User may continue to navigate
throughout the FPDM while the report request is executing.

> ![](media/image24.png){width="5.877083333333333in"
> height="1.7597222222222222in"}

The following is a list of options that appear with the Wait Page.

> **Check Status Again:** ![](media/image25.png){width="1.71875in"
> height="0.1875in"}
>
> Refreshes the report status manually. The page automatically refreshes
> within a predefined interval, as specified by the administrator.
>
> **Go to my History List:**
> ![](media/image26.png){width="1.8333333333333333in" height="0.1875in"}
>
> Takes the User to their History List. The FPDM is configured to copy
> all executed reports to the History List so that the User can save the
> report via the History List. This allows for more efficient processing
> time.
>
> **Cancel this Request:** ![](media/image27.png){width="1.6875in"
> height="0.17708333333333334in"}
>
> Cancels the report request that was submitted.
>
> Here is the result of our report:
>
> ![](media/image28.png){width="5.9944444444444445in" height="2.0in"}
>
> If the report does not return any data, the User is alerted with the
> following message: "No data returned for this report". If this occurs,
> confirm that the prompt selection is valid. For example, a User may
> mistakenly select Year 2010 (invalid) instead of 2001 (valid).
>
> If the report returns more than the maximum number of rows specified
> (60,000), the User is alerted with the following message: "This job
> exceeds the maximum row limit". If this occurs, try splitting the
> filter into multiple smaller reports. For example, a User can divide a
> large filter search for years 2001 through 1994 into individual years
> 2001, 2000, etc.
>
> If the report exceeds the maximum time limit (25 minutes), the User is
> alerted with the following message: "This job exceeds the maximum time
> limit". If this occurs, try splitting the filter into multiple smaller
> reports. For example, a User can divide a large filter search for
> years 2001 through 1994 into individual years 2001, 2000, etc.

## **D. View Options** 

There are a variety of views that can be applied to report results.
Let's see how these valuable features work.

1.  Click on the "View" option and select "Show Pivot Buttons" from the
    drop down box. Pivot icons are now displayed on the report for
    easier manipulation of the report layout.

##  

> ![](media/image29.png){width="5.875in" height="2.5125in"}

## 

## **Sorting** ![](media/image30.png){width="0.37430555555555556in" height="0.2673611111111111in"} ![](media/image31.png){width="0.34305555555555556in" height="0.2701388888888889in"}

## 

The up and down arrow icons enable a User to sort an attribute or metric
in ascending or descending order. When the User clicks the directional
icon, the attribute or metric sorts in the ascending or descending
direction.

1.  Select the Lender 799 Reports folder from the Shared Reports menu
    option.

2.  Select the Interest Benefits Report.

> ![](media/image32.png){width="5.866666666666666in"
> height="2.727777777777778in"}
>
> ![](media/image18.png){width="5.866666666666666in"
> height="1.6236111111111111in"}

3.  Click on Lender IDs 600000 and 600001. Select all billing codes.
    Select all quarters for 2000. Move all data to the 'Selected' column
    by highlighting and then clicking the right arrow. Click 'Execute
    Report'.

Here is the result of our report:

> ![](media/image33.png){width="5.875in" height="2.7597222222222224in"}

4.  Position the cursor on the directional arrow next to the Ending
    Principal Balance report heading and click the mouse.

> The Ending Principal Balance sorts from the largest dollar amount to
> the smallest dollar amount.
>
> ![](media/image34.png){width="5.941666666666666in"
> height="2.9034722222222222in"}

5.  Position the cursor on the directional arrow next to the Ending
    Principal Balance report heading and click the mouse again.

> The Ending Principal Balance sorts from the smallest dollar amount to
> the largest dollar amount.
>
> ![](media/image35.png){width="6.041666666666667in" height="3.01875in"}

6.  Click the Reset data option under the 'Data' dropdown box.

> ![](media/image36.png){width="6.375in" height="2.0180555555555557in"}

## **Pivot Buttons**

The pivot buttons, located below the attributes and metrics, enable the
User to pivot report data. Pivoting is the process of moving attributes
and metrics from rows to columns or from columns to rows on a report.
The User can also change the order of attributes and metrics within the
row and column headers using the left and right pivot buttons. Page-by
functionality enables Users to view report data one qualifier at a time.

> **Move to Row icon:** ![](media/image37.png){width="0.375in"
> height="0.31805555555555554in"}
>
> **Move to Column icons:**
> ![](media/image38.png){width="0.3597222222222222in"
> height="0.3854166666666667in"}
> ![](media/image39.png){width="0.4270833333333333in"
> height="0.38472222222222224in"}
>
> **Move Left & Move Right icons:**
> ![](media/image40.png){width="0.375in" height="0.3472222222222222in"}
> ![](media/image41.png){width="0.33541666666666664in"
> height="0.34305555555555556in"}
>
> **Page by this Field icon:** ![](media/image42.png){width="0.375in"
> height="0.3215277777777778in"}

Using the report currently on your screen:

1.  Click the Quarter (Ending Date), "Move to Rows" button.
    ![](media/image43.png){width="0.3326388888888889in"
    height="0.2659722222222222in"}

> ![](media/image33.png){width="5.916666666666667in"
> height="2.115972222222222in"}
>
> The "Quarter (Ending Date)" appears as the row.
>
> ![](media/image44.png){width="5.875in" height="2.6847222222222222in"}
>
> ![](media/image45.png){width="5.875in" height="2.127083333333333in"}

2.  Click the Quarter (Ending Date), "Move to Columns" button.
    ![](media/image38.png){width="0.375in"
    height="0.2604166666666667in"}

> ![](media/image44.png){width="5.9in" height="1.6270833333333334in"}
>
> The "Quarter (Ending Date)" appears as the part of the column heading.
>
> ![](media/image46.png){width="5.941666666666666in"
> height="1.8854166666666667in"}

3.  Click the Loan Type, "Page by this field" button.
    ![](media/image42.png){width="0.375in"
    height="0.31666666666666665in"}

> ![](media/image46.png){width="5.941666666666666in"
> height="1.7479166666666666in"}
>
> Users can:

-   Page by attributes or metrics or any combination of the two;

-   Page by an attribute or metric by clicking the page by icon beside
    the desired attribute or metric; or

-   Place a page by field into the row or column header of a report
    using the pivot buttons beside the page by field.

