List Reports

As you prepare to create a report, consider the following:

Is the report private for you or public for other users?

Depending on your security permissions, you could have the option to create a private or public report. Private reports can only be viewed by their creator/owner. A public report, requires you to specify which security groups can access it.

What category should the report be included in?

When creating a public report, the report can optionally be placed into a category (e.g., NCLB Reports). Categories are used to organize public reports into groups making them easier to find. Reports that are not placed into a specific category are displayed in a generic category such as Student List Reports.

How will you select the records to include?

To specify the selection criteria for determining the data that will appear in the report, you will prepare a formula.