PSCB - Custom Reports (Contacts)

Submitted by PSCB on Mon, 09/30/2019 - 12:12pm

View PSCB Plugin Directory

Version 1.7

Description

This bundle includes 6 Contacts reports.

Contacts - Duplicates
(View Duplicate Contacts list.)

Contacts - Phone Number Search
(Search all contact phone numbers for a partial or complete phone number match.)

Contacts - Students List
(Lists contacts information and associated students. )

Students - Contacts Access List
(View a list of students whose contacts have/have not accessed their accounts for a selected date range. )

Students - Contacts Address List
(Lists contacts address information for each student. )

Students - Contacts List
(Lists contacts information for each student. )

Acknowledgements

PSCB Development Team
Rob Staats
Manjit Basra
Michael Moore

Version Info

1.0 (2019-09-30)
- Initial Release

1.1 (2020-03-10)
- Added two additional reports.
Contacts - Phone Number Search
Students - Contacts Address List

1.2 (2020-06-10)
- Updated the SQL query in the Students - Duplicate Contacts report.

1.3 (2020-08-20)
- The Contacts - Duplicates report was modified to work with the current student selection only. Using a smaller student selection will improve report performance.
Powerschool Compatible Versions

1.4 (2020-09-16)
- The Students - Contacts Address List report was modified to display address, unit, city, state and zip in separate columns.

1.5 (2020-10-05)
- The Students - Contacts List report was modified to include Original Contact Type.

1.6 (2020-10-19)
- The Students - Contacts Access List report was modified to include Account User Name.

1.7 (2021-01-31)
- Contacts - Duplicates report has been updated to work properly with the New Experience start page.

20.x, 19.x

Additional Plugin Requirement

The following PSCB plugins should be installed prior to the installation of this reports bundle.

PSCB - Base Resources
PSCB - Custom Reports (_Home Page)

Installation

Install in System > System Settings > Plugin Management Configuration

Do not unzip the plugin. Install the entire zip file. Be sure to enable the plugin once it's installed.

If you are updating, you can now click on the Plugin name and then use the Update button, and then browse to the new file and click Submit and it will then load the update and then ask you to enable it.

Instructions

Select a school and go to the Powerschool start page.
Click on the PSCB Custom Reports link on the left navigation menu.
Click on the Contacts link to access the Contacts Reports menu.

Customization:

Report Type: 
Web Based Report
Plugin: 
Y
CPM Import Friendly: 
Y

Comments

jwydra

Mon, 09/30/2019 - 2:41pm

Thank you so very much!!

jnovzen

Fri, 10/04/2019 - 5:46am

I have installed the PSCB Custom Reports (Contacts) however I am having the same issue that it doesn't show in my navigation menu. I checked my admin_nav_menu_left_css.txt file however I have 3 files which are: admin_nav_menu_left_css.PSCB_AttendanceEnrollment.leftnav.footer.txt
admin_nav_menu_left_css.mba_medLink.leftnav.footer.txt
and the original:
admin_nav_menu_left_css.txt

Can anyone give me advice on which one to modify so that I can get the PSCB Custom Reports (Contacts) to show?

Thanks!

PSCB

Fri, 10/04/2019 - 6:40am

You need to also install and enable the following two plug-ins.

PSCB - Custom Reports (_Home Page)
PSCB - Base Resources

--
Rob Staats
PSCB Development

jnovzen

Wed, 10/09/2019 - 7:20am

They are installed but still not showing ... Any other ideas?

PSCB

Wed, 10/09/2019 - 7:48am

You may have a customized 'admin_nav_menu_left_css.txt' file that is preventing the PSCB - Custom Reports from appearing.

Go to CPM and check to see if a customized version of the file exists.

--
Rob Staats
PSCB Development

jnovzen

Wed, 10/09/2019 - 9:03am

I have two - one is customized "admin_nav_menu_left_css.mba_medLink.leftnav.footer.txt " and the other is not customized "admin_nav_menu_left_css.txt"
Would it be the customized version causing the issue?

PSCB

Wed, 10/09/2019 - 12:08pm

Do you see this file in the wildcards folder?

'admin_nav_menu_left_css.PSCB_Reports.leftnav.footer.txt'

--
Rob Staats
PSCB Development

jnovzen

Thu, 10/10/2019 - 11:49am

No - I only have:
admin_nav_menu_left_css.mba_medLink.leftnav.footer.txt
admin_nav_menu_left_css.PSCB_AttendanceEnrollment.leftnav.footer.txt
admin_nav_menu_left_css.txt

PSCB

Thu, 10/10/2019 - 1:42pm

You are missing the "admin_nav_menu_left_css.PSCB_Reports.leftnav.footer.txt" file.

This would indicate that the PSCB - Custom Reports (_Home Page) plugin has not been installed and enabled.

Download the plugin and install/enable. You should then see the PSCB Custom Reports link on the left navigation panel.

