Custom Reports Bundle 3.4.4

Version 4.0 is out and is modular and built for PowerSchool 7.9 and above. If you are looking for the reports bundle go here unless you are on PowerSchool 7.8 or older. This version will remain open only for users who absolutely need these reports and are on an older version of PowerSchool. If you can wait we recommend you do wait and install after upgrading PowerSchool to at least 7.9

3.4.4 (5/8/2013)

  • Various report fixes where current selection is used.

3.4.3 (2/23/2013)

  • Bug Fix: Fixed sqlReports accordion
  • Adjusted reports that use current selection to use method that handles over 1,000 students.

3.4.2 (5/16/2012)

  • New Report: Sub Finder - Find teachers that PowerSchool thinks are free to cover a selected staff member.
  • Bug Fix: Projected Enrollment - Issue where counts were off when viewed from District Office.
  • Bug Fix: Grades Dashboard - Removed extra submit button.
  • New Feature: Consecutive Days - Added Make/Add Current Students to current selection. PS 7.0.3+ Required
  • New Feature: Attendance Frequency Search - Added Make/Add Current Students to current selection. PS 7.0.3+ Required
  • New Feature: Student Attendance List - Added Make/Add Current Students to current selection. PS 7.0.3+ Required
  • New Feature: Exit/Entry Report - Added Make/Add Current Students to current selection. PS 7.0.3+ Required
  • New Feature: Search Grades & Attendance - Added Make/Add Current Students to current selection. PS 7.0.3+ Required
  • New Feature: Address Issues - Added Make/Add Current Students to current selection. PS 7.0.3+ Required
  • New Feature: Phone Number Search - Added Make/Add Current Students to current selection. PS 7.0.3+ Required
  • New Feature: Birthday List - Added Make/Add Current Students to current selection. PS 7.0.3+ Required
  • New Feature: Youngest Child - Added Make/Add Current Students to current selection. PS 7.0.3+ Required
  • New Feature: Student Free - Added Make/Add Current Students to current selection. PS 7.0.3+ Required
  • New Feature: Bus Search - Added Make/Add Current Students to current selection. PS 7.0.3+ Required

Patch 3.4.1a (4/11/2012)
This patch is just a update to 3.4.1. CRB 3.4.1 must be installed first then this patch on top.

  • New Report: CPM Files/Folders - Lists all the active custom files in Custom Page Management (CPM).
  • Bug Fix: Student Attendance List - Widened the date entry boxes.
  • Bug Fix: Monthly Attendance Review - Changed the date code used in the SQL query.
  • Bug Fix: Projected Enrollment - When run from a school, the school can only see current, outgoing and incoming students.
  • Bug Fix: Log Entry Search - Students without a Discipline_ActionTaken were not listed on the report. This has been resolved.
  • Bug Fix: Instruction Time - Sections that were not full year were showing higher hours. This has been resolved.

Changes in version 3.4.1 (4/6/2012)

  • Report Update: Phone Number Search updated to look at more stock phone number fields and report format is updated. (doctor_phone, emerg_phone_1, and emerg_phone_2)
  • Performance Fix: Student Attendance List performance should be improved
  • Bug Fix: Fixed Bad Entry Dates. Results will now show.
  • Bug Fix: Fixed Projected Enrollment. Results will now show.
  • Bug Fix: Updated Student Request Letters text wrapping.
  • Bug Fix: Fixed issue where table tools and sorting would not work after running reports.
  • Bug Fix: Fixed issue where popups on Exit/Entry, Consecutive days and Gradebook vs Stored would not work.
  • UI Fix: Updated parameter box to be wider.
  • New Report: Instruction Time. Shows how many hours/minutes a section meets based on the calendar setup.

About:
The Custom Reports Bundle is a collection of custom html reports and dashboards for PowerSchool. The content in this bundle has been contributed by several members of the PowerSchool customization community. The bundle also includes the Custom SQL Reports customization created by Dean Dahlvang.

Features:
The 3.x release of the Custom Reports Bundle has many great new features.

  • New PS7 compatible layout on all reports
  • Report data is retrieved with AJAX. No more page refreshes to get results.
  • Most reports are now printable and sortable
  • Some reports are exportable to PDF and CSV
  • Performance improvements to underlying report queries.
  • Improved UI for report parameters

Known Issues:
Several reports are still undergoing a transition to the new layout. As a result some are not working.
Broken Reports

  • Schedule Course Demographics (/admin/reports/schedule/coursedemographics.html)
  • Sections with no room Assigned(/admin/reports/schedule/SectionnoRoom.html)
  • NY State Reports

Install Instructions - Custom Page Management:

To upload an entire zip you’ll have to be on PowerSchool 7. Then the steps are as follows:

Switch to District Office.
Use one of the 2 methods below to get to the import/export screen. I would click the export button on the screen listed below to make a backup of your current customizations so you have a backup copy.
A. PS Administrator->Custom Pages->Import/Export
B. District->Localization Administration->Import/Export Customizations
Export the current customizations as a backup.
After you have done that, click browse and select the PDS (or other customization) zip and then click import.

