Customizable Reports & Forms

This section lists report and form objects that are new or modified in the J1 versions since 2020.3. They are listed by module along with the PBL and object name.

If the datasource has changed in table structure, arguments, the select statement, etc., you may need to recustomize the report or form starting with the <Original> model version of the report or form. If the datasource has not changed, then you need to test your customized report or form to determine if it still works. If it does not work, you may need to re-customize it. If it works, you may use it, but any updates made to the model version are unavailable.

Check the charts in each section for information about the changed reports or forms.

If you are customizing a report to be available in JICS, make sure you start with the PBL on the JICS server.

Reports

New and Changed Reports Since 2020.3

You can examine the changes in these reports when the report is customized. Select the <Original> report and click the Customize button to copy the updated report into the module report PBL. You can then compare the updated report with your previously customized version and decide if you want to re-customize the original or to modify your customized version.

Tip

If you customize a report/query in InfoMaker and add or remove a column in design mode, make sure the Export/Import Template - XML pane is closed before saving to avoid an extra prompt to Save Template - XML. The easiest way to do this is to go to View/Layouts and choose one of the Jenzabar provided layouts.

J1 Desktop 2021.1 CM New Reports

Module	Report PBL	Report Name	What Changed / Comments
CM	cmreport.pbl	d_q_strpt_jfa_tx_fadb*	FADB support for JFA customers-Snapshot Criteria window, data collection query

*Texas state reporting licensed.

J1 Desktop 2021.1 PA New Reports

Module	Report PBL	Report Name	What Changed / Comments
PA	pareport.pbl	r_nr_paycheck_name	W-2 4-part quad form
PA	pareport.pbl	r_nr_paycheck_name_large	W-2 4-part quad form
PA	pareport.pbl	r_4pt_w2_long_image_2020	W-2 4-part quad form
PA	pareport.pbl	r_w2_wage_tax_statement_long_image_2020	W2 quad form
PA	pareport.pbl	d_nr_legal_name

JICS 2021.1 New Reports Details

Module	Report PBL	Report Name
RE	rereport.pbl	r_nr_id_tr_cbe_achieved_by_stud_page
RE	rereport.pbl	r_nr_id_cbe_achieved_by_stud_page
RE	rereport.pbl	r_nr_id_ptr_cbe_achieved_by_crs
RE	rereport.pbl	r_nr_id_tr_cbe_achieved_by_crs
RE	rereport.pbl	d_nr_grade_cbe_achieved_by_crs

J1 Web 2021.1 New Reports

Module	Report PBL	Report Name
EV	eventwebreport.pbl	q_event_invitees
RE	rewebreport.pbl	d_acad_std_rpt
RE	rewebreport.pbl	d_nr_name_lfms_8pt
RE	rewebreport.pbl	d_nr_year_term
RE	rewebreport.pbl	d_q_acad_std_rpt_stud_select
SA	sawebreport.pbl	q_select_health_roster
SA	sawebreport.pbl	q_select_reassign_lottery_num
SA	sawebreport.pbl	q_select_resident_roster

J1 Desktop 2021.1 AD Changed Reports

Module	Report PBL	Report Name	What Changed / Comments
AD	adreport.pbl	d_nr_trav_org_name	Adjust code for name/address changes
AD	adreport.pbl	r_cand_compos_rpt	Adjust code for name/address changes
AD	adreport.pbl	r_org_prfl_rpt	Adjust code for name/address changes
AD	adreport.pbl	r_wcrd_attribute	Adjust code for name/address changes
AD	adreport.pbl	r_wcrd_counselor	Adjust code for name/address changes
AD	adreport.pbl	r_wcrd_high_test	Adjust code for name/address changes
AD	adreport.pbl	r_wcrd_name	Adjust code for name/address changes
AD	adreport.pbl	r_wcrd_program	Adjust code for name/address changes
AD	adreport.pbl	r_wcrd_relationship	Adjust code for name/address changes
AD	adreport.pbl	r_wcrd_requirement	Adjust code for name/address changes
AD	adreport.pbl	r_wcrd_stage	Adjust code for name/address changes
AD	adreport.pbl	r_wcrd_test	Adjust code for name/address changes
AD	adreport.pbl	r_wcrd_year_term	Adjust code for name/address changes
AD	adreport.pbl	wccr_ad_org	Adjust code for name/address changes
AD	adreport.pbl	wccr_relationships	Adjust code for name/address changes
AD	adreport.pbl	wcrd_candidacies	Adjust code for name/address changes
AD	adreport.pbl	wcrd_relationship	Adjust code for name/address changes
AD	adreport.pbl	wocr_ad_org	Adjust code for name/address changes
AD	adreport.pbl	wocr_candidate	Adjust code for name/address changes
AD	adreport.pbl	wocr_prev_org	Adjust code for name/address changes
AD	adreport.pbl	wocr_relationships	Adjust code for name/address changes

