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Administrator Guide
Last Updated: 2023-06-23
Example: Add a Custom Report to a Student Profile

Example: Add a Custom Report to a Student Profile

This example illustrates 1 way to display a custom report on the student profile.
You’re the student administrator of Alma Mater University. You want to add a residency report on the Personal for Student profile group.
You create a custom report and add it to the Personal for Student profile group.
Configure the
Student Residency Event
 business process and security policy in the Student Core functional area.
Security:
Custom Report Creation
 domain in the System functional area.
  1. Access the
    Create Custom Report
     task.
  2. Enter these values:
    Option Description
    Report Name
    Residency Information
    Report Type
    Advanced
    Optimized for Performance
    Clear the check box.
    Data Source
    Students
  3. Click
    OK
    .
  4. On the
    Columns
     tab, add 4 rows to the grid and enter these values.
    Business Object
    Field
    Student
    Student Residency Records
    Student Residency Records
    Residency Status
    Student Residency Records
    Residency Reason
    Student Residency Records
    Residency Documents
  5. On the
    Filter
     tab, add a row to the
    Filter on Instances
     grid and enter these values:
    Option Description
    And/Or
    And
    Field
    Student
    Operator
    In the selection list
    Comparison Type
    Prompt the user for the value
  6. On the
    Share
     tab, select
    Share with all authorized users
    .
  7. Click
    OK
     and
    Done
    .
  8. Access the
    Configure Profile Group
     task.
  9. From the
    Profile Group
     prompt, select
    Personal for Student
    .
  10. Click
    OK
    .
  11. Add a row to the grid and select
    Allowed Custom Reports
    , then
    Residency Information
     from the
    Report
     prompt.
  12. Click
    OK
    .