> The Loan Type now becomes a "paged by" field. The "List of Values"
> dropdown box provides the User an option for displaying different data
> values.
>
> ![](media/image47.png){width="6.375in" height="1.6270833333333334in"}

4.  Click the Form Type, "Move Left" button.
    ![](media/image40.png){width="0.2708333333333333in"
    height="0.2548611111111111in"}

> ![](media/image46.png){width="5.941666666666666in"
> height="1.7479166666666666in"}
>
> The Form Type column moves to the left of the Lender Servicer Code
> column.
>
> ![](media/image48.png){width="6.0in" height="1.8222222222222222in"}

5.  Click the Form Type, "Move Right" button.
    ![](media/image41.png){width="0.2423611111111111in"
    height="0.24930555555555556in"}

> The Form Type column moves back to the right of the Lender Servicer
> Code column.
>
> ![](media/image46.png){width="5.941666666666666in"
> height="1.7479166666666666in"}

## **Report Filter**

The Report Filter displays basic filter details of the data contained in
the report. If a filtering condition has been used on the report, it
displays as a text box with detailed information. If no filtering
conditions have been used on the report (for example, the Changes in
Guaranteed Loan Principal does not allow a filter), there will be no
filtered data displayed. Data will be shown in its entirety.

1.  Click the Report Filter option from the View drop down box.

> ![](media/image49.png){width="6.0in" height="1.9145833333333333in"}

The Report Filter box displays the filter information. For this example,
the report filter details originally used to run this report are located
in the report filter box.

> ![](media/image50.png){width="5.958333333333333in"
> height="2.4145833333333333in"}

2.  Click the Shared Reports option to return to the main report screen.

> ![](media/image51.png){width="6.125in" height="0.6951388888888889in"}

## **Reporting Options**

User can select from the following report options that appear on the top
right side of the report.

> **Grid and Graph:**
> ![](media/image52.png){width="0.31666666666666665in" height="0.375in"}
> ![](media/image53.png){width="0.38333333333333336in" height="0.375in"}
> ![](media/image52.png){width="0.36666666666666664in" height="0.375in"}
>
> **Print Options:** ![](media/image52.png){width="0.375in"
> height="0.40625in"}
>
> **Export:** ![](media/image52.png){width="0.3333333333333333in"
> height="0.40625in"}
>
> **Re-prompt:** ![](media/image54.png){width="0.3333333333333333in"
> height="0.4597222222222222in"}
>
> **Refresh:** ![](media/image52.png){width="0.3416666666666667in"
> height="0.39375in"}
>
> **Save:** ![](media/image52.png){width="0.38333333333333336in"
> height="0.41875in"}

1.  From the Shared Reports menu option, select the "GA Analysis
    Reports".

> ![](media/image16.png){width="5.898611111111111in"
> height="2.263888888888889in"}

2.  Select the "GA Restricted Account Report".

> ![](media/image55.png){width="5.877083333333333in" height="2.14375in"}

This report will automatically execute without selecting report prompts.
The results are returned in the "Grid" format.

![](media/image56.png){width="6.375in" height="3.2597222222222224in"}

[]{.mark}

There are many graph and grid options that a User may choose to display
data. The Show Graph and Grid icon ![](media/image52.png){width="0.25in"
height="0.2625in"} enables a User to display the report in both a grid
and a graph mode simultaneously. The Grid icon
![](media/image52.png){width="0.25in" height="0.3in"} displays the
report in grid mode only. The Graph icon
![](media/image53.png){width="0.25833333333333336in" height="0.25625in"}
displays the report in graph mode only.

1)  Click the Show Graph and Grid icon.
    ![](media/image52.png){width="0.25in" height="0.2625in"}

Both the graph and grid modes appear.

> ![](media/image57.png){width="6.375in" height="3.1333333333333333in"}
>
> ![](media/image58.png){width="6.375in" height="3.0125in"}

#### Graph type and subtype 

Users can change the graph type and sub-type. Changing the graph type
results in a different graphically representation of the data. For
example, a User can change from a bar graph to a line graph. Changing
the graph subtype changes how the information is displayed for the same
graph type. The graph types are:

1.  Select the "Graph" option under the Format menu.

![](media/image59.png){width="6.375in" height="1.413888888888889in"}

> The complete display of graph type and subtype options appear.

![](media/image60.png){width="6.375in" height="2.7944444444444443in"}

2.  Click the Vertical Line icon.
    ![](media/image61.png){width="0.1875in" height="0.1875in"}

> The following Vertical Line graph view appears with a sub-type of
> Absolute.
>
> ![](media/image62.png){width="6.625in"
> height="3.029861111111111in"}![](media/image63.png){width="6.625in"
> height="3.564583333333333in"}

Once the desired Graph type is selected, the Graph sub-type can be
selected from the Graph sub-type dropdown list box. The available Graph
sub-types vary depending on the Graph type selected. Since there are
many graph and graph sub-type combinations, Users should select the best
combination based on the intended audience.

**b. Categories and series**

The categories feature determines how many groups are displayed on the
x--axis in graph view. The default value is six.
![](media/image64.png){width="1.1666666666666667in"
height="0.23958333333333334in"}

The series feature determines how many metric values are displayed for
each grouping in graph view. The default value is five.
![](media/image65.png){width="1.1666666666666667in"
height="0.23958333333333334in"}

1)  Change the categories to 3 and the series to 2, then Click the Apply
    button.

> ![](media/image66.png){width="6.4in" height="1.7416666666666667in"}
>
> The following Vertical Line graph view appears with the 3 groups and 2
> metrics.
>
> ![](media/image67.png){width="6.375in" height="3.2194444444444446in"}

## **Reporting Options Cont'd**

Now that we have covered graphs and grids, let's look at the other
report options that appear on the top right side of the report.

1.  Click cancel to remove the format options box from your view.

2.  Return to the "GA Analysis Reports" folder via the "You are here"
    menu line.

> ![](media/image68.png){width="6.25in" height="0.5402777777777777in"}

3.  Select the "GA Delinquency Aging" report from this folder.

4.  Select GA Code "500" by highlighting it and clicking on the right
    arrow. This selection should now appear in the 'Selected' columns.
    Execute the report.

```{=html}
<!-- -->
```
a.  **Print Options**![](media/image52.png){width="0.375in"
    height="0.40625in"}

> This feature enables users to set up the print options. Print options
> include setting up a header and footer, changing paper size and
> orientation, setting the page numbering style, determining how many
> rows and columns print on a page, and choosing whether to print filter
> details. The report can be displayed as it will appear when printed by
> selecting "Show Printable Version".

