Example: Create Reports to View Academic Requirements Versions and Eligibility Rules

Administrator Guide

This example illustrates 1 way to view all the academic requirements in your institution by version, effective date, and associated eligibility rule.

You're the advising administrator for Alma Mater University. You want to ensure that all academic requirements are using the appropriate eligibility rules for the correct version and effective date. You create a custom report to evaluate all academic requirements by version, effective date, and the associated eligibility rule.

Access the

Create Custom Report

task.

Security: Custom Report Creation
domain in the System functional area.

Enter these values:

Option	Description
Report Name	Enter Academic Requirement Eligibility Rules by Version .
Report Type	Select Advanced .
Data Source	Clear the Optimized for Performance check box. Select Academic Requirement Versions .

Click

On the

Edit Custom Report

task, as you complete the

Columns

tab, add these rows:

Business Object	Field
Academic Requirement Version	Academic Requirement Version
Academic Requirement Version	Academic Requirement
Academic Requirement Version	Student Eligibility Rule
Academic Requirement Version	Effective Date

(Optional) Click the

Output

tab, and select

Enable as Worklet

if you want to display this report on a custom dashboard.

From the

Available On

prompt, select the name of the dashboard.

Click the

tab, and select an option for sharing the report.

Click

and

Done

Run the report. Review academic requirement versions for each academic requirement. Access the Student Eligibility Rule related actions to view rule type, usage, and other information.

(Optional) Create a dashboard to view your report.

Create Custom Reports

Create Custom Dashboards