Report files

Report files determine the design of the report. The report is run using the report file, which pulls and organizes information from the catalog. You can create a report by duplicating an existing report file or create a new report file.

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

Duplicate a report

Navigate to the Advanced Reports page.
In the Actions column, select Duplicate for a report.
Enter the parameter values.
Select Submit.
Edit the report as needed.
Select Menu, and then Save As to save the report as a new copy.

Create a new report

You can create web reports and page reports. Web reports are more dynamic and customizable. Page reports are better for more complex or multi-page reports. For more information on each report type and how to build them, open the Logi product help by selecting the question mark (?) button or Help button in the report builder.

Create a web report

Navigate to the Advanced Reports page.
Select Create report.
Choose Web report.
Choose a catalog to link to the report.
Choose the page template and enter the report title.
If you upload a logo, the file is stored in the library for future use. Files in the library cannot be deleted or removed.
Select Next.
You may need to scroll the page to access the step navigation.
Select a template layout or create a custom layout and adjust section sizes as needed.
Select a component for each section.
Select Next.
Select a data source for the first component on the report, and then select the resources from this data source to use in the component.
The options in the data source menu are the business views from the associated catalog.
Select Next and complete the previous step for each component.
Select the style for the report.
Select Save.
Enter a name for the file and a description if needed.
Select OK.

For additional information on this process, select the question mark (?) button.

Create a page report

Navigate to the Advanced Reports page.
Select Create report.
Choose Page report.
Choose a catalog to link to the report.
Enter a report title, and then select the report layout.
Select OK.
Select a data resource.
Available options are business views from the catalog.
Select Next.
Optionally, select groupings and filters for the data.
Select a style for the report.
Select Finish.

For additional information on this process, select the question mark (?) button.

Design a report

After you have created a report, you can edit it to build the report design. This process is the same for web reports and page reports, except page reports allow you to modify the template.

Edit a report

Navigate to the Advanced Reports page.
Select Edit for a report.
Select Design report.
To configure the page setup, select Menu, File, and then Page Setup.
Edit the design as needed.
For more information about this process, select Menu, and then Help.
When finished editing the report, select Menu, File, and then Save As.
Enter a report name.
Select OK.

Publish reports

Creating or editing a report automatically puts it in the Unpublished category. This category is only available to report designers.

Publish a report

Navigate to the Advanced Reports page.
Select Edit for a report.
Select a category that is not Unpublished.
Select Save.

The report is now available to report runners who have access to the selected category.