2023.1

Customizable Reports & Forms

This section lists report and form objects that are new or modified in the J1 versions since 2022.2. 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 2023.1 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 2022.2

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.

Campus Portal 2023.1 Changed Reports

Module	Report PBL	Report Name	What Changed	Recustomize?
AV	avreport	nr_advising_worksheet_acad_standing_hold	Fixed overlap issue. (RN53675)	No
AV	avreport	r_advising_worksheet	Fixed header sizing. (RN53675)	No
AV	avreport	r_advising_worksheet_tsi	Fixed header sizing. (RN53675)	No
AV	avreport	nr_advising_worksheet_acad_standing	Filled in missing arguments of nested report. (RN53675)	No
AV	avreport	nr_advising_worksheet_header	Filled in missing arguments of nested report. (RN53675)	No
AV	avreport	nr_advising_worksheet_mtg_notes_mss	Fixed sorting and date.	No
RE	rereport	d_nr_grade_gpa_alt1	Added changes for PB plugin and condition based masks for missing areas in RE. (RN32604)	No
RE	rereport	d_nr_grade_gpa_alt2	Added condition based masks for missing areas in RE. (RN32604)	No
RE	rereport	d_nr_grade_gpa_career	Added condition based masks for missing areas in RE.(RN32604)	No
RE	rereport	d_nr_grade_gpa_term	Added condition based masks for missing areas in RE. (RN32604)	No
RE	rereport	r_nr_id_ptr_career_summary	Added condition based masks for missing areas in RE. (RN32604)	No
RE	rereport	r_nr_id_ptr_career_summary_alt1	Added condition based masks for missing areas in RE. (RN32604)	No
RE	rereport	r_nr_id_ptr_career_summary_alt2	Added condition based masks for missing areas in RE. (RN32604)	No
RE	rereport	r_nr_id_ptr_subterm_summary	Added condition based masks for missing areas in RE. (RN32604)	No
RE	rereport	r_nr_id_ptr_subterm_summary_alt1	Added condition based masks for missing areas in RE.(RN32604)	No
RE	rereport	r_nr_id_ptr_subterm_summary_alt2	Added condition based masks for missing areas in RE. (RN32604)	No
RE	rereport	r_nr_id_ptr_term_summary	Added condition based masks for missing areas in RE. (RN32604)	No
RE	rereport	r_nr_id_ptr_term_summary_alt1	Added condition based masks for missing areas in RE. (RN32604)	No
RE	rereport	r_nr_id_ptr_term_summary_alt2	Added condition based masks for missing areas in RE. (RN32604)	No
RE	rereport	r_nr_id_tr_career_summary	Add new controls for mask relative to configuration. (RN32604)	No
RE	rereport	r_nr_id_tr_career_summary_alt1	Add new controls for mask relative to configuration.(RN32604)	No
RE	rereport	r_nr_id_tr_career_summary_alt2	Add new controls for mask relative to configuration. (RN32604)	No
RE	rereport	r_nr_id_tr_subterm_summary	Add new controls for mask relative to configuration. (RN32604)	No
RE	rereport	r_nr_id_tr_subterm_summary_alt1	Add new controls for mask relative to configuration. (RN32604)	No
RE	rereport	r_nr_id_tr_subterm_summary_alt2	Add new controls for mask relative to configuration. (RN32604)	No
RE	rereport	r_nr_id_tr_term_summary	Add new controls for mask relative to configuration. (RN32604)	No
RE	rereport	r_nr_id_tr_term_summary_alt1	Add new controls for mask relative to configuration. (RN32604)	No
RE	rereport	r_nr_id_tr_term_summary_alt2	Add new controls for mask relative to configuration. (RN32604)	No

