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Administrator Guide
Last Updated: 2023-06-23
Example: Create Reports to View Academic Requirements and Configurations

Example: Create Reports to View Academic Requirements and Configurations

Illustrates 1 way to view academic requirements and the effective date of configuration to a specific academic unit, program of study, or program area.
You're the advising administrator for Alma Mater University. You want to understand which academic requirements are configured to which nodes for which effective date. You create a report to view all the academic requirements, the nodes configured to, and the effective dates of those configurations.
  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 Requirement Configuration Details
    .
    Report Type
    Select
    Advanced
    .
    Data Source
    Clear the
    Optimized for Performance
    check box.
    Select
    Academic Requirements
    .
  3. Click
    OK
    .
  4. On the
    Edit Custom Report
    task, as you complete the
    Columns
    tab, add these rows:
    Business Object
    Field
    Academic Requirement
    Academic Requirement
    Academic Requirement Assignment Snapshot
    Academic Requirement Assignment Snapshot
    Academic Requirement Assignment Snapshot
    Configured For
    Academic Requirement Assignment Snapshot
    Effective Date
  5. (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.
  6. Click the
    Share
    tab, and select an option for sharing the report.
  7. Click
    OK
    and
    Done
    .
Run the report. View all the academic requirements, including the information for each:
  • Assignment snapshot
  • The node configured for
  • The effective date
(Optional) Create a dashboard to view your report.