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Administrator Guide
Last Updated: 2023-06-23
Example: Create Custom Report for Mass Student Holds

Example: Create Custom Report for Mass Student Holds

This example illustrates 1 way to create a custom report to define the criteria for a mass student hold.
You're the Academic Advisor for Alma Mater University. You want to apply holds to all students enrolled for 30 credit hours, but who haven't declared a major yet. You create a custom report to identify all students who meet the criteria.
  1. Access the
    Create Custom Report
     task.
  2. Enter these values:
    Option Description
    Report Name
    Enter
    Student Holds for Undeclared Majors
    .
    Report Type
    Select
    Advanced
    .
    Data Source
    Enter
    Academic Records
    .
  3. Clear the
    Optimized for Performance
     check box.
    If you don't clear this check box, you can use only indexed fields in field prompts.
  4. Click
    OK
    .
  5. On the
    Columns
     tab, add 3 rows with these values:
    Business Object
    Field
    Options
    Academic Record
    Student
    Academic Record
    Total Number of Completed Units
    Academic Record
    Primary Program of Study
    1. Select
      Create
      Create Analytic Indicator for Report
      .
    2. Enter
      Undeclared Program of Study
       for
      Display Option Name
      .
    3. Select
      Check mark/x
       for
      Visualization Type
      .
    4. Click
      OK
      .
  6. Select the
    Filter
     tab.
  7. In the
    Filter on Instances
     grid, add these 2 rows:
    And/Or
    Field
    Operator
    Comparison Type
    Comparison Value
    And
    Primary Program of Study
    in the selection list
    Prompt the user for the value
    Default prompt
    And
    Total Number of Completed Units
    greater than or equal to
    Prompt the user for the value
    Default prompt
  8. Click
    OK
    .
You can now select this custom report on the
Mass Operation Management
 task when you select a
Type
 of
Apply Student Hold
.
Access the
Mass Operation Management
 task to create a criteria-based mass student hold with this custom report.
Complete the report when you create the mass operation request. Add values for the prompts in the
Report Definition
 section of the
Mass Operation Management
 task.