Desktop 2023.1 Changed Reports

Module	Report PBL	Report Name	What Changed	Recustomize?
AV	avreport	nr_advising_worksheet_header	Added Trim around City	No
AV	avreport	nr_advising_worksheet_mtg_notes_mss	Fixed sorting	No
AV	avreport	r_stud_crs_needs_rpt	Added missing table	No
AP	apreport	r_checks_to_be_issued_report	Does not call a function that hits the database in the detail band	Yes
AP	apreport	r_elec_pmts_to_be_issued_report	Does not call a function that hits the database in the detail band, and e-Payment report totals fixed.	Yes
AP	apreport	r_print_1099r_pp_copya	1099R now prints 2 per page (RN49615)	No
AP	apreport	r_print_1099r_pp_copyb	1099R now prints 2 per page (RN49615)	No
AR	arreport	r_1098t_copy_a_form_2022	Generate 1098T copy A form removed electronic preference from Printed Preview window (RN49713)	No
CM	cmreport	r_strpt_ar_term_work_stdt	Changed column format to not include time	No
FX	fxreport	r_fixed_asset_information_report	Removed report title from the prompt added under the main report title	Yes
HR	pareport	d_nr_legal_name	Improved performance (RN50295)	No
HR	pareport	d_transfer_ddp_to_media_6	Removed casting of string (RN50294, RN50295)	No
HR	pareport	nr_pay_all_deductions	Removed sort by desc to item code (RN38405)	No
HR	pareport	r_w2_wage_tax_statement_image_2022	Replaced one wide W2 with Copy C one wide W2 (RN49461)	No
HR	pereport	r_cupa_nonexempt_survey	Updates to CUPA Staff and Professional reports	No
HR	pereport	r_cupa_prf_survey	Updates to Exempt/Non Exempt status	No
HR	pereport	r_ipeds_fall_staff_part_h_nonisnt_1	IPEDS report Part H looking at wrong time frame (RN51469)	No
HR	pereport	r_ipeds_fall_staff_part_h_nonisnt_2	Updated to pull in the correct codes and use the appropriate dates for new hires (RN51470)	No
HR	pereport	r_ipeds_fall_staff_part_h_nonisnt_3	IPEDS report Part H looking at wrong time frame (RN51469)	No
HR	pereport	r_ipeds_fall_staff_tenure_part_h	IPEDS report Part H looking at wrong time frame (RN51469)	No
PO	pureport	r_open_po	Change r_open_po to not be an external report to save on processing time	Yes
RE	rereport	d_nr_grade_gpa_alt1	Added condition based masks for missing areas in RE (RN32604)	No
RE	rereport	d_nr_grade_gpa_alt2	Added condition based masks for missing areas in RE (RN32604)	No
RE	rereport	d_nr_grade_gpa_career	Added condition based masks for missing areas in RE (RN32604)	No
RE	rereport	d_nr_grade_gpa_term	Added condition based masks for missing areas in RE (RN32604)	No
RE	rereport	r_ir_detail_ipeds_fall_a	Fixed the computes for Female Part Time totals. Also fixed spacing so the totals align with each other.	Yes
RE	rereport	r_nr_gpa_tier_history	Added condition based masks for missing areas in RE (RN32604)	No
RE	rereport	r_nr_id_ptr_career_summary	Added condition based masks for missing areas in RE (RN32604)	No
RE	rereport	r_nr_id_ptr_career_summary_alt1	Added condition based masks for missing areas in RE (RN32604)	No
RE	rereport	r_nr_id_ptr_career_summary_alt2	Added condition based masks for missing areas in RE (RN32604)	No
RE	rereport	r_nr_id_ptr_subterm_summary	Added condition based masks for missing areas in RE (RN32604)	No
RE	rereport	r_nr_id_ptr_subterm_summary_alt1	Added condition based masks for missing areas in RE (RN32604)	No
RE	rereport	r_nr_id_ptr_subterm_summary_alt2	Added condition based masks for missing areas in RE (RN32604)	No
RE	rereport	r_nr_id_ptr_term_summary	Added condition based masks for missing areas in RE (RN32604)	No
RE	rereport	r_nr_id_ptr_term_summary_alt1	Added condition based masks for missing areas in RE (RN32604)	No
RE	rereport	r_nr_id_ptr_term_summary_alt2	Added condition based masks for missing areas in RE (RN32604)	No
RE	rereport	r_nr_id_tr_career_summary	Add new controls for mask relative to configuration (RN32604)	No
RE	rereport	r_nr_id_tr_career_summary_alt1	Add new controls for mask relative to configuration (RN32604)	No
RE	rereport	r_nr_id_tr_career_summary_alt2	Add new controls for mask relative to configuration (RN32604)	No
RE	rereport	r_nr_id_tr_subterm_summary	Add new controls for mask relative to configuration (RN32604)	No
RE	rereport	r_nr_id_tr_subterm_summary_alt1	Add new controls for mask relative to configuration (RN32604)	No
RE	rereport	r_nr_id_tr_subterm_summary_alt2	Add new controls for mask relative to configuration (RN32604)	No
RE	rereport	r_nr_id_tr_term_summary	Add new controls for mask relative to configuration (RN32604)	No
RE	rereport	r_nr_id_tr_term_summary_alt1	Add new controls for mask relative to configuration (RN32604)	No
RE	rereport	r_nr_id_tr_term_summary_alt2	Add new controls for mask relative to configuration (RN32604)	No
RE	rereport	r_tier_hist_hours	Added condition based masks for missing areas in RE (RN32604)	No
RE	rereport	r_tier_hist_name	Added condition based masks for missing areas in RE (RN32604)	No
RE	rereport	d_dhu_query	Redid query to match d_degree_history_update.	Yes

