Configuring Reports

Configuration > Reports > Reports

This page is used to manage, modify, and create Reports.

Reports Screen

1. Search - search by name

2. Include Inactive - check to include inactivated reports

3. Reset - click to reset search parameters

4. Add New Report - click to add a new report
   

   1. Name - enter report name

   2. Model - select report model

   3. Report Category - select report category. This is where the report will appear in the Reports menu.

   4. Cancel - click to return to the previous screen without saving changes

   5. Save - click to create the report and be redirected to the individual report screenName - click to sort by name

5. Model - click to sort by model

6. Report Category - click to sort by report category

7. Protected - click to sort by protected status

8. Default - click to sort by default status

9. Active - click to sort by active status

10. Pencil - click to be redirected to the individual report screen

11. < > - click to scroll through pages

Individual Report Screen

Note: Some reports are protected an not editable. Create a copy to edit fields, and then make the copy the default to replace the protected version of the report.

1. Name - change name if needed

2. Model - notice the report model (not editable)

   Output (not pictured, non-letters only)

3. Report Category - select report category where the report will appear in the reports menu

4. Sort Order - change sort order if needed

5. Paper Format - change paper format if needed (Legal, Letter, CR80)

6. Orientation - change orientation if needed (Portrait, Landscape)

7. Header - select Header

8. Footer - select Footer

9. Top Margin - enter top margin in inches. Report body will begin at Top Margin + Header Height

10. Bottom Margin - enter bottom margin in inches. Report body will end at Bottom Margin + Footer Height

11. Left Margin - enter left margin in inches

12. Right Margin - enter right margin in inches

13. Language - notice report body language

14. Email Subject - notice email subject

15. Pencil - click to edit report body. See Step 16 for details.

16. (+) Report Body - click to add a new report body
    

    1. Language - select language

    2. Email Subject - enter email subject line for emailed letters

    3. Report Type Something - enter report body text and use the WYSIWYG editor for formatting

    4. Gear Icon - click to insert dynamic fields as needed

    5. Kabob - click to enter Code View (< >) to edit HTML

    6. Voice Type Something - enter text for voice and SMS messages. Note: This field is only visible for districts with voice and/or SMS licenses.

    7. Gear Icon - click to insert dynamic fields as needed

    8. Cancel - click to return to the previous screen without saving changes

    9. Save - click to save changes

17. Active - toggle active status

18. Include Header - check to include report header

19. Include Footer - check to include footer

20. Default - toggle default status

21. Close - click to return to the previous screen without saving changes

22. Copy Report - click to create a copy of the report and be redirected to that report's screen. Making a copy of a protected report allows editing of a custom report.

23. Save - click to save changes