Studentinformation Report Builder

StudentInformation Report Builder

The Report Builder screen lists the reports available to you and any reports that you have

previouslysaved. You can access the Report Builder screen using the following path.

Home > Local > Report Builder > Report Builder Reports

On the Report Builder screen, Regular Reports are those Report Builder reports available for you to run based on the school building in context and the StudentInformation role assigned to you. To hide the Regular Reports list, click Hide Regular Reports.User Reports are those reports you have previously saved. For more information on saving areport, refer to step 7 in “Class Master Schedule with Disabilities (R407) Report” . To hide the User Reports list, click Hide User Reports.

WhenyouclicktheViewReportbuttonintherowofareport,theStudentInformationReport

Viewerscreendisplays. Eachreporthasadifferentsetofparameters,availablefiltersandcolumnstoselectorremove fromthereport.Youcansavethereportwiththemostfrequentlyusedparameters,anditwill displayintheUserReportssectionoftheReportBuilderscreen.Youcanthenrunthe user-definedreportdirectlyfromtheReportBuilderscreenwithouthavingtocompletethe parameters before running the report.

Clicktosaveselectedreport parameters

Clicktosaveselectedreport parameters

StudentInformationReportViewerScreen

AllReportBuilderReportsarerunfromStudentInformationReportViewerscreen,whichdisplays whenyouclickatheViewReportbuttonforareportontheReportBuilderscreen.Thougheach reporthasitsownparameters,filtersandcolumns,theReportViewerscreeniscomposedofthe followingfourareas:

•UpdateReportHeaders

•SelectRequiredParameters

•SetOptionalFilters

•AddRemoveColumns

UpdateReportHeadersArea

SomereportsdisplaytheReportHeaderfieldintheUpdateReportHeadersareaofthe StudentInformationReportViewerscreen.TheReportHeaderdefinesthevaluethatdisplaysin thereportheaderatthetopofthereport.Theheader,bydefault,issetwithavalue.Youcan changethevalueintheReportHeaderfieldtodisplaythetextyouwant.

SelectRequiredParametersArea

EachreporthasuniqueparametersintheSelectRequiredParametersareaofthe StudentInformationReportViewerscreendependingontheinformationthereportwilldisplay. Requiredparametersmaydisplayastextentryfields,drop-downselectionlists,radiobuttonsor checkboxes.YouhavetocompletetheSelectRequiredParametersareatorunthereport.

SetOptionalFiltersArea

IntheSetOptionalFiltersareaoftheStudentInformationReportViewerscreen,youcandefine filterstofurthernarrowthereportresults.TheSetOptionalFiltersareaconsistsofthefollowing threefields:

•FieldName– Liststhefieldsbywhichyoucanfilterthereport.

•Operation– Liststheavailableoperationsyoucanperformonthefield.Thevaluesthat appearinthislistdependonthetypeofvaluesthefieldyouselectedintheFieldName.

•Value–Enablesyoutoenterorselectavalue,ifapplicabletotheselectedvalueinthe Operationlist.Forexample,ifthefieldyouselectedintheFieldNamelistisadate,you couldtypeadateorselectadatefromthecalendarthatdisplayswhenyouclickinthe Valuefield.ThisfieldisnotavailablewhenHasAValueorDoesNotHaveAValueis selectedintheOperationlist.

Youcanaddmultiplefilters;but,StudentInformationappliesallofthefiltersyouentertothe report.Ifyoucreatetoomanyfilters,thereportwillbecometoospecific,therefore,the generatedreportmaynotdisplayanyrecords.

Todeleteafilter,click.Thelinethatcontainsthefilterisremoved.

OperationListOptions

ThefollowingtabledescribestheavailableoptionsintheOperationslist.

OperationListOptions

Operation / Description
Is EqualTo / Returns recordsonthereportwhere thevaluesexactly match the value entered in the
Valuefield.
IsNotEqual To / Returns records on the reportwhere thevaluesdo not match thevalue enteredin the
Value field.
Is Before / ReturnsrecordsonthereportwherethedateisbeforethedateenteredintheValuefield. Thisoption isonlyavailable when a date field isselectedin theField Name list.
Is BeforeorOn / Returns records on the reportwhere thedatematchesoris before the dateentered in the Valuefield.Thisoption is only available when a datefield is selected in the Field Name list.
Is After / Returns records on the reportwhere thedateisafterthedate you selectin the Value field. Thisoption isonlyavailable when a date field isselectedin theField Name list.
Is AfterorOn / Returns records on the reportwhere thedatematchesoris afterthe dateenteredin the Valuefield.Thisoption is only available when a datefield is selected in the FieldName list.
IsGreaterThan / Returns records on the reportwhere thevalue is greaterthan the value entered in the Valuefield.Thisoption is only available when a numeric field is selected in the Field Name list.
IsGreaterThanorEqual
To / Returns records on the reportwhere thevalue matches or isgreater thanthevalue enteredintheValuefield.Thisoptionisonlyavailablewhenanumericfieldisselectedin the Field Name list.
Is Less Than / ReturnsrecordsonthereportwherethevalueislessthanthevalueenteredintheValue field. Thisoption isonlyavailable when a numericfieldisselected in the Field Name list.
IsLess Than orEqual To / Returnsrecordsonthereportwherethevalue matchesorislessthanthevalueentered in the Valuefield.Thisoption is only available whena numeric field is selected in the FieldName list.
Is OneOf / Returns recordsonthereportwhere thevalue matches the value(s) selectedfrom a list in the Valuefield.Thisoption is only available forcertainfields you select in theField Name list.
Begins With / Returns records on the reportwhere thebeginning partof the value matches the charactersenteredin theValuefield.Forexample, ifyouare filtering the Class Master Schedule withDisabilities(R407) reportby theCourseName field,and you typegeoin the Valuefield,StudentInformationwill returnallrecordswhere the course name begins with “geo”such as Geology,Geometryand Geography.
Thisoption isonlyavailable when an alphanumeric field is selected in theFieldName list.

