2021.1

Customizable Reports & Forms

This section lists report and form objects that are new or modified in the J1 versions since 2020.3. 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 re-customize 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.

Reports

New and Changed Reports Since 2020.3

If you have customized any of the changed reports noted in the lists below, you can examine the changes in these reports by customizing and/or examining the original report.

If you are looking at a J1 Desktop report, select the <Original> report and click the Customize button to copy the updated report into the module report PBL. You can then compare the updated original report with your previously customized version and decide if you want to re-customize the original or to modify your customized version.

If you are considering a JICS report, find the location of the report pbl and the name of the report by checking the UI Configuration in the J1 Desktop software. Then use InfoMaker to navigate to and compare the original report and your customized version. Decide if you want to re-customize the original or to modify your customized version by making similar changes.

For J1 Web reports, check the C:\Program Files\Jenzabar\J1 2024\Web\Plugin\Application.json file to find the location of the xxWebReport.pbl files, where xx is the module prefix. This location is defined during the install. In the future, if you have customized the report, use InfoMaker to navigate to and compare the original report and your customized version. Decide if you want to recustomize the report as a copy of the original or to modify your customized version by making similar changes. See Working with Reports in J1 Web for more information.

Tip

If you customize a report/query in InfoMaker and add or remove a column in design mode, make sure the Export/Import Template - XML pane is closed before saving to avoid an extra prompt to Save Template - XML. The easiest way to do this is to go to View/Layouts and choose one of the Jenzabar provided layouts.

J1 Desktop 2021.1 CM New Reports

Module	Report PBL	Report Name	Comments
CM	cmreport.pbl	d_q_strpt_jfa_tx_fadb*	FADB support for JFA customers-Snapshot Criteria window, data collection query

*Texas state reporting licensed.

J1 Desktop 2021.1 PA New Reports

Module	Report PBL	Report Name	Comments
PA	pareport.pbl	r_nr_paycheck_name	Used in W-2 quad form
PA	pareport.pbl	r_nr_paycheck_name_large	Used in W-2 quad form
PA	pareport.pbl	r_4pt_w2_long_image_2020	Used in W-2 quad form
PA	pareport.pbl	r_w2_wage_tax_statement_long_image_2020	New W-2 quad form
PA	pareport.pbl	d_nr_legal_name

JICS 2021.1 New Reports

Module	Report PBL	Report Name	Comments
RE	rereport.pbl	r_nr_id_tr_cbe_achieved_by_stud_page	New report. No recustomization is required.
RE	rereport.pbl	r_nr_id_cbe_achieved_by_stud_page	New report. No recustomization is required.
RE	rereport.pbl	r_nr_id_ptr_cbe_achieved_by_crs	New report. No recustomization is required.
RE	rereport.pbl	r_nr_id_tr_cbe_achieved_by_crs	New report. No recustomization is required.
RE	rereport.pbl	d_nr_grade_cbe_achieved_by_crs	New report. No recustomization is required.

J1 Web 2021.1 New Reports

Module	Report PBL	Report Name	Comments
EV	eventwebreport.pbl	q_event_invitees	New query. No recustomization is required.
SA	sawebreport.pbl	q_select_health_roster	New query. No recustomization is required.
SA	sawebreport.pbl	q_select_reassign_lottery_num	New query. No recustomization is required.
SA	sawebreport.pbl	q_select_resident_roster	New query. No recustomization is required.

J1 Desktop 2021.1 AD Changed Reports

Module	Report PBL	Report Name	What Changed / Comments	Recustomize?
AD	adreport.pbl	d_nr_trav_org_name	Adjusted for name/address changes	Yes
AD	adreport.pbl	r_cand_compos_rpt	Adjusted for name/address changes	Yes
AD	adreport.pbl	r_org_prfl_rpt	Adjusted for name/address changes	Yes
AD	adreport.pbl	r_wcrd_attribute	Adjusted for name/address changes	Yes
AD	adreport.pbl	r_wcrd_counselor	Adjusted for name/address changes	Yes
AD	adreport.pbl	r_wcrd_high_test	Adjusted for name/address changes	Yes
AD	adreport.pbl	r_wcrd_name	Adjusted for name/address changes	Yes
AD	adreport.pbl	r_wcrd_program	Adjusted for name/address changes	Yes
AD	adreport.pbl	r_wcrd_relationship	Adjusted for name/address changes	Yes
AD	adreport.pbl	r_wcrd_requirement	Adjusted for name/address changes	Yes
AD	adreport.pbl	r_wcrd_stage	Adjusted for name/address changes	Yes
AD	adreport.pbl	r_wcrd_test	Adjusted for name/address changes	Yes
AD	adreport.pbl	r_wcrd_year_term	Adjusted for name/address changes	Yes
AD	adreport.pbl	wccr_ad_org	Adjusted for name/address changes	Yes
AD	adreport.pbl	wccr_relationships	Adjusted for name/address changes	Yes
AD	adreport.pbl	wcrd_candidacies	Adjusted for name/address changes	Yes
AD	adreport.pbl	wcrd_relationship	Adjusted for name/address changes	Yes
AD	adreport.pbl	wocr_ad_org	Adjusted for name/address changes	Yes
AD	adreport.pbl	wocr_candidate	Adjusted for name/address changes	Yes
AD	adreport.pbl	wocr_prev_org	Adjusted for name/address changes	Yes
AD	adreport.pbl	wocr_relationships	Adjusted for name/address changes	Yes