Desktop 2023.1 New Reports

Module	Report PBL	Report Name	Comments
HR	pereport	d_q_cupa_nonxsurvey_export_v	Added CUPA Staff Report
HR	pereport	d_q_cupa_prfsurvey_export_v	Added CUPA Professional Survey report

Web 2023.1 Changed Reports

Module	Report PBL	Report Name	What Changed /Comments	Recustomize?
RE	REWebReport	d_nr_grade_gpa_alt1	Fixed previous change and added changes for pb plugin. (RN32604 )	No
RE	REWebReport	d_nr_grade_gpa_alt2	Fixed previous change and added changes for pb plugin. (RN32604 )	No
RE	REWebReport	d_nr_grade_gpa_career	Fixed previous change and added changes for pb plugin. (RN32604 )	No
RE	REWebReport	d_nr_grade_gpa_term	Fixed previous change and added changes for pb plugin. (RN32604 )	No

Web 2023.1 New Reports

Module	Report PBL	Report Name	Comments
AP	APWebReport	d_ap_epay_mag_media	AP ePayment Mag Media report.
AP	APWebReport	d_ap_epay_mag_media_1	AP ePayment Mag Media report.
AP	APWebReport	d_ap_epay_mag_media_5	AP ePayment Mag Media report.
AP	APWebReport	d_ap_epay_mag_media_6	AP ePayment Mag Media report.
AP	APWebReport	d_ap_epay_mag_media_8	AP ePayment Mag Media report.
AP	APWebReport	d_ap_epay_mag_media_9	AP ePayment Mag Media report.
AP	APWebReport	d_print_epay_register_epays	e-Payment register report plugin.
AP	APWebReport	r_nr_print_epays_account_type	e-Payments report plugin.
AP	APWebReport	r_print_epays	e-Payments report plugin.
AP	APWebReport	r_print_overflow_epays	e-Payments report plugin.
AP	APWebReport	r_print_checks	Checks report InfoMaker plugin report.
AP	APWebReport	r_print_overflow_checks	Checks report InfoMaker plugin report.
AP	APWebReport	r_ap_register	AP Register report.
AP	APWebReport	d_print_check_register_checks	Check Register report. Clients need to recustomize the report from the WebReport version; customizations copied from Desktop won't work in J1 Web.
AP	APWebReport	r_elec_pmts_to_be_issued_report	ePayment report.
AP	APWebReport	r_checks_to_be_issued_report	Checks to be issued report.
AP	APWebReport	r_ap_aging_report	AP Aging report. Clients need to recustomize the report from the WebReport version; customizations copied from Desktop won't work in J1 Web.
AP	APWebReport	q_ar_subsid_master
AP	APWebReport	r_ar_credit_invoices
AP	APWebReport	r_cash_requirements_report	Unpaid Invoices by Bank Account report.
AR	ARWebReport	r_nr_statements2_2
AR	ARWebReport	d_statements5	Moved report title to the correct place.
AR	ARWebReport	d_exceptions
AR	ARWebReport	d_ar_company_name
AR	ARWebReport	d_ar_receipt
AR	ARWebReport	d_bp_charge_report_by_account_bp	Billing/charges reports.
AR	ARWebReport	d_bp_charge_report_by_bp_account	Billing/charges reports.
AR	ARWebReport	d_bp_charge_report_by_bp_id_num	Billing/charges reports.
AR	ARWebReport	d_bp_charge_report_by_id_num_bp	Billing/charges reports.
AR	ARWebReport	d_checks_received3	Payments received list.
AR	ARWebReport	d_groups_checks_received1	Checks Received report.
AR	ARWebReport	d_groups_checks_received2	Checks Received report.
AR	ARWebReport	r_ar_inquiry
AR	ARWebReport	r_nr_statement_payment_plan	Account statement report.
