Get an Account

To get an Infoview account:

  1. Complete and sign the InfoView Account Application Form
  2. Email the form to data-services@ucsc.edu

Docusign

We're unable to accept documents submitted through the Docusign platform.  You may still use Docusign to gather the required signatures, however the final, signed document must be saved and attached to an email sent to data-services.

Licensing

Historically, Infoview Report Writing Services came at a $650 cost to the units; we are pleased to announce that effective March 1, 2021, Infoview Reporting Services will be centrally funded. The original cost model was designed to help offset the costs associated with software licensing, infrastructure, and support staff.


FAQ

Who should sign my application form?

What universes should I choose?

Should I pick limited read-only, read-only or report writer access?

Do I need a license? I/my employee needs report-writing access, but I don’t know if we have any licenses free.

What shared folders should I have access to?

How long will my application take to process?

Ok, I’ve got access now. Now what?

Any other questions


Who should sign my application form?

  1. You. Always sign the privacy statement on page two!
  2. Your supervisor's approval is always required.
  3. Any other signatures appropriate to the universe you are asking for.

See the authorizor matrix to help figure out who else should sign your form.

Back to Top

What universes should I choose?

Review the universe descriptions and available reports to help determine what makes the most sense for your position.

You might also consider asking colleagues or people in a similar position what access they have needed.

Back to Top

Should I pick limited read-only, read-only or report writer access?

The Limited Read Only right is designed to provide users view only access to Shared Folders and related reports and universes, and if requested, limited access to report data.

The Limited Read Only right does not allow user access to Corporate Reports.

This access is available for full or part-time, permanent or temporary employees, and users identified as students or consultants.  The limited access to specific report data is determined by the user's management.

 

Read-only access allows the user to run (a.k.a. refresh) reports, including changing any prompt-values.

 

Report writers have the ability to change the report itself, for example by adding columns to a query, changing query limits and changing which fields cause a prompt to pop up. 

This security is universe-specific, meaning that a single person can have read-only access in one universe and writing access in another. It’s all about what is appropriate for you.

Back to Top

Do I need a license? I/my employee needs report-writing access, but I don’t know if we have any licenses free.

As of March 1, 2021, read-only and report writing access does not require a license.

 

Back to Top

What shared folders should I have access to?

Shared folder access is authorized by business unit department management.

Back to Top

How long will my application take to process?

It depends. Here are some general rules:

  • Processing will take longer if you are missing appropriate signatures
  • Read-only access is faster to grant than report-writing access
  • Applications for PPS, Student, GSS, AIS and sometimes Advancement access take longer to process because they have extra steps
  • If the universe requires FERPA training, sending your certificate with your application speeds up the process (our FERPA page has instructions)
  • AIS generally requires the most approvals
Back to Top

Ok, I’ve got access now. Now what?

Welcome! Check out our First Steps page in the Help & Training section.

Back to Top

Any other questions

Please contact our hotline at 9-5083 or send us an email—we’d be glad to help you!

Back to Top

See Also