J1 Desktop 2021.1 AV Changed Reports

Module	Report PBL	Report Name	What Changed / Comments	Recustomize?
AV	avreport.pbl	nr_advising_worksheet_requirement_detail	Show ARC code and description on AV Worksheet for RBU requirements. Adjusted for name/address changes	Yes
AV	avreport.pbl	nr_advising_worksheet_requirement_detail_tsi	Show ARC code and description on AV Worksheet for RBU requirements. Adjusted for name/address changes	Yes
AV	avreport.pbl	nr_advising_worksheet_header	Adjusted for name/address changes	Yes
AV	avreport.pbl	r_grad_rpt	Adjusted for name/address changes	Yes
AV	avreport.pbl	r_non_reqd_crs_letter	Adjusted for name/address changes	Yes
AV	avreport.pbl	r_stud_crs_needs_letter	Adjusted for name/address changes	Yes
AV	avreport.pbl	nr_advising_worksheet_admin	Adjusted for name/address changes	Yes
AV	avreport.pbl	nr_advising_worksheet_advisor	Adjusted for name/address changes	Yes
AV	avreport.pbl	nr_advising_worksheet_free_electives	Adjusted for name/address changes	Yes

J1 Desktop 2021.1 AP Changed Reports

Module	Report PBL	Report Name	What Changed / Comments	Recustomize?
AP	apreport.pbl	d_nightly_vendor_load	Adjusted for name/address changes	Yes
AP	apreport.pbl	d_trans_hist_govt_form_ds	Adjusted for name/address changes	Yes
AP	apreport.pbl	d_trans_hist_govt_form_ds_over_600	Adjusted for name/address changes	Yes
AP	apreport.pbl	nr_contract_master_detail	Adjusted for name/address changes changed name size from 90 to 91	Yes
AP	apreport.pbl	nr_contract_spending_detail	Adjusted for name/address changes, changed name size from 90 to 91	Yes
AP	apreport.pbl	r_ap_aging_report	Adjust code for name/address changes	Yes
AP	apreport.pbl	r_checks_to_be_issued_report	Adjusted for name/address changes	Yes
AP	apreport.pbl	r_credit_memo	Adjusted for name/address changes	Yes
AP	apreport.pbl	r_elec_pmts_to_be_issued_report	Adjusted for name/address changes	Yes
AP	apreport.pbl	r_nightly_vendor_load	Adjusted for name/address changes	Yes
AP	apreport.pbl	r_vendor_1099_information	Adjusted for name/address changes	Yes
AP	apreport.pbl	r_print_1099nec_form_2_part	Adjust lines on 1099 NEC form	No

J1 Desktop 2021.1 AR Changed Reports

Module	Report PBL	Report Name	What Changed / Comments	Recustomize?
AR	arreport.pbl	d_disbursement_audit_report	Adjusted for name changes	Yes
AR	arreport.pbl	r_1098t_audit_payment_allocations	Adjusted for name changes	Yes
AR	arreport.pbl	r_3rd_party_statements	Adjusted for name changes, removed allocation rows, removed IDs on right of report, legal name security and changes	Yes
AR	arreport.pbl	r_ar_inquiry	Adjusted for name changes	Yes
AR	arreport.pbl	r_ar_inquiry_open_items	Adjusted for name changes	Yes
AR	arreport.pbl	r_estimated_loan_schedule	Adjusted for name changes	Yes
AR	arreport.pbl	r_history_register	Adjusted for name changes	Yes
AR	arreport.pbl	r_history_register_name_pg_brk	Adjusted for name changes	Yes
AR	arreport.pbl	r_nr_2005_statement_address_priority	Adjusted for name changes	Yes
AR	arreport.pbl	r_nr_2005_statement_advisor	Adjusted for name changes	Yes
AR	arreport.pbl	r_nr_2005_statement_header	Adjusted for name changes	Yes
AR	arreport.pbl	r_nr_2005_statement_trans_hist	Adjusted for name changes	Yes
AR	arreport.pbl	r_nr_statement_payment_plan	Adjusted for name changes	Yes
AR	arreport.pbl	r_nr_statements_layout2_advisor	Adjusted for name changes	Yes
AR	arreport.pbl	r_nr_statements_layout3_advisor	Adjusted for name changes	Yes
AR	arreport.pbl	r_overdue_payment_plans_report	Adjusted for name changes	Yes
AR	arreport.pbl	r_payment_plan_aging_report	Adjusted for name changes	Yes
AR	arreport.pbl	r_payment_plan_register	Adjusted for name changes	Yes
AR	arreport.pbl	r_register	Adjusted for name changes	Yes
AR	arreport.pbl	r_1098t_form_2020	Formatting of zip codes that have a hyphen stored in the ZIP code column, tax filer address alignment	No
AR	arreport.pbl	r_1098t_form_generic	Formatting of zip codes that have a hyphen stored in the ZIP code column	No
AR	arreport.pbl	r_1098t_audit_excluded_trans
AR	arreport.pbl	r_1098t_audit_included_trans
AR	arreport.pbl	r_1098t_report	Formatting of zip codes that have a hyphen stored in the ZIP code column	Yes
AR	arreport.pbl	d_statements5	Changed number array to string array for nested report, used the selected billing periods for the run in the nested report	No
AR	arreport.pbl	r_statements_layout2	Changed number array to string array for nested report, used the selected billing periods for the run in the nested report	No

