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FAQ
School CRM
CMS Widgets - Reporting Options
CMS Widgets - Reporting Options
Reporting Options appear on two types of
CMS Widget
s:
-
CMS Widget - Report Runner
-
CMS Widget - Simple Report Runner
Send Email When Complete
determines whether an email is sent to the user's email address when the report has finished rendering.
Note
:
Send Email When Complete
is only applicable to PDF reports.
Show Extra Conditions
determines whether additional conditions may be added when running the report.
Note
:
Show Extra Conditions
is only applicable to PDF reports.
Single Record
determines whether a report is run for an individual record or a set of selected records.
Note
: To make reports available to teachers, associate the Faculty role with the
DAT Query
. To make the report available to parents, associate the Parent role with the
DAT Query
. To make the report available to students, associate the Student role with the
DAT Query
.
Note
: Be careful regarding what information is made available in the
DAT Query
- while the ability to access health and financial information is initially hidden behind user roles in the
DAT
, the user who creates the report can specify whatever roles they wish for the report availability.
Note
: Custom roles can be created in the CMS, and used as roles for a
DAT Query
.
See also
CMS Widget - Simple Report Runner
CMS Widget - Report Runner
CMS Widget
DAT Query
User
DAT
PCR Educator K-12 School Information System is an online database engineered for independent and private schools to deliver the highest level of flexibility, unique experience, transparent communication and customized design. Being a complete cloud-based solution, PCR Educator system guarantees convenient access anytime, anywhere.
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