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Customizable Reports & Forms

2026.2

This section lists report and form objects that are new or modified in the J1 versions since 2026.1. They are listed by module along with the PBL and object name.

If the datasource has changed in table structure, arguments, the select statement, etc., you may need to recustomize the report or form starting with the <Original> model version of the report or form. If the datasource has not changed, then you need to test your customized report or form to determine if it still works. If it does not work, you may need to recustomize it. If it works, you may use it, but any updates made to the model version are unavailable.

Check the charts in each section for information about the changed reports or forms.

If you are customizing a report to be available in JICS, make sure you start with the PBL on the JICS server.

Note

The 2026.2 release is integrated with InfoMaker 2022 and clients will need to update to InfoMaker 2022 to run reports. See the following guides for details about transitioning, installing, and migrating reports.

Reports

New and Changed Reports Since 2026.1

Campus Portal 2026.2 Changed Reports

None.

Campus Portal 2026.2 New Reports

None.

Module

Report PBL

Report Name

What Changed /Comments

Recustomize?

BU

apreport

r_print_checks

rounding issue for amount totals, penny dropped on reports

yes

BU

apreport

r_print_epays

rounding issue for amount totals, penny dropped on reports

yes

BU

fxreport

r_gl_depr_expense_summary_report

formatting total values

no

HR

pareport

d_check_register_new_ext

Payroll register Symmetry ON | Paychecks/Direct Deposit, Payroll register report Symmetry ON | Paychecks/Direct Deposit/ Regiters reports with Symmetry ON

no

HR

pareport

d_ext_taxes_net_pay_ext

Net Pay and Taxes report

no

HR

pareport

d_jour_entries

Revert "Payroll Distribution report Symmetry ON" | Payroll Distribution report Symmetry ON

no

HR

pareport

r_fed_earning_rpt_ext

Federal report Symmetry ON | Federal Earnings report Symmetry ON | Federal earnings report for SYmmetry | Federal Earning report Symmetry ON | Symmetry Federal Wage/Tax report, Earning report

no

HR

pereport

q_select_employee_snapshot

Employee snapshot

yes

Module

Report PBL

Report Name

What Changed /Comments

HR

pareport

d_ind_tax_register_ext_payrunedit

New report Individual Tax Register for Symmetry

HR

pareport

r_benefit_validation_error

New Benefit Validation report Symmetry ON

Module

Report PBL

Report Name

What Changed /Comments

Recustomize?

AR

arwebreport

d_transfer_amounts

Remove unused query - using q_transfer_amounts

AR

arwebreport

r_ar_oi_inquiry

Rename the AR Inquiry report for Open Items to be distinct from the one for Balance Forward

AV

avwebreport

nr_advising_worksheet_acad_standing

AV Worksheet Report performance improvements.

Yes

AV

avwebreport

nr_advising_worksheet_admin

AV Worksheet Report performance improvements.

Yes

AV

avwebreport

nr_advising_worksheet_advisor

AV Worksheet Report performance improvements.

Yes

AV

avwebreport

nr_advising_worksheet_degree_history

AV Worksheet Report performance improvements.

Yes

AV

avwebreport

nr_advising_worksheet_free_electives

AV Worksheet Report performance improvements.

Yes

AV

avwebreport

nr_advising_worksheet_header

Updates for for performing a left outer join to the address info.

Yes

AV

avwebreport

nr_advising_worksheet_mtg_notes_mss

AV Worksheet Report performance improvements.

Yes

AV

avwebreport

nr_advising_worksheet_next_meeting

AV Worksheet Report performance improvements.

Yes

AV

avwebreport

nr_advising_worksheet_notepad_mss

AV Worksheet Report performance improvements.

Yes

AV

avwebreport

nr_advising_worksheet_repeated_course

AV Worksheet Report performance improvements.

Yes

AV

avwebreport

nr_advising_worksheet_reqmnt_detail_tsi

AV Worksheet Report performance improvements.

Yes

AV

avwebreport

nr_advising_worksheet_requirement_detail

AV Worksheet Report performance improvements.

Yes

AV

avwebreport

nr_whatif_header

AV Worksheet Report performance improvements.

Yes

AV

avwebreport

r_advising_worksheet

AV Worksheet Report performance improvements.

Yes

AV

avwebreport

r_advising_worksheet_tsi

AV Worksheet Report performance improvements.

Yes

AV

avwebreport

r_whatif_advising_worksheet

AV Worksheet Report performance improvements.

Yes

AV

avwebreport

r_whatif_advising_worksheet_tsi

AV Worksheet Report performance improvements.

Yes

Module

Report PBL

Report Name

What Changed /Comments

AP

apwebreport

q_credit_ar_invoices_credit_open_items

Add IM report for Refund Invoices for our OI clients

AR

arwebreport

q_transfer_amounts

Requires a prefix of q_

AR

arwebreport

r_ar_inquiry_open_items

AR Inquiry report for Open Item

New and Changed Additional Reports Since 2026.1

Desktop Forms

New and Changed Forms Since 2026.1

Original forms are stored differently than reports because the original versions of J1 Desktop forms are not stored in J1 code the way the reports are, and the name of a customized form must remain the same as the original.

Reference Forms

The Jenzabar-created versions of all customizable form PBL files are installed to an Original Forms folder. You can always find the current Original version of the form in this location if you have customized these forms in the Custom folder.

The Original Forms folder is created by the installer within the J1 Desktop Programs folder on the machine from which the Custom folder is being updated. These represent Jenzabar's model versions of these files and are not intended to be customized.

Warning

Do not modify these files. Using InfoMaker, you may copy any PBLs or forms within the PBLs from this folder to the Custom folder.

Custom Forms

Module

Report PBL

Report Name

What Changed /Comments

Recustomize?

CM

Custom

location_master_udf@1

Location Master Udf table, appid added and columns made updatable

Yes

Network Custom Install Notes

New and Changed Form Details Since 2026.1

None.