1)  Click on the "Print" icon. The following "Print" Internet window
    opens:

> ![](media/image69.png){width="5.75in" height="3.0243055555555554in"}

For more details, see Print Settings in part E of the Preferences
section.

b.  **Export**![](media/image52.png){width="0.3333333333333333in"
    height="0.40625in"}

This feature enables Users to set up export options to copy data into
another application. Export options include selecting the desired
application (i.e. Excel, Lotus, HTML, or plain text), determining how
much of the report to export, and choosing whether to export filter
details. After the User has set the export options, the report is
exported to the appropriate format.

1)  Click on the "Export" icon. The following "Export" Internet window
    opens: ![](media/image70.png){width="6.25in"
    height="3.104861111111111in"}

2)  Select "Excel with plain text" and then click the export button. A
    new window opens displaying the converted report in Excel. (Close
    this window and return to your report.)

> For more details, see the Export part F of the Preferences section.

c.  **Re-prompt**![](media/image54.png){width="0.3333333333333333in"
    height="0.4597222222222222in"}

> This feature returns the User back to the selection criteria window to
> re-select the metrics and attributes to qualify on. Click on the
> "Re-prompt" button and select other GA's.

d.  **Refresh**![](media/image52.png){width="0.3416666666666667in"
    height="0.39375in"}

> This feature re-executes the report against the data mart database and
> overrides any existing cache. Click on the "Refresh" button to reload
> the report data.

e.  **Save**![](media/image52.png){width="0.38333333333333336in"
    height="0.41875in"}

This feature saves executed reports to the My Reports folders. My
Reports is a list of created folders and saved reports.

1)  Click on the "Save" icon. The "Save Report" window below appears.

2)  Click on the "My Reports" link to save this report to your personal
    folder.

> ![](media/image71.png){width="5.875in" height="3.01875in"}
>
> ![](media/image72.png){width="5.875in" height="2.0125in"}

###### 

> For more details, see the My Reports section.

3)  Type a new folder name (*Your First Name Your Last Name*) in the
    "Create Folder" text box.

4)  Type a folder description (*This is a test folder*.) in the
    "Description" text box.

5)  Click the Create Folder button.
    ![](media/image73.png){width="1.1979166666666667in"
    height="0.16666666666666666in"}

> The new folder appears in the Save report within box and the Contents
> of this folder reads "This folder is empty".
>
> ![](media/image74.png){width="5.75in" height="2.5236111111111112in"}

Below is a list of Save options that can be selected in the Save window.

![](media/image75.png){width="1.46875in" height="0.17708333333333334in"}
User may select which folder to save the report in within "My

> Reports".

![](media/image76.png){width="1.6354166666666667in"
height="0.14583333333333334in"} Shows the User the current content of
the folder.

![](media/image77.png){width="0.9479166666666666in"
height="0.16666666666666666in"} Create folder allows the User to create
a new folder in which to store the report. (Required).

![](media/image78.png){width="0.8229166666666666in" height="0.1875in"}

> Folder Description allows the User to write a description for the new
> folder (Not required, but recommended)

![](media/image79.png){width="1.2083333333333333in"
height="0.22916666666666666in"} Creates the specified folder.

![](media/image80.png){width="1.1979166666666667in"
height="0.17708333333333334in"} Save report as allows the User to create
a new name for the

###### ![](media/image78.png){width="0.8229166666666666in" height="0.1875in"} report. (Required). Report description displays default description and allows the User to change description for the new report (Not 

> required, but recommended)

![](media/image81.png){width="1.6236111111111111in"
height="0.20833333333333334in"} This saves the report with the prompt
selection made by the User as the filter for this report. The User will
not be re-prompted for the filter when they execute the report again.

![](media/image82.png){width="1.6256944444444446in"
height="0.32430555555555557in"} This saves the report with the prompt
options in the filter. The

> User is prompted for the filter when they execute the report again.
> This is the default.

![](media/image83.png){width="1.6256944444444446in"
height="0.36666666666666664in"} This will save the report with the
prompt options in the filter and template. The User is prompted for all
the prompts (filter and when they execute the report again.

![](media/image84.png){width="0.4270833333333333in"
height="0.19791666666666666in"} Saves the newly created report.

![](media/image85.png){width="0.5520833333333334in" height="0.21875in"}
Cancels the save report operation.

6)  Click the Save button.
    ![](media/image84.png){width="0.4270833333333333in"
    height="0.19791666666666666in"}

> The following confirmation window appears.
>
> ![](media/image86.png){width="6.375in" height="3.175in"}

The following continuation options are available:

> Continue
>
> Returns the User back to the original report.
>
> Go -- Run your new report
>
> Runs the report just created, from its new location, under it's new
> name.
>
> Go - Saved reports
>
> Browse other saved reports from the same folder as this one.

7)  Click the Continue button. ![](media/image86.png){width="0.625in"
    height="0.26875in"}

## **Search**

There are two types of search functions, quick search and advanced
search.

1.  **Quick Search** ![](media/image87.png){width="1.3222222222222222in"
    height="0.3541666666666667in"}

This feature enables users to more easily find a particular report or
folder. A simple search for a report or folder can be executed by typing
the name of the report or folder in the Quick Search box on the upper
left side of the page. (If the box does not appear then click on the
left arrow to show the toolbar.)

Enter the word "portfolio" in the Quick search text box
![](media/image88.png){width="1.2916666666666667in" height="0.3125in"}
then click the Go button. The following search results appear.

> ![](media/image89.png){width="6.375in" height="3.21875in"}

2.  **Advanced Search**
    ![](media/image90.png){width="0.6354166666666666in" height="0.25in"}

> Choosing an advanced search displays a window that can be used to
> search more specifically for a report or folder.

1.  Click the "advanced..." link.
    ![](media/image90.png){width="0.6354166666666666in" height="0.25in"}

The following window and default values appear. (The Location: "Only
inside" folders will vary depending on which window the User started the
search from.)

> ![](media/image91.png){width="4.999305555555556in"
> height="4.875694444444444in"}

2.  Enter the word "portfolio" in the Search for box. This is a required
    field.

> ![](media/image92.png){width="3.5in" height="0.325in"}

3.  Select the option "Contains" from the four object types in the drop
    down list.

> ![](media/image93.png){width="0.9270833333333334in" height="0.75in"}
>
> Contains Objects that contain the text string
>
> Exactly Objects that exactly match the string
>
> Begins with Objects that begin with the string
>
> Ends with Objects that end with the string

4.  Select the Only inside folder Shared Reports button from the
    Location: list to specify which folders within the CMDM to search.
    Only one location can be selected.

