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# PowerSchool Customization

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## Enterprise Reporting / Oracle APEX

APEX | Enterprise Reporting
--- | ---
Oracle's Application Express Development Tool | PowerSchool's Reporting Module Built Using APEX
Create APEX Report Pages | Publish APEX Pages as PowerShool Reports
Access Granted by User Account | Access Granted by User Role
Created and Supported by Oracle | Created and Supported by PowerSchool

## Access APEX

Start Page > Staff > Select A Staff Member > Security Settings - Applications

User access to APEX is granted through user security settings.

To access APEX, enter your server name followed by the port number :8443 (or :7980 if you do not use SSL) and /ords. For example: http://yourserver.powerschool.com:8443/ords Then sign in to the PS workspace using your PowerSchool ID and APEX password. |

From the APEX start page, select the Application Builder icon to view the APEX applications in the PS workspace.

You will find two PowerSchool Enterprise Reporting applications:

- 100 is for your own custom reports
- 200 is for PowerSchool's pre-built reports

## View an Existing Report Design

1. Log into APEX
2. Select the Application Builder
3. To view the APEX pages for the pre-built reports, click PowerSchool Enterprise Reporting 200
4. From the list of pages at the bottom, click 2 – Student Demographic
5. Use the Page Designer to view the report's layout, elements, and attributes
6. Click on the Student Demographic table in the Rendering menu
7. The query upon which the report has been built will appear in the right menu

## Create a New Report

1. Log in to APEX
2. Select Application Builder
3. Select application 100 (custom APEX reports)
4. Click the Create Page button

5. From the options on the "Create a Page" window, click Report
6. Select Interactive Report
7. Enter a page number (each report must have a unique page number)
8. Enter a page name
9. Use defaults for all remaining fields and click Next

10. For the Navigation Preference option, use the default selection Do not associate this page with a navigation menu entry and then click Next
11. Choose SQL Query for the Source Type Option
12. Select the Query Builder icon (the hammer)

13. From the table list, select the following: Students, PGFinalGrades, Sections, Courses, Schools
14. As each table is selected, it will appear on the upper-right pane
15. Click the checkbox to the left of a field name to include that field in the report. Students - lastfirst, grade_level PGFinalGrades - grade, finalgradename Sections - section_number, termid Courses - name Schools - name

16. Next, we need to establish the table relationships
17. Click the far-right box next to id in the Students table
18. Click the far-right box next to studentid in the PGFinalGrades table. This creates a join between the two tables, and a line will appear between the tables on the screen to indicate that the join has been established
19. Join PGFinalGrades to Sections on [PGFinalGrades]sectionid = [Sections]id
20. Join Sections to Course on [Sections]course_number = [Courses]course_number
21. Join Students to Schools on [Students]schoolid = [Schools]school_number

22. Click the Return button in the upper-right corner of the query builder screen to return to the report builder and insert the query
23. Select No from the dropdown labeled Link to Single Row View and click the Next button
24. Click Create

25. Click the Save and Run icon (the blue play button)

## Exporting and Importing

### Exporting

1. Click Application Builder from the top menu and select the 100 application
2. Select the report to be exported to open the page in the Page Designer
3. On the Page Designer toolbar, click the Utilities icon (the wrench) and click Export
4. On the Export Page window, use the default options and click Export Page

### Importing

1. From the APEX main menu, click Application Builder, then select the 100 application
2. From the large icons at the top of the page, click Export / Import (the last icon)
3. Select Import
4. On the Import window, click Choose File, then find and select your exported SQL file
5. For the File Type option, use the default selection of Database Application, Page or Component Export and click Next
6. To install the imported SQL file, on the File Import Confirmation page, click Next
7. Then click Install Page
8. On the Page Installed page, in the text message, click Export Repository to delete the SQL file you imported
9. Check the row for your imported file
10. Click Delete Checked, then for the confirmation message, click OK
11. From the top menu, click Application Builder, then select the 100 application
12. Find your imported page to verify that the import was successful

## Access Enterprise Reporting

Start Page > System Administrator > Roles Administration > User Access Roles

User access to Enterprise Reporting is granted through Roles Administration. To access Enterprise Reporting, you must be assigned a user role that has permission to manage the Enterprise Reporting reports or to view reports in one or more of the report categories.

## Publishing an APEX report to PowerSchool Enterprise Reporting

Start Page > Reports > Reports (Enterprise Reporting)

The Enterprise Reporting screen will include the core PowerSchool Enterprise Reports. Additional reports created in APEX can be added to the list using the Add button

1. Click the Add button from the Enterprise Report home screen
2. Select the desired report from the Report Name dropdown
3. Enter a description for the report
4. Choose an appropriate Category
5. Select Published
6. Click the Save button at the bottom of the dialog

The report will now be listed in the selected category.

## Running Enterprise Reports

The following examples will demonstrate running, configuring, and filtering the Current Grades Report created in APEX in the previous sections.

### Running the Report

- From the Enterprise Reporting screen, click the name of the desired report (Current Grades Report)
- The search box at the top of the report allows users to search entire rows or specific columns in the report
- By default, searches are applied to an entire row
- Click the search button to select a specific column to which the search will be applied

Click on any column heading to open column functions. Sort Ascending Sort Descending Hide Column Control Break - Group results by values in this column |
Click the Actions button for additional features. Filter - Filter results on column values Rows Per Page - Number of results displayed on one page Format - Sorting, Grouping, Charting, Aggregate Functions, Computations, Highlighting Flashback - View data as it existed a specified number of minutes in the past Save Report - Save selected formatting of the report Reset - Clear all formatting Help - Help text Download - Save results as csv, HTML, or PDF. Additional option to send result in email. |

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