Just choose which brand and label number you want, and then arrange the text in the labels.
Activity 1 – Create Mailing Labels
Create a basic label with the student's first name, last name, address, city, state, and zip. Also, set a
boundary (filter) to confine the report to active students only.
1. Click Details
2. To start a new report project, click + add in the upperleft corner of the screen and choose Add Project
The new report project name appears as "Untitled Project."
3. Rightclick Untitled Project and select Load Project
4. Doubleclick Untitled Project to load it automatically
5. Give your project a title that includes your user ID, such as Student Mailing Label_13
6. Give your project a description, such as Avery 5160 labels
7. For Data Set, select Student: Basic
8. Click Scope to set Boundaries (filters) and Runtime Controls (choices of groups of students)
9. In the Data Set panel, click Student to expand the data set
10. Click Demographic to expand that set
11. Click Student_enrollment_status to highlight the field in blue
12. Drag Student_enrollment_status into the main part of the page
13. Make sure the operator in the Add Filter box is set to =
14. Type the number 0 in the field after the operator and click OK
15. Click Layout
16. On the Layout page, choose Label, then click OK
17. Click one of the labels, and on the right of the ReportWorks toolbar, click the Inspector icon to open the
18. In the Labels Inspector, under Avery Product Number, choose 5160: Address Labels
19. Doubleclick inside the first label so that it has a lightred border around it
20. In the Data Set at the bottom of the page, click Contact to expand that set of data objects
If you only see "Student," click to expand and then click Contact.
21. Click FirstLast_name to highlight, and then drag the FirstLast_Name data object to the first label
22. Move your cursor to the bottom right corner of the FirstLast_Name data object, and resize that object to
match the size of the labels
23. In the Text Inspector, click after the FirstLast_Name data object
24. Press Enter to start a new line
25. Click Mailing_Street, then drag the data object into the FirstLast_Name data object
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26. In the Text Inspector, click after the Mailing_Street data object
27. Press Enter to start a new line
28. Click Mailing_City, then drag the data object into the FirstLast_Name data object
29. In the Text Inspector, click after the Mailing_City data object and type a comma and a space
30. Click Mailing_State, then drag the data object into the FirstLast_Name data object
31. In the Text Inspector, click after the Mailing_State data object and type a space
32. Click Mailing_Zip, then drag the data object into the FirstLast_Name data object
33. Click Preview
34. Close the PDF
Activity 2 – Add a Logo to Your Labels
Now it's time to personalize your labels with the school mascot. In this activity, you'll import an image and
modify it to use as a logo.
1. Click or doubleclick the first label so that it has a light red border around it
2. In your activity files on your desktop, go to the ReportWorks folder, and find the file named mini_tiger.png
3. Resize the ReportWorks window so that you can see both the window and the mini_tiger.png file at the
4. Drag mini_tiger.png to the first label
5. In the Image Import box, click Image Shape
6. Resize the tiger image to fit the label box, and position the image to the left of the label box, so that the
text moves to the right
7. Click the text
8. Click the Tools menu and choose Font Panel or click A on the toolbar
9. Change the font size on the label to 10 point so that the image has room
10. Click Preview to see your results
11. Close the PDF
Using ReportWorks to Fill in Forms
Whether it is a letter to parents, a 504 plan, or a permission slip, you can't get too far in your school day
without having to fill out a form for multiple students. Use ReportWorks to make this a little easier.
In the next two activities, you will see two different examples. In the first example, use an existing permission
slip, which is in PDF format, and use ReportWorks to fill in the fields. In the second example, copy and paste
text into the ReportWorks window and edit the text.
Activity 3 – Use a PDF Letter and Add Data Objects
In this activity, modify a PDF form letter in the report project layout window of ReportWorks.
1. Create a new report project from scratch titled PDF Form Letter and add your sign in number
2. For the data set, choose Student: Basic
3. Check Output Report Per Student
Note: Check Output Report Per Student when you expect more than one page per student and you want the
pages printed with each student name. Uncheck the box for the pages to be grouped per page number.
4. Click Scope
5. In the Data Set panel, click Student to expand the data set
6. Click Demographic to expand that set
7. Doubleclick Student_enrollment_status
8. Make sure the operator in the Add Filter box is set to =
9. Type the number 0 in the field after the operator and click OK
10. Click Runtime Controls
11. Under Published Report Runtime Controls, check Generate Report for DoubleSided Printing
When you run the report, and three pages are generated, the report will calculate that you need an extra
blank page necessary for doublesided printing.
