Saved Custom Report Rollover in Premium

Good morning,


In Premium, we roll the Saved Custom Reports roll over from year to year, as long as they are setup ahead of the academic year progression, This is awesome. However, I have found a couple issues. Any report that have Fee/Discount/ Grade, and actual parameter settings, roll over with the main categories selected, however the sub settings do not always roll forward. I understand that if the sub settings no longer exist, those would be missing, however, for schools that dont tend to change, we have to reset the reports each year.


The other part of this is.(and not sure if it can be done) the custom reports that are scheduled to run for our schools, the scheduling does not roll forward. So in these cases, we often need to make sure all the fields carry forward, and then also reset the schedules. Not sure if there is a way to have those date roll forward as well.


Thank you

Michael

  • Michael Zuchowski
  • Aug 17 2021
  • Implemented
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