| Appendices > Permissions catalog > Reporting permissions

Reporting permissions

Permissions in this category pertain to generating reports from information stored in the system [>>]. These permissions include:

Create Custom Reports permission [>>]

Grid Print (Landscape-Legal) permission [>>]

Output Reports to File permission [>>]

Print Official Report Card permission [>>]

<Report> permission [>>]

Schedule Reports permission [>>]

Create Custom Reports permission

This permission enables the user to edit a report or create a new custom report [>>]. Note: For each custom report created by a user, Chancery SMS makes available a permission of the same name [see <Report> permission >>] to enable the District Administrator control access to that report.

Dependencies:

For a user to edit a report, the user's setting for that report's permission [>>] must be Edit or Delete.

Settings:

Yes: The user can edit a report or create a new custom report.

No: The user is unable to edit a report or create a new custom report. On the School Setup and District Setup pages, Chancery SMS does not display any links to report customization.

Default settings by base role [>>]:

District Administrator: Yes

School Administrator: Yes

School Counselor: Yes

School Secretary: Yes

Teacher: No

School Health Professional: Yes

District Health Professional: Yes

Grid Print (Landscape-Legal) permission

This permission controls the user's ability to use a Grid Print template when creating a custom report.

Dependencies: None

Settings:

Edit: The user can use a Grid Print template when creating a custom report.

View: The user is unable to use a Grid Print template when creating a custom report.

None: Same as View.

Default settings by base role [>>]:

District Administrator: Edit

School Administrator: Edit

School Counselor: Edit

School Secretary: View

Teacher: View

School Health Professional: View

District Health Professional: View

Output Reports to File permission

This permission controls the user's ability to, when running a report, use the "Output to file" option to send the report results to a file [see Report results >>].

Dependencies:

For a user to set a report's output options, the user's setting for that report's permission [>>] must be Edit or Delete.

Settings:

Yes: The user can output a report's results to a file.

No: The user is unable to output a report's results to a file.

Default settings by base role [>>]:

District Administrator: Yes

School Administrator: No

School Counselor: No

School Secretary: No

Teacher: No

School Health Professional: No

District Health Professional: Yes

Print Official Report Card permission

This permission controls the user's ability to print official report cards [Elementary Report Card >>] [Secondary Report Card >>] [Secondary Report Card >>]. An unofficial report card is printed with the watermark "Unofficial". For more information about report cards, refer to the Chancery SMS Grading Setup Guide.

Dependencies:

For the "Print official report card" option to be available to the user, the setting for the Room Schedule [>>] must be Edit or Delete.

For the "Print official report card" option to be available to the user, the setting for the report card's <Report> permission [>>] must be Edit or Delete.

Settings:

Yes: The user can print an official report card.

No: The user can print only an unofficial version of a report card.

Default settings by base role [>>]:

District Administrator: Yes

School Administrator: Yes

School Counselor: Yes

School Secretary: Yes

Teacher: No

School Health Professional: No

District Health Professional: No

<Report> permission

This permission controls the user's ability to run, change, or delete a report [>>]. The District Administrator can set this permission separately for each report in the system [see Chancery SMS Report Package reports >>] [see Chancery SMS built-in reports >>].

Dependencies:

For the user to view the Customize Reports, District Report List, and School Report List pages, the setting for the Create Custom Reports permission [>>] must be Yes.

Settings:

Delete: The user is able to run, change, or delete the report. Note: The user cannot delete a built-in report [>>].

Edit: The user is able to run the report and to change it.

View: The user is able to run the report but not change or delete it. Chancery SMS does not display the report on the Customize Reports, District Report List, and School Report List pages.

None: The user does not have access to the report. Chancery SMS disables the link to the report on School Reports or District Reports page as well as in the Reports menu on relevant pages. Chancery SMS does not display the report on the Customize Reports, District Report List, and School Report List pages.

