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Designer User Manual - Phoenix Learning Systems

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1. dumm dome l mam mim imd Poem hannis me ur ntm R uu Hur __1 J a L 1 gium Dom di Panem Le 1 Valer ui Bm Ls LL im LE i EaP a pm LE 1 lri hin Ami 1 loaner om hcm eae ens a 1 es eee is uem uum uem P oa mu ums Mu pm ba i a HH REMO e 1 u _ lar a Le a Bari 1 nar ams IHb 1 4M y For our example we will be making an object report with 2 schedules per page ieee mur Baa Fleet dili High School ARS Rises Locker amber iLacker Member Grade Grada Levi Canyon Vira AE 5518 nation Fairs H Class Schedule sn In MA changes to ihis abound 5c discus che counting comico This picture displays the schedule Ferret amp marckan ci Address cj Mailing treri as it will look before importing WemeFhenr iMailsag Cim Weak Mailing
2. A n H M size or different font Header Font Ea Size 9 ok Style fl Underline Listing Font Size 9 Ste Bold ial Underline Schedules Camel OK The Fonts tab options allow you to adjust the column header and the Schedule Listing font font size and style Report Designer 2 2 4 Select the Periods tab Student Schedule Listing 36A b 11 LE 7 12 17 3 K BAL 13 zs 8 14 19 5 SCA 10 15 e Schedules E Cancel The Periods tab provides for up to twenty classroom periods to be included on the schedule The default setting is 1 8 Modify these to match your specific school s period or PowerSchool expression name Once all parameters are set and the schedule displays the way you want it to you can save the schedule settings in the Schedule Listing Select SAVE from the drop down listing next to Schedule Listing Tardies schedules SE Listings p B Save Schedule Listing As Enter a Schedule Listing title Select OK The Schedule will now be listed in the drop down menu and be selectable the next time you desire to create a schedule of classes based on the settings in this schedule Select OK to create the Schedule Report Designer 2 2 Schedule Display and Making Changes The Schedu
3. Pn 7 5 EDIF OrADD TEX 7 5 REPLACE setti tnde eo eta oe etie Basses a ut due 7 6 QI re 7 6 Chapter 8 Fields and Functions indici Bae eee TR E 8 1 Fields tT TERTII 8 1 Import Field LISIS uii a tob xxu dh Oo Gos ER ve ile Na oth caua UN auti cue dS d 8 2 Create a Field List and Field 8 4 bhatt RE NEN 8 6 A T 8 9 MER UT T Tem 8 9 OVEIVIECW TRU UU Uem 8 10 riporta FUNCUON t vac 8 10 Create a UNCON eed 8 12 Report Designer v 2 2 WAS OVE Save a FUNCLIONCES CoOmpoHepnL cour rot Rv eiua ie FDO Fea E UII GH OM is IS Se T UU T EU DECES FUNCIO T TT T mu TC Chapter 9 Schedules and Transcripts Schedules mr Columns Tab OVerVIBW io steht catt onu a odd deve dne ee PRI E m Tab VCC Wissen atcha Create a 61 are mente Edita Dele
4. Space Objects Page Group Space Between Objects 025 Ungroup xu Space Objects 7 Vertically Honzantally Save Component Insert Component Calculate Space From fa of Previous Object Select Object 3 Bottom of Previous Object Filter Selected Objects DHS Cancel 3 Select the parameters for spacing Vertical or Horizontal and in relation to the top or bottom of the objects 4 Select OK CECI E F a Report Designer 2 2 Center Objects on Page 1 Select the object s to position EM fom Sie Style Sheet EET T 1 Y Properties xP Duplicate xD i T d E Insert Fields Invert Functions x Clipboard Text r Table Aute Duplicate Objects Auto Number Replace Text XR Append Text Ser Text Frama Set Move to Next Record Re aorder Object Layers Bring Front Send Back LE Move Forwand E __ 331 Maoye Eat kirang Align Grid Align Objects xl 2 Select Object gt Center Objects Page Allon Object Widths Object Posirion Center On Page Center Objects on Pape Group xG EH v Horirontally Ungroup mu Save Component a _ Comer Vertical Insert Component Select Object Cancel Filter Sel
5. Mone gt Pici asl Def zulis Feet Tene Derlauk Line Height 13 1 In our example we have chosen letter size page portrait orientation Report Designer v 2 2 4 Create the headings As each heading part is created position it on the report SCHOOL NAME 1 Select the Text Tool A 3 Select Object Properties 4 Type Hill Billie High School 6 Select OK Position the object Simdi Name 41 Lender Student Sumber Kirthdate Lecker Corde rade Lese t omibination STUDENT NAME AND INFORMATION Select Object gt Properties Type Student Name and press ENTER Type Student Number and press ENTER twice Type Locker Number and press ENTER Type Combination Set the font to Times New Roman font size 12 Select OK Adjust placement as needed on the report ONOORWN STUDENT ADDITIONAL INFORMATION Select the Text Tool Select an insertion point in the report Select Object gt Properties Type Gender and press ENTER Type Birthdate and press ENTER twice Type Grade and press ENTER Type Enter Date Set the font to Times New Roman font size 12 Select OK Adjust placement as needed on the report gt STUDENT NAM
6. has achieved excellence in Perfect Attendance Principal June 4 2007 Attributes Font Helvetica H Alignment me m insert Font Size da Frame Fixed Frame amp Line Spacing Pann Optra Special Move to Next Record Style RA Plain Bold Italic Layer 2 Samplo Check Spelling Cancel Report Designer v 2 2 Jack Layne Johnson Select the Text Tool A Select an insertion point on the next line Select Object gt Properties Text Properties window is shown below Type Jack Layne Johnson in the text window Select the Font Zapfino font size 30 Alignment centered BOLD Select OK Resize the text object and center in the award as shown has achieved excellence in Select the Text Tool Select an insertion point on the next line Select Object gt Properties Text Properties window is shown below Type has achieved excellence in in the text window Select the Font Times font size 24 Alignment centered Select OK Resize the text object and center in the award as shown Perfect Attendance Select the Text Tool A Select an insertion point on the next line Select Object gt Properties Text Properties window is shown below Type Perfect Attendance in the text window Select the Font Times font size 36 Alignment centered BOLD Select OK Resi
7. 1 Open Designer 2 Select File gt New ett iie m Ope Chris Component Repart irren Campini WF 3 Select OK to select the defaults or make changes then select OK Hemi Qna as oder ares ii antis a5 i afe TAS aS n EHTS zara are Harm ORTUS AAT Tasa m Dn Press a aM Ha ar mre ae ars HE HITS BM doe e Father Us che 755 aud Report Designer v 2 2 Attendance Call List Thursday October 9 2003 fies ABS J LI LI CI OCI ft 000001 IL LAL LE 1 W M od Wl 1 4 Create the headings Jefferson High School 135 Tort E 12183 HT 12 34 FAX 2 T lt P DE T FR 1 FS ET Sr EEL a Attendance Call List Thursday October 9 2003 GR psdemi Hemy Phone hither Dav Father Call eaten AGES 13 Ancien Mark Prin Properties Text School Heading 1 Select the Text Tool 41 2 Select an insertion point in the upper left hand corner 3 Select Object Properties 4 Type Jefferson High School 5 Set
8. In our example we have chosen a letter size page portrait orientation Let s first create the header display on the transcript Here is a picture of what we intend to create Graphics or Picture Objects We will put a placeholder graphic in the field where we want the student s picture to display The picture of each individual student must be automated the same as the name grade and birth date The school name and address can be automated using the fields function or manually typed in as text objects Ts i OFFICIAL TRANSCRIPT Juab High School Accredited by teo Asrochmnieg ef aad Calle d Sus North 650 East Snadent Name ilastfirsti Nephi UT Crade Mudim De DOB i 435 623 Text Objects The titles Student Name Grade Birth Date Text objects but the information printed is automated using the Field The Line tool is used to create the lines that define the transcript area The header of the transcript is made up of a number of different objects some of which can be automated and some must be manually typed in Review the notes on the header above to find out more object tool Report Designer v 2 2 4 Create the header Select the Text Tool Select an insertion point to create a text object in the re port Select Object Properties e ou Properties Text see if the Style Sheet can be selected bef
9. L Width 83 Points er ine Wi alnis Locker Number Locker Number orede 4 Level Canyon View AZ 35555 Combination ALocker Combination inter Date 4Emtry Date Line Color ES Class Schedule Layer 1 Create the Lines Cancel Select the Line Tool gt Draw a horizontal line across the report directly under the headings Select Object gt Properties Change the Line Width to 2 0 Select OK Select Object Duplicate to duplicate the horizontal line Press CTRL lt to align with the first line Press the to position the new line down about a 1 4 inch from the first For my own ease have added a line at the midpoint of the report Perge Tesi Hu ee ah s ee Dae a bs Ged rha Class Schedule heading Select the Text Tool haer Tams Select an insertion point in the report LT Select Object Properties Usa Type Class Schedule bu ginis Select font Times New Roman font size 14 style BOLD Select Center Alignment Select OK Position the text object to be centered between the lines and between the margins of the page If necessary stretch the text box to each side of the report page to center accurately Lemi mbeg 1 2 3 4 5 6 7 8 The page is now set up with the headings and ready to have the schedule form created and pu
10. 19494 3 Cesare E Peirt 4 Faure pag Futur Pres 17 254 Putus 1 Murus L ge L4 Hew Fakes 2 Browse to the file 3 Select the file and select OPEN Select the file and select OK The new list of categories and functions will be Pure E pi url L Cancel If the component has imported successfully or if there is a problem with the file a popup will display giving that information Report Designer 2 2 Create a Function If a Function is not already created you can create one manually and add it to your list of components and functions 1 Select File gt Setup Functions tdt Object Font Festa New XN Open Close Save 5 Cus reet Clini Save 5 Duty srd Export XML Impart XML Functions Export Component 77 Export Report Import Component Import Report Page Setup Print VE E 2 Select NEW Category If the Category already exists select the Category then select NEW next to the Functions list Dy Enter F nctiaes Category o Cancel 3 Enter the name of the Category and select OK Lanagang Function sz 1 WEZ Select the Category in the Setup Functions window and select NEW
11. Of nei 5 uar Fu y hing humiae Rage Thad m lls kiir i Select the number of lines you want and set a vertical or horizontal offset from the current line Since there is no text in a line do not enter any information or values in the Auto Number Text section of the popup window Anis Tari sir hcrba al DIS CP iat up RIT i in m feet afit eerie Tie Boral ET Cancel Select OK Report Designer 2 2 Box objects can be used to add design organization and clarity to any document Boxes may be created to be see through with transparency to show the layer beneath For example you want to create a frame around certain text as shown below The quick brown fox jumped over the lazy dog Create a Box 1 Select the Box tool 2 The cursor will display as sign Press down on the mouse within the workspace and draw the box by drawing the mouse across the board Select Object Properties to open the Box Properties window Rariangir Proper rriangia Lira Wadth Lina n Lire Wadih amp omi Line Coo BM T 00 ache Fal obo Co Col Layer 1 L 1 Cance
12. T We advise importing each incident of a graphic rather than Duplicate 3D dob duplicating When you copy the imported graphic the set diets ios tings are not copied Insert Functions Clipboard Text to Table After copying an imported graphic or picture select Object Auto Duplicate Objects gt Properties for the and identify the settings for the Auto Number Text new picture Replace Text Append Text Set Text Frame Set Color L To align the second picture with the first one select CTRL or CTRL 1 To move and reposition select the object and press the mouse button while moving across the workspace use the arrow tools or the precise positioning options in the bottom left hand corner of the workspace To duplicate a graphic or picture and set a defined offset amount follow the directions in Duplicate a Graphic or Picture Multiple Times and just make one Delete Graphic or Picture Select the Arrow tool and select the graphic or picture to be deleted Select Delete on the keyboard Edit gt Cut or Edit gt Clear to delete the graphic or picture Report Designer 2 2 Chapter 5 Alignment and Layers Overview Alignment and Layer options allow for quick ways to line up object and text or items within an object Designer provides many options for how to align objects Layers are defined in the Properties window of the object Each object i
13. new one trie B Pian Bold Times Times 25 om Verdana_special Verdana special Alignment 9 Center C Right C Change Edit Duplicate J Rename 2 Verify the correct Style Sheet is selected and select as Enter Style Name id dsgd 3 the new name replacing the old one and select OK 4 Select APPLY to close the Edit Style Sheets menu Report Designer 2 2 Copy and Modify a Style Sheet 1 Select Style Sheet gt and the style sheet to copy from the drop down menu The Edit Style Sheets window will open e PP Edit Style Sheets Style Sheets Font Attributes Default Font Helvetica HH nds Font Size r Style Wi piain Bold Alignment Left Center Right Duplicate Rename 3 Apply 2 Verify the correct Style Sheet is selected 3 Select DUPLICATE Enter Style Mame E Times canc Enter the new style name Select OK Modify the Font Attributes Select APPLY Report Designer 2 2 Numbers Numbers can be added to multiple text boxes Placing marker text that is intended to be replaced allows you to replace that text automatically with numbers This text can be in any location within the text Create Numbered List 1 Create a Text Box with xx
14. This method is quick alignment Designer offers more control and ability to manipulate the objects you have selected Please read on Report Designer 2 2 Object Menu Drop Down Alignment Selections Align to Grid Align Objects 36 Align Object Widths Set Object Position Space Objects Center Objects on Page Align to Grid 1 Select the objects on the artboard Leia beni F T Umm 3 1 fe c s im a M tema amo cm means e 1 18101 mum a et i 2 Select Object gt Align to Grid As noted above the boxes will shift to align with the next grid mark If the grid marks are too close you can change the grid mark assignment by selecting the Layout Tool and selecting a different grid size See page 2 11 in this manual for more information on Layout Settings Report Designer 2 2 Align Objects 1 Select two or more objects to be aligned For example we have selected the blue and red boxes CEL Maiin Font Style Style Sheet pr 3 T Object cal Prope mies Duplicate XD Insert Fields Insert Functions xi zal Clipboard Text to Table Auto Duplicate Objects 2l Auto Number Text Replace Text
15. 2 3 Basic Features of the Designer Workspace 2 4 Designer Workspace Tools 2 5 Designer Workspace Information Overview 2 6 Mie P 2 7 Designer Advanced sena nnne sane sana sanas 2 8 FOWAO CA NER me 2 9 Ey OUI C 2 11 Select Layout Setllhgs rci teta etate 2 11 Chapter 3 Text POTTEN P MHHM 3 1 eue a edo e ipt bet Ef 3 2 MOVE TOKE T 3 3 Manually Move noto i Re e o tact aa dau Orem E ciu 3 3 3 3 JSN UTD 3 4 Align Text Within the Text 3 4 mE T T EN 3 4 3 5 Adjust MAGMIMGCATOM 3 5 INDO AG 3 5 M LC 3 5 TOXD cet I d E PME UD E EE 3 6 Add PT 3 Duplicate Text single 3 7 Venu een
16. 6 Select font Times New Roman font size 14 7 Select OK Position the object Chek Lama Insert Fields x 1 EFT Tid 1 ur DT T 2 Urn 3 DT T 4 5 MED DTP DTaP 1 MIL i MED CITP DTaP 3 CTP DTaP OTP DTaP 5 MILL Fiez B Heg E 7 1 MIL B 4 5 uro 1 Select the field for student gender Select INSERT and press ENTER Select the Fields Tool Select the field for student birthdate Select INSERT and press ENTER twice Select the Fields Tool Select the Fields Tool gt Select the field for student enter date Select INSERT and press ENTER Set the font to Times New Roman font size 12 Select OK Adjust placement as needed on the report 1 3 4 5 6 7 8 9 Select the field for student grade Select INSERT and press ENTER 10 11 12 13 Report Designer v 2 2 Make sure the fields are aligned and have adequate spacing in from the outside margins of the page Don t worry if the codes cross one another It is important to only make certain the correct amount of space is available for the information that will print in that field 5 Create the Class Schedule heading Simdi ame c LastFirst Grader Gender Hill Billie High Schoal Properties Studeat Number ii Birthdate 449 North
17. Combdnailedinier Date 4E mir Date Class Schedule Amy changes to ihis should be with the FarcatGeardiaa Mather Faiher Address Street Heme Pie ac 4 iMailing City iether Wark Statr Zipl Father Wark Select File Save As to save the file under a unique name if you have not already done so If you have done so select File Save You may now export the file to XML and import it into PowerSchool to create sched ules using your new design Report Designer v 2 2 Appendix Shortcut Table merse W S E Edit gt Spell Check Selected Objects 3 Object gt Properties Object gt Duplicate Object gt Insert Fields Edit gt Paste Object gt Insert Functions Object Replace Text Object gt Align Objects E E T Style gt Allignment Left CTRL 1 lt or mvoes the object in larger increments as set in Layout Settings 1 lt or resizes an object 6 CTRL lt or resizes in chunks Designer v 2 1 6 Index A Add Fonts 3 17 Add Text 3 1 Align Groups 11 5 Alignment 3 2 alignment 5 2 Alignment Selections 5 3 Align Multiple Objects 5 2 Align Objects 5 4 Align Object Widths 5 5 Align Text 3 4 Align to Grid 5 3 anchor point 3 4 Attendance Call List 12 1 Award Certific
18. TT a F Li 12 Ms s B zm DE Group a G Ungroup Save Component Insert Component 4 Select Object Filter Selected Objects 135 B VETERI The Object drop down menu provides many options for manipulating the objects on the work space An object is any item on the workspace including text frames pictures functions and fields L The Object menu is covered in detail in Chapters 3 Text Chapter 4 Drawing and Pictures Chapter 8 Fields and Functions and Chapter 11 Make Reports Easier Report Designer 2 2 Font Drop Down Menu The Font drop down menu is provided for easy selection of available fonts Fonts can be added using the Edit Fonts feature Refer to Chapter 3 Text for more information on fonts Style Style She Arial Courier Helvetica Symbol Times Times New Roman Verdana Zapf Dingbats Zapfino Designer File Edit Object Edit Fonts Font Translation 1 om E RR OR RS BERGE hd Rd mo bod m dn dien Style Drop Down Menu Designer File Edit Object Font style Sheet Plain Bold Italic rael Left OL Center Right 8 Points 9 Points 10 Points ases inae nat er eara a 11 Points i 12 Points 13 Points 14 Points 18 Poin