J1 Desktop 2021.1 AV Changed Reports

Module	Report PBL	Report Name	What Changed / Comments
AV	avreport.pbl	nr_advising_worksheet_requirement_detail	Modified for Name length. Show ARC code and description on AV Worksheet for RBU requirements. NameMaster changes.
AV	avreport.pbl	nr_advising_worksheet_requirement_detail_tsi	Modified for Name length. Show ARC code and description on AV Worksheet for RBU requirements. NameMaster changes.
AV	avreport.pbl	nr_advising_worksheet_header	Modified for Name length.
AV	avreport.pbl	r_grad_rpt	Modified for Name length.
AV	avreport.pbl	r_non_reqd_crs_letter	Modified for Name length.
AV	avreport.pbl	r_stud_crs_needs_letter	Modified for Name length.
AV	avreport.pbl	nr_advising_worksheet_admin	NameMaster changes.
AV	avreport.pbl	nr_advising_worksheet_advisor	NameMaster changes.
AV	avreport.pbl	nr_advising_worksheet_free_electives	NameMaster changes.

J1 Desktop 2021.1 AP Changed Reports

Module	Report PBL	Report Name	What Changed / Comments
AP	apreport.pbl	d_nightly_vendor_load	Adjust code for name/address changes
AP	apreport.pbl	d_trans_hist_govt_form_ds	Adjust code for name/address changes
AP	apreport.pbl	d_trans_hist_govt_form_ds_over_600	Adjust code for name/address changes
AP	apreport.pbl	nr_contract_master_detail	Adjust code for name/address changes, changed name size from 90 to 91
AP	apreport.pbl	nr_contract_spending_detail	Adjust code for name/address changes, changed name size from 90 to 91
AP	apreport.pbl	r_ap_aging_report	Adjust code for name/address changes
AP	apreport.pbl	r_checks_to_be_issued_report	Adjust code for name/address changes
AP	apreport.pbl	r_credit_memo	Adjust code for name/address changes
AP	apreport.pbl	r_elec_pmts_to_be_issued_report	Adjust code for name/address changes
AP	apreport.pbl	r_nightly_vendor_load	Adjust code for name/address changes
AP	apreport.pbl	r_vendor_1099_information	Adjust code for name/address changes

J1 Desktop 2021.1 AR Changed Reports

Module	Report PBL	Report Name	What Changed / Comments
AR	arreport.pbl	d_disbursement_audit_report	Name master name changes
AR	arreport.pbl	r_1098t_audit_payment_allocations	Name master name changes
AR	arreport.pbl	r_3rd_party_statements	Name master name changes, Removed allocation rows, Removed ID's on right of report, Legal name security and changes
AR	arreport.pbl	r_ar_inquiry	Name master name changes
AR	arreport.pbl	r_ar_inquiry_open_items	Name master name changes
AR	arreport.pbl	r_estimated_loan_schedule	Name master name changes
AR	arreport.pbl	r_history_register	Name master name changes
AR	arreport.pbl	r_history_register_name_pg_brk	Name master name changes
AR	arreport.pbl	r_history_register_name_pg_brk_oracle	Name master name changes
AR	arreport.pbl	r_history_register_oracle	Name master name changes
AR	arreport.pbl	r_nr_2005_statement_address_priority	Name master name changes
AR	arreport.pbl	r_nr_2005_statement_advisor	Name master name changes
AR	arreport.pbl	r_nr_2005_statement_header	Name master name changes
AR	arreport.pbl	r_nr_2005_statement_trans_hist	Name master name changes
AR	arreport.pbl	r_nr_statement_payment_plan	Name master name changes
AR	arreport.pbl	r_nr_statements_layout2_advisor	Name master name changes
AR	arreport.pbl	r_nr_statements_layout3_advisor	Name master name changes
AR	arreport.pbl	r_overdue_payment_plans_report	Name master name changes
AR	arreport.pbl	r_payment_plan_aging_report	Name master name changes
AR	arreport.pbl	r_payment_plan_register	Name master name changes
AR	arreport.pbl	r_register	Name master name changes
AR	arreport.pbl	r_register_oracle	Name master name changes
AR	arreport.pbl	r_1098t_form_2020	Formatting of zip codes that have a hyphen stored in the ZIP code column, Tax filer address alignment
AR	arreport.pbl	r_1098t_form_generic	Formatting of zip codes that have a hyphen stored in the ZIP code column
AR	arreport.pbl	r_1098t_report	Formatting of zip codes that have a hyphen stored in the ZIP code column
AR	arreport.pbl	d_statements5	Changed number array to string array for nested report, Used ht selected billing periods for the run in the nested report
AR	arreport.pbl	r_statements_layout2	Changed number array to string array for nested report, Used ht selected billing periods for the run in the nested report

