Customizing a built-in report

Pearson developed built-in reports on an older reporting framework that dates from Chancery SMS version 4.2 or earlier. In general, the reports offer less flexibility than package reports in how you filter and generate results.

To customize a built-in report

[You can do this if your role is School Administrator or District Administrator.SA, DA]:

Download the built-in report from the system:

On the home page, in the control bar, under ADMIN, click District or Setup. The District page appears.

Under Reports or , click Customize Pre-4.2 Reports. The Customize District Reports page appears.

Click District or Report List. The District or Report List appears.

The Type column indicates which reports have been customized.

In the District or Report Name column, click the report's name. The Edit Report page appears.

Or select the report and in the Actions menu click Edit Custom Report.

On the Edit Report page, in the Report File panel, for Built in report file, click Download. The File Download dialog appears.

Click Save. The Save As dialog appears.

Specify a location and file name and click Save.

Use the file name extension ".rpt".

Open the report file in Crystal Reports and edit it.

Upload the customized report to the system:

On the home page, in the control bar, under ADMIN, click District or Setup. The District Setup page appears.

Under Reports or , click Customize Pre-4.2 Reports. The Customize Reports page appears.

Click District or Report List. The District Report List appears.

In the District or Report Name column, click the name of the report that you want to replace with the customized report.

Under Report File, for New report file (.rpt), click Browse.... The Choose file dialog appears.

Locate and select the report file and click Open.

If Use report file appears, select the Custom check box.

If necessary, adjust the report's Permissions [Making reports available >>]. These determine the roles [>>] to which this report is available.

Click OK.