19. to PowerSchool and printing Father Week Once the schedule is imported to PowerSchool and printed the field objects will be replaced by content as the 4 schedule report oe DE ee ee above shows 55 Marib 5d Laker Wamu lewier Wmmher rade et ae Can pais A 35351 LET Mater Bair 3 mti Dai Class Schedule pereat wjdpresud aia dox graece i s puru ee ie s pared emcee pgm kiA nm cipe ras 7 zi pared MAJ mman remi aan nm cg ral Anu hack he thet br dimid ihr comuaclimg comer Sbether Fastheri Beam Seg Sire Peon item Phos Vu bera Wh osi iMa limg 8 4 Mailing Zipi Patter Vier Report Designer v 2 2 Open Designer 2 Select File gt New Lip gpm XO Chris EW ee ine User 9 impor XM 3 Dip fe aper Report 213 irren ja urpon Pags erp rar enm Untitled 2 Paper Type m x 1140 Ge ies Ficr
20. User Manual Deisigner is a product of Phoenix Learning Systems www phoenixlearning com V 2 2 The information in this manual is distributed on an AS IS basis without warranty While every precaution has been taken in the preparation of the manual neither the author nor Phoenix Learning Systems shall have any liability to any person or entity with respect to any loss or damage caused or alleged to be caused directly or indirectly by the instructions contained in this manual or by the computer software and hardware in it No part of this book may be reproduced or transmitted in any form or by any means electronic mechanical photocopying recording or otherwise without prior written permission of the publisher For information on getting permission for reprints and excerpts contact Phoenix Learning Systems PowerSchool is a trademark of Pearson School Systems All other trademarks are the property of their respective owners 2005 2006 Phoenix Learning Systems All Rights Reserved Table of Contents Chapter 1 Downloading and Registration Report DESING E 1 1 1 2 Steps tO rerom 1 3 TE o TDI 1 4 Chapter 2 Introduction Gau DT 2 1 Overview OF VVoOFKTIQUWG ui orta du as pte do khe oo temas aunt 2 2 Create New Report from 5 2 2 Edit an Existing PS Report Template
21. XR Append Text Set Text Frame 1 Sel Move to Next Record aja Re order Object Layers m Bring te Front a i Send to Back ix E e Move Forward Move Backward 2 Select Object gt Align Objects adenine The Align Objects window will display iz eee Center Objects on Page Group Ungroup 1 i AM u alu t e Q Save Component Insert Component Select Filter Selected Objects 0X5 a me be bes T T i 3 Select the alignment options When selections are made the pallette will display how the choices will align the objects selected For an example we have selected to align the objects centered Align Objects horizontally and top vertically B Cancel Align 4 Select ALIGN Report Designer 2 2 Align Object Wiaths 1 2 3 Select two or more objects Object Font Style Style Sheet paige oH 1 Properties Insert Fields irisert Functions xi Clephoard Text r Table Auto Duplicate Objects Auto Number Replace Text XR Append Text Spr Text Frame Sel Move to Next Record Re order Object Layers Brin
22. gpa current percent Dese Numeric or Percantage 4 Select the Category and Function within that Category 5 Select INSERT The function will be added to the text window Multiple func tions or fields and text may be added Repeat steps 3 5 as necessary Text attributes allignment frame type and layer may be defined in this window Report Designer 2 2 Adding a Function Component The function must have been already saved as a component 1 Select Object Insert Component Insert Component Current ma shot records shot records shot recardiz Delete 2 Select the Component 3 Select INSERT Save Function as a Component 1 Select the function to be made into a component 2 Select Object gt Save Component el Save Component As x 4 Cancel 4 3 the component and select OK Report Designer 2 2 Export a Function To export a function from Designer the function must be saved as a component then exported Exporting from Designer will create a tab delimited text file that can be easily imported to another computer with the Designer application 1 Select File gt Export Component E Object Font O Export Component New shot records Open Close Save 24 Save As Export XML Import XML Export Compo
23. 2 Select Object gt Properties The object s property box will display the layer number Report Designer 2 2 Order Object Layers 1 Select an object in the workspace We have selected the red box 1 Select the layer arrangement Bring to Front or Bring Forward Hi to bring it over the blue box You may also select Object gt Bring to Front or Object gt Move Forward to Front to Front Send to to Back Move Forward Backward Ed amp EHI Report Designer 2 2 fom Style Sheet Properties Duplicate Insert Fields Insert Functions Chphoard Text ro Table Auto Duplicate Objects Aute Number T amp xL Replace Text Append Text Set Text Frame Set Move to Next Record Re order Object Layers Bring te Front Send to Back Mave Forward BExckward Align ta Grid Align Objects Align Object Widths Set Object Position Space Objects Center Objects on Page Group Ungroup Save Component Insert Component Select Obpect Filter Selected Objects OMS D xF XR Re order Object Layers 1 Select two or more objects Fort sve Sven Properties Duplicate xD I
24. Fall 1 Width inseri Insert Function L E Insert Rows amp Delete Rows Edit Replace Text Clear Table Formatting Options Alternate R Row Height 0 25 Style Defauh Color L 11 Draw Grid Lines The INSERT drop down allows you to insert a function field or additional row into a se lected table cell Report Designer 2 2 FILL Table Wizard Columns 3 Rows i 3 Col width 2 1 DU Reuni column widths Update Fill TENI Chea Fill Right Fill Number Fill Down Autonumber Fill Right Autonumber Table Formatting Options Res Height 2 HH Rowe Color 1 Draw Grid Lines Cancel Create Table The FILL drop down menu provides options for autonumbering e Fill Down Fills the selected cells with the value from the topmost row e Fill Right Fills the selected cells with the value from the left column e Fill Number Fills the selected cells with numbers starting at the number provided and counting up e Fill Down Autonumber Opens the Auto Number Text Object command dialogue box This combines text replacement and autonumbering with the Fill Right function e Fill Right Autonumber Opens the Auto Number Text Object command dialogue box This combines text re
25. Import a Component Components created by another Designer user on another computer can be saved and transferred to your computer and then imported into Designer 1 Select File Import Component P Open Meriga E co HT Lud L i Bored DES rm PITE apt Polder 2 Browse to the component and highlight it 3 Select OPEN A warning window will display stating whether the component file format is valid or not Select OK to close the win dow Export a Component 1 Select File Export Component amp O6 Export Component shot records Select the component to export Select EXPORT cO 00m Save Designer Save As shot records i Where 5 Documents m Cancel Save Enter the title and location for the file Select SAVE Send or copy the file to the location or computer that will be importing the component Report Designer 2 2 Import Export Report A report must be open when trying to export the file The file will export and be saved as a tab delimited text file ready for import to another Report Designer application A report that is saved from PowerSchool for importing into Designer is in XML format To im port a report from PowerSchool use the Import XML feature To export to PowerSchool use the Export XML f
26. _key txt your registration code and the link to the downloads page at www phoenixlearning com Once you have downloaded the application and placed it in a folder on your system you will need to place the key txt file into the same folder in order for Report Designer to launch properly Report Designer 2 2 Steps to Download 1 Select the link in the registration email or enter the link information into your Internet browser Phonenix Learning Downloads C 4 Bak Torewd Refresh Home TIT Prisa Mail e 1 4 Dhoenix Learning Systems A N 5 i NX GN E z Downloads Products Family Association Records Manager FARM Parent Teacher Conferencerl PTC Ful InstaN with manual import Cemplate amd samples Application Only version 2 1 1 Erpat Template for PowerSchoo amp Sample Farm Letters amp Madimg Labels sort Designer version 2 1 6 Dara File with many caustemirabie examples QuickTour Tutorial Files Phoenix Security Guard Utah State Pre Print Documentation Bitar rept pur Select the link next to Report Designer that identifies the type of computer you are using MacOS or Windows Download the additional tutorial files and sample demo data if desired designer_datazip designer sit QuickTour zip If necessary un package the compressed fil
27. as the text font Sve bun 2 Select the box and select Object gt Auto Number Text Clebowd Tad io Tabla Aim Lagi ake ani Papeete Cer Mm er Treat 3 Select i 2 23 m 2 a Hc m a of ae EID P 51 To make your numbered list you enter text prior to using the Auto Number Text feature You may also place the separator such as a period after the marker text To re order your text objects adjust the layer number s of the objects It is advisable to fill the text in after the numbering occurs Report Designer 2 2 Fill Numbered List with Text These steps can be done immediately after applying the number sequence Make sure all the text boxes are selected 1 Select Object Properties Properties Text Ol thi is the First step e Propertees Text O2 Tus is the second step Attributes Font Helve Font 12 thee sondng T Attributes Style Font Helvetica pen e as Font Sire 12 E Color E Frame Fixed Frame Line Spaxing in Finis Special Mowe Next Record Style A Plain Bold layer 2 Check Spelling LE Check Spelling Cancel eon 2 Add the text to accompany the first number in the sequence Select OK The next number in the sequence will display Fil
28. p XC 3 8 Apply Different Attributes to 3 8 Set or Change Text Frame 3 9 Delete 3 9 3 10 Belinea Sove SINGS ETT 3 10 Apply a SINC CT ou eot De aes da 3 11 E Mu UE 3 11 Style Sheel u dedu tct Deed eti De Ru d et Dauid rue eges 3 12 Copy and Modify a Style 3 13 INUIT cosi para ipta eo Do i ors 3 14 Create Nummbered LISLu iacent erre Bar T t IA 3 14 Fill Numbered List with 3 15 DNO UMP 3 16 PORE T IL TUUM 3 17 PROG EET ET 3 17 ISermoye FOHES id vd ees 3 17 Font Compatibili usse iced een t ca 3 18 Chapter 4 Drawing and Pictures e mtem 4 1 Solet TT 4 1 HINGS 4 2 crede uei aisi autc tel betont 4 2 Edit a Line Change 4 2 Change LING ERE 4 3 4 3
29. 2 Select Object Set Move To Next Record 3 Select Disable Move To Next Record 4 Select OK Set Move to Next Record robles Move feet I M rer T You have now created your first attendance call list Cancel opu Report Designer v 2 2 High School Transcript Part of what makes Report Designer unique is the ability to insert custom tags and functions Reports created in Designer can be exported in a format compatible with PowerSchool in order to use the database information available in PowerSchool Let s create a high school transcript that can be exported in XML format and used in Power School to produce attractive clear transcripts Open Designer 2 Select File New hes XN ENS Ep Ces MW ey 1 Save xt Save i Export XMI A 1 ML Component Export Repo A impon Component import Report Page setup Pura E mana Untired 2 Pager fine Bpi Typi IA 254 B 5x 11 Freirig 8 14 ne H Posti asl Repori Del aulis taie f enr Tene Sir Dwiauk Line Height 13 nni 3 Select OK to select the defaults or make changes then select OK Report Designer v 2 2 Untitled 2 a L lm 7 Er
30. 2 2 Select OK The Designer Workspace will open eoe Untitled 2 tud p n AY cher You are now ready to begin designing your first form Report Designer 2 2 Layout You may set up the workspace with grid lines and rulers to assist you in your report creation Select Layout Settings 1 Select the Layout Settings Tool on the toolbar to the left of the workspace Layout setting 5 Show Ruler Lines M Grid Snap On Grid Size 1716 Cancel A 2 Show Ruler Lines and Grid Snap On are active by default Select the checkbox next to the feature to deactivate it Grid Snap On allows an object or multiple objects to be selected and aligned to the next grid marker assigned in the Grid Size If Grid Size is set to 1 16 and Align to Grid is selected the object s will align with the next closest 1 16 marker Untitled 2 Selecting Show Ruler Lines displays the horizontal and vertical lines on the workspace The rulers on the top and left hand side of the work space will continue to display even if Show Ruler Lines is deselected Layout Settings 9 Show Ruler Lines M Grid SnapOn 174 T LA d Size Grid Size Grid Size Options 1 32 3 Select OK once settings identified Report Designer 2 2 Report Designer 2 2 Chapter 3 Text Designer allows full control of the styles
31. Boxes lines graphics and pictures are all part of making forms certificates and other documents more personalized interesting and attractive In Designer the Line tool Box tool and Graphics tool work similar to a document design or word processing software Pictures can be added to any document but they must be in jpg jpeg format Color Color can be added to box or line objects in Designer Designer offers 256 colors Color can be added using the object s Properties window To open the object s property window select the object then select Object gt Properties The Properties window for the object selected will display Lines otraight lines can be created easily using the line tool Line width color and position in the layers can all be set in the Line Properties window Create a Line 1 Select the Line tool The cursor will display as a sign 2 Press down on the mouse within the workspace and draw the line by drawing the mouse across the board 3 Select Object Properties to open the Line Properties window Properties Properties Line Width 0 25 Points Line Wath Points Line Color Layer DT 1 Line Color Layer Cancel Cancel oK 3 LITLL TE 4 Change width color or layer order Select OK You can constrain the line to 45 degree angles by holding down the SHIFT key on the keyboard as you
32. Designer 2 2 Delete a Line 1 Select the Arrow tool and select the line to be deleted 2 Press DELETE on the keyboard or select Edit gt Cut or Edit gt Clear to delete the line Copy a Line 1 Select the Arrow tool and select the line to be copied 2 Select Object gt Duplicate The line will be copied and set slightly below the current line EZ Font Style Style Sheet Properties xr _ Duplicate RD Insert Fields Insert Functions Chpbhoard Text to Table 3 Press CTRL to align the lines on the vertical axis Press CTRL 1 to align the lines on the horizontal axis Pressing CTRL enables you to move the line by the exact amount of the offset as set in Layout Settings Line after CTRL and CTRL 1 have been pressed The line is now stacked on or below the first line precisely Report Designer 2 2 Duplicate a Line Multiple Times 1 Select the Arrow tool select the line to be duplicated Select Object gt Auto Duplicate Objects Designer File tdt Font Style Style Sheet Favorites Windows Help Insert insert Functions clipboard Text bo Table Auto Duplicate Objects Replace Test Angend Text Set Text Frame Set Color Set Line Width Re onder Object Layers Set Move to Mext Record Bring to Front Send to Back Mowe Forward Rat Detects Tasi ali P ixmetar of
33. Font New Times Roman Font Size to 24 BOLD 6 Select OK Align heading as necessary for placement Attributes Font Times HH Color mi Points Optional Font Size 11 H Line Spacing 12 Style Plain Bold Italic Sample Check Spelling e Sheet 4 School Address Select the Text Tool Select an insertion point in the upper left hand corner Select Object Properties Type 135 East Lansing Street Press ENTER Type New York NY 12345 Press ENTER Type 876 876 1234 FAX 876 876 1235 Set Font New Times Roman Font Size to 12 Select OK Align as necessary for placement Alignment Ed Frame Variable Frame H Special Move to Next Record Layer 8 Cancel Report Designer v 2 2 Properties Text before the typing Report Title 1 Select the Text Tool A 2 Select an insertion point in the upper left hand corner 3 Select Object Properties 4 Type Attendance Call List Press ENTER 5 Type the field object to automate the current date 5 Set Font New Times Roman Font Size to 21 BOLD Right alignment 6 Select OK Align as necessary for placement Attributes Font Times Alignment insert Font Size 11 mi Frame Variable Frame m Line Spacing 12 il In Points Optional Special Move to Mext Record S
34. J Fault Draw Grid Lines Row height can be adjusted Cancel Create Create a Table 1 Select the Table Wizard icon e nua Table Wizard Columns 3 1 Col Wide LOD Reset column widths Update y Fill Set Width Edit Text Replace Text Clear Table Formatting Options jAMHernate Row Color Draw Grid Lines Cancel Create Table 3 Heaght 0 15 Style Default bad 2 Define the table parameters by identifying the number of columns and rows and width of columns If changes are required to column width later you can make the change and select UPDATE or select individual columns and use the SET WIDTH button Activate V the checkbox next to Reset column widths in order to reset the exist ing column widths when UPDATE is selected 3 Define parameters for the rest of the table and add any fields or functions Each button across the top of the table wizard window is described more fully in the rest of this chapter 4 Select CREATE TABLE Table parameters can be edited and modified in the work space by selecting the object and ungrouping the table cells Once ungrouped the table cells can be manipulated like any other individual text object Report Designer 2 2 INSERT i Table Wizard C Columns 3 Col Widsh 1 00 jResetcolumn widths Update insert a
