Overview

This article mentions how to carry out HESA reporting from your RIO Education org.

Prerequisite

The following managed packages must be installed in the Salesforce org:

• EDA
• RIO Education
• RIO Reporting Engine (Generic) - see here for more information.

Configuration

Go to Setup > Custom Metadata Types and manage the following metadata:

a) Export File Configs

This is where you define the object and fields to use for a particular section.

For example, HESA's “COURSEID” is, by default, derived from the rio_ed__Program_Code__c field on the Account object in RIO / Salesforce.

The default mappings for the basic HESA elements are already present here.

But if you are using additional / different objects and fields other than the default ones, you will need to define them here.

• Conversely, if you are not reporting a particular field, you will need to deactivate the metadata record for that particular field.

b) Export Data Field Xrefs

This is where you define what should a field value be reported as in the HESA report.

For example, the Contact's “Citizenship” picklist field has “United States” as one of the values, but it should be returned as “US” in the HESA report.

The default mappings are already present here.

But if you are using additional / different values other than the default ones, you will need to define them here.

Generating the report

Make sure your user has been assigned with the “RIO Reporting - Admin” permission set.

1) Create a “Reporting Configuration” record.

2) Create a “Reporting Query” record for each HESA section that you want to report.

Specify the File Section, the Salesforce object and the SOQL query to return records of said object.

This is the default SOQL query, but you may amend them to meet your use cases.

3) Create a “Reporting Export” record for the institution and year you want to report.

Define the “From” and “To” dates.

Then, set the Status to “Queued”.

Allow a few minutes for the Status to automatically update to “Completed”.

The Default.xml file will be ready for you to download.