J1 Desktop 2021.1 CM Changed Reports

Module	Report PBL	Report Name	What Changed / Comments	Recustomize?
CM	cmreport.pbl	d_q_strpt_ok_trs_monthly_export_v**	Changes for OTRS and 500Misc/PFT reports	Yes
CM	cmreport.pbl	r_strpt_ar_term_work_stdt*	Dropped Reg Term and added Course Start/End Date	Yes
CM	cmreport.pbl	r_strpt_ar_term_workforce*	Dropped Reg Term and added Course Start/End Date	Yes
CM	cmreport.pbl	d_finaid_inq_student_query	Name/address changes	Yes
CM	cmreport.pbl	d_nr_name_fml	Name/address changes	Yes
CM	cmreport.pbl	r_ad_req_letter	Name/address changes	Yes
CM	cmreport.pbl	r_strpt_ar_annual_instructor_detail*	Name/address changes	Yes
CM	cmreport.pbl	r_strpt_tx_ctccbm00c***	Name/address changes	Yes
CM	cmreport.pbl	r_strpt_ar_perkins_1*	2021 updates to the Arkansas Perkins report	Yes

*Arkansas state reporting licensed.

**Oklahoma state reporting licensed.

***Texas state reporting licensed.

J1 Desktop 2021.1 DE Changed Reports

Module	Report PBL	Report Name	What Changed / Comments	Recustomize?
DE	dereport.pbl	d_donor_attrib_10	Adjusted for name/address changes	Yes
DE	dereport.pbl	d_donor_gift_summary_11	Adjusted for name/address changes	Yes
DE	dereport.pbl	d_donor_giving_club_12	Adjusted for name/address changes	Yes
DE	dereport.pbl	d_donor_giving_relation_2	Adjusted for name/address changes	Yes
DE	dereport.pbl	d_donor_major_potential_9	Adjusted for name/address changes	Yes
DE	dereport.pbl	d_donor_matching_gift_3	Adjusted for name/address changes	Yes
DE	dereport.pbl	d_donor_notepad_13	Adjusted for name/address changes	Yes
DE	dereport.pbl	d_donor_profile	Adjusted for name/address changes	Yes
DE	dereport.pbl	d_donor_relationship_5	Adjusted for name/address changes	Yes
DE	dereport.pbl	d_gift_transaction_8	Adjusted for name/address changes	Yes
DE	dereport.pbl	d_nr_business_name	Adjusted for name/address changes	Yes
DE	dereport.pbl	d_nr_donor_profile_spouse	Adjusted for name/address changes	Yes
DE	dereport.pbl	d_promise_master_records_7	Adjusted for name/address changes	Yes
DE	dereport.pbl	d_reminder_main	Adjusted for name/address changes	Yes
DE	dereport.pbl	d_wealth_engine_export_fw7	Adjusted for name/address changes	Yes
DE	dereport.pbl	d_wealth_engine_export_fw8	Adjusted for name/address changes	Yes

J1 Desktop 2021.1 GL Changed Reports

Module	Report PBL	Report Name	What Changed / Comments	Recustomize?
GL	glreport.pbl	r_project_summary_report	Name master column width changes.	Yes