35. Lett E Carter E Bight Sample Dupisare _ Rename hooh 3 Select an existing Style Sheet and select DUPLICATE Enter 5tyle Name dsgd Camel OK 4 Typea new style sheet name and select OK 5 Modify the attributes for this style sheet and select APPLY Select the close window 6 icon to close the style sheet window The new style sheet will be available in the Style Sheet drop down menu Report Designer v 2 2 Filter Objects Select existing objects to quickly find identify or modify them Selecting the object does not make others disappear but only brings them to the forefront for easier selection and modifica tion This feature helps to filter out specific kinds of objects that are built into the layers Lay ers can prevent selection of an object if too many layers are on top of the item needing to be selected 1 Select multiple objects to filter 2 Select Object gt Filter Selected Objects Filter Selection Retain only the selected object types LL Text line _ Rectangle Caneel 3 Select the type of object to filter for and select OK Report Designer v 2 2 Select an Object by Layer or Content This feature helps to find an object or layer that needs to be edited or re positioned You can sort by content or layer number EE Font Style Style Sheet Properties Duplicate xD This favorite sentence halis re used offen Insert Fields Cl
36. Multiple Objects 1 Select the objects to be duplicated Press and hold the SHIFT key to select multiple objects 2 Select Object gt Auto Duplicate Objects Auto Duplicate Text Object Font Style Style Sheet Properties Lm Duplicate Number of Objects 4 Insert Fields atr insert Functions ET Vertical Offset 0 2 Horizontal Offset finches Auto Duplicate Objects Auto Number Text Replace Text st Ben POTE Append Text Starting number 1 Set Text Frame Auto Number text Set Move to Next Record Format 3 Re order Object Layers Cancel e Brina to Front S as 3 Select the number of duplicates and their offset from the original group If these ob jects have text also that is set up for text replacement with the auto number feature you can enter that information now 4 Select OK Report Designer v 2 2 Duplicate and Precisely Position Objects 1 Perform auto duplication as described on the last page 2 Use the AH and AV tools at the bottom of the workspace to precisely position the objects after duplication Highlight the AH or AV and enter a value 3 Press Enter or click on the workspace to enable the positioning Re use An Object By Making It A Component NOTE Multiple objects can make up a component 1 Select the object or group of objects to be made into a component 2 Select Object gt Sav
37. Schedules H Cancel C OK Periods Tab Student Schedule Listing Periods to List LIA 6 amp A 2240 O 12 3 713 4 4A 1 14 5 500 186 1 15 Schedules H Cancel 3 Report Designer v 2 2 Save the Schedule to re use at another time A Campi Ari Compact Lah Hirwa Jin Maia e XO T Fie Jobe Feary ini fans Periods Columns Column Header Size 11 Style gold Underline Font Times New Roman Schedule Listing LE Times New Roman ize 10 H Style Bold italic Underline Select the drop down list next to Schedule Select SAVE Grhedules school number 1 Edit Schedule Listings Save Schedule Listing As half pag e schedule Cancel el Fons rencas Period 84 72 dp Store Code Store Cade Teacher 9 31 25 4 p Citizenship 0 00 db Citizenship O gn Course 150 46 Comment 0 00 46 Comment Courses 075 4 b Gade 000 4b Grade C Sections 0 00 4 b Percent O 000 4 Percent Room 500 4 Absenses 0004 Absen
38. Tool The Insert Fields window will open 4 Select Student Fields from the drop down menu 5 Select ABS from the fields list Select INSERT 6 Select OK Place the field object in its correct position on the far right below the ABS heading 8 Create the checkboxes Jefferson High School Attendance Call List 38 Thursday October 9 2003 Tug Por LIS 76 Eri 12 44 CET 876 1235 Gu Elime Phases Blather Day Falher om Call ABS 1 Andiman 435 8766 242 0045 123 8784 cts aps ia SET 1 m Dup i lau Select the Box Tool 2 Create a small box approximately the size as shown and position it under the Note heading Select Object gt Auto Duplicate Objects Select Number of Objects 2 select 0 for Vertical Offset select 5 for Horizontal offset Select OK The box will duplicate two more boxes Reposition more precisely as needed under the headings 9 Select the farthest right box under the ABS heading Set Move to Next Record Select Object gt Set Move To Next Record Select Enable Move To Next Record Select OK Fa Ersahle ker ra extr Kroend to Meet Record 10 Copy the line you created ceci 1 Select all the fields and boxes in the first line you just created 2 Select Object gt Auto Duplicate Object Vertic
39. Type Any changes to this schedule should be discussed with the counselling center Select font type Times New Roman font size 12 Italic Select OK Position the sentence just below the schedule form on the report left aligned V amni 10 Duplicate the first half of the page Select Edit gt Select All to select all the objects in the report Select Object Duplicate Press CNTRL lt to align the duplicate with the top half Press CNTRL to move the duplicate to the bottom half of the page Turn the next page to see the final outcome Report Designer v 2 2 11 Student Gender Gender Sdudankt tamir Birthdate Mill Billie High School 555 Noh 50 TIT Sumber iLecker Sumber Grade Level Canyon View AZ Combi mation Locker Combhbinatiodistier iEntrs Date Class Schedule Amy changes bo this ahelale should be diem sed with t ihe counselimg centes Farrnt Gmardian Fahari Pam Address Strert beme Phan Phone Mauilimg Chin Work iMailing Mailing Zipi Father Wark Cander irmte Hill Billie High School iwdena Sumber 545 North Lecker Locker Numer Corade Lavell Canyon View 55555 nia to
40. a Y 5 2 Object Menu Drop Down Alignment 5 3 ANY US oou PME dM ME EAM MEME EI MM MM EE MUS 5 9 5 9 Order ODJect Layers et eden talea fel due adt ee 5 10 ODICGE WAV uc 5 11 Chapter 6 Drop Down Menus QUI VIG D dud SIMI ID MI 6 1 Designer Drop Down 6 1 File Men 6 2 Edit Drop DOWN UR Gd 6 3 Object Drop Down Ment o eS qa teer p t i 6 4 Font Drop WOW Nel GNU asc rasa aie Ud eria impete EI ETUR 6 5 SMe Drop DOWN MENU e 6 5 Style Sheet Drop Down Melle de 6 6 Favorites Drop DOW i ea 6 6 Windows Drop Down MenU caedi RE Endesa enden cci Ee 6 6 6 6 Chapter 7 Tables eI 7 1 Greate C a E 7 2 INSER cose cde caren 7 3 gis EE UN 7 4
41. format to be used If Course Info is displayed you must select an item from the popup or enter your own code The width and alignment of each column set here enables calculation of columns created in the report The width should be sufficient to allow the most infor mation that might be included in that column to display Create a Transcript 1 Select the Transcript icon 2 in the toolbox Viae iin ID E 4 ties wd oma aus 1 LIE i B NU rb Das tug bpp pee Hup im gama a Cee borg dae ela ug aues H Ramp OOO Fading Fen ud md ail ie ia amni imm kak mip ed ge nda Deua Pee werd ant mardi mmus l Hum zr Blimh gradi _ eo ee gu dms _ Ceres uri pies iy Certs eee ad misit EN Using the drop down menus enter the desired settings and information such as School Name and year into the Options window Select the Columns tab Select the fields to display for the student A term does not need to be assigned for the Course Name so that may be deleted next to Course Name The Course Name needs only to be mentioned once To display the grades for the full year select the code for the first semester and select the fields you want displayed for that semester such as Letter Grade Percent or C
42. how the information will display in the report Delete the S1 in the Term column next to Course Name Select Grade from the drop down menu for the next field gt Select Earned Credit Hours for the next field column Term Field Format Other Widrh Display Value 15 Le 51 Letter Grade 215 _ Creda Hours jun Change the width of the first column to 1 5 Change the width of the second column to 25 Change the width of the third column to 4 Once you have completed these steps you have set up the first quarter display of down Optio AK And drag change row grade and credit hours earned Transcripi Haq Layer Cancel Now we can set up the next three quarters Report Designer v 2 2 10 Setthe remaining quarters for the transcript Transcript Cikja unc msnm orion Columns Once you have set up the first quarter you need to tell rem Flake PowerSchool to include the rest of the quarters for the year Oihar W Course Name Grade i Errea Creain Hours Select the sign on the left hand side of the columns Hours J Change 51 32 Change the field to Letter Grade Change the width to 25 Select the sign Change
43. need to be added to this list When done select the close window icon on the window Report Designer 2 2 Insert a Field There are a several ways to insert a field into a report depending on your need A field can be entered using the Fields Tool the Text Properties window or using Object gt Insert Field Using the Fields Tool Button 1 Select the Fields Tool 6 address medical school Fields Student Fields Teacher Fields MED DTP DT P 1 MED DTP DTaP Z MED 3 MED DTP DTaP 4 MED 5 MED Hep B 1 MED Hep B 2 MED Hep B 3 MED Hep B 4 MED Hep B 5 MED Hib 1 Cancel 2 Selecta field list from the drop down menu then select the field to add to the current report 3 Select INSERT A text box containing the field information will be placed on the workspace of the report You can now move and place the object where you want it to be in the report ene _ 1 rr poen Report Designer 2 2 Using Object gt Insert Fields 1 Select Object gt Insert Fields MESES Font Style Style Sheet Properties Medical Held 2upiucate 2D medical Insert Fields school Fields Insert Functions al Student Fields Clipboard Text to Table ERE Auto Duplicate Objects MED DT Td 5 Auto Number Text peered Replace Te
44. nisi 15 7 mA m 4 4 pars Bin Alors fi mbe magma mo SA 4 tt per EHA heH pepe 4 ces hei I a TELE UE NND 4 4 4 Alcor crew 04 epee mo Aree du riea Jr aa Eri iral arg wm mA Ee AE per epee oA creer gh GR We will create the interior lines first then the outside box INTERIOR LINES Select the Line Tool gt 2 Draw a vertical line between the Period and Course Number on the schedule Use the heading as a guide for where to place your line Select Object gt Properties Set the Line Width to 1 0 Select Object Duplicate Press CTRL 1 to align the top of the line with the original Press CTRL to move the line and position it next to course heading Select Object Duplicate This should place the next line precisely where you want it to be Repeat for the remaining interior lines CREATE THE BOX AND FINAL LINE 1 Select the Box Tool 91 2 Draw a box around the class schedule Adjust the lines as necessary to touch the box as shown 3 Select the Line Tool 4 Draw a horizontal line under the headings but above the class schedule information so that the lines end points touch the outside box around the schedule Report Designer v 2
45. of the drop down menus Designer Drop Down Menu E a ilis File Edit Object Font Style Style Sheet Favorites Windows Help About Applicarian Preferences Services Hide Designer HH Hide Others X 26H Quit Designer x Some functions on the Designer drop down are basic system functions that come with the operating system being used The Preferences and Services functions are not used by Designer Hide Designer and Hide Others functions as designed and About Application provides basic application information such as software version and copyright information NOTE To quit Designer use Designer Quit Designer before attempting to close down your computer and turn it off File Drop Down Menu Designer Edit Object Font Style Style She New Open Close aW Save 96 5 Save AS Export XML Import XML Export Component Export Report Import Component Import Report Page Setup Print Setup Fields Setup Functions When Designer is first opened you will be presented with the basic Designer bar on the top of your screen To begin working with Designer select File New to open a new file and begin designing a report document Open Opens a browse window to allow you to navigate to and select a current report docu ment Close Closes the current report document or workspace displayed Save Saves the current document Save As allows you
46. of text you use to create your forms and reports Each text object can have only one set of attributes For example if you are typing The quick brown fox jumped over the lazy dog and wanted lazy to be bold the whole text object would have to be bold If you intend on sending the document or a component of the document to an other Designer user you must use typefaces fonts that are available on both computers or the item will not display properly Add Text 1 Select the Text tool the upper left corner of the workspace and click in the workspace to identify an insertion point 2 Select Object gt Properties from the drop down menus e e Prageertios Text We are doingthis a test to seg if the Style Sheet can be selected before the typing begins Attributes Font Times E Alignment x Insert 2 Font Size 11 Cole Variable Frame Line Spacing 1 Points Special Move to Next Record Style Plain C italie Layer 8 Check Spelling Cancel OK 4 Using the Text Properties window allows for all attributes to be set in one step Enter text and select text attributes See next page for more details 3 Select OK The text box will be placed on the form You can select the text tool and draw the tool across the workspace in order to create a text box Once the text box is created you can just start typing the de sired text Styles such as font and
47. simple in Designer jpg graphics and pictures can be used as backgrounds Create an Award Certificate 1 Open Designer 2 Select File gt New US Letter H 8 50 x 11 09 Export XML Import XML Export Component Export Report Import Component Import Report Report Defaults Select Landscape Orientation Default Font Default Size Select 14 pt size Default Lane 13 Pointed Page Setup Print Setup Fields Setup Functions Report Designer v 2 2 3 4 5 Select OK 2 rimi Place the background jpg graphic onto the report workspace Select the Graphic Tool ah browser window will open Browse to the appropriate jpg Select the jpg Select OK ee criar 4 ein 6 Fill in the information and make the selections shown Fill in the text portions of the award certificate Report Designer v 2 2 Recognition Award Select the Text Tool Select an insertion point at the top of the award Select Object Properties Text Properties window is shown below Type Recognition Award in the text window Select the Font Times font size 40 Alignment centered BOLD Select OK Resize the text object and center in the award as shown
48. the Auto Number text fields these changes Starting number 1 will be made also Format Make sure that the Replace this text field is empty before selecting OK Cancel Apply Different Attributes to Text 1 Using the arrow tool select the text box that needs new attributes You may select multiple boxes by holding down the SHIFT key on the keyboard while selecting Select Object gt Properties to re open the Text Properties window or select Font gt to change the font only and Style gt to change the style alignment or size of the text Changes occur automatically when your selection is made using the Font or Style drop down menus If you already have a Style Sheet defined you can select Style Sheet gt to display the available style sheets and select from the drop down menu Report Designer 2 2 Set or Change Text Frame Type Object gt Set Text Frame sets the frame to be variable or fixed Fixed means the set size of the text frame will display only what can fit in the text frame Variable allows the text to flow and the box to grow with the text in order to display all the text If resizing the verti cal it will grow horizontally in order to fit the text into the box Fixed will not do that 1 Using the arrow tool select the text box that needs a different frame type You may select multiple boxes by holding down the SHIFT key on the keyboard while selecting 2
49. the options see Scaling Options next page 5 Select OK Report Designer 2 2 Scaling Options No Scaling Leaves the graphic as imported left and top justified Shrink to Proportional Forces graphic into the object margins keeps the correct porportions left and top justified Shrink to Fit Proportional Centered Forces the graphic into the object margins but keeps the correct proportions centered Fill Box Proportional Forces the graphic into the object margins but keeps the correct proportions as much as possible left and top justified Fill Box Proportional Centered Forces the graphic into object margins but keeps the correct proportions as much as possible centered Fill Box Force Dimensions Forces graphic to conform to the object mar gins ignoring proportions Tiled Start at Left Corner Duplicates the graphic across and down the entire report document for a wallpaper or backdrop effect Student Photo Option The Student Photo option allows the report to use a database jpg graphic instead of a local graphic This option does not reflect any visual changes to the picture in Designer Selecting this option modifies certain XML tags when exporting When the pictures are placed they will be placed by the scaling options defined above fitting into the sized graphic location according to the setting Report Designer 2 2 Edit Graphic or Plcture Propertie
50. to Next Record Reorder Object Layers m Fror Send to Back Merge Backward Align t Grid TIE EC xi Align Object Width 2 Select Object gt Align to Grid Set Object Position Objects Objects will move the grid distance that is set in Layout Settings Caner Objects Pag 3 Select OK Group xc Report Designer v 2 2 Align Groups of Objects to Each Other 1 Select objects to be aligned to one another 2 Select Object gt Align Objects Align Objects E Bi Camel Align 3 Select Alignment options 4 Select OK Report Designer v 2 2 Favorites Create an often used text object and save it in the Favorites menu To use the text object in another report just select it from the Favorites drop down menu Only single text objects can be saved in Favorites Groups of objects can be saved as components See Re use an Ob ject by Making It a Component in this chapter 1 Select the text object to be saved as a Favorite eris 15 lavori sentence Trials i i 2 Select Favorites gt Add Selected Objects to Favorites Windows Xx Mother Phone 35 Abbreviation See the dog run and the lazy fox sheep text object 2 Add Selected Objects to Favorites Favaripes The text object will now be available from the Favorites drop down menu Favorites Shortcuts You can defin