Table 87: Reports: Default permission settings by base role [>>]
Report Name	Cross ref.	District Admin	School Admin	School Counselor	School Secretary	Teacher	School Health Prof.	District Health Prof.
ADA/ADM Summary Report	[>>]	Edit	Edit	Edit	View	None	None	None
Address Out of Zone Report (District)	[>>]	Edit	View	View	View	None	None	None
Address Out of Zone Report (School)	[>>]	Edit	View	View	View	None	None	None
Age Breakdown Summary Report	[>>]	Edit	Edit	Edit	View	View	View	None
Attendance Exceptions Student List Report	[>>]	None	Edit	Edit	Edit	View	None	None
Daily Attendance Phone Register	[>>]	Edit	Edit	Edit	View	View	None	View
Award Certificate	[>>]	Edit	Edit	Edit	View	View	None	None
Student Behavior Summary	[>>]	Edit	Edit	Edit	View	None	None	None
Chancery SMS List of Reports	[>>]	Edit	Edit	Edit	View	None	Edit	Edit
Class Add/Drop	[>>]	Edit	Edit	Edit	View	View	Edit	Edit
Class Listing (Elementary)	[>>]	Edit	Edit	Edit	View	View	Edit	Edit
Class Roster	[>>]	Edit	Edit	Edit	None	None	None	None
Class Roster Monthly	[>>]	Edit	Edit	Edit	None	None	None	None
Class Roster Weekly	[>>]	Edit	Edit	Edit	None	None	None	None
Class Schedule Log	[>>]	Edit	Edit	Edit	None	None	None	None
Contact Mailing Labels	[>>]	Edit	Edit	Edit	View	View	View	View
Contacts Roster	[>>]	Edit	Edit	Edit	View	View	Edit	Edit
Course Catalog by Name	[>>]	Edit	Edit	Edit	None	None	None	None
Course Catalog by Number	[>>]	Edit	Edit	Edit	None	None	None	None
Course Request Tally By Term By Dept	[>>]	Edit	Edit	Edit	None	None	None	None
Course Request List	[>>]	Edit	Edit	Edit	None	None	None	None
Course Request Rule Violations	[>>]	Edit	Edit	Edit	None	None	None	None
Course Request Tally	[>>]	Edit	Edit	Edit	None	None	None	None
Course Request Tally by Grade	[>>]	Edit	Edit	Edit	None	None	None	None
Course Request Tally by Term	[>>]	Edit	Edit	Edit	None	None	None	None
Course Request Verification	[>>]	Edit	Edit	Edit	None	None	None	None
Cumulative GPA	[>>]	Edit	Edit	Edit	View	View	Edit	Edit
Daily Absence By Period	[>>]	Delete	Delete	Delete	View	None	None	None
Daily Absence by Attendance Code	[>>]	Edit	Edit	Edit	View	View	Edit	Edit
Daily Attendance Summary	[>>]	None	Edit	Edit	View	View	None	None
Discipline Profile	[>>]	Edit	View	View	None	None	View	Edit
Elementary Progress	[>>]	Edit	Edit	Edit	View	View	None	None
Elementary Report Card	[>>]	Edit	Edit	Edit	View	View	None	None
Failing Grades Report (Secondary)	[>>]	None	Edit	Edit	View	None	None	None
Full Time Equivalent Summary	[>>]	Edit	Edit	Edit	None	None	None	None
Ethnicity by School and Grade	[>>]	Edit	Edit	Edit	View	None	None	None
Grades Verification	[>>]	Edit	Edit	Edit	View	View	Edit	Edit
Home Language Summary	[>>]	Edit	Edit	Edit	View	View	View	None
Homeroom Roster Emergency Contacts	[>>]	None	Edit	Edit	View	View	None	None
Homeroom Roster by Gender	[>>]	None	Edit	Edit	View	View	None	None
Homeroom Roster	[>>]	Edit	Edit	Edit	View	View	None	None
Honor Roll	[>>]	Edit	Edit	Edit	View	None	Edit	Edit
Immunization Delinquency Letter	[>>]	Delete	View	View	None	None	View	Delete
Immunization Next Due Report	[>>]	Delete	View	View	None	None	View	Delete
Immunization Non-Compliance Report	[>>]	Delete	View	View	None	None	View	Delete
Interval Attendance Report		Edit	Edit	Edit	View	View	None	None
Load Students Log	[>>]	Edit	Edit	Edit	None	None	None	None
Master Schedule	[>>]	Edit	Edit	Edit	None	None	None	None
Master Schedule by Meeting Pattern	[>>]	Edit	Edit	Edit	None	None	None	None
Missing Grades Report (Elementary)	[>>]	None	Edit	Edit	View	View	None	None
Missing Grades Report (Secondary)	[>>]	None	Edit	Edit	View	View	None	None
Open Seats Summary	[>>]	Edit	Edit	Edit	None	None	None	None
Period Attendance	[>>]	None	Edit	Edit	View	None	None	None
Room Matrix by Day Period	[>>]	Edit	Edit	Edit	None	None	None	None