AR	ARWebReport	r_nr_statements_layout2_advisor	Account statement report.
AR	ARWebReport	r_nr_statements_layout2_division	Account statement report.
AR	ARWebReport	r_nr_statements_payment_plan	Account statement report.
AR	ARWebReport	r_statements_layout1	Account statement report.
AR	ARWebReport	r_statements_layout2	Account statement report.
AR	ARWebReport	r_statements_layout3	Account statement report.
AR	ARWebReport	r_statements_layout4	Account statement report.
AV	AVWebReport	r_inst_req_rpt	New Report.
AV	AVWebReport	r_curr_imp_adv_tree_table_nested_rpt	Added new report to new AVWebReport folder/library.
AV	AVWebReport	r_curr_imp_adv_tree_table_op_nested_rpt	Added new report to new AVWebReport folder/library.
AV	AVWebReport	r_curr_imp_rpt	Added new report to new AVWebReport folder/library.
FX	FXWebReport	r_fixed_asset_analysis_report	Fixed Asset Analysis report (called Fixed Asset Information Report in Desktop). Clients need to recustomize the report based on the WebReport version; customizations copied from Desktop won't work in J1 Web.
GL	GLWebReport	r_gl_trial	Trial Balance report.
GL	GLWebReport	r_project_summary_report	Project Summary report.
PO	PUWebReport	r_not_received_open_po	Open POs not Received report.
PO	PUWebReport	r_nr_address_po	PO API address.
PO	PUWebReport	r_po_by_vendor	PO by Vendor report.
PO	PUWebReport	r_po_req_desc	Print requisitions.
PO	PUWebReport	r_print_po	Print POs.
PO	PUWebReport	r_print_requisition	Print requisitions.
PO	PUWebReport	r_open_po	Open POs Not Invoiced report.
RE	REWebReport	d_grade_table_list	Copied code from desktop window.
RE	REWebReport	d_grade_dist_inst_div_rpt	New Data Windows.
RE	REWebReport	d_q_grade_dist_inst_div_select	New Data Windows.
RE	REWebReport	d_q_acad_recalc_select	Query to build id_num list for Academic Recalc.

Web 2023.1 Removed Reports

Module	Report PBL	Report Name	Comments
AR	ARWebReport	r_edit	There can be only one r_edit report.

New and Changed Additional Reports Since 2022.2

None.

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.

Desktop Forms

New and Changed Forms Since 2022.2

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

None.

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 2022.2

Desktop 2023.1 Changed Forms

Module	Report PBL	Report Name	What Changed /Comments	Recustomize?
CM	cmform	udef_name_user@1.srd	Changed property to only update on key column. (RN47863)
RE	reform	udef_ir_student_data_udf@1.srd	Added ID to parameters for form. (RN49494)

2023.1

Customizable Reports & Forms

Note

Reports

New and Changed Reports Since 2022.2

Tip

Campus Portal 2023.1 Changed Reports

Desktop 2023.1 Changed Reports

Desktop 2023.1 New Reports

Web 2023.1 Changed Reports

Web 2023.1 New Reports

Web 2023.1 Removed Reports

New and Changed Additional Reports Since 2022.2

Desktop Forms

New and Changed Forms Since 2022.2

Reference Forms

Warning

Custom Forms

Network Custom Install Notes

Warning

New and Changed Form Details Since 2022.2

Desktop 2023.1 Changed Forms

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