Running a report

Chancery SMS displays the reports available for your role [>>] in several places:

You can run a report at any time. A report may take some time to generate its results, especially on large systems or where the report gathers a broad range of information. A report can run in the background as you carry on with other work in the system. You can run another report before the first is finished. In this case, Chancery SMS puts the reports in a queue and runs up to two at once.

To run a report:

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

In the list of reports, click a report name. The Report Options popup page appears.

Some of the reports listed may not be available to your role [>>].

On the District Reports page, Chancery SMS displays a link for every report on the system even for a report that is not currently available to run. Such a link is a placeholder—clicking it will not generate a report until a District Administrator uploads that report from the Report Package [>>] to the system [>>].

On the Report Options page, set report options, which for most reports include:

Preferences: These are optional parameters that the person who configured the report has included to increase the flexibility of the report; for example, a time span, specific classes, specific grade levels. Preferences may also include optional information to include in the presentation of the report results.

Filters: These optional parameters enable you to refine the scope of the report. Note: Since Filters refer to database field names, they are complex and suitable for use only by knowledgeable users.

Scheduling Options [Scheduling a report >>]

Output Options [Report results >>]: Controls how the report's results are presented. The default option is the print-ready Adobe Acrobat (pdf) format.

Saved report options: Displays the most recent options setting you have used for this report (Chancery SMS displays this only if you have run this report previously and saved the options setting) [Figure 75]. You can accept the options setting and run the report, choose one of your named options settings to re-apply it, or choose to apply the report's default setting. Having made any of these choices, you can also adjust the report options further (and perhaps save that setting under a new name).

Click Run. The Report Status popup page appears. Chancery SMS displays information on the progress of the report, including a notice when it is complete.

Note: When a report is processing, clicking Cancel might slow system performance. This is because a legacy report [>>] continues to run in the background until completed. (The District Administrator can retrieve the resulting PDF on the server designated as a Legacy Report Server [>>] in the folder "\Inetpub\wwwroot\ChancerySMS\tmpReports".)

Or click Save to save the options setting for later re-use without running the report. Chancery SMS saves the options setting under a name of your choice.

Or click Save+Run to save the options setting for later re-use and run the report. Chancery SMS saves the options setting under a name of your choice.

Upon completion, Chancery SMS displays a print-ready version of the report results [Figure 74].

To print the report results, click the print icon [Figure 74] or in the web browser's File menu click Print....

To save the report results, click the save icon [Figure 74] or in the browser's File menu click Save As.... Chancery SMS saves the file in PDF format (Adobe Acrobat).