Enterprise Reporting Setup

On this page:

Assign Oracle Application Express Account (APEX)

Access to APEX may be granted to select PowerSchool users to create queries and interactive reports to be published as Enterprise Reports within PowerSchool. Users granted permission to access the APEX Application Builder will have access to the full PowerSchool database. Therefore, only a limited number of highly trusted users should be given access to the APEX Application Builder to create reports.

1. Navigate to the Application Access page.
2. Select the Oracle Application Express Account (APEX) checkbox if you want this staff member to be able to sign in to the APEX Builder application. 
   • To reset the password, clear the checkbox, submit, and then re-select the checkbox.
   • If this account has been locked in APEX, clear the checkbox, submit, and then re-select the checkbox. 
3. Confirm and enter information in the APEX Settings section.
4. Click Submit.

Define Enterprise Reporting Settings for User Access Roles

Using the Enterprise Reporting tab on the Edit User Access Roles page, you can define which categories of Enterprise Reports published within PowerSchool a user can access. Also, users assigned to this role may be granted permission to Manage Enterprise Reports, which allows them to view, add, edit, and remove new or existing Enterprise Reports from within PowerSchool. These access levels only apply to Enterprise Reporting.

1. Navigate to the User Roles page.
2. Click User Access.
3. Click the name of the role you want to edit.
4. Click the Enterprise Reporting tab.

5. Enter information in the Settings section.
   Addition Field Details. 

   Field	Description
   Manage Enterprise Reports	Select the checkbox to permit users assigned to this role to manage (view, add, edit, and delete) Enterprise Reports within PowerSchool. If this checkbox is selected, all the Allow User Access checkboxes appear selected and shaded for these users to manage all Enterprise Reports in all categories.
   Allow User Access	Select the checkbox in the header row to permit users assigned to this role to access (view and run) Enterprise Reports in all categories. Select the checkbox next to an Enterprise Report Category to explicitly permit users assigned to this role to access (view and run) all reports within this Enterprise Report Category.

6. Click Save.

Provide SMTP Settings to Oracle Application Express

Enterprise Reports provides users with the ability to email individual reports. To enable, information about the SMTP server used by PowerSchool must be sent to APEX.

1. Navigate to the Email page in System Management.
2. Choose Yes from the Provide SMTP Settings to Oracle Application Express menu.
3. Click Submit.