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academy:student:overview_user_created_reports2020

User Created Reports & Templates

Most ASCENDER Student applications provide the ability to create a customized application-level report for students at one campus or all campuses. Student information is pulled from the most current student record for the selected school year.

Graduation Plan and Scheduling do not offer user created reports.

Discipline Reports menu with Create Discipline Report circled

Create Discipline Report page

Report Title

Type a title for the report, up to 35 characters.

Campus Options

Select Campus to print information for the campus to which you are logged on.

Or, select All Campuses to print information for all campuses in the district to which you have access (according to your security settings).



The fields are grouped by student table. Select the fields for which you want to print information. You can select an entire group of fields by selecting the group name (e.g., Demographic Information).

Click Create Report to generate the report. The report displays the selected data. Review, save, or print the report.

Templates

You can create and reuse templates for reports that are run frequently. You can also create and use public reports, which are shared district wide.

Create Discipline Report page with Report Template section circled

Create and save a new template:


Report Template

Type the name of a new report template.

Only alphanumeric characters are allowed.

WARNING: If you type a name that is already used, it will overwrite the previous template.

Public

Select to make the report accessible to other users. All users in the district who have access to this page will be able to use the template.

Report Title

Type a title for the report, up to 35 characters.

This title may or may not be the same as the report template name.


Select the fields to be included. You can select individual fields, or you can select an entire group of fields by selecting the group name.

Click Save.

Run a report from an existing template:


Report Template

Begin typing all or part of the name of an existing report template, or press the space bar to view all the templates. As you begin to type, a drop-down list displays report templates with titles that match the letters you have typed. From the drop-down list you can select the template. Only templates you created are listed in the drop-down list.

Report Template Directory

If you do not know the name of the report template, or if you are looking for a public report template, click Directory to select a report template from the directory. From the directory, you can select templates you created as well as public templates.



Report Selection pop-up window

From the directory, you can search for a template by the report title, report template, or user ID of the person who created a template.

Report Template

Type all or any part of the report template name.

Report Title

Type all or any part of the report title.

User ID

Type all or any part of the user ID that created the template.

Public

Select to include both private (i.e., your templates) and public (i.e., district-wide) reports in your search results.

NOTE: Any changes you make to a public template will be saved under your user ID as a private template. If you want to save the template as public, you must change the name. Public templates cannot have the same names.


Click Search. Templates meeting the criteria entered are listed.

When you locate the report template you want to retrieve, click the report template name. The directory closes.

IMPORTANT: Once the template is selected on the Create Report page, press ENTER to populate the selections.



Click Create Report to generate the report. The report opens in a new window.

Review, save, or print the report as described in the Report Preview section of this guide.

NOTE: You can save a public template as your own, or as a different public template, by saving the template with a different name. You cannot have two public templates with the same name.



academy/student/overview_user_created_reports2020.txt · Last modified: 2020/11/23 13:47 by apape