Room Schedule	[>>]	Edit	Edit	Edit	None	None	None	None
Room Schedule Matrix	[>>]	Edit	Edit	Edit	None	None	None	None
Scheduling Configuration	[>>]	Edit	Edit	Edit	None	None	None	None
Scheduling Performance Statistics	[>>]	Edit	Edit	Edit	None	None	None	None
Scheduling Pre-check Builder	[>>]	Edit	Edit	Edit	None	None	None	None
Scheduling Pre-check Loader	[>>]	Edit	Edit	Edit	View	None	Edit	Edit
School Calendar List	[>>]	None	Edit	Edit	View	View	View	None
School Conversion Log	[>>]	Edit	Edit	Edit	View	View	None	None
Secondary Progress	[>>]	Edit	Edit	Edit	View	None	None	None
Secondary Report Card	[>>]	Edit	Edit	Edit	View	None	None	None
Security Audit Summary	[>>]	Edit	Edit	Edit	View	View	None	None
Specific Grades Report (Secondary)	[>>]	None	Edit	Edit	View	None	None	None
Student Birthday List	[>>]	None	Edit	Edit	View	View	View	None
Student Change History	[>>]	Edit	Edit	Edit	View	None	None	None
Student Cumulative Attendance	[>>]	Edit	Edit	Edit	View	View	None	None
Student Directory	[>>]	Edit	Edit	Edit	View	View	View	View
Student Graduation Status	[>>]	View	Edit	Edit	View	View	None	None
Student Health Condition Report	[>>]	Delete	View	View	None	None	View	Delete
Student Immunization History	[>>]	Delete	View	View	None	None	View	Delete
Student List	[>>]	Edit	Edit	Edit	View	None	View	View
Student Mailing Labels	[>>]	Edit	Edit	Edit	View	View	View	View
Student Medical	[>>]	Edit	Edit	Edit	View	None	Edit	Delete
Student Schedule	[>>]	Edit	Edit	Edit	View	None	None	None
Student Schedule (Elementary)	[>>]	Edit	Edit	Edit	View	View	Edit	Edit
Student Schedule Matrix	[>>]	Edit	Edit	Edit	None	None	None	None
Student Schedule Matrix (Elementary)	[>>]	Edit	Edit	Edit	View	View	Edit	Edit
Student Schedule Load Summary	[>>]	Edit	Edit	Edit	None	None	None	None
Student Test History Report	[>>]	Edit	View	View	View	View	View	Edit
Student Test Profile	[>>]	Edit	Edit	Edit	View	View	Edit	Edit
Student Transcript by Subject Area	[>>]	Edit	View	View	View	None	None	None
Student Transcript by Year	[>>]	Edit	View	View	View	None	None	None
Teacher Attendance Verification	[>>]	Delete	Delete	Delete	View	None	None	None
Teacher Schedule Matrix	[>>]	Edit	Edit	Edit	None	None	None	None
Teacher Matrix by Day Period	[>>]	Edit	Edit	Edit	None	None	None	None
Teacher Schedule	[>>]	Edit	Edit	Edit	None	None	None	None
Teacher Schedule Matrix	[>>]	Edit	Edit	Edit	None	None	None	None
Test Scores Below Minimum Requirements	[>>]	Edit	View	View	View	View	View	Edit
Test Session Details	[>>]	Edit	View	View	View	View	View	Edit
Test Session Summary	[>>]	Edit	View	View	View	View	View	Edit
Unscheduled Rooms	[>>]	Edit	Edit	Edit	None	None	None	None
Unscheduled Student Analysis	[>>]	Edit	Edit	Edit	None	None	None	None
Unscheduled Students	[>>]	Edit	Edit	Edit	None	None	None	None
Unscheduled Teachers	[>>]	Edit	Edit	Edit	None	None	None	None
Unsubmitted Attendance	[>>]	Delete	Delete	Delete	View	None	None	None
Unsubmitted Attendance by Period	[>>]	Delete	Delete	Delete	View	None	None	None
Unsubmitted Attendance by Teacher	[>>]	Delete	Delete	Delete	View	None	None	None

Schedule Reports permission

This permission controls the user's ability to schedule Chancery SMS to run a report [see >>].

Dependencies:

For a user to schedule Chancery SMS to run a report, the user's setting for that report's permission [>>] must be View, Edit, or Delete.

Settings:

Yes: The user can schedule Chancery SMS to run a report.

No: The user is unable to schedule Chancery SMS to run a report. On the Report Options page, Chancery SMS does not display Schedule Options.

Default settings by base role [>>]:

District Administrator: Yes

School Administrator: Yes

School Counselor: Yes

School Secretary: Yes

Teacher: Yes

School Health Professional: Yes

District Health Professional: Yes

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