The Report Designer tool is one of the many methods of creating reports in edsembli. Setting up this tool will allow users to access reports in our default report template as well as create/modify new reports.
To set up the report designer follow the steps below. After the Report Designer user is created the default template report will be populated overnight, becoming available to access the next day through Student Reports- Report Builder- Report Viewer, click the dropdowns Student- Custom. These default reports can be edited through the Report Designer tool.
NOTE: Please inform the support staff of all edited reports so that we can template them and save them to ensure they don't get lost.
Step 1: Create a new staff record at the board level
Go to the board/central office level and add a new staff record. The staff record should have the following information filled out:
Surname: Designer
Given Name: Report
Usual Name: Report
Employee Number: 999999999999 (decrease by 1 if this number already exists)
Gender: Undisclosed
Status: This Year and Next Year
Is Teacher checkbox: Uncheck
Step 2: Create a Report Designer Security Group
While still at the board level go to Security, then click on Groups and add a new group. The following information needs to be filled in for the group:
General- Name: Report Designer
Permissions- More Tools- File Manager- View my Files: Check the Allow Box
Permissions- Student Reports- Custom: Check the Allow Box
Permissions- Task Queue: Check the Allow box
Save the Group and and back out
Step 3: Create the reportdesigner Security Account
While still at the board level, in Security click on Accounts and add a new account. The following information needs to be filled in for the account:
Account Name: reportdesigner
Associate the account with the Report Designer staff record
Associate the account with the Report Designer group
We now have a reportdesigner user set up. We can click on the account to change the password and then log in once the default template reports are populated.