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Customizing a package report

These reports are available in report packages [>>], collections of reports for specific purposes that a system or District Administrator can install on a PowerSchool SMS system as needed.

To customize a package report [You can do this if your role is School Administrator or District Administrator.SA, DA]:

1

Download the report from the system:

a

In the Admin menu, click District or School Setup. The District or School Setup page appears.

b

Under Reports or Customization, click Customize Reports. The Customize Reports page appears.

c

Select the report.

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To filter the list of reports, select a Category.

d

In the Actions menu click Download Report Template. The File Download dialog appears.

e

Click Save. The Save As dialog appears.

f

Specify a location and file name and click Save.

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Use the file name extension ".rpt".

2

Open the report file in Crystal Reports and edit it.

3

Upload the edited report to the system:

a

In the Admin menu, click District or SchoolSetup. The District or School Setup page appears.

b

Under Customization, click Customize Reports. The Customize Reports page appears.

c

In the ReportName column, click the name of the report that you want to replace with the customized report.

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To filter the list of reports, select a Category.

d

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

e

Locate and select the report file and click Open.

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

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

f

Click OK.

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