Example: Create Custom Reports for Criteria-Based Cohorts

This example illustrates 1 way to create a custom report to define the criteria for a criteria-based cohort.

In the College of Arts and Sciences, you want to:

Create a cohort of undergraduate students with an academic standing of Dean's List.

Populate the cohort automatically using a custom report.

Security: These domains in the System functional area:

Custom Report Creation

Manage: All Custom Reports

Report Tag Management

Access the

Create Custom Report

task.

Select Advanced
for

Report Type

Select Academic Records
for

Data Source

Select

Optimized for Performance

Click

On the

Columns

tab, add 5 rows with these values in the top grid:

Field	Value
Business Object	Academic Record
Field	Academic Record Academic Unit (Computed) Academic Level Student Record Locked Latest Academic Standing

On the

Filter on Instances

grid on the

Filter

tab, add these 4 rows:

And/Or	Field	Operator	Comparison Type	Comparison Value
And	Academic Unit (Computed)	exact match with the selection list	Value specified in this filter	College of Arts and Sciences
And	Academic Level	exact match with the selection list	Value specified in this filter	Undergraduate
And	Student Record Locked	equal to	Value specified in this filter	Unchecked
And	Latest Academic Standing	in the selection list	Value specified in this filter	Dean's List