NOTE - The following steps will need to be done if using CPM, because of a bug in PowerSchool, to enable all the bundle features.
1. In CPM navigate to \scripts\tabletools\ click Add then Create Folder with the name swf, if it doesn't already exist.
2. Upload copy_cvs_xls_pdf.swf and copy_cvs_xls.swf from the \scripts\tabletools\swf folder from the unzipped download.
3. navigate to \images\css\theme\crm-css\ click Add then Create Folder with the name images, if it doesn't already exist.
4. Upload all the files from the \images\css\theme\crm-css\images folder from the unzipped download.

Install Instructions - Custom Webroot:
Unzip the downloaded file and place the included files in the same folder structure that exists in the zip in your data\custom\webroot folder.

Customization:

Contributor: 
Jason Treadwell
Brent Johnson
Brian Andle
Tim Scoff
Matt Freund
Roger Sprik
Michael Moore
Dean Dahlvang
Plugin: 
N
CPM Import Friendly: 
Y

Comments

They should be able to see that tab. There isn't anything I'm aware of that will prevent them from seeing the validation tab. Is that the only tab missing?

Update I just updated to the latest report bundle. Now at the bottom is has Use Dynamic or Static Report Bundle Menu. When its on Static and mimics the original report pages in PS I can login with a principal group account and see the validation. When its on the other view with tabs it still does not show some of the tabs.

There shouldn't be anything preventing users from seeing the validation tab. Is it possible the tab is pushed off the screen? Could you send me a screen shot of yours and their views to brian@powerdatasolutuions.org?

We want to install the custom reports bundle on our production server but we would like the three new tabs this adds to the reports page to be only visible to the administrators group for a while. I've tried using an IF statement to only display if the user is part of the administrators group but I can't seem to get it right. Could anyone give me an idea of how to do this?

You could add a IF around the 3 new tabs.

~[if#user.~[f.table_info;table=Teachers;*Id=~[x:userid];fn=value;dothisfor=ALL;field=group;fieldtype=INT]=9]
<li class="~[if#gpv.~[gpv:repType]=customreports]selected[/if#gpv]">
<a href="~[if#gpv.~[gpv:repType]=customreports]#[else#gpv]/admin/reports/customreports.html[/if#gpv]">Custom Reports</a>
</li>
<li class="~[if#gpv.~[gpv:repType]=customdash]selected[/if#gpv]">
<a href="~[if#gpv.~[gpv:repType]=customdash]#[else#gpv]/admin/dashboards/home.html[/if#gpv]">Custom Dashboards</a>
</li>
<li class="~[if#gpv.~[gpv:repType]=customsql]selected[/if#gpv]">
<a href="~[if#gpv.~[gpv:repType]=customsql]#[else#gpv]/admin/reports/customsqlreports.html[/if#gpv]">Custom SQL Reports</a>
</li>
[/if#user]

That worked perfectly! Thank you all for the great PS resources and all the help on this request.

Will you be fixing the course demographics report to pull from the fed race/ethnicity codes? Right now we are getting blanks.
Thanks,
Jen:-)

Jennifer Bocrie
Goochland County Schools
Goochland, VA

I just caught a glimpse at the Federal Civil Rights report that is due next fall for data collected S1 of 2011-12. This course demographics will help A LOT.

My report is not pulling the Multiple Race category. Can you tell me what is "broken"...can we use some of the information that it generates.

Sandy

The course demographics report currently does not use the Federal Race/Ethnicity, it uses the old ethnicity field.

Hi Brian,
The course demographics report is great, if you could change it to pick up the Federal Race/Ethnicity field it would be awesome. Many have already requested PowerSchool to address the required Civil Rights Federal Reporting but doubt they will get to it in time for the 2011-2012 filing.

Thanks

I am trying to add custom student fields in the coursedemographics and JSON htmls. It is not pulling anything now. Do custom fields need a special/additional coding? Am I in over my head?

Here are the pieces I added wrapped inside the original coding...

