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Administrator Guide
Last Updated: 2023-06-23
Example: Create Custom Report for Available Report Fields

Example: Create Custom Report for Available Report Fields

This example illustrates how to build a custom report that lists report fields that are available to use in calculations.
At Alma Mater University, Julie Winston is responsible for creating and maintaining financial aid calculations. A custom report enables her to reference an up-to-date list of available report fields as she designs and builds the calculations. Julie collaborates frequently with Valerie Rodriguez, who is responsible for student financials calculations, and wants to her to have access to the report as well.
Security:
Custom Report Creation
 domain in the System functional area.
  1. Access the
    Create Custom Report
     task.
  2. Enter or select these values:
    Field
    Value
    Report Name
    Financial Aid Report Fields for Calculations
    Report Type
    Advanced
    Optimized for Performance
    Clear this check box.
    Data Source
    Fields
  3. Click
    OK
    .
  4. Add these rows to the grid on the
    Columns
     tab:
    Business Object
    Field
    Field
    Field
    Field
    Business Object
    Field
    Description
  5. On the
    Filter
     tab, add these rows to the
    Filter conditions for filtering on instances
     grid:
    And/Or
    (
    Field
    Operator
    Comparison Type
    Comparison Value
    )
    And
    Categories
    any in the selection list
    Value specified in this filter
    Financial Aid
    And
    Authorized Usage
    any in the selection list
    Value specified in this filter
    Calculation Engine (Payroll/Absence)
  6. On the
    Share
     tab, grant Valerie Rodriguez permissions to the report.
    1. Select
      Share with specific authorized groups and users
      .
    2. In the
      Authorized Users
       prompt, select
      Valerie Rodriguez
      .
      If you're building this report on behalf of Julie, add her here too.
  7. Click
    OK
    .
  8. Click
    Run
    .
The
Financial Aid Report Fields for Calculations
 report lists the report fields in the Financial Aid category that Julie can use in calculations for financial aid. Valerie also has access to this report and can use it as a reference for her own calculations as needed.
Create Custom Reports