RP - Categorize, Collaborate, and Clone Reports

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HOW TO CREATE AND USE CUSTOM CATEGORIES IN MY REPORTS  (Back to QUICK LINKS ) 

Learn how to use the custom categories in My Reports to organize your items for easier access.

Navigate to the Reports application.  Click My Reports on the left navigation menu.

Select the Actions Gear on the right and select Add New Category.

Give your Category a Label and, optionally, a Description. (If you've already created other categories, you also have the option of nesting the new category in one of them) and click Save. 

Refresh the browser page to view your new category.

ADDING REPORTS TO CATEGORIES (Back to QUICK LINKS )

Click the Action Gear and Edit Item for any report in My Reports.

Under Move to Category, select the category from the drop-down menu, and click Save.

Refresh the browser page to see your changes.

ALTERNATIVE NAVIGATION OF CATEGORIES IN MY REPORTS  (Back to QUICK LINKS ) 

Navigate to the Action Gear at the right and choose Open Category Tree from the new window.  This will open a Category Tree window to the left. Selecting any folder in blue will quickly navigate you to that folder. Click the “X” to close it.

COLLABORATE (Back to QUICK LINKS ) 

Navigate to My Reports and select the report you want to copy or share.  Select the blue Edit Report button.

Then choose the Collaborate Tab.

Here you will have multiple options.

Copy To (Back to QUICK LINKS ) 

Select Application Users by clicking the checkmark to the left of their name and then selecting the blue Apply button. Then choose Copy to Selected Users. A copy of the report will appear in their saved ”My Reports” NOTE: A copied report may not be edited by the recipient.

Share (Back to QUICK LINKS ) 

The report can be shared as editable or non-editable.  The recipient will receive the shared report in their “My Reports” file in the Reports Application.  If the report is shared as editable, the recipient will be able to make changes to the configuration of the report.  These changes will also take effect in the original version.  No notification will alert the recipient that a report was shared with them.

Schedule (Back to QUICK LINKS ) 

Within the reports, the application is the ability to schedule reports to be delivered to a specific user or a group of users.  The user receives an in-app and email notification to download the report(s) directly.  A report can be scheduled for different occurrences to meet your needs.

First, confirm you are scheduling within the correct school year. Next, click a date on the calendar for your first delivery, then select the time. The application will allow you to select more than one date. Continue to click any other dates/times you may wish the report to be delivered.

When finished, click Save and Continue. 

Use the Add Recipient button to view the selector.  A new selector menu will appear at the bottom of the page. 

Select a Role (optional - Administrator, Teacher, Specialist, Employee, Student) and Type (optional - All, Filter, Select) from the drop-down menus. Once you have selected the intended recipient(s), click Save to save your report scheduling.  If you would like to edit, delete or view the report, it can be found under My Reports.

CLONE  (Back to QUICK LINKS ) 

CLONE - Click the Action Gear and then choose Clone Item.  Create a label, decide where you would like the file to be located, then click Save.

You will now see a cloned version.