| 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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