51. to save the current report document under a different name and con tinue to make changes and save it under the new name Export XML Exports the report document in an XML format so it can be easily recognized and used by PowerSchool Import XML Allows a current report document from PowerSchool to be brought into De signer and modified Once modified the report document needs to be exported and re im ported to PowerSchool to be used in PowerSchool Export Component Import Component This feature allows for components that have been created to be shared among Designer users Export Report Import Report This feature allows for reports that have been created to be shared among Designer users Report Designer 2 2 Page Setup Allows you to modify the page settings for the current report document Print Allows you to print the current rerport document and review it Printer settings may include pdf settings to create a pdf Setup Fields Setup Fields can be used to create or add new fields to the selections De signer comes with some fields already installed for educational use such as medical fields student fields and teacher fields Setup Functions Setup Functions can be used to create or add new functions that can be used in a report document in conjunction with PowerSchool Some functions come already installed in Designer such as Attendance and Credit Type functions Edit Drop Down Menu
52. unique name in order to use the schedule design at another time or to modify it as needed Fonts Tab Overview Student Schedule Listing Column Header Font Helvetica DE pl syle underiine Define heading attributes for the columns Schedule Listing _ 9 Sete attributes for the column body text sree A Periods Tab Overview Student Schedule Listing amm 1 Fonts Pereds Coumes _ to List 1 6 1L You can enter up to 20 class periods 8 class periods are given by default Use the identifiers for class periods that are defined in PowerSchool Report Designer 2 2 Create a Schedule 1 Select the Schedules icon in the toolbox Student Schedule Using Fonts Periods Columns Amfermation _ furem 08 Period 9 000 4p Store Code Teacher A dp Citizenship C ooo 4b Course 7 250 Comment 000 4 Coure 1 000 db Grade 0 00 Section 1 000 Percent 000 4b Room BO 50 db Abens O 0 00 Tardies 000 Schedules r3 The default screen display shows three tabs Fonts Periods Columns Each tab has a set of parameters to be defined for the displ
53. 0 Erg LET Lees pn Typo me Amarican Cordes ad es Cee Raps biferer Lepr n Aa ial Housse Bruit dee d nne em eels fee erreur Gm L 2 Select the font in the right hadn column to remove from Designer list 3 Select REMOVE Report Designer 2 2 Font Compatibility Sometimes development of the Designer report is on a PC and the server for Power School is on a MAC OS This can cause font incompatibility To help resolve that you can identify what to translate the PC fonts into when the report is exported to XML and re imported to PowerSchool 1 Select Fonts gt Font Translation FentTrnslation Source Font Translated Font Caren EB 2 Select the sign to add a field to the list in the left column Select the arrow that displays in the left hand column to display a drop down of the fonts on your resident computer 3 Select a font from the drop down menu The font will be copied to the right hand column as well 4 Type the name of the equivalent font resident on the computer server receiving the Designer files e oue Font Translation Cancel 4 5 Select OK when done Report Designer 2 2 Chapter 4 Drawing and Pictures Overview
54. 2 Import Export XML A report that is saved from PowerSchool for importing into Designer is in XML format To im port a report from PowerSchool use the Import XML feature To export to PowerSchool use the Export XML feature to make it compatible with PowerSchool When you need to modify a report in PowerSchool it is best to export the report from Power School and perform all the modifications within Designer Import XML After a report has been exported as XML from PowerSchool it should be made available to the computer with Report Designer for easy import modification and exporting 1 Select File gt Import XML Fn Open Meriga 0 2 Cheick Tous E 99 sensor E Mauri 20 Picture zB peg are Clipi Picture 22 peg saat 24 96g mars i Siring 4 Picture 23 poy Picture 26 rA 2 4 Picture 27 PL Arue 2X pu J ait ae Madini y Fu aman els Quik Tour 4 Ki P Gocuments Screen Captures teat 7 dor uma AT fer henge 1 1 jJ n capt amp r29305 wies n I 13 ph sereencapt4 ee recap z 12 55 Pictures Today at Mes Ende 2 Select the XML file to import and select OPEN The XML file will open in Designer r
55. 2 8 Create Parent Information Gender Gender Hill Billie High School Birthdade s LRE Las Locker Sumber iLecker Sumber Grade Leveli Canyon View AZ 53535 ConmlbhenatisqHeider Dait Emir Class Schedule schedule Farrnt Guardian Pame Addis Siren loma Pham Home Cil Werk zzi j ailing PARENT NAME AND INFORMATION 1 Select the Text Tool 2 Select an insertion point on the right hand side of the report 1 3 Select Object Properties 4 Type Home Address 5 Set the font to Times New Roman font size 12 6 Select OK Position the object as shown on the graphic above PARENT NAME AND INFORMATION FIELDS Select the Text Tool Select an insertion point to the right of Parent Guardian Select Object Properties Select the Fields Tool and insert the field for Mother and the field for Father and select OK Press ENTER on the kevboard Select the Fields Tool and insert the field for Home Phone and select OK Press ENTER on the kevboard Select the Fields Tool and insert the field for Mother Work and select OK Press ENTER on the kevboard Select the Fields Tool and insert the field for Father Work and select OK Select OK i
56. 602 613 1562 OFFICIAL TRANSCRIPT dle Metin novena of aal Cus rident Narr Grade Saudcni ID i IR 1 OTR 2 QTR 3 4 res Torn on Li 0 03 Es 05 Be 05 cnegkih 10 8 5 5 OF OF OF 5 es a 05 os o3 Draw a line separating each column of information stopping around 2 Luhy Mischa E 65 4 O93 058 05 Computer 3 03 03 03 inches above the bottom of the page Ae 03 OF OF Draw a line horizontal above the transcript and below the 3 point line with enough room for 12 pt Times New Roman type to be used for the text objects Create the text objects for QTR 1 QTR 2 QTR 3 QTR 4 and place them centered at the top of each column 13 Create the remaining information as shown in the following graphic Draw a 3 pt horizontal line in the second column of the page about half way down the transcript section Create text objects and fields to display the cumulative and individual year GPA for the student Draw a 3 pt horizontal line at the bottom of the transcript section about 2 inches above the bottom of the page icmaduason But 1 11 000 1 Create a text object and type Graduation Date i pei am Select the
57. Chore 2 per per year 52 Eyni Bare EAD 5535 00 Kimi Merge District Sg 1535 00 Teacher Conference PTC School License 454 00 Repo Cede e Liegen or Phs FAs aE hemr rer Sirige e Lara 1 Fam qx Leal 2 iin Roster Health c HTML Customization Lem 1 Modfocatens in pagas 203 DO Level 2 gt hera mulli colurmen meroa Sor 1500 00 NW ON Tye Duis Fay X CI Mon Education sales To get a copy of the sales form go to www phoenixlearning com sales sales html Registration Once you have purchased Report Designer you will receive an email similar to the picture below with your registration information Thank you for purchasing Phoenix Report Designer This product is registered ta Phoenix Tech Writer Your Registration Code is XXX XXXX XXXX Place the enclosed key txt file in the same folder as your application before you launch the application You can download Designer by clicking here http www phoenilearning com downloads downloads html If you have purchased the single user license and need to add additional users in the future you may upgrade to a district site license at any time for the difference in price Phoenix Learning systems The email you receive will include a txt file titled
58. E AND INFORMATION 1 Select the Text Tool l 2 Select an insertion point on the left hand side of the report 4 Select the Fields Tool Sl 6 Select the Fields Tool 8 Select the Fields Tool 10 Select the Fields Tool 8 Set the font to Times New Roman font size 12 9 Select OK Adjust placement as needed on the report STUDENT ADDITIONAL INFORMATION Select the Text Tool 41 Select an insertion point in the report Select Object gt Properties Select the Fields Tool 5 Set the font to Times New Roman font size to 18 style BOLD 4 omhinatienk nier Date Enry iaie Select the Text Tool Select an insertion point on the report 5 Select the field for last first for student name Select INSERT and press ENTER 7 Select the field for the student ID number Select INSERT and press ENTER twice 9 Select the field for the student locker number Select INSERT and press ENTER 11 Select the field for the student locker combination Select INSERT de PF LEOTE 2 Select a point on the upper right hand corner of the report TET TERI 1 1 n Fio Hill Billie High School 2 53 Exit Canvas View AZ 554555 iss oy SCHOOL ADDRESS 1 Select the Text Tool 2 Select an insertion point below the high school name 3 Select Object Properties 4 Type 555 North 650 East press ENTER 5 Type Canyon View AZ 55555
59. Enter Style Name Times Cancel 4 Enter the new style name Select OK 5 Change the font attributes for the new style 6 Select APPLY The new style attributes are now associated wtih that style name Close the Edit Style Sheets window by selecting the Close button in the upper left hand corner of the Edit Style Sheet window Report Designer 2 2 mop m Apply a Style Sheet Select the text box to receive the style Select Style Sheet then select the style from the drop down menu Edit a Style Sheet Select Style Sheet and the style sheet to edit from the drop down menu The Edit Style Sheets window will open Default adw new name new one Times Verdana special Edit Verify the correct Style Sheet is selected Make changes to the attributes Select APPLY 8 Favori Edit Style Sheets Font Attributes Font Helvetica x Fore Size 2 0 Style Pain Bold 1 itait Alignment C Right Close Edit Style Sheet window by selecting the close icon Report Designer 2 2 Rename a Style Sheet 1 Select Style Sheet and the style sheet to rename from the drop down menu The Edit Style Sheets window will open Sheet Favori Edit Style Sheets Default Style Sheets Font Attributes adw L nefauh Fon Symbol E new name d Font Size 8 new one 50
60. F Objects toa Gideni ebur Align Groups of Objects to Each Other 8 TU Favorites RET SVE SINC CUS ais E E xci Pel e C m m Tr PEE Select an Object by Layer or 1 Report Designer v 2 2 Chapter 12 Putting It All Together CW O 12 1 Award Certificate 12 2 Create an Award Certificate 12 2 Attendance tus dot sb Exo ge e 12 6 High School IranscripLl 12 12 Student uana anneau uaa 12 22 Appendix Shortcut Table Index Report Designer v 2 2 Chapter 1 Downloading and Registration Purchase Report Designer Print and fill out the sales form found at www phoenixlearning com and FAX the sales form along with a Purchase Order PO to the FAX on the form ORDER FORM Learning Systems Fax 801 489 1947 c cn er sur poderi or seneces Dy simpy print oul this form and faac a purchase order Ti fo Pate a eth pr a d a ph Eh rof ae ve vell Coie Seed you pen AL Py lo onder By rab sand ote ic Phoenix Learning Systems 1103 E 350 5 Springville UT 84563 TE Cus
61. Field button while still in the text object proper ties window and enter the graduation date code SiN ATURE TITLE DATE Lj Create a text object and type in the GPA equivalents table Draw the signature and date line and create the text objects for SIGNATURE AND DATE If necessary align the two text objects by selecting them then selecting Object gt Align to Grid You have now created a School Transcript Report Designer v 2 2 Student Schedule Student schedules can be designed and printed in a number of sizes One popular size is 4 schedules per page as shown below Other sizes include half pages 2 on a single page and full page im i en bem a Mees Fh B E birer Herd frre pnm pum bhaa deme was 22 ees pac birea iB RE lug b ii n m IET E Ue ri Wm Creer Tuba L k Gerardi Bou Ay 1 immy mrt n D LIE FRA Rae 1 Lacus Pure i Pura a amp Fas Bee fat y aeg 5d ee Mens 1 i L Ter oam oy ie a a i fee oy Ga mmn Wa a br amm Lire E a eos jum b eau Adi Fem ng p mE F L eum Sey bee Sor a rum Tem Pham imum em ar 5 meme Cami ee i
62. Numbers 3 14 O Object gt Insert Field 8 7 Object alignment 5 2 Object drop down menu 6 4 Object Layer 5 9 Object layers 5 9 Object Position 5 6 Options Tab 9 8 Order Object Layers 5 10 P Periods Tab 9 2 Picture 4 11 pictures 4 1 R Re order Object Layers 5 9 5 11 Register 1 4 Registration 1 2 Remove Fonts 3 17 reports 11 1 Resize Text 3 4 S Schedule 12 1 12 22 Schedule Listing 9 5 Schedules 9 1 Send to Back 5 9 Set Object Position 11 4 Set Object Position 5 6 SET WIDTH 7 5 shortcut 2 7 Show Ruler Lines 2 11 Space Objects 5 7 Spellcheck 3 16 strings of text 8 1 Student Schedule 12 22 Style drop down menu 6 5 Style sheet 3 10 T tab delimited 8 1 Tables 7 1 Table Wizard 7 1 Text 3 1 text objects 9 1 Text Properties Window 3 2 Text Properties window 3 1 Tools Overview 2 5 Transcripts 9 8 W Workflow 2 2 Report Designer v 2 2 Designer v 2 1 6 Dhoenix 1103 E 350 S Springville UT 84663 www phoenixlearning com F 801 489 1947 email info phoenixlearning com
63. Phone heading um al Boats eon Me diral 6 Select OK Place the field object in its correct position below the GR heading 6 Select OK Place the field object in its correct position below the Student heading WED DF Td 1 Df Td 2 DT Td 3 MED DFT T 4 MED Di Td 5 DEPF OTaP 1 MED DIT OTaP 4 MED 5 WED Hsp 8 MED 2 MED Hep MED Hen E 4 MED Hep B 5 MED isis 1 Report Designer v 2 2 ineert Fields 1 Select the Text Tool amp Select an insertion point next to the Home Phone field 2 Select Object gt Properties 3 Select the Field Tool The Insert Fields window will open 4 Select Student Fields from the drop down menu 5 Select Mother Phone from the fields list Select INSERT 6 Select OK Place the field object in its correct position below the Mother Day heading 1 Select the Text Tool Select an insertion point next to the Mother Phone field 2 Select Object gt Properties 3 Select the Field Tool gt The Insert Fields window will open 4 Select Student Fields from the drop down menu 5 Select Father Phone from the fields list Select INSERT 6 Select OK Place the field object in its correct position below the Father Day heading 1 Select the Text Tool Select an insertion point on the right hand side of the report page 2 Select Object gt Properties 3 Select the Field
64. Select Object gt Set Text Frame Text Frame Text Frame Fixed Frame _ Variable Frame Fixed Frame is the default selection Fixed Frame is good for functions and fields as the function or field entered is usually longer than the Cancel 0k information that will automatically fill in the text object 3 Select OK Delete Text 1 Using the arrow tool select the text box to be deleted You may select mul tiple boxes by holding down the SHIFT key on the keyboard while selecting 2 Press DELETE on the keyboard or select Edit gt Cut or Edit gt Clear Report Designer 2 2 Style Sheets Style sheets can be used to define commonly used font attributes for reports and forms Using Style Sheets helps shorten the time it takes to create reports that use common styles A Style Sheet defined while building one report will be available to all other reports opened on your system Style Sheets can be defined ahead of time then applied to the specified text Define a Style Sheet 1 Open a new or existing report form 2 Select Style Sheet gt Edit to open the Edit Style Sheet window and create new style sheet eee Edit Style Sheets Style Sheets Font Attributes Default Font Helvetica H Times Foni Size 12 Style piain Bold Alignment fet Center E Right Sarge Duplicate Rename 3 Select DUPLICATE button
65. Snedenr Field Teacher Fields Fields MID DT Td 1 MED 2 MED 3 MED DT T4 4 MEE DT Td 5 MED DTP DTaP 1 MED DTE DTaP 2 DTP DTaP 3 MED DTP DTaP 4 MID DTP DTaP 5 MED Hep B 1 sep Report Designer 2 2 Select File Setup Fields Edit Object Font New XO Close Ww Save X5 Save As Export XML XE import XML Export Component Export Report import Component Print Import Report Page Setup Senup 4 Select NEW in Field Lists section of the window Setup Functions Edit Faeld List Create a Field List and Field Manually Field Lists Medical Fields Fields Teacher MED DTP DTaP 1 MED DTP DTaP 2 MEL DTP DTaP 3 MED DITF DTaP 4 MED DTP DTaP Field Setup MED HepB 1 a Name the new field list and provide a prefix and suffix Select SAVE r ee Feld Lists edieall Shaders Pini har field Setup Report Designer 2 2 Select NEW in the Fields section of the window The new field list should still be selected Enter Field Mame Cancel Enter the Field Name and select OK Repeat steps 5 and 6 for as many fields that
66. The Edit drop down menu provides basic functions such as Undo Redo Cut Copy Paste Clear and Select All These function the same as in other software P Designer File Object Font Style Style Sheet Undo xz Redo 032 J Cut Paste a V Clear Select All Show Clipboard Spell Check Selected Objects 3 amp L Show Clipboard displays the most recent text that has been cut or copied Selecting Show Clipboard opens a small window display similar to a whiteboard Spell Check Selected Objects Selected text objects will go through a spell check when this option is chosen Grammar and sentence structure are not checked Report Designer 2 2 Object Drop Down Menu Designer File Edit 838 Font Style Style Sheet F Properties AP Duplicate D litle Insert Fields AF Insert Functions 351 Clipboard Text to Table Auto Duplicate Objects Auto Number Text Replace Text XR Append Text Set Text Frame Set Move to Next Record Re order Object Layers ET LI Bring to Front Send to Back Move Forward Move Backward Align to Grid Align Objects 3 Align Object Widths Set Object Position Space Objects Center Objects on Page n 1 MR 2 Lem i a __ 3 z z TT
67. The text will automatically update the text boxes with the new text Report Designer 2 2 Add Text 1 Using the arrow tool select the text box that needs text added You may select multiple boxes by holding down the SHIFT key on the keyboard while selecting Select Object gt Append Text Append Text Place this Text After Existing Text Before Existing Text Cancel 0K 9 Enter the text to be added to the selected text boxes Select the correct radio button to place the text before or after the existing text Select OK The text boxes will update automatically and include the new text Duplicate Text single incident 1 Using the arrow tool select the text box to duplicate You may select mul tiple boxes by holding down the SHIFT key on the keyboard while selecting Select Edit gt Copy or Object gt Duplicate A single incident of the text boxes selected will be duplicated and placed on the workspace Report Designer 2 2 Duplicate Text with Precision 1 Using the arrow tool 1 select the text box that needs text copied You may select multiple boxes by holding down the SHIFT key on the keyboard while selecting Select Object Auto Duplicate Objects Auto Duplicate Text Duplicate Number of Objects 4 Vertical Offset 0 2 Horizontal Offset 2 inches inches Auto Number text If information is already Replace this text with number entered in