--
Rob Staats
PSCB Development

jnovzen

Fri, 10/11/2019 - 10:59am

This is great! Working now and thank you!

swalters

Mon, 10/14/2019 - 10:05am

I installed the contacts plugin but the tab did not appear in under the Custom Reports Tab. I enabled the plugin and I have the Custom Reports Bundle Base version 4.2.1 installed. Am I missing something?

PSCB

Mon, 10/14/2019 - 10:43am

This would indicate that the PSCB - Custom Reports (_Home Page) plugin has not been installed and enabled.

Download the plugin and install/enable. You should then see the PSCB Custom Reports link on the left navigation panel.

You also need to install the PSCB - Base resources plugin.
The Custom Reports Bundle Base version 4.2.1 contains resources used for the old PDS CRB bundles.
--
Rob Staats
PSCB Development

--
Rob Staats
PSCB Development

daveski

Wed, 10/16/2019 - 6:42am

When choosing the Contacts - Duplicates option, I get no results although the screen indicates Total Records: 1, but no record is displayed. Is the duplicates option working?

Dave Tchozewski
Director of Information Technology
Kenowa Hills Public Schools
2325 Four Mile Rd. NW
Grand Rapids, MI 49544
(616) 965-4023
www.khps.org

LSC0106

Tue, 04/14/2020 - 12:47pm

How does this report calculate the duplicate contacts? My report is blank even when run from the district level!

PSCB

Wed, 04/15/2020 - 6:48am

The report lists all duplicate contacts that are displayed on the student's Contacts page.

Check to see if you can find a student that has duplicate contacts listed.

What PowerSchool version are you currently using?

--
Rob Staats
PSCB Development

LSC0106

Mon, 04/20/2020 - 3:38pm

We just upgraded to v19.11.0.2. I am a duplicate contact on my both of my children's records. I am on their Contacts screen with my name twice, one with work email, one with personal email and also twice with my work email, once with my name and once with No Name as the name..

PSCB

Mon, 04/20/2020 - 4:55pm

Run the report at the District Office level.

--
Rob Staats
PSCB Development

LSC0106

Tue, 04/21/2020 - 1:50pm

I clicked All at the district level to make 42534 students my current selection. PSCB Custom Reports > Contacts > Contacts - Duplicate Contacts > Current selection (42534) = No Duplicate Contacts. I just randomly thought to do a query of last_name=my last name at the LEA level to bring up my children (one at an elementary/one at a middle) and my niece at a high school and was able to get results??

PSCB

Tue, 04/21/2020 - 1:56pm

What version of PowerSchool is installed on your server?

--
Rob Staats
PSCB Development

LSC0106

Tue, 04/21/2020 - 3:21pm

Our state - North Carolina - just upgraded to v19.11.0.2

drsimon44

Wed, 04/22/2020 - 9:34am

We have the same issue with some of our North Dakota schools. It appears to be an issue with our large schools that are on a server array. For the districts that are on a single server, it works fine. We are on version 19.11.0.2.1407804

PSCB

Wed, 04/22/2020 - 10:04am

Thanks for sharing this info with us. I'm not sure what PSCB can do to address the server array issue, but we will investigate a solution.

--
Rob Staats
PSCB Development

jrpfahl

Sat, 05/09/2020 - 8:09am

i have the same issue with no duplicates showing, the student list does show duplicates, but the duplicates list is blank, both at school level and DO. hosted by PS and at version 19.11.0.2

Jason Pfahl
Director of Technology
Clinton Central School Corp
INdiana

PSCB

Mon, 05/11/2020 - 10:25am

The duplicate contacts list is generated on the matching of contact names. If you are listed as "No Name" that will not generate a match and thus will not be included in the report results.

--
Rob Staats
PSCB Development

mellsworth

Fri, 11/22/2019 - 10:34am

Thank all so much for this report. It is super helpful. I am trying to run the mailing list under contact and the home address pulls out but the column for mailing address is empty. Where we live 98% of our student/parent population has a PO Box. Any help with getting this to display would be appreciated. Marta Ellsworth, Eagle CO

PSCB

Fri, 11/22/2019 - 1:30pm

The report displays the contact's primary email address.

If the the primary box for the email address is not checked, the email address will not appear on the report.

--
Rob Staats
PSCB Development

mellsworth

Mon, 02/10/2020 - 4:22pm

Hi I'm still trying to figure out how to get the mailing address to pull in the "Student Contact Mailing List" report instead of the physical address. Any chance of getting a second report filter option of home or mailing when running this report? Thanks for all the awesome reports you provide us. Marta Ellsworth

PSCB

Mon, 02/10/2020 - 5:20pm

The Student Contact Mailing List report displays the Physical Address, Mailing Address and Primary Email Address that has been entered for each contact.

If any of the addresses do not display, it would indicate that the information has not been entered for the individual contact.

After entering all address information for each contact, the report columns can be filtered for the type of address you want.

--
Rob Staats
PSCB Development

mellsworth

Tue, 02/11/2020 - 10:43am

Hi Rob when running this report only the physical address displays. The mailing address is empty however 95% of our contacts have a PO Box for their mailing address and none of them display.

