How to Share Report Sorts with Other Users


A user can share saved report sorts and Quick View setups with other users following the instructions below

In Web School Office, go to Reports |Student Reports and click on any Report Group and any report.
Click on the “Share My Sorts/Views” link, located above the Sort History box. This will open to a screen as shown below.

http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/sharesorts.png


To share a sort:

     Select the Report Select/Sort circle at the top of the screen.

     Locate the report/sort(s) in the middle box that you want to share. (You can select multiple reports/sorts by holding down the Ctrl key on your keyboard as you click on reports/sorts)

     Choose the user(s) in the right hand box, to whom you want to copy the sort.

     Click on the right-facing arrow.

     The next time that user clicks on that report, the sort will appear in the Sort History box and they will be able to use it as if they created it.

(Note: Sorts are attached to reports. Therefore, when you share a sort for a report it will be for that same report.)

To share a Quick View setup:

     Select the Quick View Sort/Select circle at the top of the screen.

     Locate the report/sort(s) in the middle box that you want to share. (You can select multiple reports/sorts by holding down the Ctrl key on your keyboard as you click on reports/sorts)

     Choose the user(s) in the right hand box, to whom you want to copy the sort.

     Click on the right-facing arrow.

     The next time that user clicks on the standard report in the Student Reports menu and clicks the http://help.schooloffice.com/helpconsole/SDSStudentHelp/images/clock.png, the sort will appear in the History Library box and they will be able to use it as if they created it.