Navigation: Home > Academic Advisement > Generate Report Requests
3 mini-processes to run batch DPR transcripts for undergraduates:
1. Generate Report Requests
2. Generate Advisement Reports
3. Print Batch Reports
Steps:
Mini-Process #1. Generate Report Requests
First time: Click the Add a New Value tab and follow steps.
Future returns: Click Find an Existing Value and select appropriate run control ID.
For this example, use the First Time procedure.
Click the Add a New Value tab.
Step 1Enter an appropriate title for this process in the Run Control ID box.
For this example, enter batch_transcripts
Step 2Click the Add button.
Step 3Enter appropriate Report Type or choose from magnifying glass search.
For this example, enter DPR
Step 4Enter the appropriate Report Identifier or choose from the magnifying glass search.
NOTE: For academic departments, choose your department name.
Step 5Check the Population Selection box.
Step 6Choose PS Query from the Selection Tool list.
Step 7Click the magnifying glass associated with the Query Name.
Step 8Click on the appropriate query name.
NOTE: If you're an academic department, click on SAA_RPT_PROGRAM.
Step 9Click the Edit Prompts link.
Step 10Enter the appropriate information as prompted.
Step 11Click the OK button.
Step 12Click the Preview Selection Results link.
Step 13Click the Return button.
Step 14Click the Run button.
Step 15Choose the PSUNX as the server name.
Step 16Choose the Web as the Type.
Step 17Choose TXT as the Format.
Step 18Click the OK button.
Step 19Click the Process Monitor link.
Step 20Click the Refresh button until: 1. Run Status = Success
2. Distribution Status = Posted.
Step 21Click on the Details link.
Step 22Click on the Message Log link.
Step 23As a check, make sure there are lines that indicate the advisement report is being processed for your students.
Step 24Mini-Process #2: Generate Advisement Reports
If your advisement report was processing correctly, click on the Generate Advisement Reports link in the main menu.
Step 25Click on the Add a New Value tab.
Step 26Enter a "title" / Run Control ID for this next mini-phase of the process.
Example: generate_advisement_rpts
Step 27Click the Add button.
Step 28Enter or choose the desired Report Type.
For this example, type in dpr
Step 29Click on the calendar icon for the From date.
Step 30Choose the date.
For this example, choose December 15
Step 31Enter the report identifier used earlier in this process.
NOTE: For academic departments, select your department's name.
Step 32Click the Run button.
Step 33Choose PSUNX as the Server Name.
Step 34Choose (None) as the Type.
Step 35Choose (None) as the Format.
Step 36Click the OK button.
Step 37Click the Process Monitor link.
Step 38Click the Refresh button until:
1. Run Status = Success
2. Distribution Status = Posted
Step 39Once report is posted, click on the Details link.
Step 40Click the Message Log link.
Step 41As a check, make sure there are lines that indicate the advisement report is being processed for your students.
Step 42Mini-Process #3: Print Batch Reports
Once the report is Success / Posted, click on the Print Batch Reports link in the main menu.
Step 43
Click on the Add a New Value tab.
Step 44Enter a "title" / Run Control ID for this next mini-phase of the process.
Example: print_batch_rpts
Step 45Click the Add button.
Step 46Enter or choose the desired Report Type.
For this example, type in dpr
Step 47Click on the calendar icon for the From date.
Step 48Choose the date.
For this example, choose December 15
Click the 15 link.
Step 49Click on the calendar icon for the To date.
Step 50Choose the date.
For this example, choose December 15
Step 51Enter the report identifier used earlier in this process.
NOTE: For academic departments, select your department's name.
Step 52Click the Run button.
Step 53Choose PSUNX as the Server Name.
Step 54Choose Web as the Type.
Step 55Choose PDF as the Format.
Step 56Click the OK button.
Step 57Click the Process Monitor link.
Step 58Click the Refresh button until:
1. Run Status = Success
2. Distribution Status = Posted
Step 59Click the Go back to Print Batch Reports link.
Step 60Click the Report Manager link.
Step 61Click the Refresh button until the Status is Posted.
Step 62Click on the link to view the PDF Batch Transcripts.
Step 63The PDF appears in a new window, so turn off ALL pop-up blockers!!
Step 64