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Administrator Guide
Last Updated: 2023-06-23
Example: Create Reports to View Registrations, Test Results, and Overrides

Example: Create Reports to View Registrations, Test Results, and Overrides

Illustrates 1 way to view all the course registrations, test results, articulated registrations, and overrides satisfying academic requirements.
You're the advising administrator for Alma Mater University. You want to evaluate whether a student is meeting their program completion goals. You create a report to view all the course registrations, test results, and articulated registrations that are satisfying academic requirements for their program of study. You also want to view all applicable overrides satisfying requirements.
  1. Access the
    Create Custom Report
     task.
    Security:
    Custom Report Creation
     domain in the System functional area.
  2. Enter these values:
    Option Description
    Report Name
    Enter
    Academic Progress Registrations, Test Results, and Overrides
    .
    Report Type
    Select
    Advanced
    .
    Data Source
    Clear the
    Optimized for Performance
     check box.
    Select
    Student Academic Requirement Assignments
    .
  3. Click
    OK
    .
  4. On the
    Edit Custom Report
     task, as you complete the
    Columns
     tab, add these rows:
    Business Object
    Field
    Academic Requirement for Student
    Student Record
    Academic Requirement for Student
    Program of Study
    Academic Requirement for Student
    Academic Requirement
    Academic Requirement for Student
    Requirement Completion Status
    Student Course Registrations
    Course Listing
    Student Course Registrations
    Units
    Student Course Registrations
    Grade Public Display
    Student Course Registrations
    Academic Period
    Articulated Registrations
    External Education Institution
    Articulated Registrations
    Course Listing
    Articulated Registrations
    Units
    Articulated Registrations
    Grade Public Display
    Test Results
    Test
    Test Results
    Test Section
    Academic Requirement Assignment Override
    Override Type
    Academic Requirement Assignment Override
    Override Status
    Academic Requirement Assignment Override
    Override Comments
  5. Click the
    Filter
     tab and add these rows:
    And/Or
    Field
    Operator
    Comparison Type
    Comparison Value
    And
    Student Record
    in the selection list
    Value specified in this filter
    Enter the first few letters of the student's name. Select the academic record to view.
  6. (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.
  7. Click the
    Share
     tab, and select an option for sharing the report.
  8. Click
    OK
     and
    Done
    .
Run the report. Review the student record for requirement completion status, registrations and tests, and associated grades. Review also the applicable overrides satisfying program completion.
(Optional) Create a dashboard to view your report.
Create Custom Reports
Create Custom Dashboards