Data Platforms

Access reporting, dashboards, analytics, and data resources

W&M uses data platforms to help faculty and staff access trusted reporting, dashboards, analytics, and institutional data.

These platforms are for internal university use and require appropriate security access. Access depends on role, business need, approval, data sensitivity, and responsible use. Public reports and externally citable data resources are available under Public Data.

Different platforms support different needs. Operational systems provide the detailed reporting used in day-to-day work, while analytics platforms such as Qlik help bring data together for broader reporting, analysis, trends, and decision-making.

Operational Reporting

For day-to-day reporting, start with the system or office responsible for the information.

Operational systems contain the detailed information faculty and staff use to perform university activities. Reporting and access may vary by system, role, and business need.

Examples of core systems and data sources include:

Admissions — Slate
Advancement — Blackbaud
Facilities — FAMIS 360
Finance, Human Resources & Payroll — Workday
Learning Management — Blackboard
Procurement — Jaggaer
Research Administration — Workday/Cayuse
Student & Academic Records — Banner/Workday Student as capabilities transition

Institutional Research

Institutional Research maintains W&M’s official census-based data used for institutional and longitudinal reporting. Census data is captured at established points in time to provide consistent information for analysis and reporting across years.

W&M Data Factbooks are refreshed each semester and are available through the Public Data page.

Qlik Analytics Platform

Qlik is W&M’s primary internal platform for approved dashboards, reporting, and self-service analytics.

Qlik is available to W&M faculty and staff with approved security access. Authorized users can explore institutional data, review dashboards and reports, identify trends, and support operational and planning needs.

Qlik combines information from multiple university sources and makes it available through approved applications based on role and business need.

Qlik content includes reporting and analytics across areas such as:

Student
Financial Aid
Admissions
Data Governance
Targeted Workday Financial Reporting
Historical Human Resources
Historical Finance
Accounts Receivable

Qlik supports internal reporting, operational insight, trend analysis, and institutional data exploration for approved users.

Access Qlik

Already have approved access?
Go directly to Qlik at qlik.wm.edu.

Request or Change Qlik Access

William & Mary employees can request new or revised access to Qlik Apps using the official Qlik App Request Form. The process ensures supervisor approval and routing to the appropriate Qlik App Owner(s) in compliance with university policy. For process guidance, see Qlik Apps: How to Request Access.

Evolving Data & Analytics Platform

W&M continues to develop its data and analytics environment to provide more consistent access to quality data and meaningful analytics that are scalable, secure, supportable, and sustainable.

This includes evolving capabilities across AWS, Microsoft Fabric, Qlik, data management, reporting, analytics, and governance.

W&M-supported end-user reporting and analytics tools the Microsoft tool suite, including Power BI and Qlik.

W&M DataHub - coming soon

DataHub is being developed as the protected internal starting point for W&M data resources.

DataHub will help faculty and staff find dashboards, governed definitions, trusted sources, steward resources, data access guidance, functional data sources, and support.

Rather than moving every resource into one location, DataHub will help connect users to approved information maintained by functional offices, local teams, source systems, and university data platforms.

Which Platform or Source Should I Use?

Operational report or day-to-day business question?
Start with the system or office responsible for the information.
Dashboard, analytics, trends, or information across sources?
Explore Qlik and available Qlik Apps.
Need Qlik access?
Use the Qlik App Request Form. For process guidance, see Qlik Apps: How to Request Access.
Looking for official public or citable information?
Use Public Data.
Looking for internal data resources, definitions, or support?
Use W&M DataHub as it becomes available.