J1 Desktop 2021.1 PA Changed Reports

Module	Report PBL	Report Name	What Changed / Comments	Recustomize?
PA	pareport.pbl	d_aca_analysis_report	Adjusted for name/address changes
PA	pareport.pbl	d_aca_employee_tracking_report	Adjusted for name/address changes
PA	pareport.pbl	d_check_register_new	Legal name changes on payroll reports	Yes
PA	pareport.pbl	d_deductions_check	Legal name changes on payroll reports	Yes
PA	pareport.pbl	d_deductions_pay_run	Adjusted for name/address changes
PA	pareport.pbl	d_ext_taxes_net_pay	Legal name changes on payroll reports	Yes
PA	pareport.pbl	d_fed_erng_rpt	Adjusted for name/address changes
PA	pareport.pbl	d_fed_unemp_rpt	Adjusted for name/address changes
PA	pareport.pbl	d_fringes_check	Legal name changes on payroll reports	Yes
PA	pareport.pbl	d_fringes_pay_run	Adjusted for name/address changes, legal name changes
PA	pareport.pbl	d_generate_timecards	Adjusted for name/address changes
PA	pareport.pbl	d_ind_fringe_register	Adjusted for name/address changes, legal name changes
PA	pareport.pbl	d_ind_tax_register	Adjusted for name/address changes, legal name changes
PA	pareport.pbl	d_local_wage_tax_reports	Adjusted for name/address changes
PA	pareport.pbl	d_missing_mun_code_report	Adjusted for name/address changes
PA	pareport.pbl	d_multiples_check	Adjusted for name/address changes, legal name changes
PA	pareport.pbl	d_multiples_pay_run	Adjusted for name/address changes, legal name changes
PA	pareport.pbl	d_municipality_reports	Adjusted for name/address changes
PA	pareport.pbl	d_nr_emp_wo_bd_or_pay	Adjusted for name/address changes
PA	pareport.pbl	d_nr_emp_wo_birth_dates	Adjusted for name/address changes
PA	pareport.pbl	d_nr_emp_wo_pay_periods	Adjusted for name/address changes
PA	pareport.pbl	d_nr_employee_benefits	Adjusted for name/address changes
PA	pareport.pbl	d_nr_employees_with_dependents_no_aca	Adjusted for name/address changes
PA	pareport.pbl	d_nr_employees_without_aca_benefit	Adjusted for name/address changes
PA	pareport.pbl	d_nr_employees_without_aca_info	Adjusted for name/address changes
PA	pareport.pbl	d_palocality_reporting	Adjusted for name/address changes
PA	pareport.pbl	d_registers	Adjusted for name/address changes
PA	pareport.pbl	d_taxes_check	Legal name changes on payroll reports	Yes
PA	pareport.pbl	d_time_card_edit_rpt	Adjusted for name/address changes, legal name changes
PA	pareport.pbl	nr_pay_directdeposits	Prenote and live DD did not create a check. Also fixed DD nested report	Yes
PA	pareport.pbl	r_1095c_cont_landscape	Adjusted for name/address changes
PA	pareport.pbl	r_1095c_cont_landscape_2015	Adjusted for name/address changes
PA	pareport.pbl	r_1095c_cont_landscape_2016	Adjusted for name/address changes
PA	pareport.pbl	r_1095c_cont_landscape_image	Adjusted for name/address changes
PA	pareport.pbl	r_1095c_cont_landscape_image_2015	Adjusted for name/address changes
PA	pareport.pbl	r_1095c_cont_landscape_image_2016	Adjusted for name/address changes
PA	pareport.pbl	r_1095c_cont_landscape_nest_2020	Column sequence on report changed
PA	pareport.pbl	r_1095c_cont_landscape_nested	Adjusted for name/address changes
PA	pareport.pbl	r_1095c_cont_landscape_nested_2018	Adjusted for name/address changes
PA	pareport.pbl	r_1095c_cont_landscape_nested_2019	Adjusted for name/address changes
PA	pareport.pbl	r_1095c_cont_landscape_nested_2020	Column sequence on report changed
PA	pareport.pbl	r_1095c_corrected_2020	Update code for plan start month
PA	pareport.pbl	r_1095c_corrected_image_2020	Update code for plan start month
PA	pareport.pbl	r_1095c_landscape_2020	Update code for plan start month. 1095-C amounts didn't print for several codes.
PA	pareport.pbl	r_1095c_landscape_image_2020	Update code for plan start month. 1095-C amounts didn't print for several codes.
PA	pareport.pbl	r_4pt_w2_wage_tax_statement_image_2020	W-2 quad realignment, W-2 quad updated forms, update path on W-2 quad picture, W-2 quad update
PA	pareport.pbl	r_accrual_summ_rpt	Adjusted for name/address changes
PA	pareport.pbl	r_employee_direct_deposit	Name master changes, customizing checks and direct deposits didn't work because of function	Yes
PA	pareport.pbl	r_employee_paycheck	Adjusted for name/address changes
PA	pareport.pbl	r_legal_employee_direct_deposit	Legal name changes, customizing checks and direct deposits didn't work because of function	Yes
PA	pareport.pbl	r_legal_employee_paycheck	Legal name changes, customizing checks and direct deposits didn't work because of function.	Yes
PA	pareport.pbl	r_state_earning_rpt	Adjusted for name/address changes
PA	pareport.pbl	r_state_unemp_rpt	Adjusted for name/address changes
PA	pareport.pbl	r_suirm_qtr_ca	Adjusted for name/address changes
PA	pareport.pbl	r_suirm_qtr_fl	Adjusted for name/address changes
PA	pareport.pbl	r_suirm_qtr_ks	Adjusted for name/address changes
PA	pareport.pbl	r_suirm_qtr_tx	Adjusted for name/address changes
PA	pareport.pbl	r_tx_fica_alternative_report*	Adjusted for name/address changes
PA	pareport.pbl	r_tx_orp_report_detail*	Adjusted for name/address changes
PA	pareport.pbl	r_tx_orp_report_summary*	Adjusted for name/address changes
PA	pareport.pbl	r_tx_sf_workers_comp_audit_report*	Adjusted for name/address changes
PA	pareport.pbl	r_tx_tsa_report_detail*	Adjusted for name/address changes
PA	pareport.pbl	r_tx_tsa_report_summary*	Adjusted for name/address changes

* Texas state reporting licensed.

