infoAdvantge: Developing Reports

Prior to being granted report developer access a user must complete the report development training that is available at the time of the request. To request additional information, please contact the CORE Help Desk at core.help@state.co.us. 

No, we are no longer provisioning new IA Report Developers. The team is shifting its focus to supporting and up-training Insights report developers.

If you have Department Controller access in infoAdvantage, you can create new folders within your Department Folder. Here is how to do it:

1. In infoAdvantage, navigate to your Department Folder.

2. Click on the "Add" icon (represented by a plus sign "+") in the toolbar at the top of the screen.

3. Select "New Folder" from the drop-down menu.

4. Enter your desired folder name into the "Name" field for your new folder. You can also add a description if desired.

5. Click "Save". Your new folder will now appear in your Department Folder directory.

Note: Department Developers without Controller access can only create folders within "Team Member Folder (Developers Only)".

If you have Department Controller access in infoAdvantage, you can move reports and folders using the "Organize" menu. Follow these steps:

1. In infoAdvantage, navigate to your Department Folder.

2. Locate the report or folder you wish to move.

3. Right-click the item (or click the "More" menu, represented by three-dots "...", next to the item).

   • You may also use the checkboxes to select multiple reports or folders. If selecting multiple items, click the three-dot "More" menu in the toolbar at the top of the screen.

4. Select "Organize" from the "More" menu, then choose "Cut".

5. Browse through your Department Folder directory and select the destination folder where you want the item to live.

6. Once you are in the folder you would like to paste the reports or folders in, click the three-dot "More" menu in the toolbar at the top of the screen.

7. Click the "Paste" button to complete the action.

Note: Department Developers without Controller access can only paste reports or folders within "Team Member Folder (Developers Only)".

The Properties section is located in the main panel on the right side of the window. If you have the “Reading” display selected (located in the top right corner), you will see a read-only of the report Properties. If you have either the “Design” or “Structure” display selected, you will be able to make modifications to the report Properties.

You will want to select "Apply Changes and Close" or "Cancel".

Before completing the Report Developer training class, you will want to have your department controller submit an email to CORE help (core.help@state.co.us) providing your CORE User ID, department, and requesting your access.

To add or remove a report developer your department controller will want to send a request to CORE Support (core.help@state.co.us) including the user IDs of the old developer and the new developer.

Any material changes to StateWide reports need to be submitted to the CORE Governance Committee. Details for submitting a request can be found on the CORE Website. They will review the request to determine the benefit and changes needed by other departments (i.e. the report in its current format is used as an upload into an external system, etc). Once approved by the CGC, report modification, and user acceptance/validation would need to be completed.

Another option would be to work with your Controller and have a report developer at your department create a modified version of the report in your Department report folder and request access for you to be able to run the report.

Please allow 1-2 business days after you have completed your Report Developer training and put a note on your help desk ticket indicating that the training is complete.

You can locate CORE Online Training through The State Learning Management System (LMS) which houses CORE training.  If you don't already have an account, please contact core.training@state.co.us.