> ![](media/image94.png){width="2.957638888888889in"
> height="1.0729166666666667in"}

5.  Select the report(s) checkbox and Deselect the document(s) and
    folder(s) from the Object type: list to specify which object type
    within the CMDM to search. Multiple options can be selected.

> ![](media/image95.png){width="1.2604166666666667in"
> height="0.8958333333333334in"}

6.  Select the Find all objects from the Date created/modified: options
    to specify whether all objects that contain the text string should
    be included in the search or only those created or modified within a
    certain time period. The date format for specific date range
    searches is MM/DD/CCYY.

> ![](media/image96.png){width="5.353472222222222in" height="1.6875in"}

7.  Select the Created by any user button from the Owner: options to
    specify whether the search includes objects created by any User or
    only those created by the User performing the search.

> ![](media/image97.png){width="2.125in" height="0.6041666666666666in"}

8.  Keep the Description includes: box blank. This includes text in the
    search for a report or folder.

> ![](media/image98.png){width="4.947222222222222in"
> height="0.7916666666666666in"}

9.  Wildcard Searching:

> When using the search function, a "?" can be used as a wildcard
> denoting a single character, and a "\*" can be used as a wildcard to
> indicate any number of characters.

a.  For example, to search for two names that are similar, like Tiller
    and Miller, use the "?" to indicate one character, "?iller". Or to
    search for many characters or a word such as Borrower Interest Paid
    and Borrower Principal Paid, use the "\*" to indicate many
    characters, "Borrower \* Paid".

b.  Click the Search button.
    ![](media/image99.png){width="0.7083333333333334in"
    height="0.2708333333333333in"}

> The following search results appear.
>
> ![](media/image100.png){width="5.125in" height="3.075in"}
>
> ![](media/image101.png){width="5.125in" height="1.6125in"}

# VII. My Reports 

**My Reports** is the default location for User to store reports that
they have generated.

###### ![](media/image10.png){width="6.378472222222222in" height="2.8875in"}

###### Users can create folders and store reports here in a manner similar to using windows.

######  

###### 

###### 

# VIII. History List

## **A. Viewing the History List**

#### 

The History List option enables Users to view their personal history
list of reports they have submitted. All reports are saved to the
History List. The report listings are marked as unread and in boldface
type until the User views them.

1.  For this example, Click the History List tab.

> ![](media/image10.png){width="6.378472222222222in" height="2.8875in"}

The History List displays the list of previously executed, available
reports.

![](media/image102.png){width="6.495833333333334in"
height="3.2472222222222222in"}

![](media/image103.png){width="0.5729166666666666in"
height="0.13541666666666666in"} Name List of Reports

![](media/image104.png){width="0.59375in"
height="0.14583333333333334in"} Status Lists the status of each report.
Possible Statuses are Waiting for prompt, Executing SQL, Preparing
results, Ready, Ready (mark as "unread"), and Error. Each status can be
selected to display additional information.

![](media/image105.png){width="0.8020833333333334in" height="0.15625in"}
Modified Last date and time in which the report status was modified.

![](media/image106.png){width="0.5208333333333334in" height="0.15625in"}
Details Icon enables a User to view report details, such as the template
and filter used for a report, the time the report was run, and the SQL
used to generate the report.

![](media/image107.png){width="0.6041666666666666in" height="0.1875in"}
Remove A User can delete messages from their History List by selecting
the report by checking in the checkbox for specific report(s) and
clicking the Remove button. Users should periodically delete reports
from their History List to maintain a manageable size list.

![](media/image108.png){width="1.8125in" height="0.5208333333333334in"}

Refresh my History List Updates the Status column for the reports.

Clear my History List Permanently deletes reports from the History List.

# IX. Preferences 

## **A. Viewing User Preferences**

The **Preferences** option enables Users to set their own preferences
for certain report parameters. Preferences are available at two levels:
(1) User Preferences and (2) Project Defaults. Users determine their
User Preferences. The FPDM Administrator sets Project Defaults.

![](media/image10.png){width="6.378472222222222in" height="2.8875in"}

## 

## **B. General Settings**

General settings enable Users to set preferences for the default start
page, language and dynamic HTML.

1.  Select the General link from the Preferences list.
    ![](media/image109.png){width="0.7916666666666666in"
    height="0.22916666666666666in"}

The General default settings appear.

![](media/image110.png){width="6.4in" height="3.9194444444444443in"}

**Default start page:** Defaults to the Home Page of the FPDM. Other
folders are available.

**Locale:** Defaults to the English language. Other languages are
available.

**Dynamic HTML:** Defaults to using dynamic HTML. Other options are not
to use HTML or to have the FPDM determine it automatically.

Steps 2 and 3 apply to all preferences. Users may load the default
settings or apply their own.

2.  Click the Apply button. Notice the confirmation message, Update
    Confirmation Your personal preferences have been saved appears.

> Users with access to multiple data marts may Select Apply to ALL
> projects checkbox can be selected to add these Preferences to all of
> the data marts to which the User has access.

3.  To return Preferences to the default values, Click the Load Default
    Values button then Click the Apply button. Notice the confirmation
    message, Update Confirmation Your personal preferences have been
    saved appears.

## **C. Grid Display Settings**

Grid display settings enable Users to set preferences for viewing
reports in grid mode.

1.  Select the Grid display from the Preference list.
    ![](media/image111.png){width="0.8541666666666666in"
    height="0.1875in"}

> The Grid default settings appear.
>
> ![](media/image112.png){width="6.4in" height="3.9194444444444443in"}

Grid style Available selections include: "Use the format stored in the
report definition", or "Use my selected default grid style."

Default grid styles If the User selects Use my selected default grid
style from the Grid Style options above, they can choose from one of the
following grid styles to be applied to reports.

> Accounting Agent Blue and Gray Classic Colorful Columns Finance Gray
> Bands Pastels Red and Black Romantic Small Type Squares Sunrise

Column headers Available selections include: "Merge" to display row
headings only once for multiple rows within a group or "Repeat" to
display row headings on every row for multiple rows with a group.

Maximum rows in grid A User may choose from 1 to 9999 rows per grid.