J1 Desktop 2021.1 PE Changed Reports

Module	Report PBL	Report Name	What Changed / Comments	Recustomize?
PE	pereport.pbl	r_ipeds_fall_staff_part_h_nonisnt_1	IPEDS part H - New Hires changed >=10 to >=11, IPEDS Part H adjust new hire SQL
PE	pereport.pbl	r_ipeds_fall_staff_part_h_nonisnt_2	IPEDS part H - New Hires changed >=10 to >=11, IPEDS Part H adjust new hire SQL
PE	pereport.pbl	r_ipeds_fall_staff_part_h_nonisnt_3	IPEDS part H - New Hires changed >=10 to >=11, IPEDS Part H adjust new hire SQL
PE	pereport.pbl	r_ipeds_fall_staff_tenure_part_h	IPEDS part H - New Hires changed >=10 to >=11, IPEDS Part H adjust new hire SQL
PE	pereport.pbl	r_ipeds_newhire_comp	IPEDS Part H adjust new hire SQL
PE	pereport.pbl	d_after_interview	Adjusted for name/address changes	Yes
PE	pereport.pbl	d_ipeds_audit_rpt	Adjusted for name/address changes
PE	pereport.pbl	d_ipeds_error	Adjusted for name/address changes
PE	pereport.pbl	d_ipeds_error_rpt	Adjusted for name/address changes
PE	pereport.pbl	d_ipeds_pt_f_fringes	Adjusted for name/address changes
PE	pereport.pbl	d_position_filled	Adjusted for name/address changes	Yes
PE	pereport.pbl	d_rejected	Adjusted for name/address changes	Yes
PE	pereport.pbl	d_rpt_appl_pos	Adjusted for name/address changes	Yes
PE	pereport.pbl	d_rpt_pos_interviewees	Adjusted for name/address changes	Yes
PE	pereport.pbl	nr_ipeds_error_bio_norow	Adjusted for name/address changes
PE	pereport.pbl	nr_ipeds_error_bio_values_ethnic	Adjusted for name/address changes
PE	pereport.pbl	nr_ipeds_error_bio_values_gender	Adjusted for name/address changes
PE	pereport.pbl	nr_ipeds_error_eeoc	Adjusted for name/address changes
PE	pereport.pbl	nr_ipeds_error_over12	Adjusted for name/address changes
PE	pereport.pbl	nr_ipeds_error_position_date	Adjusted for name/address changes
PE	pereport.pbl	q_select_tx_ers_empl*	Adjusted for name/address changes	Yes
PE	pereport.pbl	r_cupa_4yrf_survey	Adjusted for name/address changes
PE	pereport.pbl	r_cupa_adcomp_survey	Adjusted for name/address changes
PE	pereport.pbl	r_cupa_adm_survey	Adjusted for name/address changes
PE	pereport.pbl	r_cupa_midlevel_sc_survey	Adjusted for name/address changes
PE	pereport.pbl	r_cupa_midlevel_survey	Adjusted for name/address changes
PE	pereport.pbl	r_cupa_nfs_survey	Adjusted for name/address changes
PE	pereport.pbl	r_cupa_nonexempt_survey	Adjusted for name/address changes
PE	pereport.pbl	r_cupa_prf_survey	Adjusted for name/address changes
PE	pereport.pbl	r_eeoc_eeoc1_survey	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_eap_part_a_b	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_eap_part_c	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_fall_staff_notenure_part_h	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_fall_staff_part_g	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_fall_staff_part_g_totals	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_fall_staff_part_h_con_len	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_fall_staff_part_h_nonisnt_1	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_fall_staff_part_h_nonisnt_2	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_fall_staff_part_h_nonisnt_3	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_fall_staff_part_h_sal_cls	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_fall_staff_part_i_sal_cls_1	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_fall_staff_part_i_sal_cls_2	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_fall_staff_part_i_totals	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_fall_staff_part_j_nonprof	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_fall_staff_part_j_prof	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_fall_staff_part_j_totals	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_fall_staff_part_k_totals	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_fall_staff_part_l_fac_sts	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_fall_staff_part_l_pos	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_fall_staff_part_l_totals	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_fall_staff_tenure_part_h	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_instruct_staff_notenure_part_a	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_instruct_staff_part_a	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_instruct_staff_ranknotenure_part	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_instruct_staff_ranktenure_part_a	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_instruct_staff_tenure_part_a	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_instruct_staff_total_part_a	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_noninst_staff_occ_part_b_d_1	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_noninst_staff_occ_part_b_d_2	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_noninst_staff_occ_part_b_d_3	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_noninst_staff_occ_part_b_d_4	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_noninst_staff_occ_part_d_5	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_noninst_staff_tenure_part_b	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_noninst_staff_tenure_part_e	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_noninst_staff_total_part_b_e	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_salaries_part_d_con_len	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_salaries_part_d_fac_sts	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_salaries_part_e_con_len	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_salaries_part_f_con_len	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_salaries_part_g_con_len	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_salaries_part_g_inst	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_salaries_part_g_noninst	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_staff_part_e	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_staff_total_part_c	Adjusted for name/address changes
PE	pereport.pbl	r_ipeds_staff_total_part_f	Adjusted for name/address changes
PE	pereport.pbl	r_ir_employee_no_bio_pos	Adjusted for name/address changes
PE	pereport.pbl	r_ir_employee_positions_reg	Adjusted for name/address changes
PE	pereport.pbl	r_ir_employee_reg_biograph_info	Adjusted for name/address changes

* Texas state reporting licensed.

J1 Desktop 2021.1 PF Changed Reports

Module	Report PBL	Report Name	What Changed / Comments	Recustomize?
PF	pfreport.pbl	d_drop_add_report	Adjust code for name/address changes	Yes