J1 Desktop 2021.1 CM Changed Reports

Module	Report PBL	Report Name	What Changed / Comments
CM	cmreport.pbl	d_q_strpt_ok_trs_monthly_export_v**	NOK changes for OTRS and 500Misc/PFT reports
CM	cmreport.pbl	r_strpt_ar_term_work_stdt*	Dropped Reg Term and added Course Start/End Date
CM	cmreport.pbl	r_strpt_ar_term_workforce	Dropped Reg Term and added Course Start/End Date
CM	cmreport.pbl	d_finaid_inq_student_query	Name/address changes
CM	cmreport.pbl	d_nr_name_fml	Name/address changes
CM	cmreport.pbl	r_ad_req_letter	Name/address changes
CM	cmreport.pbl	r_strpt_ar_annual_instructor_detail*	Name/address changes
CM	cmreport.pbl	r_strpt_tx_ctccbm00c***	Name/address changes
CM	cmreport.pbl	r_strpt_ar_perkins_1*	2021 updates to the Arkansas Perkins report

*Arkansas state reporting licensed.

**Oklahoma state reporting licensed.

***Texas state reporting licensed.

J1 Desktop 2021.1 DE Changed Reports

Module	Report PBL	Report Name	What Changed / Comments
DE	dereport.pbl	d_donor_attrib_10	12277: PB Code: Harvey: Adjust code for name/address changes DE
DE	dereport.pbl	d_donor_gift_summary_11	12277: PB Code: Harvey: Adjust code for name/address changes DE
DE	dereport.pbl	d_donor_giving_club_12	12277: PB Code: Harvey: Adjust code for name/address changes DE
DE	dereport.pbl	d_donor_giving_relation_2	12277: PB Code: Harvey: Adjust code for name/address changes DE
DE	dereport.pbl	d_donor_major_potential_9	12277: PB Code: Harvey: Adjust code for name/address changes DE
DE	dereport.pbl	d_donor_matching_gift_3	12277: PB Code: Harvey: Adjust code for name/address changes DE
DE	dereport.pbl	d_donor_notepad_13	12277: PB Code: Harvey: Adjust code for name/address changes DE
DE	dereport.pbl	d_donor_profile	12277: PB Code: Harvey: Adjust code for name/address changes DE
DE	dereport.pbl	d_donor_relationship_5	12277: PB Code: Harvey: Adjust code for name/address changes DE
DE	dereport.pbl	d_gift_transaction_8	12277: PB Code: Harvey: Adjust code for name/address changes DE
DE	dereport.pbl	d_nr_business_name	12277: PB Code: Harvey: Adjust code for name/address changes DE
DE	dereport.pbl	d_nr_donor_profile_spouse	12277: PB Code: Harvey: Adjust code for name/address changes DE
DE	dereport.pbl	d_promise_master_records_7	12277: PB Code: Harvey: Adjust code for name/address changes DE
DE	dereport.pbl	d_reminder_main	12277: PB Code: Harvey: Adjust code for name/address changes DE
DE	dereport.pbl	d_wealth_engine_export_fw7	12277: PB Code: Harvey: Adjust code for name/address changes DE
DE	dereport.pbl	d_wealth_engine_export_fw8	12277: PB Code: Harvey: Adjust code for name/address changes DE

J1 Desktop 2021.1 GL Changed Reports

Module	Report PBL	Report Name	What Changed / Comments	Recustomize?
GL	glreport.pbl	r_project_summary_report	Name master column width changes.