Maximum columns in A User may choose from 1 to 9999 columns per grid.

grid

Show pivot buttons Displays pivot buttons on report.

Show attribute forms Displays all forms of the attribute
(identification, description, or any custom forms) on the report.

Automatic page-by Displays page-by button for ad hoc reporting via
Create Report.

12345 User may choose either Yes. My browser supports this formatting
implementation or No. Use a different formatting implementation.

> MicroStrategy ensures that the selected formatting can successfully be
> viewed. If not, MicroStrategy will use default
>
> settings.

2.  Select the desired settings.

3.  Click the Apply button. Notice the confirmation message, Update
    Confirmation Your personal preferences have been saved appears.

## **D. Graph Display Settings**

Graph display settings enable Users to set preferences for viewing
reports in graph mode. Users can choose to automatically view both the
graph and grid version of a graph report.

1.  Select the Graph display from the Preferences list.
    ![](media/image113.png){width="0.9166666666666666in"
    height="0.17708333333333334in"}

The Graph default settings appear.

![](media/image114.png){width="6.442361111111111in"
height="2.767361111111111in"}

Graph size User can use the settings stored in the report definition or
select own Width and Height.

Maximum number of User can use the settings stored in the report
definition or select

series and categories own Categories and Series.

Show User can select this to show both the graph and grid by default.

> Additional details on how to create graphs are covered in the Graphs
> section of this guide.

2.  Select the desired settings.

3.  Click the Apply button. Notice the confirmation message, Update
    Confirmation Your personal preferences have been saved appears.

## **E. Print Settings**

Print settings enable Users to set preferences for printing reports.

1.  Select the Print from the Preferences list.
    ![](media/image115.png){width="0.4375in"
    height="0.17708333333333334in"}

The Print default settings appear.

> ![](media/image116.png){width="6.271527777777778in"
> height="3.8555555555555556in"}
>
> ![](media/image117.png){width="6.25in" height="2.1277777777777778in"}

Header text Adds text header to report pages

Footer text Adds text footer to report pages

Orientation Portrait or Landscape are the options.

Paper size Letter, Legal, A3, A4, or Folio are the options.

Print filter details "No", "At the beginning of the printing set", "At
the top of every page are the options."

Open new window Opens report in Internet Browser window for the printing

when printing

Print the grid and Prints the grid and the graph on the same page

the graph on

the same page

Prompt me Prompts for print settings on a report-by-report basis

on print

Grid rows Determines the number of grid rows that print on each page

per printed

page

Grid columns Determines the number of grid columns that print on each
page

per printed

page

Page-numbering Determines the page numbering style from the following
options: "none",

Style "1", "1/n", or "1 of n"

2.  Select the desired settings.

3.  Click the Apply button. Notice the confirmation message, Update
    Confirmation Your personal preferences have been saved appears.

## **F. Export** 

Users are able to export reports to other application formats, such as
spreadsheet or text. In order to do so, many Users will need to have
their computer configured to handle downloading Micro Strategy reports.
Please see the Export Configuration Procedure for instructions.

1.  Select the Export from the Preferences list.
    ![](media/image118.png){width="0.4791666666666667in"
    height="0.14583333333333334in"}

The Export default settings appear.

![](media/image119.png){width="6.229166666666667in"
height="3.6319444444444446in"}

![](media/image120.png){width="6.271527777777778in"
height="1.7513888888888889in"}

Export: User can export the Whole report or the Portion displayed only

Export grids to: User can export to Excel, Lotus, HTML or Plain text. If
Plain text is chosen, a delimiter (comma, tab, semicolon, or space)
needs to be selected.

Export graphs to: User can export graphs to either Excel 2000 (with or
without formatting) or to HTML.

Export documents to: User can export documents to HTML or Excel version
97 or greater without formatting.

Open new window Opens report in Internet Browser window for the
exporting

when exporting:

Export numeric values as: User can export numeric values as numbers or
text.

Export filter details: User can choose to export the filter detail as
they see it on the web.

Prompt me on export: User can choose to have a system prompt so the User
can decide to change the export options prior to exporting.

2.  Select the desired settings.

3.  Click the Apply button. Notice the confirmation message, Update
    Confirmation Your personal preferences have been saved appears.

## **G. Drill Mode Settings**

Drill mode settings enable Users to set preferences for drilling on
reports. The drill option does not apply to all reports.

1.  Select the Drill mode from the Preferences list.
    ![](media/image121.png){width="0.6875in" height="0.15625in"}

The Drill default settings appear.

![](media/image122.png){width="6.25in" height="3.839583333333333in"}

Keep parent while drilling:

> Use the settings stored Uses the settings stored in the report
> definition.
>
> in the report definition
>
> Yes Uses the attributes of the parent (main) report in the child
> (drill) report.
>
> No Does not use the attributes of the parent (main) report in the
> child (drill) report.

2.  Select the desired settings.

3.  Click the Apply button. Notice the confirmation message, Update
    Confirmation Your personal preferences have been saved appears.

## **H. Prompts**

Prompts allow a User to determine whether they desire to view all
prompts in one window or to view prompts in separate windows.

1.  Select the Prompts from the Preferences list.
    ![](media/image123.png){width="0.59375in" height="0.15625in"}

The Prompts default settings appear.

![](media/image124.png){width="6.25in" height="2.839583333333333in"}

View prompts: All prompts to be viewed on one window or each on a
separate window

2.  Select the desired settings.

3.  Click the Apply button. Notice the confirmation message, Update
    Confirmation Your personal preferences have been saved appears.

## **I. Logout**

Logout settings enable Users to set preferences for how jobs are handled
when they log out of the FPDM.

1.  Click the Logout from the Preferences list.
    ![](media/image125.png){width="0.5104166666666666in"
    height="0.15625in"}

The Logout default settings appear.

![](media/image126.png){width="6.25in" height="2.967361111111111in"}

Cancel this session's "Yes" to cancel pending request or "No" to not
cancel pending

pending requests? jobs when logging out

Prompt me on logout Prompts the User with this option on logout

Remove the Yes to delete jobs from the history list when logging out or

finished jobs No, not to delete jobs from the history list when logging
out

from the History List?

###### 

###### Prompt me on logout Prompts the User with this option on logout 

###### 

2.  Select the desired settings.

3.  Click the Apply button. Notice the confirmation message, Update
    Confirmation Your personal preferences have been saved appears.