J1 Desktop 2021.1 RE Changed Reports

Module	Report PBL	Report Name	What Changed / Comments	Recustomize?
RE	rereport.pbl	r_id_transcript	Changes to transcript for CBE with courses and as supplement	Yes
RE	rereport.pbl	r_tx_id_transcript*	Changes to transcript for CBE with courses and as supplement	Yes
RE	rereport.pbl	r_id_portrait_transcript.srd	Changes to transcript for CBE with courses and as supplement	Yes
RE	rereport.pbl	d_grade_rpt	Changes to grade report for CBE. Adjusted for name/address changes	Yes
RE	rereport.pbl	d_camp_dir_rpt	Adjusted for name/address changes	Yes
RE	rereport.pbl	d_generate_test_id	Adjusted for name/address changes	Yes
RE	rereport.pbl	d_grade_dist_prof_rpt	Adjusted for name/address changes	Yes
RE	rereport.pbl	d_nr_advisor	Adjusted for name/address changes	Yes
RE	rereport.pbl	d_nr_advisor_stud_table	Adjusted for name/address changes	Yes
RE	rereport.pbl	d_nr_advisor_stud_term_sum_div_row	Adjusted for name/address changes	Yes
RE	rereport.pbl	d_nr_section_schedules	Adjusted for name/address changes	Yes
RE	rereport.pbl	d_nr_waitlist	Adjusted for name/address changes	Yes
RE	rereport.pbl	d_occurs_credit_and_pt	Adjusted for name/address changes	Yes
RE	rereport.pbl	d_occurs_student_completions	Adjust code for name/address changes	Yes
RE	rereport.pbl	d_occurs_student_file	Adjusted for name/address changes	Yes
RE	rereport.pbl	d_prof_sched_rpt	Adjusted for name/address changes	Yes
RE	rereport.pbl	d_prof_sched_rpt_page_break	Adjusted for name/address changes	Yes
RE	rereport.pbl	d_reg_sum_prof_rpt	Adjusted for name/address changes	Yes
RE	rereport.pbl	d_stud_sched_rpt	Adjusted for name/address changes	Yes
RE	rereport.pbl	d_student_rpt	Adjusted for name/address changes	Yes
RE	rereport.pbl	r_id_gpa_courses	Adjusted for name/address changes	Yes
RE	rereport.pbl	r_nr_campus_and_legal_name	Adjusted for name/address changes	Yes
RE	rereport.pbl	r_nr_id_ptr_org_name	Adjusted for name/address changes	Yes
RE	rereport.pbl	r_nr_id_ptr_pesc_hs_org_name	Adjusted for name/address changes	Yes
RE	rereport.pbl	r_nr_id_ptr_pesc_hs_org_name_code	Adjusted for name/address changes	Yes
RE	rereport.pbl	r_nr_id_ptr_pesc_org_name	Adjusted for name/address changes	Yes
RE	rereport.pbl	r_nr_id_ptr_pesc_src_org_name	Adjusted for name/address changes	Yes
RE	rereport.pbl	r_nr_id_ptr_pesc_src_org_name_codes	Adjusted for name/address changes	Yes
RE	rereport.pbl	r_nr_id_tr_org_name	Adjusted for name/address changes	Yes
RE	rereport.pbl	r_nr_transcript_name	Adjusted for name/address changes	Yes
RE	rereport.pbl	r_tier_hist_hours	Adjusted for name/address changes	Yes
RE	rereport.pbl	r_tier_hist_name	Adjusted for name/address changes	Yes
RE	rereport.pbl	r_ipeds_12month_enrollment_part_a_ug	Fixed the Continuing / Returning column	Yes

*Texas state reporting licensed.

J1 Desktop 2021.1 SA Changed Reports

Module	Report PBL	Report Name	What Changed / Comments	Recustomize?
SA	sareport.pbl	r_act_part_sum_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_att_sum_act_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_att_sum_stud_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_display_name_sa	Updated for column length changes	Yes
SA	sareport.pbl	r_emerg_cntct_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_gen_veh_viol_cat_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_gen_veh_viol_date_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_gen_veh_viol_permit_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_gen_veh_viol_stud_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_gen_veh_viol_type_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_gen_viol_cat_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_gen_viol_date_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_gen_viol_dtl_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_gen_viol_stud_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_gen_viol_type_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_hlth_prf_cde_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_hlth_prf_stud_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_keys_due_dt_rpt	Updated for column length changes
SA	sareport.pbl	r_keys_loc_rpt	Updated for column length changes
SA	sareport.pbl	r_non_acad_prf_gen_viol_sanct_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_non_acad_prf_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_nr_general_sanctions	Updated for column length changes	Yes
SA	sareport.pbl	r_nr_general_vehicle_sanctions	Updated for column length changes	Yes
SA	sareport.pbl	r_nr_restricted_sanctions	Updated for column length changes	Yes
SA	sareport.pbl	r_nr_restricted_vehicle_sanctions	Updated for column length changes	Yes
SA	sareport.pbl	r_nr_restricted_violations	Updated for column length changes	Yes
SA	sareport.pbl	r_nr_viol_dtl_rpt_incident_text	Updated for column length changes	Yes
SA	sareport.pbl	r_ra_veh_viol_cat_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_ra_veh_viol_date_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_ra_veh_viol_permit_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_ra_veh_viol_stud_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_ra_veh_viol_type_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_ra_viol_cat_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_ra_viol_date_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_ra_viol_dtl_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_ra_viol_stud_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_ra_viol_type_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_room_assign_roommates_sub_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_room_assign_sess_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_room_assign_stud_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_sess_act_lst_act_participation_sub_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_sess_stud_resid_list_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_stud_prefs_bldg_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_stud_prefs_roommates_sub_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_stud_prefs_stud_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_stud_viol_history_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_svy_grp_sum_grp_mem_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_svy_issued_rpt	Updated for column length changes	Yes
SA	sareport.pbl	r_veh_reg_sum_rpt	Updated for column length changes	Yes

