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How can I roll over the setup from a previous reporting period?

← Academic Reporting
Sentral Reports allows you to create a new reporting period by copying settings from a previous one. This is know as a roll over. This saves you significant time and effort in setting up schemas and layouts from scratch.

Note: This requires Administrator access to Sentral Reports.
You can rollover one reporting period's Reporting and Schema Setup, and later copy in a template from a different reporting period. 

Any Course Result calculation types - including: Rank and Average - will need to be relinked within the Faculty Schemas. 

Create a new reporting period by:
  • In Academic Reports > Academic Reporting Setup
  • Click on General > Reporting Periods.
  • Click the Create New Reporting Period button.
This will start the reporting period Wizard. Fill in the required details, such as Semester and Year, Name, Date Range, Report Style, Years, etc.
  • The last section in the wizard is called Initial Setup. It has 3 options, and the top one is called Roll over the setup from a previous reporting period, and is selected by default.
  • Select the previous period you want to roll over from, and the options you want to roll over.
You can choose to roll over:
- Assessment Schemas
- Assessment Criteria
- Layouts
- Classes
- Staff Roles
  • De-Select the items you do not want to roll over. Whilst you can choose to rollover the Classes and Staff Roles, it is highly recommended that you de-select these options when performing a rollover, as Teacher and Class assignments can change regularly between semesters. 
  • This will ensure accuracy of staff class assignments and class lists within the new reporting period.
After a new reporting period is rolled over, the Course Results need to be re-assigned to the applicable Subject Layout templates.  To do so, go to: 
  • In Academic Reports > Academic Reports Setup > Layouts (left menu) 
  • Report Templates > Subject Layouts 
  • Edit Template (this will need to be edited on each of the separate Subject Template layouts) 
  • hover-over the Course Results component and click the Pencil icon to Edit
  • select the Course Results you wish to generate on the Final Print from the drop-downs available
  • Click on Save to apply.
To link the Exam Position to the Exam Result, you need to go to: 
  • In Academic Reports > Academic Reports Setup
  • Faculties (left menu) > select Faculty menu item
  • Edit Schema > Tasks & Results
  • click Options against the Exam Position 
  • select Set Calculation Link
  • select Exam Result from the drop-down 
  • Save.
These will not automatically be linked after a rollover, so will need to be done anew each time a new reporting period is created from rollover.

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