Dori Baldwin
Student Info Mgmt Coordinator
Kent ISD
Agenda
 Welcome & Introductions
 Objectives
 Introduction to ReportWorks
 Create Labels
 Create Student Schedules
 Create Cross Tab Reports
 Create Form Letters
Objectives
Upon completion of today's training you will be able to:
 Explore an existing report
 Setup mailing labels with a logo
 Create a list of student’s demographic information
 Create a Cross Tab Report
 Write form letters
Meet the Trainers
 Been with the ISD 11 years
 Started in the classroom
 On PowerSchool since 2001
 Certified PowerSchool Trainer
Your Turn. . . .
ReportWorks Overview
Main features
 Drag-and-drop interface – no more writing codes
 Create report templates for other PowerSchool users to
run without knowing SQL
Tools
 The pages
 The Inspector and the
panels
The Pages
Details Tab
 Title of the report
 Information about
the report
 Publish State
 Choose Data Set
 Student : Basic
 Student : Basic +
Schedule
 New ones with 1.1
Scope Tab
 Boundaries (filters)
 Runtime Controls
 Data Sets
Layout Tab
 Drag and drop data
objects (fields)
 Preview Report
Publish Tab
 Make the report
available to other
PowerSchool
administrative users
 Choose the format
your users will see
 Choose where the
report will show in
PowerSchool
The Inspector and the Panels
The Inspector
 Changes with
the level
 Document
 Page
 Label
 Text
The Panels
 Used in
conjunction with
the inspector
 Modifies format
 Color
 Font
 Format
Getting Started
2 Ways to Get There
 Start from the
PowerSchool Main Menu
 Click ReportWorks
 Click Reports 
Setup  ReportWorks
Separate Application
 JavaTM application
Template or From Scratch
 Template
 Provide frame work
 Good starting place
 Can be used as a
starting point for
staff
 Scratch
 Blank slate
Let’s go live . . .
Activity 1 - Creating a Student Schedule from a
Template
Creating Labels
Labels are a snap with ReportWorks
 Sizes are already defined
 Easier to add your own logo
 Preview the labels before printing or saving
By the numbers





Give your report a title
Limit the data by setting Boundaries (Filters)
Create the Initial Layout
Choose the Label Type
Arrange the data
Start and Name the Project
 From the PowerSchool
main menu
 Click ReportWorks
 Launch
 Select Project from scratch
 Enter name and discription
 From the Detail
 Select the Student :Basic
Data set





Setting Boundaries
 Boundaries limit or
filter who the report
will be run for
 Use Data Set at the
bottom to drag field
into the boundaries
area
 Add the desired filter
 Repeat as necessary





Create the Initial Layout
 In the Layout tab
 Drag “Student” from the data
set to the layout area
 Select the labels report type





Choose the Label Type
 Open the Labels
inspector
 Under Avery Product
number select 5160:
Address Labels





Arrange the Data
 Double-click in the 1st
label (upper left)
 Drag Students >
Contact > FirstLast
Name into this label
 In the Inspector, enter
the LF or other text
 Continue to drag fields
into the label





Let’s go live . . .
Activity 2 – Create Mailing Labels
Activity 3 – Add a Logo to your Labels
Student Lists and Demographic Reports
Basic Student List
 Use a table to layout the fields
 Drag the fields into the individual cells
 Re-size the table to cover the entire page
By the numbers





Start a new project
Choose Table
Arrange the fields in the table
Click Standard > Add Alternate
Use the Inspector to change the row color
Start a New Project
 Click “+ add” button
and select to Add
Project
 Created as Untitled Project
 Right click and Load
 Click Details tab
 Enter name and description
 Select the Student :Basic
Data set





Choose Layout Type
 In the Layout tab
 Drag “Student” from the
data set to the layout area
 Select the Table report
type





Arrange Fields
 Drag Students > Contact
> Last Name into the 1st
column
 Continue to drag fields
into the columns
 First name
 Ethnicity
 Gender
 Adjust column widths





Select Alternate Rows





Select Row Colors
 Click Student Details
 Red box should be
around all columns
 In the Table Row
Inspector
 Click the paint can to
open the Paint/Fill
Inspector
 Select the desired
color





Let’s go live . . .
Activities 4 – 7
Create and format a Simple Student List
Cross Tab Report
Making Information out of Data
 Similar to Pivot Tables
 Counting the numbers of
boys vs girls
 Identify which class has
the most diverse
population
 How many seniors are
girls
Let’s go live . . .
Activities 8-9
Create and format a Cross Tab Report
Label Layout Help
 Open Microsoft Word
 Under Mailings – Labels
 When you pick a specific
label you can view the
details
Sample Labels
Now It’s Your Turn . . .
Complete Activity 4 – Create a Mailing Label
Object Reports
Create when your report requires:
 Complete Control of Layout
 Graphics
 Multiple Pages per student
 Multiple Students per page
Basic Report Elements
Lets take a look . . .
Finding and using Reports
Resources
 Power Data Solutions – PDS

www.powerdatasolutions.org
 PSUG and PSUG-MI

Groups.yahoo.com (search for either and join)
 Power Source

Powersource.pearsonschoolsystems.com
Importing the File
1. Select the bottom report
2. Edit the main report
parameters
3. Change name
Warning. . .
Known Issue:
When reports are imported, extra
line spaces are added.
Now It’s Your Turn . . .
Complete Activity 5 – Import an Object Report
Address Validation
You live where?
 New for PowerSchool 6.0
 Partnership with Google Maps
 Ability to verify and see where the address is.
 If boundary is mapped, you will be able to see address
against the boundary.
Batch Address Validation
 Select a group of students
 Under group functions
 Batch Address Validation
 Errors found can be fixed by going to www.google.com
 Click on Map > Help > Fix and Error
 Follow instructions on site
Now It’s Your Turn . . .
Complete Activity 6 – Batch Address Validation
Summary
You now have the knowledge
 Types of PowerSchool reports
 How to create simple reports
 Where to find reports
 How to import reports
 Batch address validation