J1 Desktop 2021.1 PA Changed Reports

Module	Report PBL	Report Name	What Changed / Comments
PA	pareport.pbl	d_aca_analysis_report	Merge into 2021.1
PA	pareport.pbl	d_aca_employee_tracking_report	Merge into 2021.1
PA	pareport.pbl	d_check_register_new	Revert of be61a9bc, Merged PR 1423: us-9618-Created Notification Content Screen, 15377 Legal name changes on payroll reports update for 2021.1, US 4594: Fixed several story bugs
PA	pareport.pbl	d_deductions_check	Revert of be61a9bc, Merged PR 1423: us-9618-Created Notification Content Screen, 15378 Legal name changes on payroll reports update for 2021.1, US 4594: Fixed several story bugs
PA	pareport.pbl	d_deductions_pay_run	Merge into 2021.1
PA	pareport.pbl	d_ext_taxes_net_pay	Revert of be61a9bc, Merged PR 1423: us-9618-Created Notification Content Screen, 15379 Legal name changes on payroll reports update for 2021.1
PA	pareport.pbl	d_fed_erng_rpt	Merge into 2021.1
PA	pareport.pbl	d_fed_unemp_rpt	Merge into 2021.1
PA	pareport.pbl	d_fringes_check	Revert of be61a9bc, Merged PR 1423: us-9618-Created Notification Content Screen, 15380 Legal name changes on payroll reports update for 2021.1, US 4594: Fixed several story bugs
PA	pareport.pbl	d_fringes_pay_run	Merge into 2021.1
PA	pareport.pbl	d_generate_timecards	Merge into 2021.1
PA	pareport.pbl	d_ind_fringe_register	US 4594: Fixed several story bugs, Merge into 2021.1
PA	pareport.pbl	d_ind_tax_register	US 4594: Fixed several story bugs, Merge into 2021.1
PA	pareport.pbl	d_local_wage_tax_reports	Merge into 2021.1
PA	pareport.pbl	d_missing_mun_code_report	Merge into 2021.1
PA	pareport.pbl	d_multiples_check	US 4594: Fixed several story bugs,Merge into 2021.1
PA	pareport.pbl	d_multiples_pay_run	Merge into 2021.1
PA	pareport.pbl	d_municipality_reports	Merge into 2021.1
PA	pareport.pbl	d_nr_emp_wo_bd_or_pay	Merge into 2021.1
PA	pareport.pbl	d_nr_emp_wo_birth_dates	Merge into 2021.1
PA	pareport.pbl	d_nr_emp_wo_pay_periods	Merge into 2021.1
PA	pareport.pbl	d_nr_employee_benefits	Merge into 2021.1
PA	pareport.pbl	d_nr_employees_with_dependents_no_aca	Merge into 2021.1
PA	pareport.pbl	d_nr_employees_without_aca_benefit	Merge into 2021.1
PA	pareport.pbl	d_nr_employees_without_aca_info	Merge into 2021.1
PA	pareport.pbl	d_palocality_reporting	Merge into 2021.1
PA	pareport.pbl	d_registers	US 4594: Fixed several story bugs, Merge into 2021.1
PA	pareport.pbl	d_taxes_check	Revert of be61a9bc, Merged PR 1423: us-9618-Created Notification Content Screen, 15381 Legal name changes on payroll reports update for 2021.1, US 4594: Fixed several story bugs
PA	pareport.pbl	d_time_card_edit_rpt	Merge into 2021.1
PA	pareport.pbl	d_transfer_ddp_to_media_6	US 4594: Fixed several story bugs
PA	pareport.pbl	nr_pay_directdeposits	15431 Prenote and live DD did not create a check. Also fixed DD nested report
PA	pareport.pbl	r_1095c_cont_landscape	Merge into 2021.1
PA	pareport.pbl	r_1095c_cont_landscape_2015	Merge into 2021.1
PA	pareport.pbl	r_1095c_cont_landscape_2016	Merge into 2021.1
PA	pareport.pbl	r_1095c_cont_landscape_image	Merge into 2021.1
PA	pareport.pbl	r_1095c_cont_landscape_image_2015	Merge into 2021.1
PA	pareport.pbl	r_1095c_cont_landscape_image_2016	Merge into 2021.1
PA	pareport.pbl	r_1095c_cont_landscape_nest_2020	column sequence on report changed
PA	pareport.pbl	r_1095c_cont_landscape_nested	Merge into 2021.1
PA	pareport.pbl	r_1095c_cont_landscape_nested_2018	Merge into 2021.1
PA	pareport.pbl	r_1095c_cont_landscape_nested_2019	Merge into 2021.1
PA	pareport.pbl	r_1095c_cont_landscape_nested_2020	column sequence on report changed
PA	pareport.pbl	r_1095c_corrected_2020	20646 update code for plan start month
PA	pareport.pbl	r_1095c_corrected_image_2020	20647 update code for plan start month
PA	pareport.pbl	r_1095c_landscape_2020	20648 update code for plan start month, 21725 1095-C amounts didn't print for several codes
PA	pareport.pbl	r_1095c_landscape_image_2020	20649 update code for plan start month, 21726 1095-C amounts didn't print for several codes
PA	pareport.pbl	r_4pt_w2_wage_tax_statement_image_2020	20323 W2 quad realignment, 20323 W2 quad updated forms, 20323 update path on W2 quad picture, 20323 W2 quad update
PA	pareport.pbl	r_accrual_summ_rpt	Merge into 2021.1
PA	pareport.pbl	r_employee_direct_deposit	US 12280 name master changes after review, Merge into 2021.1, 19276 Customizing checks and direct deposits didn't work because of function
PA	pareport.pbl	r_employee_paycheck	Merge into 2021.1
PA	pareport.pbl	r_legal_employee_direct_deposit	Revert of be61a9bc,Merged PR 1423: us-9618-Created Notification Content Screen, 15382 Legal name changes on payroll reports update for 2021.1, 19277 Customizing checks and direct deposits didn't work because of function
PA	pareport.pbl	r_legal_employee_paycheck	Revert of be61a9bc, Merged PR 1423: us-9618-Created Notification Content Screen, 15383 Legal name changes on payroll reports update for 2021.1, 19278 Customizing checks and direct deposits didn't work because of function
PA	pareport.pbl	r_state_earning_rpt	Merge into 2021.1
PA	pareport.pbl	r_state_unemp_rpt	Merge into 2021.1
PA	pareport.pbl	r_suirm_qtr_ca	Merge into 2021.1
PA	pareport.pbl	r_suirm_qtr_fl	Merge into 2021.1
PA	pareport.pbl	r_suirm_qtr_ks	Merge into 2021.1
PA	pareport.pbl	r_suirm_qtr_tx	Merge into 2021.1
PA	pareport.pbl	r_tx_fica_alternative_report*	Merge into 2021.1
PA	pareport.pbl	r_tx_orp_report_detail*	Merge into 2021.1
PA	pareport.pbl	r_tx_orp_report_summary*	Merge into 2021.1
PA	pareport.pbl	r_tx_sf_workers_comp_audit_report*	Merge into 2021.1
PA	pareport.pbl	r_tx_tsa_report_detail*	Merge into 2021.1
PA	pareport.pbl	r_tx_tsa_report_summary*	Merge into 2021.1