68. a Field 1 2 3 4 5 Delete a Field Select the arrow tool Select the field Select Object gt Properties Edit or replace the field Select OK 1 Select the arrow tool L 2 Select the field 3 Select Edit gt Cut Edit gt Clear or the Delete key on the keyboard Report Designer 2 2 Functions Overview Functions help make entering complex information simpler Functions are macro like wizards that help you enter complex database fields Functions may include multiple parameters Designer allows you to have as many sets of functions or categories that you need Functions can be entered manually or imported from another Designer application Import a Function There are two ways to import a function as a component and directly through the Setup Functions window Importing a Set of Functions into the Category and Function List 1 Select File gt Setup Functions File Edit Object Font eon Setup Functions New XN Open ii cce New Close Credit Type Edit Cumulative Save 46 ae rican Save As GPA Export XML unictioms Import XML New Export Component E Export Report Import Component Import Report Page Setup Print Setup Fields Export Setup Functions 2 Select IMPORT A warning will pop up stating This will replace all existing functio
69. al 5 Horizontal 0 3 Select OK Report Designer v 2 2 11 12 13 Create the shaded box for the second line Jefferson High School Attendance Call List 35 Eas Lan ng Sheet Ihursdav October 9 2003 New Turk he 876 570 1234 876 876 1235 a GH Sad eal barrie Falli TM iCall nm Ane pu 435 8745 34240345 13 8785 1 3 Tr mnm Lii SET 2p IL E d 1 Select the Box Tool El Create long rectangular box as shown and position it over the second line 2 Select Object gt Properties MS yen 3 Select a light gray for the Line Color and the Fill Color 4 Uncheck Transparent b Festis n 5 Select OK Coeg DUO Pachan rcd 6 Select Object gt Send To Back Lir Create the rest of the page by duplicating the two lines 1 Select all the fields and boxes in the two lines you just created including the shaded box 2 Select Object Duplicate Seelct CTRL to align Select CTRL twice to move and position 3 Continue to select Object Duplicate until the page is filled Each successive duplication will position precisely Remove the Move to Next Record command from the last right most box under the ABS heading in the last row 1 Select the last field on the far right side of the bottom of the page under the ABS heading
70. and need ia add additional uberi in poy upgrade a divine ade ipinia ab ar terme fer the mn price Cancel Register J Pihani Laaming 5 Select REGISTER Report Designer will automatically register and open Designer File Edit Object Font Swie Style Sheer Favorites Windows Help 4 sun 5 40 PM When Report Designer first opens the bar above will display on your desktop You are now ready to begin using Report Designer NOTE Screen captures in this manual were taken with MAC OS X If using a Windows oper ating system the screens will appear different Report Designer 2 2 Report Designer 2 2 Chapter 2 Introduction Overview Welcome to Report Designer Designer was developed to create customized object reports like report cards schedules medical information sheets and more with and without references to database objects With Designer you can design the way information is displayed in order to customize them for your school Phoenix Report Designer is an XML based software that can export reports in a format that is compatible with PowerSchool amp PS Student Information System Reports certificates form letters transcripts schedules record stickers trip reports and much more can be designed and created easily using the Designer WYSIWYG What You See Is What You Get format then imported to PS for use Designer combin
71. ate 12 1 B Basic Features 2 4 Boxes 4 1 Box tool 4 1 Bring to Front 5 9 C Center Objects on Page 5 8 Clipboard 3 5 Color 4 1 Columns Tab 9 1 9 8 Components 10 1 Coordinates 3 4 D Designer drop down 6 1 Download 1 3 drop down menu 6 1 Duplicate 11 3 Duplicate Text 3 8 E Edit Text 3 5 Export 10 1 Export a Component 10 2 Export XML 10 6 F Field Lists 8 2 Fields 8 1 Fields Tool Button 8 6 File Drop Down Menu 6 2 FILL 7 4 Fill Down 7 4 Fill Down Autonumber 7 4 Fill Number 7 4 Fill Right 7 4 Fill Right Autonumber 7 4 Font drop down menu 6 5 font incompatibility 3 18 Fonts 3 17 Fonts Tab 9 2 Frame Type 3 9 Frame type 3 2 Function as a Component 8 16 Function Component 8 16 Functions 8 1 8 10 G Graphic 4 11 graphics 4 1 Graphics tool 4 1 Grid Size 3 3 Grid Size Options 2 11 H High School Transcript 12 1 12 12 How to Start 2 9 I Identify Object Layer 5 9 Import 10 1 Import Export Report 10 3 Import Export XML 10 1 Import a Component 10 1 Import XML 10 3 10 5 Increments 4 3 INSERT 7 3 J jpg 4 1 L Layer 3 2 Layers 5 9 Layout Settings 2 11 3 3 4 3 line attributes 4 2 Line Height 2 9 lines 4 1 4 2 Line tool 4 1 line width 4 3 M macro like strings 8 1 magnification 3 5 Menus Overview 2 7 Move Backward 5 9 Move Forward 5 9 movement 4 3 Move Text 3 3 Move to Next Record 3 2 N Numbered List 3 14 Numbered List with Text 3 15
72. ay of the student sched ule The following pages will show and describe these features Historical Store Code Citizenship 4b Comment 1 00 4b Gade 000 Percent O 0 00 4 Absemer O 0 00 qb Taie O 000 4b Cancel OK Report Designer 2 2 k 1 rd 2 Select the Columns tab Student Schedule Listing Caries it Leurs Portae Corgatir Cher bor Lite pee Historical T Com Store Code OMEN 0 00 a i When using the Current or Teacher BE 050 4 p Citrenshin Mind Historical column option Cour M 250 4h Commer 0 00 Comment 1 a Store Code must be EE 200 4P Gade ooo 41 Caden 000 di entered Information from the student s current or historical grade records will be displayed as selected Sca on d 4b 3 0 00 41 Percent Beam 100 4 Abveraes Abprnyes fi eJ 4b Tardes 9 00 di Tardies 4 is Cancel OK The Columns tab options determine which database fields will display in each column Up to eight columns may be displayed The position of each column can be adjusted independently within the schedule 3 Select the Fonts tab Student Schedule Listing Joha Query Fas Ld Ohya d ramus Periods Columns The header can be set to a larger type
73. butes Select Times New Roman Font Times _ Alignment Insert Font Size 12 4 coo ME Frame Variable Frame Line Spacing 12 Paints Optional Special Move to Next Record Style Plain Bold Italie Layer B hann Check Spelling Cancel ok Create a separate text object for each of the following Student Name shown above Grade Student ID Birthdate Place the text objects as shown on the graphic below Report Designer v 2 2 OFFICIAL TRANSCRIPT Central High School y de of idoak 3 Student Grade Student ID Binhdate To align Grade Student ID and Birthdate on the horizontal axis select all three text objects then select Object gt Align to Grid 6 Create the school information Select the Text Tool Select an insertion point to create a text object in the re port Select Object Properties eon Properties Text J to see if the Style Sheet can be selected before the typing Type Central High School Attributes Select Times New Roman Font Times a Alignment Insert Font Size 24 Font Size 11 Color Frame Variable Frame i Line Spacing 12 Points Optional Special Move to Next Record Style M Plain Bold Italic Layer B Check BOLD enpi Check Spelling Cancel The title of the school is going to be larger than the addres
74. ced features of Designer that decrease the time it takes to create your individualized reports and forms are included in Chapter 11 Make Reports Easier Report Designer 2 2 How to Start Open Designer Select File gt New a Designer Edit Object Font Style Style Open xol Close o Paper Size Regest Type E US Let eel Id ET in 11 50 Preceding Repori Pags E E 1 3 in Porn Lamda in Defini Firmen n Defauk Size 12 S Defauhk Ling Haga 13 5 ala Co The report setup window will display Select the report parameters Designer has the ability to group a set of different reports created and have them print as a single report Identify the previous report here ry A Paper Sine Paper Size LA 11609 Wieg Tablod r 9 8 10 Envelope Landscaper Report Defauhis me Defau Size Courier 10 Defauh Line Height 13 Polisi Helvetica 11 Symbol 12 i 13 Times Times New Roman 24 Line Height refers to the leading Leading is the Verdana vertical space between two lines of text Leading Zapf Dingbats is generally 12096 of the typesize and is measured Zapfina from the baseline of one line of text to the baseline of the line above it Report Designer
75. ckly and easily create a formatted table in your report document A table contains box text and line objects depending on the formatting options you choose Fields and Functions can be inserted into a table cell A table is inserted into the document as a single group You can ungroup the ob ject and manipulate the individual cells of the table in the document Being able to ungroup allows you to edit text within the cells individually after it is created You can get to the Table Wizard in two ways e Select the Table Wizard icon in the toolbox or e Select Object gt Clipboard Text to Table This option can only be used if there is text on the clipboard To place text on the clipboard cut or copy a text object Select this checkbox if you want all the current column widths to be adjusted Set number of columns and rows Set width of all columns when the UPDATE button is selected Table Wizard Col Wish Beet colum Update Ins eri h Fill ee WI Edit Teng Renlsre Text Lear CLEAR erases the content of the selected cell Use INSERT to add a row or add a field or function to a cell EDIT or REPLACE text of selected cell FILL functions similar to the autonumber function by filling the rows or columns with the numbering sequence selected or um order chosen Add graphic display to the table to make it more readable Table Farmalding LJ Eow Color Hieng
76. d Call Padding 0 e Set Font to Times New Roman inchide oris Pisrarscal grades from terr berii io this creda Enter 9 and 12 in the grade level fields 1 grades grade Current achool anh grades Courier Fare ri a Lance ok 4 Select the Columns tab Report Designer v 2 2 Transcript Select the symbol on the left hand side of the page three times to display the first three fields Term Field armati Cher Wide Alice Value Transcript Term Fietd Format Other Width Align ii Display Value domm Cnr 51 Course Membe 5 51 Course Name 5 7 51 Total Earned Creda 1 5 Left m Tarm Blank Align st Huren rano neu as Select the down arrow in the Course Number field 3L Hana Lael 1 Ai Tol Earned and change the field to Course Name Total Earned Credis Letter Grade Percent Citizenship Earned Credit Hour amp Osher Transcript 1 43 it 53 The display will adjust with every change made showing
77. data se ete eae hes bet 4 4 BEEE a RU TET 4 5 ojo Eur T 4 5 Duplicate a Line Multiple 4 6 4 7 RIS ERN ENTUM 4 7 EG Ud BOX xcu HN s re Lo 4 8 RESIZE a 4 8 OVE Cactus pci En MR REND 4 8 FROLIC Va BOX MEET LT UU TIE TM 4 8 Bre 4 8 Box single 4 9 Duplicate a Box Multiple 4 10 E TET 4 11 Graphic or PICU rec vota bn odis 4 11 Edit a Graphic or Picture 4 13 WOVE GlapniG Or iei IT TO o IST 4 13 Rotated Mas Ded tad 4 13 Copy a Graphic PIOS oix reddere 4 14 Delete a Graphic or PICIU G sss n el e ab o c b d ehe ebbe bct n 4 14 Report Designer v 2 2 Chapter 5 Alignment and Layers CIA et Seana 5 1 ODIGCEAIIGDETIGDE pO UE 5 2 Align M ltiple ObBjects QUICK e de
78. drag the line Edit a Line Change Properties Select the Arrow tool and select the line to be edited 2 Select Object Properties The Line Properties window shown above will open 3 Change line attributes as desired Select OK To change the length grab one of the anchor points and pull the line longer or shorter Report Designer 2 2 Change Line Width 1 Select the Arrow tool and select the line to be edited 2 Select Object gt Set Line Width Set Line Width Line Width Poants Cancel 5 3 Select line width in points Set Line Width Line Width 5 Points Cancel 4 Select OK Move a Line 1 Select the Arrow tool and select the line to be moved 2 Use your mouse to grab the line and move it or use the arrows to move the line in increments Pressing CTRL while pressing the arrow keys will move the line in larger increments Increments of movement are set in the Layout Settings properties window Report Designer 2 2 Rotate a Line 1 Select the Arrow tool and select the line to be edited 2 Highlight and change the rotation percentage displayed in the workspace information box 3 Press Enter on the keyboard or press the mouse button while hovering over the workspace The line will rotate according to the percentage To return the line to its original position enter O in the rotation box Report
79. ds Cave 35 Teather Ferdi Save As Export XML Import XML Export Component Export Report Import Component Import Report MED DT Td 1 DT Td 2 MEDI 3 MIO DT Td 4 MED DT Td 5 MED DTP DTaP 1 MED DTP DTarf 2 MED DTP DTaP 3 4 MED 5 Page Setup Print _ Setup Fields Setup Functions MED Field Setup 2 Select IMPORT A browser window will open for you to navigate to tab delimited text file containing the field information Open Designer Le Quick Tour Ara T Medical Fields rxr push pin jpg sealjpg T E Swing ATI ip 3 Desktop J qm 1 Mame Medical Fi Applications elds txt re 4 KE Docurnents Kind Plain text document ES Movies Created 5 29 05 12 30 PM Music Modified 6 29 05 12 30 PM 7 Pictures 0 i 7 1 06 New Folder 3 Select the file 4 Select OPEN Report Designer 2 2 Enter List Mame Cancel 5 Type a name for the file and select OK The file is now added to the Field Setup list Select the file to verify the fields are present Field Lists Medi al medical achou Fields
80. e Component Save Component As Cancel 3 3 component and select OK Report Designer v 2 2 Set Object Position Select the objects to position 2 Select Object gt Set Object Position fal Poon Tipe b feh imon rige Cancel 3 Select position for the objects 4 Select OK CEI Untitled 1 L3 7 EE x PETS Pe Pee E Lug Report Designer v 2 2 Font Style Style Sheet Properties Duplicate D Insert Fields Insert Functions Clipboard ro Table Auto Duplicate Objects Auto Number Text Replace Text Append Text Set Text Frame Set Move t Next Record Re order Object Layers Bring to Front Send to Back Move Forward Move Backward Align to Grid Align Objects 26 Align Object Widths Set Object Position pace Objects Center Objects on Page Group xG Align Groups of Objects to a Grid 1 Select the objects to align Sryie Sheel Properties Duplicate xD Fields Insert Functions x Cliphaard Test to Table Auto Duplicate Objects lute Number Text Text Append Text Set Text Frame Ser Mie
81. e a shortcut using the CMD 6 plus a selected number to place a Favorite text object The text object must first be added to the Favorites list 1 Select Favorites Favorites windows Help 2 Mother Phone 39 Abbreviation See the little dog run and the lazy fox sleep text object 2 This is a favorite sentence that is re used often Add Selected Objects to Favorites Favorites Select the arrow next to a Favorite to display the drop down menu Select a number for that Favorite Select OK To use the shortcut press 3 plus the associated number at the same time The text object will place on the workspace Report Designer v 2 2 Phone This a sentence AAA Favorites n 2 Favorite 1391Abbreviation the dag run and t text object 2 4 YEON EE Sort alphabetically by selecting the Sort button Ht Cancel Cook 3 Style Sheets Define your preferred font font size font style and alignment preferences and save as a Style Sheet Open a new or existing report 2 Select Style Sheet gt Edit from the drop down menu Favorite Default adw new name new Times Verdana special Edit r Edit Style Sheets le Font Attributes Defauh Fam m NES Font Sue L 1 iei Bes Aigner nt fa
82. e all incidents of the word in the text box es 5 Select SAVE Report Designer 2 2 Fonts Fonts are software that must be purchased and licensed for use by a company or individual oome fonts come free of charge and are readily available on all computers Other fonts must be loaded onto each computer that uses a document that has that font in the text When you need additional fonts to be available on Designer you can add them to the De signer list of fonts but if you transfer the Designer report form to another computer you must make sure that the font is available on that computer as well Fonts cannot be added if they are not available on the computer being used Add Fonts 1 Select Font gt Edit Fonts pnm e Ega Fonts Fiol ia MIS E piyesa Ehud Aa MT Tordre Light Q Az meme Ercgraswed LET Lees pn Type Te Ave xd es Lora an Uppers Ar bora KM Char Maps kiere Ltd dee dne he ele gee Ful Carmel 2 Select the font in the left hand column to add to your Designer list of fonts 3 Select ADD Remove Fonts 1 Select Font gt Edit Fonts Ede Fonte Pea HS L pige La fae zrdgend Lagti
83. e s Place the unpackaged application and the _key txt file together in a folder on your system Report Designer 2 2 Steps to Register 1 Double click on the Report Designer application Documents Movies amp Music Pictures New Folder Open Open Data File Enable Data File ADIE 3 Documents T sea Network ME Desktop P amp Clips E Documents String E Library _ Stuffit 4 Movies p Music j Desktop r Pictures gus Te T Applications LJ Sites 2 Select NEW to create a new data file rane Save As Designer Where 88 Desktop Save Designer Create a data file 3 Title the data file and save the file to the Report Designer folder Select SAVE Report Designer 2 2 4 Fill in your registration information You may cut and paste from the registration email Thank gau fer purchasing Report Otiga Th amp ra This Data File is not registered Please enter voa 6 your Registration Code hs anchored bay in the same older your appbcatian before you larch the appheatin Teu can download Desigrer by clicking hare XXX XXXX XXXX iren hil H ye hires parched the dinle uier licen
