Manage Portfolios: Add a Report to the Portfolio

The portfolio can store documents as well as reports that are generated directly in Administrator's Plus. For your convenience, you can configure a report to be added to the portfolio immediately, upon generating the report. You only need to enable this report feature once for every report you want to add to the portfolio, unless the information about the report changes.

Enable a Report to be Automatically added the Portfolio

Instead of generating a report, saving it on your computer, and manually adding the document to the portfolio, you can save time by enabling a report to be added to the portfolio immediately after the report is generated. You will need to know the report number being generated in order to enable this feature. 

1. In the Print menu, click Portfolio Reports Settings, and then click a report writer, ex: Report Cards Report Writer.
   
2. Click a report, and click Select.
   You will need to know the number of the report that you are Portfolio Enabling.
3. In the Portfolio Reports Settings dialog box, select the Add to Portfolio check box.

4. Add a description and any remarks in the Description and Remarks boxes.

5. Click the appropriate category from the Category drop-down list.

6. To set Administrator's Plus user visibility, do one of the following:

   • Click Default to give each Administrator's Plus user the respective visibility that was assigned in his or her user rights.

     For more information on setting user rights, see the topic Manage Users and User Rights.

   • Click Yes to allow all Administrator's Plus users to access this item.
   • Click No to restrict all Administrator's Plus users from accessing this item.
     Select the Teachers, Parents, and/or Students check box(es) to grant visibility to the respective group(s) in PlusPortals.
7. Click Done.
   

You've now enabled reports to be added to the portfolio. Close all remaining dialog boxes and proceed to the section in this topic. If applicable, repeat steps 1–9 for every report you want to enable this portfolio feature for.

Add a Report to the Portfolio

After you've enabled adding a specific report to the portfolio (by following the steps in the previous section of this topic), Administrator's Plus prompts you to add the report to the portfolio immediately after you add the report.

1. Generate the desired report. Once the report is generated, the Add to Portfolio dialog box appears.
2. Ensure that the information in the Add to Portfolio dialog box is accurate, and make any applicable changes if necessary (to the Description, Remarks, Category, and Visibility specifications).
   
3. Optional: To assign another Administrator's Plus user as a Co-Owner, select the check box next to that user's name.
   

   A Co-Owner can access, edit, and delete this portfolio item. You may assign more than one other Co-Owner to an item.

4. Select the check box at the bottom of the dialog box to save the Description, Remarks, and Category as the default for this specific report.
5. Click Yes.