CSIS Glossary

This document is a glossary of all reports and tools in CSIS-2.

Canvas Access

  • Enrollment Summary: Shows the number of learners enrolled in each instance. You can sort by fiscal year and department.
  • L3-Learner Lookup: Use this tool to troubleshoot learner NetID and Canvas access issues
  • Participants Actions: Look up an instance to see who needs to setup their NetIDs. You can use this report to also send/resend get started emails.

General Reports

  • Affiliates (coming soon)
  • Course Dashboard Summary: Lists number of courses and enrollments by fiscal year, broken down by fall/spring and public/private.
  • Course Enrollment Summary: Pulls data for each instance regarding enrollments and fees assessed.
  • Course Information: Pulls data for each instance, cost of class, # enrolled, fees assessed, and all subcategories added at the time of setup. Can be filtered by start date.
  • Course Website Data: Pulls data that appears on the website for all courses in the specific data range for the selected department.
  • Curriculum Summary: Pulls registration revenue, amount due, enrollments and course type for all instances in a given curriculum.
  • Document and URL Storage (coming soon)
  • Promotions Data Report: Pull marketing lists for specific disciplines and criteria to send marketing material.
  • Participant Data: Pull learner lists for specific disciplines and criteria.

Finance

  • Cost Allocation: Interface for uploading financial transactions and allocating costs to specific programs.
  • Cost Allocation: - Batch (definitions coming soon)
  • Finalized Costs: Pulls a list of allocated costs that have been allocated to programs with cost types and finalized.
  • Revenue: Interface for manually adding expenses, revenue and enrollments.

Finance Reports

  • ASSA Tracking:
  • Cost Details: Pulls an itemized list of costs that have been allocated to programs.
  • Course Summary FY: Pulls list of individual instances by FY which includes category, (primary) sub-category, start and end dates, revenue, direct costs, and enrollments. Actively used in department reporting.
  • Enrollment Revenue: Pulls list of instances which includes all categories a course is listed under, start and end dates, current enrollment, current revenue, course fee, and revenue potential.
  • Instructor List: Pulls list of instructors for a particular accounting period and the total amount the instructor should be paid for the selected accounting period.
  • Instructors: Payrolled: Pulls list of instructors by program number of courses they are associated with. This report includes instance name, instance number, total cost instructor is paid for instance, payment type, instructional hours, start date, end date and fiscal year.
  • Invoice Numbers: Pulls list of instructors paid via PIR. You can search by instructor or invoice number.


Keywords:
CSIS-2 CSIS L3 Enrollment Summary Learner Lookup Participants Action Reports Report 
Doc ID:
150305
Owned by:
Liz N. in Continuing Studies Information System
Created:
2025-05-06
Updated:
2026-06-29
Sites:
Continuing Studies Information System