84. e text box will move the entered distance A negative number will move the text box to the left or up on the page A positive number will move the text box to the right or down on the page Select ENTER or click on the report workspace to enable the change Align Text Within the Text Object To change the alignment of text already existing refer to Apply Different Attributes to Text in this chapter or highlight the text and make your selection from the Style drop down menu Shortcuts are available to make changes even quicker Please refer to the Appendix or short cut reference sheet for more information When creating a new text object open Object Properties and select the alignment from the alignment choices available or select from the alignment tools in the toolbox Resize Text Object To resize the text object use the arrow tool to grab the edge of the selected object and stretch or shrink the object as needed Press and hold the mouse button while grabbing the anchor point and stretching or shrinking the object Any anchor point on a text object may be grabbed and manipulated MED CT Td 4 8 Anchor Point Report Designer 2 2 Edit Text You may re open the properties window or highlight the text in a text box in order to edit the content or apply a different style As in any document design or word processing software Cut Copy Paste Clear and Select All can be used The most recent
85. eady for modifications Report Designer 2 2 Export XML The file to be exported should be open on the workspace 1 Select File Export XML Save Designer Save shot records Where 7 Documents 41 Cancel Save 2 Enter a name and location and select SAVE Modifications made to the report are now saved and exported to XML ready to be re imported to PowerSchool Report Designer 2 2 Chapter 11 Make Reports Easier Overview Report Designer was designed to help you make object reports easier and manageable With that in mind the following things were developed e Ability to manipulate and place objects in a What You See Is What You Get WYSIWG removing the guesswork e Ability to duplicate multiple objects e Ability to save a regularly used object for re use as a component e Ability to duplicate and precisely place objects e Ability to number or sequence objects e Ability to align groups of object to a grid or each other e Ability to space objects precisely e Ability to create text objects that are used frequently and save them in order to re use them easily e Ability to create style sheets and easily apply them These abilities and more were developed into Report Designer to help make creating object reports for PowerSchool users easier Not all of the features men tioned are covered specifically in this chapter Many of these are covered in other chapters Duplicate
86. eature to make it compatible with PowerSchool Import Report 1 Select File gt Import Report 16 8 Open Designer p Newark T Picture 20 png i fiture 21 pog 4 Cle 2331 Picture 22 peq D 23 969 d d Sirning Picture 24 909 lI Picture 25 d zi 2 100 Picture 26 idm 27 peu T J Pure 2 amp 5 etic ps QuickTour rif QuirkTpour Ki i Screen Captured Mais a 1 screencapt4 i La 6 Music screencapre 12 5 PM Pictures Todays folge 2 Browse to the report location and select it 3 Select OPEN An alert will display stating whether the file is compatible or if the report succesfully imported Select OK on the screen to close it The file wll be available in the list of reports Select File gt Open to view available reports Report Designer 2 2 Export Report 1 2 Select File gt Export Report Save Designer Save As shot records fe Where Documents da Cancel Saves Name the file identify the location to save it to and select SAVE The file is now ready to be transferred to another Report Designer user Report Designer 2
87. ected Objects 0X5 3 Make selection Select OK j E sl Sm The selected objects will center together Report Designer 2 2 Layers Object layers determine the front to back positioning of an object in relation to the other ob jects in the workspace Each object occupies a layer Some report documents may contain hundreds of layers The positioning of some objects may determine how they display in the final report There are five menu commands for layering Bring to Front Bring to Front moves the object to the layer on top This layer will have the largest assigned layer number Send to Back Send to Back moves the object to the first layer This layer will be assigned layer number one Move Forward Move Forward moves the object one step up This will increase the layer number of that object by one Move Backward Move Backward moves the object one step down This wil decrease the layer number of that object by one Re order Object Layers Re order Object Layers resequences the selected objects layers starting with the layer num ber you specify This allows you to re order several objects at once Identify Object Layer 1 Select an object on the workspace F 7 T T L1 i E the El E B n 8 Lr m e me rj
88. es familiar page layout tools such as lines boxes and text objects with special transcript and schedule layout tools to make report creation quick and simple Templates and components can be created used and re used to make report creation even quicker NOTE To quit Designer use Designer Quit Designer before attempting to close down your computer and turn it off Overview of Workflow Report Designer provides a smooth exchange of files between your computer and the PowerSchool server The PowerSchool server recognizes XML a form of markup language so Report Designer provides the ability to export any newly created report form to XML Create a New Report from Scratch The chart below shows the workflow process when creating a new report form for use in PowerSchool Create Edit Report using Report Designer Your Computer PowerSchool Server Export to XML Import the XML Report Template into PowerSchool PowerSchool creates an Object Report using the Template Delete Report in PowerSchool Make changes in Report Designer and re import a Report design need Test Print changes OK Continue to use but keep the original in Report Designer and only make edits and updates in Report Designer Report Designer 2 2 Edit an Existing PS Report Template Report Designer allows you to edit existing PowerSchool report forms by allowing XML import PowerSchool exports forms to XML and Re
89. es from a student s schedule Cancel mee 2 Select a Category 3 Select a Function from that Category 4 Select INSERT An additional window may display to further define the how the function will display in the report 5 Enter any additional format information and select INSERT The selected function will now display on the workspace in order for you to place align or adjust the function box as desired Report Designer 2 2 Using the Text Object Properties Window 1 Select the Arrow Tool and select the text object to receive the function or select the Text Tool select an insertion point in the report 2 Select Object gt Properties to display the text object properties window e A Properties Text We are daingthis test bo dee the Style Sheet be selected before ihe typing begins Attributes Font Times _ Alignment inseri Line Spacing 12 Pais Special Move to Next Record Style Bold Halic Layer 8 hac gin Check Spelling Cancel 3 Select the Functions Tool Insert Functions Category Functions Class rank Based on cumulate weighre Cumulative Credit Hours Earned Current GPA Atrrendance Conditional Credit Currulatise Current Classes Date and Time Grades Misceltanegus Period Attendance Period Information Functions gpa current Example Current GPA
90. fields Only one line of field objects needs to be created for this report The first line will be copied once to create the alternating gray and white lines and to set the positioning of the lines Jefferson High School 133 Ez Law ng Attendance Call List Thursday October 9 2003 York M 12344 876 870 1234 87401 876 3235 UH Seta flere Phe Blather Falher hay Ss 11 Andewen 435 8765 3422245 123 0758 Barnet Jona la a 345 0231 IA 1 Select the Text Tool Select an insertion point on the left hand side 2 Select Object gt Properties 3 Select the Field Tool The Insert Fields window will open 4 Select Student Fields from the drop down menu 5 Select current grade from the fields list Select INSERT 1 Select the Text Tool Select an insertion point next to the grade field 2 Select Object gt Properties 3 Select the Field Tool The Insert Fields window will open 4 Select Student Fields from the drop down menu 5 Select last first from the fields list Select INSERT 1 Select the Text Tool Select an insertion point next to the name field 2 Select Object gt Properties 3 Select the Field Tool The Insert Fields window will open 4 Select Student Fields from the drop down menu 5 Select HomePhone from the fields list Select INSERT 6 Select OK Place the field object in its correct position below the Home
91. g it or rotating it There are a few ways that you can move text Manually Move Text 1 Using the arrow tool select the text box es that need to be re positioned You may select multiple boxes by holding down the SHIFT key on the keyboard while selecting 2 While holding down the arrow tool l with the mouse re position the text box When done moving and re positioning the box release the mouse The directional arrows on the keyboard will also move the text boxes in incre ments defined in Layout Settings Press and hold CTRL while pressing a directional arrow to move the object 1 32 1 16 1 8 or 1 4 according to what is set in Layout Settings Using the arrow keys to move an object without holding the CTRL key down moves the object 1 point for finer positioning Layout Settings 1 Select the Layout Settings tool Layout Settings v Show Ruler Lines Grid Snap m Grid Size 1 16 8 F 2 Grid Size to 1 4 1 8 1 16 or 1 32 This will determine what increments the object moves across the workspace when using the arrow keys as well as the grid on which to align an object 3 Select OK Report Designer 2 2 Using Coordinates 1 Using the arrow tool select the text box es that need to be re positioned You may select multiple boxes by holding down the SHIFT key on the key board while selecting 2 Highlight the AH horizontal or AV vertical and enter a number Th
92. g to Front Send Back Move Forwand Move B3ckwarid Align v Grid am ie Align Obja x oo Align Object Width Space Gbiects Select Object gt Align Object Widths Group xt Ungroup Align Object Wadtha Right Left or NONE determines Save Com As cliens whether the objects will shift to E align in place from the Left Right Leli LES hana not at all Select Obpect Filter Selected Objects 0X5 has Dhjet Lange Dhaest Set Width To determines whether the objects will be set equal to the shorter or longer width object Cancel Select the Align Object Width options and select OK enn entitled L tA O 45 mi Lb il a In this example we aligned the widths of the red and blue rectangles to match the width of the blue and align on the left side of the objects Report Designer 2 2 Set Object Position Object position can be set in relation to two or more objects or a single object in relation to the workspace 1 Select the object s to position Object Font Style Style Sheet Propernies Duplicate xD Insert Fields Insert Functions Xi Cliphoard Text r Table Auto Duplicate Objects Auto Number Text Replace Text XR Append Text Spr Text Frame Sel Move
93. gn bottom Layer Tools Bring to Front Send to Back Move Forward Move Backward Lock Objects Unlock Objects Zoom In ajaj Zoom Out 1 Set Layout Settings Report Designer 2 2 Designer Workspace Information Overview The Designer Workspace provides information to help set objects precisely on the page niied 2 JA C1 Object Length and Height Movement coordinates Rotation Angle display while moving object These tools are all covered in detail in the following chapters of this manual Zoom percentage Report Designer 2 2 Menus Overview Report Designer provides drop down menu functionality plus shortcut listings similar to other document design or layout software Some of the drop down menu features are another way to access the Designer tool features and some are additional options used in designing the report Example 1 The Object drop down menu provides a Designer File Edit Font Style Style Shel list of ways to manipulate objects placed in Properties 3t Duplicate 350 Insert Fields 74 Insert Functions 351 r Clipboard Text to Table This section provides additional ways to Auto Duplicate Objects Auto Number Text Replace Text Append Text Set Text Frame Set Move to Next Record Re order Object Layers Send to Back tools function in the toolbox Move Forward Move Backward manipulate objects that saves ti
94. ion box 1 3 4 10095 A v 3 Press Enter on the keyboard or press the mouse button while hovering over the workspace The box will rotate according to the percentage To return the box to its original position enter O in the rotation box Delete a Box 1 Select the Arrow tool and select the box to be edited 2 Press DELETE on the keyboard or select Edit gt Cut or Edit gt Clear to delete the box Report Designer 2 2 Copy a Box single incident 1 Select the Arrow tool and select the box to be copied Select Object gt Duplicate The box will be copied and set slightly below the current line Font Style Style Sheet Properties Insert Fields Insert Functions Clipboard Text to Table Auto Duplicate Objects Auto Number Text Replace Text Append Text The box will duplicate once and be offset by the distance set in Layout Settings To Align the box with the first box select CTRL or CTRL 1 Use the up and down arrows to move the box away from the original or use the precise place ment tools You may also duplicate the box and set a different offset amount by following the instructions for Duplicate a Box Mulitple Times and selecting 1 for the number to duplicate Report Designer 2 2 Duplicate a Box Multiple Times 1 Select the Arrow tool and select the box to be duplicated 2 Select Object gt Auto Duplicate Objec
95. ipboard Text to Table Auto Duplicate Objects Auto Number Text Replace Text MR Append Text Ser Text Frame Set Color Set Line Width Re order Object Layers Set Move to Next Record Bring to Front Send to Back Forward Move Backward 1 Select Object gt Select Object aoro Align Objects Align Object Widths Set Object Position Space Objects Center Objects on Page Select Object Select by Layer Select by Content Group AC Text FAE T Ung Cancel ok Save Component Insert Component Filter Selected Objects OAS Select Object Select by Layer 4 Select by Content Text Cert Coster Cancel 2 Select layer number or search for content This is a favorite sentence that is re used often Report Designer v 2 2 Chapter 12 Putting It All Together Overview In this chapter we have included sample reports that you can practice making to become familiar with Report Designer before creating your first big object report We will be creating the following object reports e Award Certificate e Attendance Call List e High School Transcript e Schedule Turn the page and let s get started Award Certificate Recognition Award Jack Lay ne Johnson has acheived excellence in Perfect Attendance Principal June 4 1005 Awards can be made quick and
96. itizenship Carey ERO CE E 1 Once you have identified the information you want displayed for each semester copy paste the first repeatable field into the next empty field and change the term to the next semester code To add you may select the sign or copy paste and change the semes ter code for the remaining fields food dees ope am dep deep bs Beg cet Perform this for each semester you want displayed on the transcript Ehh Lager Tarei If you want to save the settings for this transcript select SAVE from the Tran scripts drop down menu in the lower left corner of the page to save the Tran script design Report Designer 2 2 A Transcript 000000000 Term seh Fon P sux unereghr 11 Display Year Abberyamon and Courier Haha Size 3 EH Line 10 Hu _ Rok male Undarkna Cell Padding 2 Vertical 0 inchade hivinrical grades irom Sharks level fAreugh Besptip thm creda Type blank current grades Cents only best Grade Hym Tramarrigrt Save Transcript cedi Enter the name Select OK Select OK to close the window and create the tra
97. l 1 Change line width line or fill color layer order transparency or corner radius box created in Designer can have rounded corners by defining a corner radius Entering negative numbers will have no effect on the corner radius Transparency determines whether the box is see through Activate V the checkbox if you want the box to be transparent and display all layers under neath If you do not want the transparency make sure the box is not checked Select OK Report Designer 2 2 Edit a Box Change Properties 1 Select the Arrow tool and select the box to be edited 2 Select Object gt Properties 3 Change line attributes as desired Select OK Resize a Box 1 Select the Arrow tool and select the box to be edited 2 Grab the anchor point of the box with the mouse 3 While pressing down on the mouse button pull the anchor point to increase or decrease size Move a Box 1 Select the Arrow tool and select the box to be moved 2 Use your mouse to grab the box and move it or use the arrows to move the line in increments Pressing CTRL while pressing the arrow keys will move the line in larger increments Increments of movement are set in the Layout Settings properties window Anchor Point Rotate a Box 1 Select the Arrow tool and select the box to be edited 2 Highlight and change the rotation percentage displayed in the workspace informat
98. l in each text box number in the sequence selecting OK each time ST hi is he Ahis i3 The second segr number 3 a Number 4 a 25 midwy D5 now on io D number number 29 numbers eU nuenber 10 91 number 11 E NN oe mm Report Designer 2 2 Spellcheck opellcheck does not do paragraph or composition checks Select the text box es 2 Select Edit gt Spell Check Selected Objects The Check Spelling window will open If there are any words not found in the Designer dictionary they will be flagged and the Spelling window will open Spel rep Jr iial ii dietis 2 J thii ia kiep mamie 1 1 bhgnnre AS Chase t Suggest Change _ Change Chose If there are no mistakes as above the Spelling screen will not display When a word is flagged as possibly incorrect the Spelling screen will display You can select multiple objects and the spell check popup to the right will OLTE display and scroll through each object for approval 3 Make changes to incorrect words by selecting the correct word or re typing the word correctly If the word is correct as is select IGNORE or ADD ADD will add the new word to the dictionary 4 Select CHANGE or CHANGE ALL to chang