12. Click Layout > Cancel
13. In your activity files on your desktop, find the file named Permission_Slip.pdf
14. Drag the Permission Slip file to the Layout window
15. Click the Add DataSet Object icon
16. Select Form Letter and click OK
17. Click Student
18. Click Contact
19. Click FirstLast_Name, and drag it to the line that reads "To the parents of _______"
20. In the first column of the Data Set, click Date, and drag Date to the line that reads "Date: ______"
21. Click the Tools menu and then click Format Panel
22. Click Mar8 to change the date format
23. Change the date format to mm/dd/yy
24. Click Preview to see an example of your work
25. Close the PDF
Activity 4 – Create an Impromptu Form Letter
A colleague gives you a student permission slip to use for an upcoming field trip. Modify the permission slip
to meet your needs using ReportWorks.
1. Create a new report project titled RTF Form Letter and choose the Student: Basic data set
2. Click the Scope tab and set appropriate Boundaries and Runtime Controls
3. Click Layout
4. From the options, click Form Letter and then click OK
5. Click the Text tool on the tool bar, and add a text box to the layout by clicking inside the layout area
6. Resize that field to take up most of the page, and then doubleclick the text box to add text
7. In your activity files on the desktop, open the file named permission_slip.rtf
8. Copy the text from that file and paste it into the ReportWorks window
9. Edit the file and remove the lines
10. Click outside the text box to deselect, then reselect the text box so the handles appear
11. Open the Shapes menu in the menu bar and choose Send to Back
Note that the Student Table structure must be in the front, or on top, before dragging the data objects. You
should not see "student" in front of contact.full_name.
12. Click FirstLast_Name and drag the data object to where the student's name should appear
13. As you did in step 5, add a text box where you want a date to be placed and enter a date
14. Click Preview
15. Close the PDF
Creating Student Lists
Now that you know how to create your own label, turn your attention to another report project. Use some of
the design features in ReportWorks to create a student list.
Activity 5 – Create a Simple Student List
Create a student list with students' names, genders, and ethnicities. Then sort the list by students' last
1. Click Details
2. Start a new report project by clicking + add in the upperleft corner of the screen and choosing Add
3. Rightclick Untitled Project and select Load Project
4. Give your project a title that includes your user ID, such as Simple Student List_13, then give it a
5. Select the data set Student: Basic
6. Click Scope
7. In the Data Set panel, click Student to expand the data set
8. Click Demographic to expand that set
9. Click Student_enrollment_status and drag it into the main part of the page
10. Make sure the operator in the Add Filter box is set to =
11. Type the number 0 in the field after the operator and click OK
12. Click Layout
13. Since the Table option is selected by default, click OK
14. Resize the placeholder so that it takes up the entire page, which is the outlined area
15. In the Data Set panel, click Student and then click Contact to expand the set
16. Click Last_Name and then drag it to the first cell of the table
17. Click First_Name and then drag it to the second cell of the table
18. In the Data Set panel, click Demographic to expand the set, and then click and drag Ethnicity to the
third cell of the table
19. Click Gender, and then drag it to the fourth cell of the table
20. Click Preview to see a sample list of students
21. Close the PDF
Activity 6 – Format the Student List
Your list looks good. Now enhance the look by changing font types and colors and adding a header to your
1. Resize the third and fourth columns so that each column width is appropriate for the data
Click the dividing lines between column cells to make the resize cursor appear. Drag the cell sides to
change the spacing.
The full data object name might be @Demographic.Ethnicity@, but you only have to make the column wide
enough to show one letter.
2. Resize the first and second columns so that they take up most of the row
3. Insert the school name at the top of each page
Click the School Enrollments cell to expand it, and then click and drag School_Name to any place on the
page above the Student Details object.
4. Click in the Text Inspector after the School_Name data object, type a space, and then enter Student
5. Click the Tools menu and choose Font Panel or click A on the toolbar
6. Select the School Name text in the data object, and use the Font Panel to change the font size to 18 bold
7. Resize the placeholder to be tall enough for the text and as wide as the table
8. Use the Text Inspector to center align the text in the placeholder
9. Select the Student Details bar, and then in the Table Inspector window, select Header
10. Click inside each header column and key in text to identify each column
11. Click the top border of the Student Header cells so that there is a light red line around all four cells
12. Click the Paint/Fill Inspector (paint bucket) and check Fill
13. Click the black square and choose a different color
14. Click Preview to see your progress
15. Close the PDF
Activity 7 – Alternate Row Colors
Add color to alternate rows on the report so that student names stand out.
1. Click Standard on the Student Details row (doubleclick on the row if you don't see Standards on the
2. Choose Add Alternate to have a different color for the alternate rows
3. Click the Paint/Fill Inspector, check Fill, and choose a color
Note: A good choice is a light, subtle gray color.