PSCB

Tue, 02/11/2020 - 1:08pm

Select a Student.
Navigate to the student Contacts page.
Click on a Contact Name.
Navigated to the address section.
Confirm that a physical and mailing address has been added for the contact.

Note: The report will display the addresses entered for each contact.

--
Rob Staats
PSCB Development

mellsworth

Wed, 02/12/2020 - 3:25pm

Hi Rob out contacts contain a PO Box those aren't missing on the contact page for a parent. It doesn't pull. Only the physical address pulls onto the report. Sorry to be a pain. Marta

PSCB

Wed, 02/12/2020 - 6:29pm

Select a Student.
Navigate to the student Contacts page.
Click on a Contact Name.
Navigated to the address section.

Send a screenshot of the addresses displayed on this screen,

Thanks

--
Rob Staats
PSCB Development

mellsworth

Thu, 03/05/2020 - 8:47am

Hi Rob is there any update on the mailing addresses not pulling into the contacts report to include it?

Thanks
Marta Ellsworth

PSCB

Thu, 03/05/2020 - 3:14pm

We have discovered the issue with this report. An updated version will be published by 3/15/20.

--
Rob Staats
PSCB Development

mellsworth

Fri, 03/13/2020 - 3:40pm

I can't thank you all enough for fixing this report! This is going to be so helpful for our district.

Marta Ellsworth
Eagle, CO

sue.costello

Tue, 04/21/2020 - 9:07am

We love this report but are wondering why (when a contact has only one phone number) it populates the second phone number column and not the first? The first phone number column is blank (not set). This does not happen all of the time that there is only one phone number, just sometimes. Do you know why?

PSCB

Tue, 04/21/2020 - 11:59am

Sorry, but we were unable to duplicate the issue you described. We will continue to investigate.

--
Rob Staats
PSCB Development

gormsby

Mon, 05/11/2020 - 7:00am

Hello,
Has this been updated? Last change is 3/10 but you said above you will release a new version on 3/15.
Also, I am under the impression that these reports in the bundle are for v12 contacts and not for the old contacts. Is that correct?

Gloria

Gloria Ormsby

PSCB

Mon, 05/11/2020 - 10:13am

The PSCB - Custom Reports (Contacts) 1.1 is latest version. We are still investigating the issue where no duplicate contacts appear in some instances. This reports bundle is only compatible with the new unlimited contacts setup and versions 12.x, 19.x and 20.4.

--
Rob Staats
PSCB Development

pmedema

Thu, 05/21/2020 - 12:06pm

I have some buildings that it will pull data for, and others that pull nothing. Some will pull if I select all students first, but some that still pull nothing. This really needs to work from District Office, and it pulls nothing there, with or without a current selection. I have the most recent versions of the report, base, etc., and the most recent PS version.

Peggy Medema

PSCB

Thu, 05/21/2020 - 1:59pm

Does your current PowerSchool installation use a Server Array?

--
Rob Staats
PSCB Development

adam_thomas

Wed, 07/15/2020 - 2:55pm

This is a helpful plugin but I would like to request a report that combines the students - contacts list and students - contacts address list please.

PSCB

Thu, 07/16/2020 - 2:30pm

Sorry, it is not feasible to design a report that would combine all of the information in both reports.

--
Rob Staats
PSCB Development

rwickberg

Fri, 07/17/2020 - 11:42am

Just an FYI, Chrome wouldn't let me download this bundle, it said the file "may be dangerous, do Chrome has blocked it." Firefox let me do it. Maybe you could contact someone at Google and complain about that?

aplarsen

Mon, 08/03/2020 - 9:05pm

I'm not seeing this behavior on Chrome 83.0.4103.106 in Windows 10. Are you still getting this error now?

PSCB

Fri, 07/17/2020 - 12:22pm

A Google html verification file needs to be added to the PDS web server.

PSCB does not manage the web site, so I have contacted the web master to see if they want to add the verification.

Thanks for bringing this to our attention.

--
Rob Staats
PSCB Development

geggler

Mon, 08/10/2020 - 12:31pm

Please add the parent's username to Students - Contacts Access List.

Thank you!

--
George Eggler
Westport Public Schools

PSCB

Tue, 08/11/2020 - 1:19pm

This request has been added to the PSCB Enhancement List.

--
Rob Staats
PSCB Development

adriancarlson

Tue, 08/18/2020 - 7:49am

The duplicated contacts report is not working on PowerSchool 20.4.2 or 20.4.3 for version 1.2. It just sits at the loading dialog. I have tried firefox and Edge and cleared the cache in both browsers. Looking at the SQL code it might have something to do with the addition of
jaro_winkler. I am not familiar with the jaro winkler algorithm othewise I would try to proved a fix.

PSCB

Tue, 08/18/2020 - 8:38am

If you are searching on a large selection of students, the report will take an extremely long time to complete and can time out.

The report works best with a smaller selection of students.

--
Rob Staats
PSCB Development

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