## **J. Change My Password Settings**

Change My Password settings enable Users to modify their password.

1.  Click the Change the password from the Preferences list.

> The Change my password window appears.
>
> ![](media/image127.png){width="6.271527777777778in"
> height="3.071527777777778in"}

Old password: Enter your current password.

New password: Enter your new password. Asterisks appear instead of the
typed text. The new password can be alpha, numeric, or a combination of
alphanumeric characters. Passwords are case sensitive.

New password Enter your new password again.

verification

2.  Enter current and new passwords.

3.  Click the Change Password button. A message appears stating the new
    password has been changed.

> The User name and Password are supplied only after a FPDM security
> access forms are completed. If the User has not requested access or
> has not received a System ID, contact the Security Officer. The first
> time the User logs into the system and every 90 days thereafter an
> expired password message appears. The system will request the original
> password to be entered, and a new password to be entered and
> re-entered. The new password can be alpha, numeric, or a combination
> of alphanumeric characters. Passwords are case sensitive. Forgotten
> password? Contact [FPDMhelp@ed.gov]{.underline}

# X. Additional Aids

## **Related Reports**

This feature displays a list of other reports from the same folder as
the report displayed on the current page. This list varies depending on
what report you are currently viewing. Users can run any of the related
reports by clicking the report name.

## **Subscriptions**

Users can choose to have a report automatically executed on a regular
schedule or when a specific event occurs. After execution, the results
will be accessible in History List or My Subscriptions when needed,
without the wait time required for processing reports on demand.\
\
To subscribe to a report or document, execute it first and then
subscribe to it from the results page, or subscribe to it from its
location in the Shared Reports or My Reports folder.

1.  Choose one of the following:

    -   If you are viewing the report, choose one of the following:

        -   If DHTML is on: from the **Report** menu select
            **Subscribe**.

        -   HTML: from the **Report** drop-down list select
            **Subscribe**, then click the **Go** icon next to the
            drop-down list.

    -   If you are viewing My Reports or Shared Reports and have not
        executed the report yet:

        -   In Large Icons view, click the **Subscriptions** link below
            the report icon.

        -   In List view, click the icon in the **Subscriptions**
            column.

2.  A subscription panel displays.

3.  In the Choose a schedule field, select a schedule or event from the
    drop-down list.\
    Note: The schedule choices available are created in MicroStrategy
    Desktop.

4.  For a report definition with prompts, all prompts are displayed if
    you are not subscribing to an open report. The selections you make
    for these prompts will be used whenever the subscribed report is
    run.

5.  Click the OK button.

###### Sending a report or document via e-mail on a schedule

1.  If you are viewing the report or document, choose one of the
    following:

    -   If DHTML is on: From the **Report** menu, select **Scheduled
        e-mail\...**

    -   HTML: From the **Report** drop-down list, select **Scheduled
        e-mail\...** and click the **Go** icon next to the drop-down
        list.

2.  The Scheduled e-mail panel displays. Fill in or make selections for
    these items:

3.  Select a schedule from the drop-down list.

4.  Choose an address from the drop-down list, or if you don\'t see the
    correct e-mail address to use, specify a new e-mail address and the
    type of e-mail client you use for that address.

5.  From the drop-down Delivery Format list, select the format in which
    to send the report. Your options are HTML, Excel, and PDF. When
    Excel or PDF is chosen, the report is included as an attachment in
    the e-mail.

6.  If you selected PDF or Excel, you can reduce the size of the
    attachment by selecting Compress contents.\
    Note: The Delivery Format and Zip Contents options are not enabled
    until they have been enabled in Narrowcast Server. The report will
    be sent in HTML format.

    -   Type in a description for the e-mailed report in the **Subject**
        line.

    -   If you want to preview the report or document, select **Send me
        a Preview Now** check box.

    -   If you want a message to display in the body of the e-mail,
        choose one of the following:

        -   If DHTML is on: Click **Click here to add a message** and
            type the text.

        -   HTML: Type the text in the **Message** box.\
            **Note:** The Message box is not enabled until it has been
            enabled in Narrowcast Server.

    -   Clicking **Hide** hides the message here, but it will still be
        displayed in the e-mail.

7.  For a report with prompts, all prompts are displayed if you are not
    subscribing to an open report. The selections you make for these
    prompts will be used whenever the report is delivered.

8.  Click the **OK** button. The report is sent to the selected e-mail
    address on the specified schedule.

**Managing your subscriptions and scheduled e-mails**\
To check your subscriptions (and, if available, your scheduled e-mails)
click the **My Subscriptions** link at the top of the page. The page
lists each document or report to which you are subscribed in a
particular project. You can click on the icon next to the document name
to view the most recent report or document results.\
\
Each row of the subscriptions list indicates if the report (including
data mart reports) or document is personalized with your prompt
responses and its schedule or the event triggering execution. The
scheduled e-mails also list the address to which the report or document
will be sent. You can click the **Edit** link to change the subscription
options. On the right side of each row, you can select a check box for
the report or document and click the **Unsubscribe** button at the top
of the section to remove it.

## **Online Help**

### Need Help? ![](media/image128.png){width="0.6666666666666666in" height="0.14583333333333334in"}

Online help is a comprehensive tool to assist users with all features of
the FPDM. An alphabetical index and content pages are accessible for
locating help on a specific topic.

Online help also includes options specific to the window the User is
viewing. This is an online MicroStrategy help option. For example, if
the User is on the Shared Reports window, the help options are: What are
Shared Reports?, What is a report?, What is a document?, and How do I
select a new project?

