2023.3

Customizable Reports & Forms

This section lists report and form objects that are new or modified in the J1 versions since 2023.2. 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 2023.3 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 2023.2

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 2023.3 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 2023.3 Changed Reports

Module	Report PBL	Report Name	What Changed /Comments	Recustomize?
CM	cmreport	r_strpt_ar_course_term_pub *	#59685 fixed regulatory reporting for changes	Yes
CM	cmreport	d_q_strpt_ok_uds_fac_export_v **	#61387 split export views and add code needed	No
CM	cmreport	r_strpt_ok_uds_facilities_room **	#61383 QA fixes	Yes
HR	pareport	r_4pt_w2_long_image_2023	#61120 SSN masking fix	Yes
HR	pareport	r_4pt_w2_wage_tax_statement_image_2023	#61120 SSN masking fix	Yes
HR	pareport	r_w2_wage_tax_statement_image_2023	#61120 SSN masking fix	Yes
RE	rereport	r_nr_id_ptr_indv_note	Revert PDF generation to Ghostscript	No
RE	rereport	r_nr_id_tr_indv_note	Revert PDF generation to Ghostscript	No
RE	rereport	r_id_portrait_transcript	Changed to be able to hide terms. Updated to use a new view to get holds. Renamed the new view. Changed how the "term withheld" message is displayed. Fixed problem where the message appeared multiple times for a term.	Yes
RE	rereport	r_id_transcript	Changed to be able to hide terms. Updated to use a new view to get holds. Renamed the new view. Changed how the "term withheld" message is displayed. Fixed problem where the message appeared multiple times for a term.	Yes
RE	rereport	r_tx_id_transcript ***	Changed to be able to hide terms. Updated to use a new view to get holds. Renamed the new view. Changed how the "term withheld" message is displayed. Fixed problem where the message appeared multiple times for a term.	Yes

Desktop 2023.3 New Reports

Module	Report PBL	Report Name	Comments
BU	apreport	r_1099_misc_summary_rpt_2023	#60701 Add missing 1099MISC reports
BU	apreport	r_govt_form_rvw_data_1099misc_2023	#60701 Add missing 1099MISC reports
CM	cmreport	d_q_strpt_ok_uds_fac_room_export_v	#61387 split export views and add code needed

Jenzabar One Web 2023.3 Changed Reports

Module	Report PBL	Report Name	What Changed /Comments	Recustomize?
AV	avwebreport	nr_advising_worksheet_requirement_detail	nr_advising_worksheet_requirement_detail had contained the source for nr_advising_worksheet_requirement_detail_tsi. I exported both from desktop to the correct file names.	Yes

Jenzabar One Web 2023.3 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
AV	avwebreport	nr_advising_worksheet_requirement_detail_tsi	nr_advising_worksheet_requirement_detail had contained the source for nr_advising_worksheet_requirement_detail_tsi. I exported both from desktop to the correct file names.

New and Changed Additional Reports Since 2023.2

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 2023.2

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

Module	Report PBL	Report Name	What Changed /Comments	Recustomize?
RE	reform	udf_sports_track_user@1	Add user_name, job_name, job_time. Fixed an error	Yes

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 2023.2

None

2023.3

Customizable Reports & Forms

Note

Reports

New and Changed Reports Since 2023.2

Tip

Campus Portal 2023.3 Changed Reports

Desktop 2023.3 Changed Reports

Desktop 2023.3 New Reports

Jenzabar One Web 2023.3 Changed Reports

Jenzabar One Web 2023.3 New Reports

Note

New and Changed Additional Reports Since 2023.2

Desktop Forms

New and Changed Forms Since 2023.2

Reference Forms

Warning

Custom Forms

Network Custom Install Notes

Warning

New and Changed Form Details Since 2023.2

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