2023.2

Customizable Reports & Forms

This section lists report and form objects that are new or modified in the J1 versions since 2023.1. 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 2023.2 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 2023.1

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 2023.3 Changed Reports

Module	Report PBL	Report Name	What Changed /Comments	Recustomize?
CW	rereport	r_nr_id_ptr_indv_note	Revert PDF generation to Ghostscript	No
CW	rereport	r_nr_id_tr_indv_note	Revert PDF generation to Ghostscript	No

Desktop 2023.2 Changed Reports

Module	Report PBL	Report Name	What Changed /Comments	Recustomize?
BU	apreport	r_print_1099int_copya	year end 1099 INT copy A	No
BU	apreport	r_print_1099misc_copya	year end 1099-MISC copy A	No
BU	apreport	r_print_1099nec_copya	year end 1099-NEC copy A	No
BU	apreport	r_print_1099r_copyb_2023	year end 1099-R copyB instructions images and report	No
BU	arreport	q_1098t_student_selection	Updated 1098-T process to use better performing queries; now consistent between main selected student query, custom query and counts query	Yes
BU	arreport	r_1098t_copy_a_form_2023	year end 1098t realigned a checkbox	No
BU	arreport	r_1098t_form_2023	made the background for all columns on copy b transparent.	No
CM	cmreport	r_strpt_tx_ctccbm00m	fixed line padding issue	No
HR	pareport	r_1095c_corrected_image_2023	corrected 1095C form image	No
HR	pareport	r_1095c_landscape_image_2023	corrected 1095C form image	No
HR	pareport	r_4pt_w2_long		No
HR	pareport	r_4pt_w2_long	year end W2 objects	No
HR	pareport	r_4pt_w2_long_image_2023	changed W2 4 part quad and long instruction images	No
HR	pareport	r_4pt_w2_long_image_2023	SSN masking on PDF output	No
HR	pareport	r_4pt_w2_wage_tax_statement		No
HR	pareport	r_4pt_w2_wage_tax_statement	year end W2 objects	No
HR	pareport	r_4pt_w2_wage_tax_statement_image_2023	changed W2 4 part quad and long instruction images	No
HR	pareport	r_4pt_w2_wage_tax_statement_image_2023	SSN masking on PDF output	No
HR	pareport	r_w2_error_report	employee with invalid address should appear on the error report	No
HR	pareport	r_w2_wage_tax_statement		No
HR	pareport	r_w2_wage_tax_statement_image_2023	SSN masking on PDF output	No
PO	poreport	r_open_go	Ensures closed POs don't appear in Open Purchase Orders Not Invoiced Report	Yes
RE	rereport	r_ipeds_12month_enrollment_part_d	New/Updated for IPEDS report changes regarding Other Gender.	Yes
RE	rereport	r_ipeds_completions_part_e	New/Updated for IPEDS report changes regarding Other Gender.	No
RE	rereport	r_ipeds_fall_ef_part_h	New/Updated for IPEDS report changes regarding Other Gender.	No
RE	rereport	r_ir_detail_ipeds_compl	Award Level changes	Yes
RE	rereport	r_ir_ipeds_grs_g1_1_3	Fixed bugs	Yes
RE	rereport	r_ir_ipeds_grs_g2_1_3	Fixed bugs	Yes
RE	rereport	r_ir_ipeds_grs_g3_1_3	Fixed bugs	Yes
RE	rereport	r_nr_id_ptr_indv_note	Added visibility conditions and another row in case both are present	Yes
RE	rereport	r_nr_id_tr_indv_note	Added visibility conditions and another row in case both are present	Yes

Desktop 2023.2 New Reports

Module	Report PBL	Report Name	Comments	Recustomize?
BU	arreport	r_1098t_copy_a_form_2023	year end 1098t copy A and copy B reports	No
BU	arreport	r_1098t_form_2023	year end 1098t copy A and copy B reports	No
BU	apreport	r_print_1099r_copya_2023	year end 1099-R copy A and copy B	No
BU	areport	r_print_1099r_copyb_2023	year end 1099-R copy A and copy B	No
CM	cmreport	r_strpt_ar_transcript	export view and supporting code	No
CM	cmreport	d_strpt_tx_cbm00m_export_v	created export and items needed to run	No
CM	cmreport	r_strpt_tx_ctccbm00m	created export and items needed to run	No
HR	pareport	r_4pt_w2_long_image_2023	year end W2 objects	No
HR	pareport	r_4pt_w2_wage_tax_statement_image_2023	year end W2 objects	No
HR	pareport	r_w2_wage_tax_statement_image_2023	year end W2 objects	No
HR	pareport	r_1095c_cont_landscape_2023	1095C forms and image	No
HR	pareport	r_1095c_cont_landscape_image_2023	1095C forms and image	No
HR	pareport	r_1095c_cont_landscape_nest_2023	1095C forms and image	No
HR	pareport	r_1095c_cont_landscape_nested_2023	1095C forms and image	No
HR	pareport	r_1095c_corrected_2023	1095C forms and image	No
HR	pareport	r_1095c_corrected_image_2023	1095C forms and image	No
HR	pareport	r_1095c_landscape_2023	1095C forms and image	No
HR	pareport	r_1095c_landscape_image_2023	1095C forms and image	No
RE	rereport	r_ipeds_12month_enrollment_part_e	Update IS_IPEDS_DUAL_ENROLLED / New report Part E.	No
RE	rereport	r_ir_ipeds_grs_g1_1_3	New/Updated for IPEDS report changes regarding Other Gender.	No
RE	rereport	r_ir_ipeds_grs_g2_1_3	New/Updated for IPEDS report changes regarding Other Gender.	No
RE	rereport	r_ir_ipeds_grs_g3_1_3	New/Updated for IPEDS report changes regarding Other Gender.	No