Module	Report PBL	Report Name	What Changed / Comments	Recustomize?
AV	avreport.pbl	nr_advising_worksheet_requirement_detail	A change was made to display the ARC correctly on this report.	Yes
AV	avreport.pbl	nr_advising_worksheet_requirement_detail_tsi	A change was made to display the ARC correctly on this report.	Yes
AV	avreport.pbl	nr_advising_worksheet_header	Name master changes	Yes
AV	avreport.pbl	nr_advising_worksheet_mtg_notes_mss	Name master changes	Yes
AV	avreport.pbl	nr_advising_worksheet_next_meeting	Name master changes	Yes
AV	avreport.pbl	nr_advising_worksheet_notepad_mss	Name master changes	Yes
AV	avreport.pbl	nr_advisor	Name master changes	Yes
AV	avreport.pbl	q_compute_student_progress	Name master changes	Yes
AV	avreport.pbl	r_advising_worksheet	Name master changes	Yes
AV	avreport.pbl	r_advising_worksheet_tsi	Name master changes	Yes
AV	avreport.pbl	r_advisor_workload_rpt	Name master changes	Yes
AV	avreport.pbl	r_display_name	Name master changes	Yes
AV	avreport.pbl	r_grad_advisor_rpt	Name master changes	Yes
AV	avreport.pbl	r_grad_rpt	Name master changes	Yes
AV	avreport.pbl	r_non_reqd_crs_letter	Name master changes	Yes
AV	avreport.pbl	r_stud_adv_alter_rpt	Name master changes	Yes
AV	avreport.pbl	r_stud_crs_needs_letter	Name master changes	Yes
AV	avreport.pbl	r_stud_crs_needs_rpt	Name master changes	Yes
AV	avreport.pbl	r_stud_next_adv_dte_rpt	Name master changes	Yes
AV	avreport.pbl	r_stud_progress_rpt	Name master changes	Yes
AR	arreport.pbl	r_nr_statements_layout2_advisor	Name master changes	Yes
PU	pureport.pbl	r_print_po_web	Name master changes	Yes
RE	rereport.pbl	d_grade_rpt_web	Name master changes, show CBE on grade report	Yes
RE	rereport.pbl	d_nr_advisor_stud_term_sum_div_row	Name master changes	Yes
RE	rereport.pbl	d_nr_name_pfmls_8pt	Name master changes	Yes
RE	rereport.pbl	r_faculty_schedule_web	Name master changes	Yes
RE	rereport.pbl	r_nr_id_ptr_advisors	Name master changes	Yes
RE	rereport.pbl	r_nr_id_ptr_org_name	Name master changes	Yes
RE	rereport.pbl	r_nr_id_tr_advisors	Name master changes	Yes
RE	rereport.pbl	r_nr_id_tr_org_name	Name master changes	Yes
RE	rereport.pbl	r_student_grade_report_web	Name master changes	Yes
RE	rereport.pbl	r_student_schedule_web	Name master changes	Yes
RE	rereport.pbl	d_nr_advisor	Name master changes	Yes
RE	rereport.pbl	r_tx_id_transcript_web	Added missing parameters	Yes

New and Changed Additional Reports Since 2020.3

The Original versions of Additional Reports are installed to an “Original Additional Reports” subfolder of the J1 program folder and are copied from there to the location specified during the install. In an update, only any completely new PBL files are copied to the specified Additional Reports location from the J1 program folder location.

If you modify an Additional Reports PBL but need to view or revert to the original version later, it can be found in the subfolder of the J1 programs folder.

In the event a change to an Additional Reports PBL is made, the modified version is available in the subfolder of the J1 programs folder.

2021.1 Changed Additional Reports

Module	Report PBL	Report Name	What Changed / Comments	Recustomize?
AD	adreport.pbl	r_ad_req_letter	Adjusted for name changes	Yes
AR	arreport.pbl	ar_inquiry	Adjusted for name changes	Yes
AR	arreport.pbl	ar_inquiry_with_hist_bals	Adjusted for name changes	Yes
DE	dereport.pbl	scholarship_students_sub	Adjusted for name changes	Yes
DE	dereport.pbl	scholarship_donors_sub	Adjusted for name changes	Yes
DE	dereport.pbl	giving_relation_year_sum	Adjusted for name changes	Yes
DE	dereport.pbl	donor_year_sum_01	Adjusted for name changes	Yes
DE	dereport.pbl	donor_master_01	Adjusted for name changes	Yes
DE	dereport.pbl	donor_cat_sum_01	Adjusted for name changes	Yes
DE	dereport.pbl	r_mailings_by_attributes	Name master changes	Yes
DE	dereport.pbl	r_current_students	Adjusted for name changes	Yes
DE	dereport.pbl	r_current_parents	Adjusted for name changes	Yes
DE	dereport.pbl	r_constituency_labels	Adjusted for name changes	Yes
DE	dereport.pbl	r_birthday_report	Adjusted for name changes	Yes
DE	dereport.pbl	r_alumni_profile	Adjusted for name changes	Yes
DE	dereport.pbl	r_alumni_labels	Adjusted for name changes	Yes
DE	dereport.pbl	r_alumni_by_state	Adjusted for name changes	Yes
DE	dereport.pbl	scholarships_listing	Adjusted for name changes	Yes
DE	dereport.pbl	mem_honor	Adjusted for name changes	Yes
DE	dereport.pbl	giving_relations_report	Adjusted for name changes	Yes
DE	dereport.pbl	gift_master_chart01	Adjusted for name changes	Yes
DE	dereport.pbl	gift_master_bit01	Adjusted for name changes	Yes
DE	dereport.pbl	gift_master_01	Adjusted for name changes	Yes
DE	dereport.pbl	donor_honor_roll_sub	Adjusted for name changes	Yes
DE	dereport.pbl	donor_honor_roll	Adjusted for name changes	Yes
DE	dereport.pbl	donors_1000_up	Adjusted for name changes	Yes
DE	dereport.pbl	d_report_sybnt	Adjusted for name changes	Yes
DE	dereport.pbl	d_report_lybnt	Adjusted for name changes	Yes
DE	dereport.pbl	match_gift_plcy_prmpt	Adjusted for name changes	Yes
DE	dereport.pbl	match_gift_plcy	Adjusted for name changes	Yes
DE	dereport.pbl	d_gift_mrg_lrg_ss	Adjusted for name changes	Yes
DE	dereport.pbl	d_gift_mrg_lrg	Adjusted for name changes	Yes
DE	dereport.pbl	relationship_table	Adjusted for name changes	Yes
DE	dereport.pbl	d_report_transmit_by_donor	Adjusted for name changes	Yes
RE	rereport.pbl	r_ir_ipeds_grs_g1_2_3_2010	Adjusted for name changes	Yes
RE	rereport.pbl	r_ir_ipeds_grs_g2_3_1_2010	Adjusted for name changes	Yes
RE	rereport.pbl	r_ir_ipeds_grs_g2_3_2_2010	Adjusted for name changes	Yes
RE	rereport.pbl	r_ir_ipeds_grs_g3_3_1_2010	Adjusted for name changes	Yes

