Managing Advanced Reports

Use the Advanced Reports Designer to create catalogs and report templates that reports can be generated from.

Build a catalog

The catalog is a collection of the resources that a report uses, including data sources, data connections, SQL queries, parameters, and business views. Before building a report, there must be at least one catalog created.

Create a catalog

1. Navigate to the Advanced Reports page.

2. Select Open Advanced Reports Designer.

3. Select New, and then choose Catalog.

4. Add data sources as needed.

5. To save changes to a data source, select Apply.

6. To save changes to the catalog, select Save on the catalog page.

7. To exit the catalog page, select Exit.

Closing the window to exit the catalog page will cause an error. Use the Exit button to close the page.

Duplicate a catalog

1. Navigate to the Advanced Reports page.

2. Select Open Advanced Reports Designer.

3. On the catalog to duplicate, select Edit.

4. Select Save as.

5. Clear Replace Old Version. This will save the report as a copy of the original.

6. Select OK.

Queries

Queries are a type of data source in catalogs that retrieve data fields to be used in reports. You can use the Query Filter to limit available options based on selected parameters. To access the data fields and build the query, drag and drop fields from the Resource menu.

Create a query

1. On the catalog page, open the Add menu on Data Source 1.

2. Select Query.

3. Drag and drop tables from the Resource menu.

4. Use the Query Filter to limit available fields based on selected parameters.

5. In the tables, select the fields needed for reports.

6. Select Apply, and then select Back.

7. On the catalog page, select the query name and rename as needed.

Business views

Business views are another type of data source in catalogs. The only resources available when designing a report are business views. The catalog must contain at least one query before creating a business view.

Create a business view

1. On the catalog page, open the Add menu on Data Source 1.

2. Select Business View.

3. Drag and drop tables, views, queries, and SQL as needed from the Resources menu.
   These will be available to any reports using this business view.

4. Select Apply, and then select Back.

5. Edit the groups of resources as needed.

6. Select Apply, and then select Back.

Build an Advanced Report

The two kinds of reports are web reports and page reports. Web reports are best for pages in websites. Page reports can be web reports, but function primarily as reports for printing or viewing as PDFs. For more information on each kind of report and how to build them, open the Logi product help by selecting the question mark (?) button or Help button in the report builder.

When building a report in the Advanced Reports Designer, you will be prompted to input parameter values. These are required because, in this stage, parameters are not automatically retrieved from PowerSchool SIS. With the parameters supplied, the report contains sample data while editing.

New reports are automatically formatted based on default values. To edit these values for a report, select Menu, and then View, and then Inspector. Select a section of the report to customize, and then edit the values in the inspector.