ReportWorks

Trainer NameTrainer/Consultant

PowerSchool University2009

Agenda

• Welcome and Introductions

• Objectives

• Get to Know ReportWorks

• Create Labels

• Create Student Lists

• Create Student Schedules

• Create Cross Tab Reports

• Create Form Letters

Objectives

In this session, you will:

• Explore an existing report

• Set up mailing labels with a logo

• Create a list of students’ demographic information

• Create a Cross Tab Report

• Write form letters

• Set up ReportWorks in PowerSchool

Meet the Trainer

Trainer - Enter your name here

• Specify a few things about yourself.

Trainer - you can also choose the Trainer Intro Landscape master slide.

Change the Trainer Info slide by clicking Masters > Trainer Intro Landscape.

Name

Be sure to put your first name in the name badge! ------------------->

Getting Started

Overview of ReportWorks

• Drag-and-drop interface – no more writing codes

• Create report templates for other PowerSchool users to run without knowing SQL

The Tools

• The pages

• The Inspector and the Panels

The Pages

The Details Tab

• Title of the report

• Information about the report

• Publish State

• Choose Data Set

• Student : Basic

• Student : Basic + Schedule

The Scope Tab

• Boundaries (filters)

• Runtime Controls

• Data Sets

The Layout Tab

• Drag and drop data objects (fields)

• Preview Report

The Publish Tab

• Make the report available to other PowerSchool administrative users

• Choose the format your users will see

• Choose where the report will show in PowerSchool

The Inspector & the Panels

The Inspector Changes

The Panels

The Color Panel

• Choose a custom color

• Add custom colors to your personal palette

• Click the color square button to see a list of available colors

The Font Panel

• Change the font name

• Change the font size

• Change to bold, italic, underline, or any combination

The Format Panel

Change the format of various types of text

3... 2... 1... Launch!

Launch ReportWorks – two ways

• PowerSchool Start Page main menu

• Click ReportWorksor

• Click Reports > Setup > ReportWorks

Alternate RouteReports > Setup > ReportWorks

A Separate Application

• When you click Launch, it opens in Java™

• Make choice from start page

View an Existing Report

1. Open ReportWorks

2. Log on with your username and password

3. Choose Project based on a template

Now It’s Your Turn

Complete activity 1:

Student Schedules from a Template

Create Labels

Labels are Easy with ReportWorks

• Label sizes are already defined

• Much easier to add your own logo

• Preview the labels before printing or saving

Creating Labels

Give your report a title

Select the data objects

Drag the “Student” object to the layout

Choose the Label Type

Arrange the data

Start a new Project from Scratch

Data Objects are available

Drag a Parent Data Setinto the Layout

Select the Labels Report Type

1.Open Labels Inspector 2.Select Avery 5160

Place data objects in label

Now It’s Your Turn

Complete activities 2 & 3:

Create and Format Labels

Create Student Lists and Demographics Reports

The Basic Student List

• Use a table to layout the fields

• Drag the fields into the individual cells

• Re-size the table to cover the entire page

Create a Student List

Start a new project

Choose Table

Arrange the fields in the table

Click Standard > Add Alternate

Use the Inspector to change the row color

Start New Project

Choose Layout Type

Arrange Fields

Select Alternate

Rows

Select Row Color

Now It’s Your Turn

Complete activities 4-7:

Create and Format Student Lists

Create a Student Schedule

Don’t Re-invent the Wheel

Use a template

Now It’s Your Turn

Complete activity 8:

Create a Student Schedule

Cross Tab Report

Sorta Like a PivotTable

Cross Tab ReportHow Many of These and Those?

For example, count the number of boys and the number of girls in each ethnicity code

Now It’s Your Turn

Complete activities 9 & 10:

Create a Cross Tab Report

Create Form Letters

Create a Form Letter with a PDF

1. Drag and drop the PDF into the Layout

2. Use the Page Inspector to create a new layer

3. Put the data in one layer, the PDF in the other

4. Lock the PDF layer

Creating a Form Letter from Scratch

Select the data set

Choose Table as the type

Change the table to have only one row, and enlarge the body to cover most of the page

Change the Grouping so that there's only one student per page

Use the Text Inspector to add the form letter text to the field

Drag & Drop Data Objects

Select Layout Type

A very large, 1-column layout

1 student per page

Typed text along with data objects

Now It’s Your Turn

Complete activities 11 & 12:

Create Form Letters

Publish It and Export It

Turn a Project into a Report• Name it

• Describe it

• Choose Output Type

• Choose PowerSchool portal

• Choose Category

• Choose Schools

• Choose Users

Export and Import Projects

Export

1. Log on to ReportWorks

2. Select project

3. File > Export Current Project

4. Select destination

5. Click Export

Import

1. Log on to ReportWorks

2. Browse to project

3. File > Import Project

4. Click Import

(No Export/Import function in PowerSchool)

Now It’s Your Turn

Complete activities 13 & 14:

Publishing & Unpublishing

What happens in PowerSchool?

Set Categories and PreferencesStart Page > System > ReportWorks Administration

CategoriesOrganize Reports by Type

PreferencesHow does PowerSchool handle reports?

Give Access to Report Developers

1. Log on to PowerSchool

2. Navigate to the staff member’s record

3. Go to Security Settings

4. Select Yes for ReportWorks Developer User

Run ReportWorks Reports in PowerSchool

1. PowerSchool Start Page

2. Reports

3. ReportWorks

4. Name of Report

5. Runtime Options

6. Run Now > Submit

New 2-Part Report Queue

Summary

In this course, you learned:

• Basic navigation and terminology in ReportWorks

• How to make labels

• How to create and format a student list

• How to look at data in a Cross Tab report

• How to create form letters

• Use the Inspector to alter the properties and appearance of your reports

• How to configure ReportWorks in PowerSchool

?Question and Answer

Course Evaluation

• Survey URL

• Course Title

• Instructor

• Course Number

TEACH & LEARN ASSESS & INFORM DEVELOP & LEAD

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