4. Click Preview to see how the data will look
The colored rows will be the evennumbered rows.
5. Close the PDF
6. Click Alternate on the Student Details row and choose Standard
Use the Paint/Fill Inspector to give the oddnumbered rows a different color.
7. Click Preview to see how the new colors look
8. Close the PDF
Activity 8 – Sort Data and Add Page Numbers
The report will span more than one page if you selected 50 students in the Developer Preview. Add page
numbers so that when you print the report, you can keep the pages in order easily. Before adding page
numbers, sort the students by last name, making the data easier to read.
1. Doubleclick inside the table, then doubleclick Table Inspector on the Inspector Pane
2. Click Contact, then click Last_Name, and then drag the Last_Name data object to the Sort area of the
3. In the Data Set's first column, under Student, click Page of PageMax, and drag it to the bottom of the
page below the edge of the table
4. To get the page number to the center of the page, expand the placeholder so that it's the width of the
page, and then center align the text using the Text Inspector
5. Click Preview
Notice that the students are listed alphabetically by last name, and a page number appears at the bottom of
6. Close the PDF
Publishing and Unpublishing a Project
In order to use your reports in PowerSchool, you must publish them. Publishing a project makes it a report.
Once you have published a report to a school, it appears in that school's list of ReportWorks reports. To
remove a report from PowerSchool's list, unpublish it in ReportWorks.
Activity 9 – Publish a Project
Take a finished project, and publish it for other users.
1. After you finish a project, click the Publish tab
2. Give your report a name and a description
3. Select the output type
4. Select the PowerSchool application that will use the report
5. Select an appropriate category
6. Select the schools that will use the report, and click the arrow pointing to the Published Schools box
(hold down your Control key to select multiple schools)
After you choose the schools, the Security Groups function becomes active.
7. Select the security groups that need access to the report, and click the arrow pointing to the Published
Security Groups box
8. Click Publish
Using ReportWorks Reports in PowerSchool
Running a ReportWorks report is similar to running other PowerSchool reports, but with two exceptions:
ReportWorks reports have a different location in PowerSchool—a tab on the Reports page
ReportWorks has a separate report queue
Activity 10 – Print ReportWorks Reports
Now that you have created and published a project in ReportWorks, run your report in PowerSchool.
1. Sign in to PowerSchool
2. Click ReportWorks
The reports are sorted by category.
3. Click the name of the report you want to run
Some reports have run options available to filter the data being used. When these options are available,
make the necessary selections. Some reports will have only the Run Now option.
4. Under Scheduling, select Run Now and click Submit
5. On the Report Queue (ReportWorks)–My Jobs page, find your report in the Queued Reports panel
6. If the status says Pending or Running, click Refresh at the top of the pane until the job's status shows
7. When the report's status shows Completed, click Completed
Your report opens in the format that you chose at the time you published the report in ReportWorks.
Activity 11 – Unpublish a Project
Remove a project from published status.
1. Rightclick the name of the project and click Load Report
2. Click the Publish tab
3. At the bottom of the page, click Unpublish
Importing and Exporting Projects
Importing and/or exporting a project takes place in ReportWorks, and not in PowerSchool. On the Details tab
page, open the File menu on the toolbar at the top of the window. ReportWorks files include the suffix .rwp.
Exporting is similar to the importing procedures. The steps are listed in the table. Practice exporting a project
to your desktop and then importing it.
1. Sign in to ReportWorks 1. Sign in to ReportWorks
2. Select project 2. File > Import Project
3. File > Export Current Project 3. Browse to find the project
4. Selection destination 4. Select File
5. Click Export 5. Click Import
Help and Resources
Within ReportWorks, you can click the Help question icon for assistance. The Validation check icon can help
you identify possible problems with filters and boundaries. You can also access reports on tips and samples
Activity 12 – Use the Help Section and PowerSource
Use the Help section of ReportWorks to find out more about boundary filters. Then, access the ReportWorks
Lab on PowerSource.
1. In ReportWorks, click the question mark icon
2. Click Show
3. Select the Search tab
4. Enter boundary filter, and click the Search icon
5. Select Filter Examples
Browse through the article, then perform the next task.
6. Log in to PowerSource: https://powersource.pearsonschoolsystems.com
7. Select the Labs tab
8. Click Labs Forums
9. Select ReportWorks Lab and select a topic
Mailing Labels – Organize data objects
Form Letters – Reuse PDF files to create and include data in your letters
Student Lists – Add color, style, arrangements
Publishing – Select schools and security groups
Import/Export – Transfer .rwp files
PowerSource – Share tips and find help
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