Desktop Forms

New and Changed Forms Since 2020.3

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

The form PBL files that J1 Desktop uses and can be customized reside in the Custom folder. The J1 update process never modifies or deletes the contents of a customer's forms PBL files.

When an update contains new or modified customizable forms PBL files, the modified versions are placed in the Original Forms folder only. It is your responsibility to update the actual Custom form PBL files.

If you have never customized that form, you may copy the modified model form, using InfoMaker, from the modified form PBL file in the Original Forms folder to the same form PBL file in your Custom folder, overwriting your prior form.
If you have customized that form, then, using InfoMaker, compare your customized form to the modified model form and decide whether it is easier to copy the modified model form into your form PBL file and re-customize or to make the same modifications to your customized form. See the list below for information about what has changed in a form.

Network Custom Install Notes

The J1 installer has the ability to detect whether a custom forms PBL file has already been updated to the current version and avoids performing this update again.

Most of the installer runs with elevated privileges, which may allow it to update files that the current user could not otherwise modify, such as the contents of the Program Files folder. The forms update process, however, runs with the privileges of the current Windows user. Jenzabar recommends that someone logged in as a user who has permissions to update the Custom forms files run the installer first.

Once these shared files are updated, installing the update on subsequent computers will not attempt to repeat the update process. This is because the installer, when it first performs the PBL modification process, marks that PBL so that, for every other installation done at the customer site, this form update process does not execute and therefore will not provide an error for a user without elevated privileges. If the service pack is first installed by a user who does not have permissions to update the Custom form files, that user will receive a warning message communicating the fact that the custom forms have not yet been updated to the version that matches this service pack.

If you use a silent install process on all other client machines, the INSTALL_CUSTOM_FORMS=0 silent install parameter accomplishes the same result. However, by doing the step above, you have removed the need to include the INSTALL_CUSTOM_FORMS=0 silent install parameter but you still may continue to use it.

Warning

You must install J1 on one machine first to accomplish the network PBL update or you will not receive those updates.

New and Changed Form Details Since 2020.3

J1 Desktop 2021.1 New Forms

Module	Report PBL	Report Name	Comments
CM	cmform.pbl	udef_nameaddressmaster_udf	This form replaces the former udef_address_master_udf and udef_address_user forms. See J1 2021.1 Transitioning Address Forms for detailed instructions.

J1 Desktop 2021.1 Changed Forms

Module	Report PBL	Form Name	What Changed / Comments	Recustomize?
DE	deform.pbl	d_constit_prop	Adjusted for name/address changes	Yes
PA	paform.pbl	ind_ytd_tax_n	Adjusted for name/address changes	Yes
PA	paform.pbl	ind_ytd_other_yq	Adjusted for name/address changes	Yes
PA	paform.pbl	ind_ytd_dirdeposit_n	Adjusted for name/address changes	Yes
PE	peform.pbl	d_ir_employee_data_udf	Adjusted for name/address changes	Yes

2021.1

Customizable Reports & Forms

Reports

New and Changed Reports Since 2020.3

Tip

J1 Desktop 2021.1 CM New Reports

J1 Desktop 2021.1 PA New Reports

JICS 2021.1 New Reports

J1 Web 2021.1 New Reports

J1 Desktop 2021.1 AD Changed Reports

J1 Desktop 2021.1 AV Changed Reports

J1 Desktop 2021.1 AP Changed Reports

J1 Desktop 2021.1 AR Changed Reports

J1 Desktop 2021.1 CM Changed Reports

J1 Desktop 2021.1 DE Changed Reports

J1 Desktop 2021.1 GL Changed Reports

J1 Desktop 2021.1 PA Changed Reports

J1 Desktop 2021.1 PE Changed Reports

J1 Desktop 2021.1 PF Changed Reports

J1 Desktop 2021.1 RE Changed Reports

J1 Desktop 2021.1 SA Changed Reports

New and Changed Additional Reports Since 2020.3

2021.1 Changed Additional Reports

Desktop Forms

New and Changed Forms Since 2020.3

Reference Forms

Warning

Custom Forms

Network Custom Install Notes

Warning

New and Changed Form Details Since 2020.3

J1 Desktop 2021.1 New Forms

J1 Desktop 2021.1 Changed Forms

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