Jenzabar One Web 2023.2 Changed Reports

Module	Report PBL	Report Name	What Changed /Comments	Recustomize?
BG	BGWebReport	r_budget_to_actual_worksheet	Budget to Actual worksheet report, sec views replaced with alternate views to support budget created in J1Web	Yes
BG	BGWebReport	r_budget_to_actual_profile	Profile report fixed to support different permissions between desktop and web	Yes
BG	BGWebReport	r_budget_to_actual_profile	Fixed the principal id issue	Yes
GL	GLWebReport	r_post	Eliminated call to f_get_po_num by incorporating it into the main SQL syntax.	Yes
GL	GLWebReport	r_post	USERID column width increased for plugin report	No
RE	REWebReport	d_grade_dist_inst_div_rpt	Fix abort within PB Plugin.	Yes
RE	REWebReport	d_grade_dist_instructor_rpt	Fix abort within PB Plugin.	Yes
RE	REWebReport	d_pt_ft_select	Removed student name	No

Jenzabar One Web 2023.2 New Reports

Note

Several finance reports have been added to J1 Web. Some reports that were brought from Desktop are configured differently to work in J1 Web. Those reports are noted as needing recustomization in J1 Web, which means that the customizations made to the Desktop version won't work in J1 Web even if they are copied into the correct J1 Web PBL. To make customizations to the J1 Web versions of these reports, see the information in Working with Reports in J1 Web.

Module	Report PBL	Report Name	Comments	Recustomize?
AR	ARWebReport	d_transfer_amounts	copied d_transfer_amounts to the plugin report pbl	No
AV	AVWebReport	nr_program_gpa	Graduation Report	No
AV	AVWebReport	r_display_name	Graduation Report	No
AV	AVWebReport	r_grad_advisor_rpt	Graduation Report	No
AV	AVWebReport	r_grad_req_admin_rpt	Graduation Report	No
AV	AVWebReport	r_grad_req_free_electives_rpt	Graduation Report	No
AV	AVWebReport	r_grad_req_stud_aims_rpt	Graduation Report	No
AV	AVWebReport	r_grad_req_sum_rpt	Graduation Report	No
AV	AVWebReport	r_grad_rpt	Graduation Report	No
AV	AVWebReport	r_stud_progress_nested_rpt	New report for Student Progress	No
AV	AVWebReport	r_stud_progress_rpt	New report for Student Progress	No
AV	AVWebReport	nr_advising_worksheet_acad_stand_altgpa	Advising Worksheet Report	No
AV	AVWebReport	nr_advising_worksheet_acad_standing	Advising Worksheet Report	No
AV	AVWebReport	nr_advising_worksheet_acad_standing_hold	Advising Worksheet Report	No
AV	AVWebReport	nr_advising_worksheet_admin	Advising Worksheet Report	No
AV	AVWebReport	nr_advising_worksheet_advisor	Advising Worksheet Report	No
AV	AVWebReport	nr_advising_worksheet_alteration	Advising Worksheet Report	No
AV	AVWebReport	nr_advising_worksheet_cc_course	Advising Worksheet Report	No
AV	AVWebReport	nr_advising_worksheet_course_req_txt	Advising Worksheet Report	No
AV	AVWebReport	nr_advising_worksheet_course_total_aim	Advising Worksheet Report	No
AV	AVWebReport	nr_advising_worksheet_degree_history	Advising Worksheet Report	No
AV	AVWebReport	nr_advising_worksheet_free_electives	Advising Worksheet Report	No
AV	AVWebReport	nr_advising_worksheet_header	Advising Worksheet Report	No
AV	AVWebReport	nr_advising_worksheet_ip_cc	Advising Worksheet Report	No
AV	AVWebReport	nr_advising_worksheet_lines2_mss	Advising Worksheet Report	No
AV	AVWebReport	nr_advising_worksheet_mtg_notes_mss	Advising Worksheet Report	No
AV	AVWebReport	nr_advising_worksheet_next_meeting	Advising Worksheet Report	No
AV	AVWebReport	nr_advising_worksheet_notepad_mss	Advising Worksheet Report	No
AV	AVWebReport	nr_advising_worksheet_repeated_course	Advising Worksheet Report	No
AV	AVWebReport	nr_advising_worksheet_requirement_detail	Advising Worksheet Report	No
AV	AVWebReport	nr_advising_worksheet_tsi	Advising Worksheet Report	No
AV	AVWebReport	r_advising_worksheet	Advising Worksheet Report	No
AV	AVWebReport	r_advising_worksheet_tsi	Advising Worksheet Report	No
RE	REWebReport	d_recalc_enroll_count_course_select	Added ProcessEnrollmentCount processing.	No
RE	REWebReport	d_recalc_enroll_count_err_audit_report	Added ProcessEnrollmentCount processing.	No
RE	REWebReport	d_pt_ft_select	Added for selecting students.	No
RE	REWebReport	d_selection_students	Added new id_num query and report.	No
RE	REWebReport	r_reg_audit	Added new id_num query and report.	No

New and Changed Additional Reports Since 2023.1

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 2023.1

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

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 2023.1

None

2023.2

Customizable Reports & Forms

Note

Reports

New and Changed Reports Since 2023.1

Tip

Campus Portal 2023.3 Changed Reports

Desktop 2023.2 Changed Reports

Desktop 2023.2 New Reports

Jenzabar One Web 2023.2 Changed Reports

Jenzabar One Web 2023.2 New Reports

Note

New and Changed Additional Reports Since 2023.1

Desktop Forms

New and Changed Forms Since 2023.1

Reference Forms

Warning

Custom Forms

Network Custom Install Notes

Warning

New and Changed Form Details Since 2023.1

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