# CONTACT INFORMATION

> Have questions? Please contact your Regional State Representative.
> (Revised 10/13/06)

+-------------+--------------+----------------------------------------+
| State       | Primary      | Number/Address                         |
| Assignment  | Contact      |                                        |
+-------------+--------------+----------------------------------------+
| Alabama     | Ben          | \(404\) 562-1628 FAX (404) 562-6999    |
| (lender     | McPherson    |                                        |
| only)       |              | Ben.McPherson@ed.gov                   |
+-------------+--------------+----------------------------------------+
| Alaska      | Peter Sweet  | \(415\) 486-5627 FAX (415) 486-5679    |
|             |              | Peter.Sweet@ed.gov                     |
+-------------+--------------+----------------------------------------+
| American    | Peter Sweet  | \(415\) 486-5627 FAX (415) 486-5679    |
| Samoa       |              | Peter.Sweet@ed.gov                     |
| (lender     |              |                                        |
| only)       |              |                                        |
+-------------+--------------+----------------------------------------+
| Arizona     | Peter Sweet  | \(415\) 486-5627 FAX (415) 486-5679    |
| (lender     |              | Peter.Sweet@ed.gov                     |
| only)       |              |                                        |
+-------------+--------------+----------------------------------------+
| Arkansas    | Ben          | \(404\) 562-1628 FAX (404) 562\--6999  |
|             | McPherson    | Ben.McPherson@ed.gov                   |
+-------------+--------------+----------------------------------------+
| California  | Ben Chiu     | \(415\) 486-5623 FAX (415) 486-5679    |
|             |              | Ben.Chiu@ed.gov                        |
+-------------+--------------+----------------------------------------+
| Colorado    | Vesta Porter | \(415\) 486-5625 FAX (415) 486-5679    |
|             |              | Vesta.Porter@ed.gov                    |
+-------------+--------------+----------------------------------------+
| Connecticut | Lee Avery    | \(617\) 289-0123 FAX (617) 289-0165    |
|             |              | Lee.Avery@ed.gov                       |
+-------------+--------------+----------------------------------------+
| Delaware    | Vincent      | \(646\) 428-3776 FAX (646) 428-3773    |
| (lender     | Clark        | Vincent Clark \@ed.gov                 |
| only)       |              |                                        |
+-------------+--------------+----------------------------------------+
| District of | Susan        | \(646\) 428-3771 FAX (646) 428-3773    |
| Columbia    | Ferraiole    | Susan.Ferraiole@ed.gov                 |
| (lender     |              |                                        |
| only)       |              |                                        |
+-------------+--------------+----------------------------------------+
| Florida     | Ben          | \(404\) 562-1628 FAX (404) 562\--6999  |
|             | McPherson    | Ben.McPherson@ed.gov                   |
+-------------+--------------+----------------------------------------+
| Georgia     | Ben          | \(404\) 562-1628 FAX (404) 562\--6999  |
|             | McPherson    | Ben.McPherson@ed.gov                   |
+-------------+--------------+----------------------------------------+
| Guam        | Peter Sweet  | \(415\) 486-5627 FAX (415) 486-5679    |
| (lender     |              | Peter.Sweet@ed.gov                     |
| only)       |              |                                        |
+-------------+--------------+----------------------------------------+
| Hawaii      | Peter Sweet  | \(415\) 486-5627 FAX (415) 486-5679    |
| (lender     |              | Peter.Sweet@ed.gov                     |
| only)       |              |                                        |
+-------------+--------------+----------------------------------------+
| Idaho       | Peter Sweet  | \(415\) 486-5627 FAX (415) 486-5679    |
| (lender     |              | Peter.Sweet@ed.gov                     |
| only)       |              |                                        |
+-------------+--------------+----------------------------------------+
| Illinois    | Barry        | \(312\) 886-8768 FAX (312) 353-9369    |
|             | Bennett      | Barry.Bennett@ed.gov                   |
+-------------+--------------+----------------------------------------+
| Indiana     | Bob Bridgman | \(312\) 886-8768 FAX (312) 353-9369    |
|             |              | Robert.Bridgman@ed.gov                 |
+-------------+--------------+----------------------------------------+
| Iowa        | Earl Crisp   | \(214\) 661-9514 FAX (214) 661-9581    |
|             |              | Earl.Crisp@ed.gov                      |
+-------------+--------------+----------------------------------------+
| Kansas      | Earl Crisp   | \(214\) 661-9514 FAX (214) 661-9581    |
| (lender     |              | Earl.Crisp@ed.gov                      |
| only)       |              |                                        |
+-------------+--------------+----------------------------------------+
| Kentucky    | Richard      | \(404\) 562-6287 FAX (404) 562\--6999  |
|             | Criswell     | Richard.Criswell@ed.gov                |
+-------------+--------------+----------------------------------------+
| Louisiana   | Ben          | \(404\) 562-1628 FAX (404) 562\--6999  |
|             | McPherson    | Ben.McPherson@ed.gov                   |
+-------------+--------------+----------------------------------------+
| Maine       | Lee Avery    | \(617\) 289-0123 FAX (617) 289-0165    |
|             |              | Lee.Avery@ed.gov                       |
+-------------+--------------+----------------------------------------+
| Maryland    | Susan        | \(646\) 646-3771 FAX (646) 428-3773    |
| (lender     | Ferraiole    | Susan.Ferraiole@ed.gov                 |
| only)       |              |                                        |
+-------------+--------------+----------------------------------------+
| Ma          | Gene Greene  | \(617\) 289-0046 FAX (617) 289-0165    |
| ssachusetts |              | Gene.Greene@ed.gov                     |
+-------------+--------------+----------------------------------------+
| Michigan    | Marge Stroud | \(312\) 886-8768 FAX (312) 353-9369    |
|             |              | Marjorie.Stroud@ed.gov                 |
+-------------+--------------+----------------------------------------+
| Minnesota   | Martha Shine | \(312\) 886-8768 FAX (312) 353-9369    |
|             |              | Martha.Shine@ed.gov                    |
+-------------+--------------+----------------------------------------+
| Mississippi | Ben          | \(404\) 562-1628 FAX (404) 562\--6999  |
| (lender     | McPherson    |                                        |
| only)       |              | Ben.McPherson@ed.gov                   |
+-------------+--------------+----------------------------------------+
| Missouri    | Mark E.      | \(214\) 661-9512 FAX (214) 661-9581    |
|             | Taylor       |                                        |
|             |              | Mark.E.Taylor@ed.gov                   |
+-------------+--------------+----------------------------------------+
| Montana     | Judi         | \(415\) 486-5622 FAX (415) 486-5679    |
|             | Charlton     | Judith.Charlton@ed.gov                 |
+-------------+--------------+----------------------------------------+
| Nebraska    | Mark E.      | \(214\) 661-9512 FAX (214) 661-9581    |
|             | Taylor       |                                        |
|             |              | Mark.E.Taylor@ed.gov                   |
