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Predefined SSDT template report definitions as well as user-created reports are displayed under Report Manager. A template report is basically a 'starter' report available for you to generate as is or customize to your specifications.  Previously saved report definitions may be generated, viewed, renamed, deleted, downloaded and shared with specific roles.  The SSDT template reports may be generated, viewed and downloaded only.  However, when a user views a SSDT template report definition, it will take them to the 'Custom Report Creator' option where they can edit the report options, allowing them to save the edited report definitions, enter filters and save it under a new report name.  Their username will be tied to the newly created report.  Here is the grid of the SSDT's available template reports.

They have the option to Import Reports from an outside source and Create Forms.  The Create Forms option allows the user to create alternate versions of forms like Direct Deposit Notices or Payroll Checks, they can add their own "Form" and then the dropdown will show these.  The "how" of setting this up is in the works in the future.

Tags can be created by the user.  Tags are user-defined words that mean something to the user to help categorize report definitions. For example, a tag could be 'YEAREND' or 'MONTHLY' reports.  Then they can use these tags for several other reports , enabling them to search for them easily.

SSDT Reports Definitions

SSDT has provided several template reports (listed above).  All SSDT created reports are displayed with the username 'SSDT'.  You won't be able to change the report name, delete or have the ability to share the reports with users with a specific role because these reports are available to everyone The list of SSDT created reports will continue growing as we add more template report definitions.

Generate and Download Report/Share Saved Report

Automatically generates the report as is, allowing you to select the format, orientation and name of the report before it is generated.

  1.  From the Report Menu select 'Report Manager'
  2. Click on  beside the desired report
  3. Enter in the printing report options
  4.  Click on
  5. The option, will schedule as a background or periodic job:
      1. Job Name:  Enter in a Name for the Job (Report name)
      2. Cron Expression:  This field will be used to specify when/how often the report should run.  Example:  Every day at a specific time, every month on the 12th, every week on Monday, every 3 hours, etc, etc.
      3. Send output to: Enter an email address, FTP, URL or other destination address
      4. Click on  to save the Job Parameters.

We recommend saving the file and not opening it. If the user chooses to open the file they need to be careful not to make any changes to it as it could corrupt it and not allow it to be imported.

     5.  Once it is saved it can be sent to others via email where they can then import it into the Report/Custom Report Creator to be generated as well as save the report to show in their 'Report Manager' grid.

View Saved Report

Opens the report definition details in order for you to see all of the options chosen for the report.  You can then customize it by adding, changing or deleting properties or filters so you get the report you want.  You can save your changes under a new report name in order to re-generate it as needed.

  1. From the Report Menu select 'Report Manager'
  2. Click on beside the desired report to make any changes.  To save the changes under a new report name, enter a report name in the 'Save As' box and click on .

  3. Your report will be found in the 'Home menu' and in 'Report Manager'.
This will take the user to the 'Detail Report' interface where they can see all the options chosen for that Saved Report 


Add or Edit a Tag name 

Click on any report you created in order to rename it, edit the description of the report or the edit the tag names associated with the report.

  1. From the Report Menu, select 'Report Manager' 
  2. Click on to add or edit a tag name of the report you created.
  3. Your report will be found in the 'Home menu' and in 'Report Manager'.

Tags can be created by the user.  Tags are user-defined words that mean something to the user to help categorize report definitions. For example, a tag could be 'YEAREND' or 'MONTHLY' reports.  Then they can use these tags for several other reports , enabling them to search for them easily.

Delete Saved Reports

  1. From the Report Menu select 'Report Manager'
  2. Click on beside the desired report
  3. The user will be given a confirmation box to confirm the deletion. 

Download Report Definition

Allows you to  download the report definition to your computer so it can be sent to others via email where they can then import it into the Report-Detail to be generated as well as save the report to show in their 'Report Manager' grid. 

  1. From the Report Menu select 'Report Manager'
  2. Click on  beside the desired report
  3. Save the report on your computer.  Enter a filename but leave the 'save as type' in .RPD-JSON format.
  4. Email it as an attachment.

Example of a 'Report Definitions':

Then this can be sent to other employees to be revised and generated for their use.

Share Saved Report via a Role

Allows you to share a saved report definition with users who have a specific role.  For example, if you create a Budget Summary Report for grant accounts and want to share the report with your building principals (who all have an existing role called "Principals"), you will select the 'Principal" role in this option and your report will be displayed under each of the principal's Report Manager.

  1. From the Report Menu select 'Report Manager'
  2. Click on  beside the desired report. A window will open listing all the Roles currently on the user's system
  3. Check beside the desired Roles to grant access to this saved report.
  4. Click on to save the change and click on to return to the Report Manager grid and not assign the report to a role.
    1. Any user with the checked Role will now see the report in their 'Report Manager'.

 Favorite

A report can be marked as a 'Favorite' and it will show up on the 'Home' option page under the 'Report Links' Favorites

Query Parameters

When generating a report, the 'Generate Report' box contains a section called "Query Parameters' allowing the user to enter one or more parameters to filter their reports on.  For example, the Payroll Account Report contains query parameters to select specific pay accounts.  

Example of Payroll Account Report Options:


Public Share USPS Report Library

Contains USPS template reports created and shared by other users which can be downloaded and used in your local application.

Go to Help and click on 'Public Shared Reports Library';

Click on the 

There are template reports for USPS-R and USAS-R:

To download a .rpd-json file, click on the file name and save to your desktop or file.  Once saved, you can then import this file into your Report Manger.

To view what the report before downloading the .rpt-json file, click on .

Create Form

Users are able to create forms and load them into the Report Manager for future use:

  1. Enter in the Report Name for the Form
  2. Enter in a Description for the Form
  3. Tags can be created by the user.  Tags are user-defined words that mean something to the user to help categorize report definitions. For example, a tag could be 'YEAREND' or 'MONTHLY' reports.  Then they can use these tags for several other reports , enabling them to search for them easily. 
  4. Search for the Entity Type from the drop down box.  
  5. click on  and attach new Form 
  6. Click on SAVE


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