99. le designed will be placed on the workspace when OK is selected Additional information can be added as you design the rest of the report Several schedules can be placed on a single sheet and trimmed for distribution to the students F pre 7 1 eii Pear E Tri EE TT i LE x i Ip Cvm mel 1 1 ul Tfi n gt ipm r EN i parui Trai HH EHE ID rires Midi s Lu 9 EE n The Schedule is a grouped format All the text objects grouped and be moved resized and modified as a group To manipulate individual text objects you must ungroup the text objects It is tempting to resize the individual objects but the field information that scrolls be yond the box includes the informaton necessary to communicate with PowerSchool and pull the correct database information into those fields The column width should be set in the schedule tool to fit the largest possible entry in the object box Ungroup Schedule 1 Select the schedule 2 Select Object gt Ungroup 44 4 1 4 inim r 3 Individual te
100. ly selected and deleted or copied item will be displayed on the clipboard To edit text you must be at 10096 view magnification Check the lower left corner of the work space to find out what magnification you are at before trying to edit text on the workspace 1344 C3 10095 A v Adjust Magnification To adjust magnification use the zoom tools on the toolbar Clipboard To display the Clipboard and its contents select Edit gt Clipboard Only the most recent ly cut or copied objects will be on the clipboard Change Text There are a couple ways to change the text in a text object already on the Designer work space e Using the text tool highlight the text in the box Type in the new text while the box is highlighted apply a new font style or style sheet using the drop down menus e Using the arrow tool select the text box Select Object gt Properties or double click on the box to open the Text Properties window Make your changes and select OK Report Designer 2 2 Replace Text 1 Using the arrow tool select the text box es that need text replaced You may select multiple boxes by holding down the SHIFT key on the keyboard while selecting Select Object Replace Text Replace Text Search For style sheet Replace With Style Sheet snr j Enter the text to be replaced in the Search For field Enter the replacement text in the Replace With field Select OK
101. me and increases functionality Align to Grid Align Objects a This section provides additional alignment Align Object Widths features for objects on the page Set Object Position Space Objects Center Objects on Page Group Ungroup U Save Component Insert Component Select Object E Filter Selected Objects 0965 The Insert Fields selection functions the same as selecting the Insert Fields tool from the Designer Workspace Toolbox Both actions open the Insert Fields list The shortcut noted next to Insert Fields also opens the Insert Fields window Refer to the Appendix for a list of available shortcuts Details on the drop down menus are included in Chapter 6 Drop Down Menus Report Designer 2 2 Designer Advanced Features Designer provides features that save commonly used objects and defaults that can be used in other reports such as a style sheet for text and a component library To reduce the time it takes to create objects and design a report Designer provides features such as auto duplicate object This feature enables the user to place the duplicated items precisely to get the effect desired Example 2 eon _ _ Untitled 3 EA RICE PCI PIERII CERIS D ILI DENEN ge E joel i Advan
102. n the Text Properties window Position the fields as shown above gt HOME ADDRESS FIELDS Select the Text Tool and select an insertion point to the right of Home Address Select Object gt Properties Select the Fields Tool and insert the field for Home address select OK and press ENTER Select the Fields Tool and insert the field for Home city select OK Select the Fields Tool and insert the field for Home state select OK Select the Fields Tool and insert the field for Home zip select OK Set the font to Times New Roman font size 12 Select OK Position the object as shown on the graphic above Report Designer v 2 2 as 1 Select the Text Tool tei 2 Select an insertion point on the left hand side of the report enu 3 Select Object Properties 4 Type Parent Guardian and press ENTER on the keyboard 5 Home Phone and press ENTER on the keyboard 6 Type Mother Work and press ENTER on the keyboard 7 Type Father Work 8 Set the font to Times New Roman font size 12 rms 9 Select OK Position the object left aligned as shown wae ir HOME ADDRESS ase La To instruct PowerSchool to move to the next record when populating the 1 Select the right most last field In this example the Father s Work Phone is the la
103. nent Export Report Import Component Import Report Page Setup Print 2 Select the component to export and select EXPORT Save Designer Save As shot records Where Documents Came sme The component will be saved in the selected location The file may be emailed or saved to a removable disk and transferred to another computer running the Designer application in order to be imported for use Report Designer 2 2 Edit a Function 1 Select the arrow tool and select the function object 2 Select Object gt Properties Properties Text We are daingthis is test to dee the Style Sheet can be selected before ihe rgning begins Attributes Font Times Alignment fame inden ise Font Sire 11 cec Frame Variable Frame Line Spacing 12 i Paints DptienaD Special C Move to Next Record Style Plain Bold O Malie Layer 8 e Check Spelling Cancel now 3 Type any changes directly in the text window 4 Select OK Delete a Function 1 Select the arrow tool 14 2 Select the Function object 3 Select Edit gt Cut Edit gt Clear or press the Delete button on the keyboard Report Designer 2 2 Chapter 9 Schedules and Transcripts Schedules and transcripts can be automated in Report Designer using the Schedules and Transcripts features Schedules Overview The Schedules feature automates the creation and
104. next to the Functions List Report Designer 2 2 Edit Function Function Description A Example Edit Delete Drag rows to change sort order oD GREEN 4 Enter the Function information Select NEW to enter the Parameters Edit Parameter Parameter Mame _ Derion Choice Lis Enter the parameters and select SAVE Select SAVE in the Edit Function page The Function will now be added to the list You may close the Setup Functions window by selecting the close button on the upper left hand corner of the window Report Designer 2 2 Insert a Function Functions can be added to a report in a number of ways Using the Object drop down menu the text object properties window and as a component if it is already saved as a component Using the Object Drop Down Menu 1 Select Object gt Insert Functions or the Function Tool the Toolbar Insert Functions Category Functions Attendance Conditional Credit Type Cumulative Current Classes Class rank Based on cumulative weighte Cumulative Credit Hours Earned Current GPA GPA Simple GPA Date and Time GPA Grades Miscellaneous Period Attendance Period Information Weighted GPA Functions gpa current Selected function information Example Current GPA gpa current percent Desc Displays the current GPA from all the active class
105. ns Continue will neplase all Continue A Cancel Select OK to overwrite all existing functions with the list you are importing Report Designer 2 2 Open Designar i 4 Quick Four i Ne 4 orare pr H oaii Pisone 1 prg j 4 Liteary Actors 5 pr gm d peg E T Murs 7 pry Picrunn itae prag TEE png Roo jpeg Panera 1 T 12 peg cocuments a Uren Mx mj dum Fiian 1 E Patre 14 Actas 15 peg Bare 16 17 pog niter DE pag Pane 19 Mew Folder Fili rui T 124 iii jj e ss i Cancel 3 Browse to the tab delimited text file that contains the functions to import added to the Setup Functions menu Importing a Function as a Component 1 Select File gt Import Component ats ale mp um J QuickTour Parte Devktop z ueni Dac imar Picture 4 prey Purus 3 am Picture E Purus iwi Apr mm Deskzog Pub iri Putue L peg Purus pag Bergk 12 eg
106. nscript object The transcript object can be resized and moved by selecting the arrow tool and grabbing an anchor point on the object Report Designer 2 2 Edit a Transcript Object 1 2 3 4 5 Select the arrow tool Ll Select the Transcript object on the workspace Select Object gt Properties Make the desired changes to the transcript Select SAVE from the drop down menu to save the object with the changes You may save it under the same name if desired Select to accept changes Delete a Transcript Object 1 Select the arrow tool l 2 Select the Transcript object on the workspace 3 Select Edit gt Cut Edit gt Clear or the Delete button on the keyboard NOTE A transcript object cannot be ungrouped Report Designer 2 2 Report Designer 2 2 Chapter 10 Import Export The Import Export functions allow you to import or export a component or report from your Designer application to another Designer application on another com puter in order to share reports and components between users The Import Export XML functions allow you to import existing reports from Power School and export your modified or newly created reports to PowerSchool Import Export Components Components are objects that have been saved for later use or sharing with other Designer application users For more information on components and how to create and use them please refer to Chapter 11 Make Reports Easier
107. nsert Fields mF Insert Functions x Clipboard Text r Table Auto Duplicate Objects Aute Number Replace Text XR Append Text Set Text Frame Re order Object Layers Bring te Front 2 Select Object gt Re order Object Layers Send to Back Forward ers Move Backward LT aa Align 10 Grid Align Objects Align Object Widths s Set Object Position Space Objects lapel Center Objects on Page r Group Ungroup Xu Ax Save Component Insert Component al al Vater airg liya mambar Select Object Filter Selected Objects CHS Cama 3 Enter the number you want the re ordering to start with 4 Select OK The objects will re layer accordingly Report Designer 2 2 Report Designer 2 2 Chapter 6 Drop Down Menus Overview Designer s drop down menu system provides several ways to help increase your workflow success Designer File Edit Objet Font Style Style Sheet Favorites Windows Help 44 Sun 5 40 PM The drop down menus for these items are covered in other areas of this manual as well This chapter is to provide a reference section describing the functions
108. ore the typing Type OFFICIAL TRANSCRIPT Select Times New Roman Attributes Font Times E me s mm insert 55 v Font Size 24 Font Size 11 4 Color D Frame Variable Frame Line Spacing 12 in Pomers Optional Special Move to Next Record Style M Plain Bold Layer Check BOLD e Check Spelling Cancel Select the Text Tool Select an insertion point in the report Select Object gt Properties aoe Properties Text typing Type Accredited by the Northwestern Association of Schools and Colleges Select Times New Roman Attributes Fone Times 8 8 00 Alignment Insert u amp Font Size 10 Font Size 11 Color ME Frame variable Frame EY Line Spacing 12 im Optional Special to Next Record Style Plain Bold Layer B Check Sampla Check Spelling Cancel Report Designer v 2 2 Once the header is created align the two text objects with the left hand margin line on the page OFFICIAL TRANSCRIPT Arrie Jr 5r A exacta ar Reload Lord 5 Create the student information fields Select the Text Tool Select an insertion point to create a text object in the report Select Object gt Properties e Properties Text to see if the Style Sheet can be selected before the typing Type Student Name Attri
109. placement and autonumbering with the Fill Right function Fill Down Autonumber and Fill Right Autonumber work the same as the Auto Number Text feature Fill Down and Fill Right will fill the selected cells with the objects in the row or column noted Fill number will fill the selected cells with the identified number sequence Report Designer 2 2 SET WIDTH The width of the selected column can be modified by selecting SET WIDTH in the Table Wizard Default is 5 Select a cell 2 Select SET WIDTH Enter Column Width E 3 Enter the desired column width 4 Select OK The width will change and display with the new parameter in the dialogue box EDIT or ADD TEXT 1 Select the text to edit or the cell to enter text 2 Select EDIT TEXT Edit Text Insert Conci GN 3 Change or add text 4 Select OK The text will be added to the selected cell if there originally was no text Fields and Functions may be added to the table cell in the EDIT TEXT box by selecting the appropriate button in the bottom left hand corner or typing the information directly Report Designer 2 2 REPLACE TEXT The text to be edited should be selected before selecting REPLACE TEXT Highlight the text in the cell 2 Select REPLACE TEXT Replace Text Search For Replace With Cancel JK 3 Enter the replacement text 4 Select OK CLEAR The text to be cleared sho
110. placement of fields common in a class schedule A Schedule is made up of many individual text objects that pull information from a database to display a student s schedule When creating a Schedule you will need to design the report with the school name address and other pertinent information you want displayed If you want lines separating schedule information that is displayed you will need to create the borders according to the measurements you define for each field This section of the manual will describe creating the schedule information Chap ter 12 Putting It All Together will describe a step by step design of a Schedule Columns Tab Overview Headings can be automated or ungrouped and replaced after the schedule is created Schedule Listing Schedule columns There are three tabs in the display as they will on ore maa Schedules screen the report Fees rin Fonts Periods and Columns Each tab has a set of param eters to be defined for the dis play of the student schedule Activate the checkbox in the Information column of the information you want displayed Prior course informa tion for the year can be included using the correct PowerSchool codes Column width Column width can be set manually or adjusted using the R L arrows As the column width is adjusted the visual display in the text window will adjust Once a schedule is defined and set up it can be saved with a
111. point size can be added after the text is typed Text Properties Window Enter text in the text box Properties Text We are doingthis is a test to see if the Style Sheet can be selected before the typing begins For more information on fields and functions please refer to l Chapter 8 Fields and Functions Alignment Left Center Right Alignment Ed Font Size 11 H Color Mt Frame Variable Frame Attributes Font Times Line Spacing 12 in Points Optional Special Move to Next Record Style Plain Bold Italic Layer amp Sample Basic text attributes Sample shows how your text will display Cancel S Check Spelling Frame Frame type defines the behavior of the text box margins Variable allows the text to flow and adjusts to always display the text string Fixed limits the viewable area to the margins set Text that does not fit within the margin will not be displayed Move to Next Record This is an advanced setting used in conjunction with databases Selecting the checkbox allows a report to print multiple records on one page Layer Each object in your report document represents a layer Layers may be stacked on or under other objects in the same document Changing the layer number changes the order of objects stacked Report Designer 2 2 Move Text Once a text box is placed on the workspace you can manipulate it by movin
112. port Designer allows you to import that XML form and edit it in Report Designer Once you have completed making the changes to the old report you may export that report form to XML in order to re import it into PowerSchool The chart below shows the workflow process when editing or changing a report that Your Computer already exists in PowerSchool Export Report Template to XML PowerSchool Server Import the XML Report Template into Report Designer Import new edited report template into PowerSchool Edit the report in Report Designer Export the Report to XML NOTE Delete existing report from PowerSchool before re importing the edited template Report Designer 2 2 Basic Features of the Designer Workspace Untitled 2 lal Workspace _ Page Zoom Object Information Percentage Report Designer 2 2 Designer Workspace Tools Overview If you are familiar with layout software you will find the tools and functions familiar Arrow Tool Text Tool Select and move objects Insert and edit text Box Tool Create boxes Line Tool Create and edit lines Graphic Tool Transcript Tool Insert and edit jpg files Insert transcript objects Student Schedule List Tool Table Wizard Tool Insert student schedule list objects Define and insert a table Insert Functions Tool Insert Fields Tool Align top Align vertical center Align right 11 24 Ali
113. s 1 Select the arrow tool and select graphic or picture to be edited 2 Select Object gt Properties area Properties 0 0 Picture kid3 pg Scaling Option Fill Box proportional centered Student Photo Layer 2 OD mu 3 Make changes to the attributes of the graphic or picture 4 Select OK Move a Graphic or Picture Select the arrow tool and select the graphic or picture to be moved 2 Press the mouse button and relocate the picture or use the arrow keys Press CTRL to move the graphic in greater than 1 point increments as set in Layout Settings or use the precise positioning options in the bottom left half corner of the workspace Rotate a Graphic or Picture 1 Select the arrow tool and select the graphic or picture to be rotated 2 Highlight the rotate box and type in a rotation amount 3 Press Enter on the keyboard or press the mouse button while hovering over the workspace The graphic or picture will rotate according to the percentage To return the graphic to its original angle enter O Report Designer 2 2 Copy a Graphic or Picture Select the Arrow tool and select the graphic or picture to be copied Select Object Duplicate The graphic or picture will be copied and set slightly below the current graphic or picture by the increment defined in Layout Settings Font Style Style Sheet Properti