+-------------+--------------+----------------------------------------+
| Nevada      | Peter Sweet  | \(415\) 486-5627 FAX (415) 486-5679    |
| (lender     |              | Peter.Sweet@ed.gov                     |
| only)       |              |                                        |
+-------------+--------------+----------------------------------------+
| New         | Lee Avery    | \(617\) 289-0123 FAX (617) 289-0165    |
| Hampshire   |              | Lee.Avery@ed.gov                       |
+-------------+--------------+----------------------------------------+
| New Jersey  | Susan        | \(646\) 428-3771 FAX (646) 428-3773    |
|             | Ferraiole    | Susan.Ferraiole@ed.gov                 |
+-------------+--------------+----------------------------------------+
| New Mexico  | Jerry        | \(214\) 661-9515 FAX (214) 661-9581    |
|             | Wallace      |                                        |
|             |              | Jerry.Wallace@ed.gov                   |
+-------------+--------------+----------------------------------------+
| New York    | Susan        | \(646\) 428-3771 FAX (646) 428-3773    |
|             | Ferraiole    | Susan.Ferraiole@ed.gov                 |
+-------------+--------------+----------------------------------------+
| North       | Richard      | \(404\) 562-6287 FAX (404) 562\--6999  |
| Carolina    | Criswell     | Richard.Criswell@ed.gov                |
+-------------+--------------+----------------------------------------+
| North       | Anthony      | \(415\) 486-5624 FAX (415) 486-5679    |
| Dakota      | Lowery       | Anthony.Lowery@ed.gov                  |
+-------------+--------------+----------------------------------------+
| Ohio        | Don Smith    | \(312\) 886-8768 FAX (312) 353-9369    |
|             |              | Donald.Smith@ed.gov                    |
+-------------+--------------+----------------------------------------+
| Oklahoma    | Earl Crisp   | \(214\) 661-9514 FAX (214) 661-9581    |
|             |              | Earl.Crisp@ed.gov                      |
+-------------+--------------+----------------------------------------+
| Oregon      | Peter Sweet  | \(415\) 486-5627 FAX (415) 486-5679    |
|             |              | Peter.Sweet@ed.gov                     |
+-------------+--------------+----------------------------------------+
| P           | Vincent      | \(646\) 428-3776 FAX (646) 428-3773    |
| ennsylvania | Clark        | Vincent.Clark@ed.gov                   |
+-------------+--------------+----------------------------------------+
| Puerto Rico | Vincent      | \(646\) 428-3776 FAX (646) 428-3773    |
| (lender     | Clark        | Vincent.Clark@ed.gov                   |
| only)       |              |                                        |
+-------------+--------------+----------------------------------------+
| Republic of | Peter Sweet  | \(415\) 486-5627 FAX (415) 486-5679    |
| Palau       |              | Peter.Sweet@ed.gov                     |
| (lender     |              |                                        |
| only)       |              |                                        |
+-------------+--------------+----------------------------------------+
| Republic of | Peter Sweet  | \(415\) 486-5627 FAX (415) 486-5679    |
| the         |              | Peter.Sweet@ed.gov                     |
| Marshall    |              |                                        |
| Islands     |              |                                        |
| (lender     |              |                                        |
| only)       |              |                                        |
+-------------+--------------+----------------------------------------+
| Rhode       | Greene, Gene | \(617\) 289-0046 FAX (617) 289-0165    |
| Island      |              | Gene.Greene@ed.gov                     |
+-------------+--------------+----------------------------------------+
| South       | Richard      | \(404\) 562-6287 FAX (404) 562\--6999  |
| Carolina    | Criswell     | Richard.Criswell@ed.gov                |
+-------------+--------------+----------------------------------------+
| South       | Peter Sweet  | \(415\) 486-5627 FAX (415) 486-5679    |
| Dakota      |              | Peter.Sweet@ed.gov                     |
+-------------+--------------+----------------------------------------+
| Tennessee   | Richard      | \(404\) 562-6287 FAX (404) 562\--6999  |
|             | Criswell     | Richard.Criswell@ed.gov                |
+-------------+--------------+----------------------------------------+
| Texas       | George Hilty | \(214\) 661-9517 FAX (214) 661-9581    |
|             |              |                                        |
|             |              | George.Hilty@ed.gov                    |
+-------------+--------------+----------------------------------------+
| The         | Peter Sweet  | \(415\) 486-5627 FAX (415) 486-5679    |
| Federated   |              | Peter.Sweet@ed.gov                     |
| States of   |              |                                        |
| Micronesia  |              |                                        |
| (lender     |              |                                        |
| only)       |              |                                        |
+-------------+--------------+----------------------------------------+
| The         | Peter Sweet  | \(415\) 486-5627 FAX (415) 486-5679    |
| Northern    |              | Peter.Sweet@ed.gov                     |
| Marianas    |              |                                        |
| (lender     |              |                                        |
| only)       |              |                                        |
+-------------+--------------+----------------------------------------+
| Utah        | Leslie       | \(415\) 486-5626 FAX (415) 486-5679    |
|             | Richards     | Leslie.Richard@ed.gov                  |
+-------------+--------------+----------------------------------------+
| Vermont     | Vincent      | \(646\) 428-3776 FAX (646) 428-3773    |
|             | Clark        | Vincent.Clark@ed.gov                   |
+-------------+--------------+----------------------------------------+
| Virgin      | Susan        | \(646\) 428-3771 FAX (646) 428-3773    |
| Island      | Ferraiole    | Susan.Ferraiole@ed.gov                 |
| (lender     |              |                                        |
| only)       |              |                                        |
+-------------+--------------+----------------------------------------+
| Virginia    | Vincent      | \(646\) 428-3776 FAX (646) 428-3773    |
|             | Clark        | Vincent.Clark@ed.gov                   |
+-------------+--------------+----------------------------------------+
| Washington  | Peter Sweet  | \(415\) 486-5627 FAX (415) 486-5679    |
|             |              | Peter.Sweet@ed.gov                     |
+-------------+--------------+----------------------------------------+
| West        | Vincent      | \(646\) 428-3776 FAX (646) 428-3773    |
| Virginia    | Clark        | Vincent.Clark@ed.gov                   |
| (lender     |              |                                        |
| only)       |              |                                        |
+-------------+--------------+----------------------------------------+
| Wisconsin   | Merecedes    | \(312\) 886-8768 FAX (312) 353-9369    |
|             | Zajicek      | Merecedes.Zajicek@ed.gov               |
+-------------+--------------+----------------------------------------+
| Wyoming     | Peter Sweet  | \(415\) 486-5627 FAX (415) 486-5679    |
| (lender     |              | Peter.Sweet@ed.gov                     |
| only)       |              |                                        |
+-------------+--------------+----------------------------------------+