SUM ( CASE WHEN s.LunchStatus = 'F' THEN 1 ELSE NULL END ) AS Free,
SUM ( CASE WHEN s.LunchStatus = 'R' THEN 1 ELSE NULL END ) AS Reduced,
SUM ( CASE WHEN s.OK_Ell = '2349' THEN 1 ELSE NULL END ) AS ELL,
SUM ( CASE WHEN s.OK_IDEA = 'YES' THEN 1 ELSE NULL END ) AS IEP,
SUM ( CASE WHEN s.OK_Section504 = 'YES' THEN 1 ELSE NULL END ) AS 504,
SUM ( CASE WHEN s.OK_Gifted = 'YES' THEN 1 ELSE NULL END ) AS Gifted,
SUM ( CASE WHEN s.Grade_Level = 9 THEN 1 ELSE NULL END ) AS Nine,
SUM ( CASE WHEN s.Grade_Level = 10 THEN 1 ELSE NULL END ) AS Ten,

SELECT ce.Course_Name, ce.Course_Number, CASE WHEN e.name is null THEN s.Ethnicity ELSE e.name END Ethnicity, s.Gender, s.LunchStatus, s.OK_Ell, s.OK_IDEA, s.OK_Section504, s.OK_Gifted,
CASE WHEN s.EntryDate < ce.midpoint AND s.ExitDate >= ce.midpoint THEN s.Grade_Level
ELSE (SELECT MAX(Grade_Level) FROM ReEnrollments WHERE studentID = ce.studentID AND EntryDate < ce.midpoint AND ExitDate >= ce.midpoint) END gr
"LunchStatus":"~(LunchStatus;t)",
"ELL":"~(OK_ELL;t)",
"IEP":"~(OK_IDEA;t)",
"504":"~(OK_Section504;t)",
"Gifted":"~(OK_Gifted;t)",
"Grade":"~(Grade;t)"

Sandy

Because of the way this report is written it is not easy to just add data. The JavaScript would have to be rewritten to handle all the new data elements.

Got it. Thanks.

I need to add gender, ethnicity and duration assigned to the log entry search. I don't need counselor or follow up. Can someone tell me what I need to change in the report?

This time of year, we heavily use the Projected Enrollment Summary. After the recent update, the numbers at the District level have gone askew. I have reverted back to a previous version because we mainly focus on the District level. Sandy

I actually already found and fixed that issue. It will be included in the next version.

Thanks so much for the custom bundle. However, we found that students logging in cannot enter their requests. So I updated to ver 3.4 and then the patch--still doesn't work. When a student clicks on class registration, this shows "2011-2012 School Year Course Requests" --how do I update the year for the custom page? Thanks again!

Sorry if you've already done this, but it sounds like you haven't set the schedule year. In PowerScheduler, under Tools on the left side menu, click on Functions, then choose Set Schedule Year. Verify that it is set for next year, the year that you set up in PowerScheduler Years & Terms.

The Custom Bundle doesn't touch the parent/student side of PowerSchool. It sounds like the schedule year wasn't changed in PowerScheduler.

Will the next bundle version allow more options for us to choose from? Or do you know if it will include ethnicity, gender and duration assigned on the next version of the Log Entry Report? Thanks for any information. I REALLY need this!

Is there a way to take a report (html page) that I've created and have it show up in the list of Custom Reports? I tried just placing my file in the .../reports folder but that didn't do it.

Thanks,

Randall Backus
Director of IT
Wallingford Public Schools

Randall Backus
Director of IT
Wallingford Public Schools

Two things need to happen for the report to show.

1) The report needs to be in a folder deeper the reports. Each folder shows as a new tab.
2) Copy the META data from a existing report and tweak the name and description of the report.

Once those two things are done the bundle will find the report on a rescan and add it to the list.

Can you tell me where the href link to display the sub finder report on the custom reports tab is? I have customized the customreports_static.html so I have to adjust it when new reports are added. It looks like it should be in sched.html but I don't see it.

-Dan Wynne

I haven't been updating the static files with links to the new reports. The static is only intended to be a fall back in case the dynamic version doesn't work.

You could add a like to the sched.html file to the SubFinder.html file to make it show.

I just loaded the 3.4.2 version via CPM onto our PS 7.1.3. I used your instructions but just get a screen with this:
Loading Reports...
Custom Report Settings (in blue but not a link)
Links open in new tab: OFF Use Dynamic or Static Report Bundle Menu: Dynamic
RESCAN REPORTS (a button that doesn't do anything)

Can you help me? I really need the Student Request report....I had a previous version of the bundle uploaded that gave me the same message... Do I need to go to each object and delete it and try loading again?? Thank you!

Karina, Based on your PowerSchool site you are using a image server. It appears that your image server is missing the required images/scripts folders from the download.

Brian, Thank you thank you thank you. That was it!

Hey Brian,

Same issue here, but I have uploaded the scripts folder to our image server. Any thoughts?

If the scripts are on your image server then just make sure all the files from the download are also in custom/web_root or imported into custom page management.

Gave it another go and all is well. Thanks again for all you do.

