For the purpose of this page, we will assume we are developing the following report:

A report that will produce an alphabetical list of male students that meet defined selection criteria.

The report needs to output these fields:
     Student Number, Last & First Name, Class Period, Class Name, and Teacher name

The selection critera is as follows:
    * Selection includes only one Term (TermID) determined when report is run
    * Selection includes only one Class (ClassOf) determined when report is run
    * Selection includes only one Class period (Expression) determined when report is run
    * Only currently enrolled students are listed on the report

Report uses a complex template.

For the purpose of simplicity we will assume that each student is only scheduled for one class per period. The first character of the expression field is the period number.

A - Click on the "Report Tab" on the tab control.

C - Select the "master table" from the drop down list.  When you link to a second table, you will get exactly one record from the second table for each record selected in the master table.  If you are doing a discipline report, you probably want to select table "log". If you are doing a attendance report, you probably want to select the "Attendance" table.  Note: You can only sort on records in the master table.  (This is a report engine limitation). However you can use "eZ_Tools" to sort the report by other fields after the report is run.

This report uses the "Student" table as the master table.  If a student could have more than one class in a given period, you would have to use the "CC" (Student Schedule) table as the master table and the report will be very different,

D - Fill out your personal information in the Author box.

Note: Fill out everything on the "Report Setup" tab for your most commonly used parameters and save it in your "eZ_Reports" folder as "default.rpt".  Everytime you start "eZ_Reports", this information will be automatically loaded so you don't have to enter it again.

E - The "Description" field can contain more information on what the report does.  It is displayed to the user before the report is run.  The "Comment to User" field is used by "eZ_Reports".

F - Enter Report Type information.
      Report Type - Select the type from the drop down list.  The default for "ez_Reports" is
                              Complex Template.
      Encoding Type - This should be HTML if using a template and NO if not using a template.
      International Characters Option - No Conversion for most users.
      For Current School Only - Check if you only want records from the current school.
                                              Uncheck if you want records from the entire district.
      Use Current Selection - If unchecked, records are selected from master table according to
                                         to selection criteria on the "Select & Sort" tab.
                                         If checked, records are selected from master table according to
                                         the current selection in PowerSchool at the time the report is run.
                                         Default is unchecked.
     Include in List - Check if you want report listed under Report Engine reports.
     Don't Reset Page Number - Only used for Merger type reports.

G - The user of the report can override some of your settings at runtime.  To allow this remove the check.

H - Select the destination from the drop down box.
      For a Complex Template Report, the destination will usually be "BROWSER".
      If you pick a different destination, you will have different parameters to enter.
      See the PowerSchool Report Engine Manual for more details.

I - These parameters are for use with complex templates but are not implemented in
      "eZ_Reports" yet.
 
     The parameters that appear in this frame will change if you pick a diferent report type.

J - Additional information.
     Due Dates -  Fill this in if the report needs to be sent to somewhere else by a certain date.
     Send Confirmation To - When the report is run, an email confirmation will be sent to
                                             this address.
     Send Error Messages To - When the report is run, and there are errors, an email
                                                   will be sent to this address.