114. s as signed a different layer number The layer of an object may easily be re defined in the workspace by using the tools or the Object drop down menu selections Font Style Style Sheet Properties Duplicate 50 Insert Fields Insert Functions at Clipboard Text to Table Auto Duplicate Objects Auto Number Text Replace Text Append Text Set Text Frame Set Move to Next Record Re order Object Layers Options E Bring to Front Send to Back Move Forward Layer Tools Move Backward and Options Align to Grid Align Objects 36 Align Object Widths Set Object Position Space Objects Center Objects on Page Group G Ungroup 350 Save Component Insert Component Select Object Filter Selected Objects 41965 Object Alignment Object alignment is made easier by the ability to select multiple objects and align them to gether There are tools in the toolbox for quick alignment of multiple objects and drop down selections in the Object menu that allow precise individual placement of selected objects and alignment of selected multiple objects Align Multiple Objects Quick 1 Select multiple objects on the artboard 2 Select the alignment tool that depicts the desired alignment Align Left Align Top Align Horizontal Center Align Vertical Center Align Right aJa Align Bottom selected Left Align 2
115. s so we create the text object separately Select the Text Tool Select an insertion point to create a text object in the re port Select Object Properties Report Designer v 2 2 e AA Properties be selected before the typi Type 802 North 650 East press the Enter key Levan AZ 84648 press the Enter key Type 602 613 1562 Select Times New Roman Select Center alignment Attributes Ime Timer nment s Font Size 12 Size 12 IUE Font size 12 Font Size 11 Color Frame variable Fraime E Line Spacing 12 in Points Optional Special Move to Next Record Style Plain Bold Italie Layer B Check Spelling Cancel Align the text objects as shown on the following graphic OFFICIAL TRANSCRIPT Central High School Ardei Ay tbe e ebook Amd Colleges 802 North 650 East UIS UE CEDE nd rri 602 613 1562 Student Name Grade Student ID Birthdate 7 Create placeholder for student photo 1 Select the Insert Graphics Tool 8l 2 Browse to find a jpg graphic to act as a placeholder Select the graphic and select OK 3 Activate the checkbox next to Student Photo 4 Select Shrink to Fit Proportional Centered from the drop down menu 5 Select OK Resize the photo to the correct dimensions If desired create a frame using the bo
116. ses O 0 00 Tardies 0 00 4 b Tardies 17 Schedules Cancel Report Designer v 2 2 Student Same 4LastFirsti tema Gender Hill Billie High School Nember DB 533 x orm Emi Locker Number Lecker Nmmbher Grade Grade Level View AZ 55355 alaka Combisatiensknrer Date Ear Date Class Schedule ber Coat daa s LU i 4 10 rm mod inks fp ME E A pereo A ird rer rap oris ipfa MACHT rama yinod infa A cro 14 hd aja A hae inf cien T wi Eri incre XM ricxdher inka Nro qpr hbooerec mit pond indice ramp mod TER E NE e a 5 perio inf Acim Aloo Create guidelines for easier viewing of the schedule Stedcnd ame Law First Lender Lerner i Hill Billie High School Hedon Susmbrr inka 4 555 North Lecker Number Lecker Number Grade Grade Level Canyon View AZ 33355 Locker Comb natioimier Cate Entry Datel Class Schedule Course _ T 1 EN Haam peered mb dp grex J e sni i A i
117. st right most field 2 Select Object gt Properties 3 Activate the checkbox next to Move to Next Record js 9 Create the text object Any changes to this schedule should be discussed with the counseling center ame Simien umhr ALasiFirst a LLL Locker Number Combination AlLorker Numheri AlLsckeg Combination ater Date Eam Date Gender mdr Hill Billie High School Birthdate 555 Exit Camion View AZ 55533 Grade Level Amy changes to the schedule Farent iuardian Flea Wowk Farhes Work eno Pree Ae Gee MR be d pra a bs Ge babs rha Typ he ird iR i a Sars feel ire E ham Fein Una DE 1 Huet ici a ee kyi ginis ku Bahai Cit Linh iben You have now created a schedule for one student but it is only a half page In order to create a full page that includes two schedules we must copy the first half and place it on the second half of the page below the marking line that created earlier for ease of use AMotheri4 Father Hear Pheer Class Schedule should be discussed with the counseling tenter Homer iMailing Street Select the Text Tool Select an insertion point below the schedule form Select Object gt Properties
118. t into the report Report Designer v 2 2 6 Create the Schedule Form Select the Schedule Tool The Schedule properties window opens Student Schedule Listing 1 Courzel Course Hoon Goo Brki 600350 10 CAD 50042 2 Conpumer brenge E Adware Potter 601004 Computer Programa Compuler L ab 600820 Chong Faso BO TOO Fitness For Lite Cn Fonts T Periods Columns Current Historical Store Code Store Cade Tearher Citizenship O 0 00 4 b Citizenship O 000 Course M 150 Comment 09004 Comment 000 Courses Grade 000 4 Gade 0 00 Section Percent 000 4 b Percent O 000 Room Absenses 000 0 00 Tardies O 000 4 Tardies O 0 00 Schedules n Cancel Verify or activate the following checkboxes in the Information column e Period Teacher e Course Course Room When selected the fields may cross over each other in the display but this will be fixed when we adjust the column placements Adjust the column placement numbers manually or using the left and right arrows next to the field Adjust them to match the numbers in the graphic above Report Designer v 2 2 Fonts Tab Student Schedule Listing Schedule Listing Font Helvetica
119. te a Schedule 2 T T MET Transcripts Dodd bei eodd nee OPiS OVENI EW t a Columns Tab OVerVIB Credte a Edita Transcript ODIGGE i Deletera Transcript ODECE uc eoe to Chapter 10 Import Export Import Export RS e ee a e a t For rk ee b rt a v CompoDneLiU E EXDOFLa COMPONEN Import REDON MUN DM CON DU DRM EXDOFUIROGDOLL ER a ie uu da ie ave c d HM DOU AW MDOT ANE THE orm EE A M Chapter 11 Make Reports Easier el m Ho Duplicate Multiple Duplicate and Precisely Position Re use An Object By Making It A Align Gr ps O
120. the correct database information into the object report The transcript window will open with the Options tab selected by default The Options tab allows you to set the font font size and style for the heading and course listings You can select to not automate the school name and information but create your own title heading in the report e 1 D pret d don Hua Fading im um miiy 1 lhi zay Seni ian a i _ Ni LJ ia mms E Lava Columns Tab Overview 5 Tart ae m acm Fields are added and re moved automatically using the and buttons in the upper left hand corner of the Columns tab Automated fields are Course Number Course Name Total Earned Credit Letter Grade Percent Citizenship Earned Credit Hours Other Blank Other may be selected and the PowerSchool code or field may be manually entered in the Format Other column Report Designer 2 2 Select the years to be displayed on the tran script and any further restrictions such as no blank grade courses display The Columns tab defines which database fields will display in each term column Up to six items may be displayed The position of each item can be adjusted independently within the term column If Credit Hours are displayed you may choose the
121. the field to Earned Credit Hours Change the width to 4 Repeat these steps for each quarter remaining The display will continue to adjust as you make changes showing how the transcript information will look once you are done Hold dun or AY bey and drag change row order frasaenipts E Layer 0 Cancel ee 11 Select OK when you are done creating the transcript Central High School SUZ North 650 Exa Levan AZ 546848 502 613 1562 OFFICIAL TRANSCRIPT JF cbe Abed ale qw aedi at Calipers iPhotoFla Tacho 5s anne rmi S nidem IE Birthdate ology 65 8 04 Bes 05 Mi TE 035 0 03 5 History 93 A 02 OS bae Mechanics 92 A 05 95 BS argae Fopma 65 05 Be 05 85 dice 85 05 85 05 Once you select OK the transcript is placed the report workspace Drag the transcript box down to about 2 inches above the bottom of the page This will give growth room for the other years selected to display on the transcript when it prints from PowerSchool NOTE If you need to make the transcript flow into the additional columns on the right hand side of the page set this in the transcript object within PowerSchool Report Designer v 2 2 12 Draw the columns for the quarters Select the Line Tool Draw the lines as shown in the graphic below Central High School 02 North 650 L v n AZ
122. to Mext Record Re aorder Object Layers fring te Front Send ro Back Move Forwand Move B3ckwarid Align r Grid Align Objects 2 Select Object gt Set Object Position Center Objects on Page uri Pasitien Graup fol Loft _ Fep babin lori oen 5 ave Component Insert Component rust Select Object Cancel Filter Selected Objects 3 Select the parameter for the object positioning In this example we are positioning the red and blue boxes to bottom The position determines the distance from each other or from the baseline if using a single object 4 Select OK Object s will reposition Report Designer 2 2 Space Objects opace can be applied to two or more objects The space given is in relation to each object within the group 1 Select the object s to position Object Font Style Sheet Properties Duplicate xD Insert Fields aF Invert Functions zx Cliphoard Text r Table Auto Duplicate Objpecrs Auto Number Replace Text XR Append Text Text Frame Sel Move to Next Record Re aorder Object Layers Bring Front Send to Back Move Forward Move Backward Align ta Grid Align Objects 2 Select Object gt Space Objects Align Object
123. ts Font Style Style Sheet Properties xP va nant Duplicate 320 Number of Objects Insert Fields Offser 024 Horitonial Offset 0 12 ael Insert Functions Number text enlace this text with nember IT ana Starting number Ton Foermad 3 Select the number of boxes you want and set a vertical or horizontal offset from the current box Since there is no text in a line do not enter any informa tion or values in the Auto Number Text section of the popup window 4 Select OK Report Designer 2 2 Graphics and Pictures You can quickly import jpg graphics and pictures into any report document Import a Graphic or Picture 1 Select the Graphic tool 8 A system browse window will display pen Designer eem Gea a HD EN AR susanmriain T y Agehralinni m p irs 32 WEG maga Lraated 6 _ at 217 PM Returned amp hadihad Mew Folder Cancel Open 2 Navigate to graphic or picture jpg file you want to use in this document 3 Select OPEN The Picture Properties window will open Properties Picture Name kidding Na Scaling top left corner only StudentPhoto O Layer 2 4 4 Select
124. ts 24 Points Other The Style drop down menu provides a selection of font and alignment attributes The shortcuts can be used to minimize the time for this task as well as the properties window for the text box Time to apply a style can be further reduced by using Style Sheets Report Designer 2 2 Style Sheet Drop Down Menu otyle Sheets are an effective way to reduce time formatting a document Using Style Sheets will be covered in Chapter 11 Make Reports Easier Basic attributes can be created and saved together and applied in one step when the style sheet is selected Designer File Edit Object Font Style Default Favorites Windows Help Favorites Drop Down Menu Windows Help Designer Object Font Style Style Sheet Ud Add Selected Objects to Favorites L E 1 Favorites eee 1 The Favorites menu allows you to save a text object such as a phrase or heading that is used often Windows Drop Down Menu If several reports are being worked on at one time the Windows drop down menu displays a list of the open windows available This provides an easy method of switching between report documents while you are designing Designer File Edit Object Font Style Style Sheet Favorites Help Help is currently not used with Designer Report Designer 2 2 Chapter 7 Tables Overview The Table Wizard allows you to qui
125. tyle Plain Bold Italic Layer 8 Sample ETS Cancel 5 Draw the separating lines between the heading and the body Jefferson High School Attendance Call List 125 Fay Leung Soest 1 hursday October 9 2003 1251483 ATS 876 1234 FAX 8761 876 1225 EN GR Siwdrat Home Phone Mother Du Fuiker D Mee Call Rasse A 41 Arsen Liari oe Select the Line Tool gt Draw a horizontal line across the page under the heading Select Object gt Properties Set the Line Width to 3 pt Select OK Select Object gt Duplicate Press CTRL lt to align the lines Press CTRL to position the second line slightly below the first 6 your headings Jefferson High School Attendance Call List 135 Fase Leung Soest Thursday October 9 2003 1251483 ATG 876 1234 FAX A0 aai GR Home Phone Mather Day F ibcr D Tall eaten ARS 41 Bubs ri EX Ar DEA AT ix 1 Select the Text Tool Select an insertion point just below the lines on left hand side 2 Select Object gt Properties 4 Type GR Select font Times font size 12 BOLD 5 Select OK 6 Position the text object as shown Report Designer v 2 2 Repeat those steps for each of the following Student Home Phone Mother Day Father Day Note Call Reason ABS 7 Create your
126. uld be selected before selecting CLEAR Selecting CLEAR deletes the text field or function in the cell If deleting an autonum bered cell the autonumbering will not re number to accomodate the loss of that number in the order Report Designer 2 2 Chapter 8 Fields and Functions Overview Fields and Functions can be used to automate the insertion of names addresses and other information from a database Fields and Functions are macro like strings of text that provide instructions for retrieving and inserting information into the field Fields Overview Fields are single lines or strings of text that can be inserted into a text object Fields can be any string of text that you use often Designer allows you to have as many sets of fields that you need Fields already created may be imported into Designer as part of a Field List and inserted into a current report Fields may also be entered manually in Designer and saved in Favorites if used frequently To import Field Lists the fields must be saved as a tab delimited file The fields may be placed in a spreadsheet and saved The file needs to be accessible from your computer when importing If saving the information from Microsoft Excel select Text tab delimited as the file type to save as Import Field Lists 1 Select File gt Setup Fields ene Edit Object Font i Field Lists New Open Medical Feld au school Fields Close xw Fiel
127. x tool 1 52 im Ben Properties armes 013 mg Mo Saling top left comer only Pon 35 1 of gt Report Designer v 2 2 8 Create the border line Select the Line Tool gt Draw a line horizontally across the page under the heading information Select Object gt Properties Properties Set Line Width to 3 Points Line Width 0 25 Points 4 OFFICIAL TRANSCRIPT Central High School Line Color Aade Ay ike Medes dies Ronin adl OLI North 650 East Layer 1 ame Levan AZ 84845 602 613 1562 Student 12 Cancel r ok 9 Create the transcript format You should have the design of the transcript and what information you want on the transcript already defined to make the creation of the transcript information itself easier In this example we are going to display the course name and the grade and credits earned for each quarter Select the Transcript Tool on the Toolbar in the left column Transcrigi end Foet A Sire 10 T Lire T eH fed Display Year Abbervunioa and Schal K n eer seinen Scheu eee Set Term School Name Display to NONE Course Listes Font Helvetica Sire E 11 _ fol
128. xt R ME LED Append Text MED DTP DTaP 4 Set Text Frame MED DTP DTaP 5 Set Move to Next Record Re order Object Layers MED Bring to Front Send to Back MED Hib 1 Move Forward Move Backward Aliqn to Grid 2 Select a field list from the drop down menu then select the field to add to the current report 3 Select INSERT A text box containing the field information will be placed on the workspace of the report You can now move and place the object where you want it to be in the report Report Designer 2 2 Using The Text Properties Window 1 Select the Text Tool and select an insertion point on the report workspace 2 Select Object gt Properties Teat e om insert Fields Select the Fields Tool 3 4 Selectthe List Field from the drop down menu 5 Selecta field from the list displayed 6 Select INSERT aoe Propertii Fosi Bo Anc Bm S iw Font Sume 13 Fisa food frome Cheri Canrel To add multiple fields repeat steps 4 and 5 Fields can be aligned or stacked by putting a return between them in the properties window Text attributes frame type alignment and layer may be set in this window NOTE If you already know the field information to enter you may also enter a field into a text object by just creating the object and typing Report Designer 2 2 Edit
129. xt objects may now be selected and manipulated Report Designer 2 2 Edit a Schedule If you saved your designed schedule you can re open that schedule and make changes to the form 1 Select the Schedules tool 2 Select the saved schedule from the drop down menu Schedules bas HAHH number 1 Savi 4 H Schedule Listings 3 Make changes to the design as desired and select SAVE from the drop down menu pap Save Schedule Listing As Cancel 4 Accept or type in the same name as before and select OK In order to replace the current schedule form on the report with the modified one you must delete the existing form and replace it with the new modified form Delete a Schedule 1 Select the arrow tool 2 Select the Schedule object on the workspace 3 Select Edit gt Cut Edit gt Clear or the Delete button on the keyboard Report Designer 2 2 Transcripts Overview A transcript object pulls information from a database Using the transcript object makes cre ation of transcript information automated When creating a transcript the form for only one year needs to be created PowerSchool will automate creation of as many years transcript information as is identified in the Options tab Options section Options Tab Overview La P gy Ti SINT II The options selected in the Transcript window places information for PowerSchool to read and place
130. ze the text object and center in the award as shown School Year Select the Text Tool Select an insertion point on the next line Select Object gt Properties Text Properties window is shown below Type School Year in the text window Press ENTER on the keyboard Type 2006 2007 Select the Font Times Select OK Resize the text object and position as shown in the award Principal Select the Text Tool A Select an insertion point on the next line Select Object Properties Text Properties window is shown below Type Principal June 4 2007 in the text window Select the Font Times Right alignment Select OK Resize the text object and position as shown in the award 6 Select File Save and save the object report You have now completed your first award certificate Report Designer v 2 2 Attendance Call List Jefferson High School 135 oru EE HO ATE HA FAX E I GE H if 12 Simia LII Damas beet on Carum L aer Donar fiery Dren Aine Dium Fais eam iira larity hom Vern eee Flo eric Dorak mor Mehari Tyson Mia Yury Pim B e

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