Working with Reports in J1 Web
Important
Information and features vary according to the roles to which you belong and the permissions associated with those roles. For more information, contact your module manager or your campus support team.
Jenzabar One uses InfoMaker to create report layouts and query the database for report data (these queries are called "data sets" in J1 Web). Many of the report layouts and data sets for report criteria can be customized in InfoMaker and made available for selection in J1 Web. Although InfoMaker cannot be accessed directly from J1 Web at this time, the steps below guide you through the process to create customized versions of report layouts and data sets.
Customized Reports and Data Sets
Most reports that were customized in Desktop are also available in J1 Web after the initial J1 Web installation. However, some customized reports from Desktop are not available in J1 Web because of differences between the two systems. For additional information about whether reports customized in Desktop are available in J1 Web, see the online help for the specific report.
Tip
For a detailed list of new and changed reports in J1 Web, see the "Customizable Reports and Forms" section of the Release News.
Note
Access to network folders where reports are stored is managed by your IT administrator. If you need additional assistance to access or create customized reports or data sets, contact your campus support team.
Create a folder in the location where you want to store J1 Web Reports.
Access C: > Jenzabar > Reports and copy the Jenzabar-provided pbls.
Paste into the folder you just created.
Right-click on the folder you created. Click Properties.
On the Properties pop-up, select the Sharing tab.
Click Share.
On the Network Access pop-up, click Share and then Done.
Select the Security tab, and click the Edit button.
On the Permissions for [Folder Name] pop-up, click Add.
On the Select Users, Computers, Service Accounts or Groups pop-up, click the Object Types button.
Select the checkbox beside Computers.
Click OK. The Object Types pop-up closes.
On the Select Users, Computers, Service Accounts or Groups pop-up, in the Enter the object names to select section, enter the name of the machine where J1 Web application is installed.
Tip
Click Check Names. If an underline appears under the machine name, that means that it is recognized.
Click OK. The Select Users, Computers, Service Accounts or Groups pop-up closes.
On the Permissions for [Folder Name] pop-up, the name of the machine you just added should appear in the Group or user names list.
Click on the machine name, and then use the checkboxes in the Permissions for [Machine Name] section to Allow or Deny access as needed.
Click Apply, and then click OK. The Permissions for [Folder Name] pop-up closes.
On the [Folder Name] Permissions pop-up, click Close.
Then, change the location where J1 Web will look for reports.
In Program Files > Jenzabar > J1 2022 > J1Web > Plugin, open the Application.json file.
Note
When you open the Application.json file, make sure to Run as Administrator.
Replace C:\\Jenzabar\\Reports with the file path of the folder you created and shared.
Add double slashes in the file path.
Save.
Close or minimize the Application.json file.
Run Internet Information Services (IIS) Manager.
In the Connections section, navigate to the Plugin site.
In the IIS section, click Authentication.
Right-click on Anonymous Authentication and choose Edit.
On the Edit Anonymous Authentication Credentials pop-up, ensure that the radio button beside Application pool identity is selected.
Click OK.
If you have customized versions of Desktop reports or queries that you’d like to use in J1 Web, follow these steps.
Note
The original versions of some reports had changes between Desktop and Web. You won't be able to reuse the customized versions of those reports. Instead, follow the instructions in the Customize Reports in J1 Web topic to make a new customized version.
Open InfoMaker.
Access the folder where Desktop customized reports and queries are stored.
For each customized report or query , drag and drop it to the corresponding pbl in the shared network folder referenced in the Application.json file.
The customized reports and queries will now be available in Layout or Data Set drop-downs on the corresponding J1 Web report pages.
Important
Access to the folders where Jenzabar-provided original reports are stored is controlled by your institution. For more information, contact your campus support team or see Working with Reports in J1 Web.
Open InfoMaker.
Click File > Select Library.
On the Select Library pop-up, navigate to the shared folder where Jenzabar-provided original reports and queries are stored.
Select the PBL (PowerBuilder Library) file that contains the report or query you want to customize.
Click OK.
Click the Open icon.
On the Open pop-up, in the Object section, select the report or query you want to customize.
Click OK.
Customize the report or query as needed.
Save the customized version in the shared folder by adding a unique, easily identifiable extension to the file name.
Tip
By default, InfoMaker will save the customized version in the same folder that you opened the original version from. Confirm the file path is correct in the Library section.
On the corresponding report page in J1 Web:
Customized versions of queries will display in the Query or Data Set drop-down.
Customized version of reports will display in the Report Layout drop-down.
Infomaker must be installed on your machine to work with and customize reports. Contact your campus support team for additional information.
In most cases, yes. Customized versions of the report created in Desktop before your school started using J1 Web should be available as options in the Report Layout drop-down. If your school created new customized layouts in Desktop and copied them to the appropriate location on the J1 Web server, those reports are also available in the drop-down.
However, certain reports were modified to be used in J1 Web (i.e., the base report for J1 Web is different from the base report in Desktop). In those cases, the customized versions from Desktop will not work even when they are moved to the correct location on the J1 Web server. You'll need to re-customize those reports from the original version of the J1 Web report by following the instructions to Customize Reports for J1 Web.
See the help for each report page for guidance about customizing a specific report.
Verify the PowerBuilder Services URL is entered correctly in System Administration, System Settings, Product Installs and Sign page.
The URL must use HTTPS and not HTTP
The URL subdomain and domain must match the J1 Web URL
If the location where you store J1 Web reports is not the default installation location (C: > Jenzabar > Reports), verify the J1 Web server has permission to access the location. Detailed steps are available in the help topic Working with Reports in J1 Web.
For the customized versions of the report created in Desktop to appear as choices in the Report Layout field drop-down, your campus support team needed to complete certain steps as part of the installation process. For more information, contact your campus support team or see Working with Reports in J1 Web.
Tip
Only custom versions of the report created in Desktop before J1 Web installation will appear as choices in the Report Layout field drop-down. Reports customized in Desktop after you've installed J1 Web are not available in the drop-down unless they have been copied over to the appropriate location on the J1 Web server.
No. Custom versions of the report created in J1 Web won't be available in Desktop.