OperationListOptions

Operation / Description
Does NotBegin With / Returns records on the reportwhere thebeginning partof the value does not matchthe charactersenteredin theValuefield.Forexample, ifyouare filtering the Class Master Schedule withDisabilities(R407) by theCourseName field,and you type geoin the Valuefield,StudentInformationwill return all records where the course namedoes not begin with “geo”such asBiology,Algebra and English Literature.
Thisoption isonlyavailable when an alphanumeric field is selected in theFieldName list.
EndsWith / Returns records on the reportwhere theend partofthe value matchesthe characters entered in theValuefield.Forexample, ifyou are filtering the Class Master Schedule with Disabilities(R407) report bytheCourseName field,and you type logy, StudentInformationwill returnall records where the course name endswith“logy”such as Geology,Biology and Mythology.
Thisoption isonlyavailable when an alphanumeric field is selected in theFieldName list.
Does NotEnd With / Returns records on the reportwhere theend partofthe value does not match the charactersenteredin theValuefield.Forexample, ifyouare filtering the Class Master Schedule withDisabilities(R407) reportby theCourseName field,and you typelogy, StudentInformationwill returnall records where the course name doesnotend with “logy” such as Chemistry,Algebra and English Literature.
Thisoption isonlyavailable when an alphanumeric field is selected in theFieldName list.
Contains / Returns recordsonthereportwhere any partof the valuecontainsthe characters entered in theValuefield.Forexample, ifyou are filtering the Class Master Schedule with Disabilities(R407) report bytheCourseName field,and you type art, StudentInformationwill returnall records where the course name contains“art”such as ArtsCrafts,Industrial Artsand Earth Science.
Thisoption isonlyavailable when an alphanumeric field is selected in theFieldName list.
Does NotContain / Returns recordsonthereportwhere any partof the valuedoes not contain the charactersenteredin theValuefield.Forexample, ifyouare filtering the Class Master Schedule withDisabilities(R407) reportby theCourseName field,and you typeart, StudentInformationwillreturnallrecordswherethecoursedoesnotcontain“art”suchas Biology,Mathematics and Mythology.
Thisoption isonlyavailable when an alphanumeric field is selected in theFieldName list.
Has a Value / Returns records on the reportwhere thefield selected in the FieldName listcontainsa value.Whenthis operation is selected,the Valuefield is noteditable.
Does NotHave a Value / Returns records on the reportwhere thefield selected in the FieldName listdoes not containa value. When thisoperationis selected,the Valuefield is not editable.

AddRemoveColumnsArea

SomereportsenableyoutoselectthecolumnsyouwanttodisplayonthereportintheAdd& RemoveColumnsareaoftheStudentInformationReportViewerscreen.Fieldsareselected,by default,intheColumnsfield;however,additionalfieldsmaybeavailable.Ifavailable,selectthe fieldsyouwantinclude,ordeselectthefieldsyouwanttoexcludeintheColumnsfield.

Add& RemoveColumnsArea

SaveReports

YoucansavereportsyoufrequentlyruntobypasscompletingtheUpdateReportHeaders,Select RequiredParameters,SetOptionalFiltersand/orAddRemoveColumnssectionsoftheReport Viewereverytimeyouwanttorunaspecificreport.Whenyousaveareport,thesavedreport displaysintheUserReportssectionoftheReportBuilderscreen,andyoucanthenrunitdirectly fromthatlink.

1. WiththereportyouwanttosavedisplayedontheStudentInformationReportBuilder screenandtheparameterscompletedthatyouwanttosave,clickSaveSetupAs.

2. EnterauniquereportnameintheNewreportnamefield.

3. EnterthedescriptionofthereportintheNewdescriptionfield.Thedescriptionwilldisplay intheDescriptionfieldintheUserReportsgridontheReportBuilderscreen.