This report is not showing the Incident type. If I knew where it was pulling from I could look at it but I do not know how to edit these or if they are even editable.

Any help would be appreciated.
Thanks

Ok after looking at the log entries and the incident entries, is this report pulling from both screens? I have the state codes filled in for the log entries but for the incident types under the incident page, I have discipline and etc.

Is this for Logs or Incident Management? If referring to the Student Discipline Report under incidents then it will pull from Incident Management. If you are referring to the Student Discipline Report under Logs than it will pull from the Log Entry System.

Michael P. Moore
Student Information System Administrator
South Brunswick Public Schools
South Brunswick, NJ 08852

It is the student discipline report under logs. There is an incident type that was chosen by the person who entered the log but it is not showing on the report.

It worked a week ago and now it's not. I haven't done any updates.

It would really be nice to have the option to use the current selection of students when running the youngest child report. I have to compile a non-duplicated mailing list of all active and pre-registered students and can't think of another way other than manually.

This functionality already exists in the Custom Report Bundle 3.4.2. There were 11 reports that got replace/add to current selection functionality in the 3.4.2 version of the bundle.

Is it possible to replace fields in the Student Discipline Report with other log entry fields? If so, what do we need to do to make it happen?

The html file I was looking at is "studentdisciplinelog"

thanks!

Jack Lamberton
California School for the Deaf, Fremont

Still no replies so far .... does this mean "Sorry, but it is not possible to customize the Student Discipline Report the way you want ..." ??

I hope I will not have to continue holding my breath for a "YES, YOU CAN ... " reply too long.

At any rate, we want to redefine Log Entries for a slightly different purpose and would like to be able to customize the report to better fit the redefined Log Entries.

Thank you very much.

Jack Lamberton
California School for the Deaf, Fremont

Yes you can but its not a simple as adding a field in the tlist_sql. Which fields were you looking to add?

Could someone give me an example of passing in a parameter for the custom sql reports?
I have my sql statement written but I need to pass in the schoolid. I am not sure what to change in my sql statement to make it all work. Any help would be greatly appreciated.

Jared Dawson
SIS Admin
Bonneville School District 93

You could change the query to use something like:

Schoolid= %param1%
or you could do
schoolid like '%param1%'

That was easy thank you. This report bundle is great we use it all the time.

Jared Dawson
SIS Admin
Bonneville School District 93

customSQL finds %param1% in you sql,
takes it out puts and the value the user types, in it's place.

user enters 300, schoolid = %param1% becomes schoolid=300

so in
schoolid like '%param1%'

you will want at least one more % - which is the wildcard symbol in sql
schoolid like '%param1%%'

where if user enters 3 for param1
then taking out the %param1% leaves %,
putting in the 3 makes it 3% which matches 3, 31, 300 etc.

I have updated the 3.4.2 version and still the report is not listing an incident type. There is a space for it but it doesn't seem to be pulling what was entered.

Any help would be appreciated. We love this bundle and understand the amount of work that had to go in to it, and continues to go in to it.

Thanks!!

I've done some customization to the Student Attendance List report. We had a very similar report in our old system that was printed to PDF using TCPDF. Is there a way to send a page break to the AlivePDF tool that DataTables uses to create the PDF?

The PDF is created using a add-on for DataTables called TableTools. I looked over the settings that are used and I didn't see any that had to do with page breaks.

http://datatables.net/extras/tabletools/

Hello Team,

Im using PS 7.1 on a virtualized server array and installed the Custom Reports Bundle using the instructions for CPM. The files seem to be uploaded, and I've made the modifications per the instructions, but nothing appears to have changed in PowerSchool. Additionally it seems like the supplementary instructions for the swf folder are not complete as the unzipped folder has folders and files not mentioned in the instruction.

Does anyone have any experience with uploading this customization in this manner? This is my first try at uploading a customization in this manner and any help would be appreciated.

Thanks.

- Sez

I have just installed Custom Reports Bundle 3.4.2 and none of the reports are showing up. Does the nightly process have to run for these to work, or what am I missing?

JJ

My reports showed up when I did: System>System Settings>Customization - click submit, this refreshes the wildcards.

What method did you use to install the Custom Reports? This was the first thing I tried and it didn't work.

- Sez

Hello Team,

With regard to my previous issue with the installation not working in CPM, I've figured out what the problem is.

When I first downloaded the file my system automatically unzipped the file. I first zipped the folder then uploaded it into CPM. While the files were uploaded, and appeared to be published, there was no change being reflected in PowerSchool.

So, I downloaded the file again, making sure it was not unzipped, uploaded the new downloaded zipped file and everything works great. So, if you are experiencing similar problems you might consider this as the potential cause.

FYI

- Sez

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