* Texas State Reporting licensed

J1 Desktop 2021.1 PE Changed Reports

Module	Report PBL	Report Name	What Changed / Comments
PE	pereport.pbl	r_ipeds_fall_staff_part_h_nonisnt_1	17932 IPEDS part H - New Hires changed >=10 to >=11, 17932 IPEDS Part H adjust new hire SQL
PE	pereport.pbl	r_ipeds_fall_staff_part_h_nonisnt_2	17932 IPEDS part H - New Hires changed >=10 to >=11, 17932 IPEDS Part H adjust new hire SQL
PE	pereport.pbl	r_ipeds_fall_staff_part_h_nonisnt_3	17932 IPEDS part H - New Hires changed >=10 to >=11, 17932 IPEDS Part H adjust new hire SQL
PE	pereport.pbl	r_ipeds_fall_staff_tenure_part_h	17932 IPEDS part H - New Hires changed >=10 to >=11, 17932 IPEDS Part H adjust new hire SQL
PE	pereport.pbl	r_ipeds_newhire_comp	17932 IPEDS Part H adjust new hire SQL

J1 Desktop 2021.1 PF Changed Reports

Module	Report PBL	Report Name	What Changed / Comments	Recustomize?
PF	pfreport.pbl	d_drop_add_report	Adjust code for name/address changes

J1 Desktop 2021.1 RE Changed Reports

Module	Report PBL	Report Name	What Changed / Comments
RE	rereport.pbl	r_id_transcript	Changes to transcript for CBE with courses and as supplement
RE	rereport.pbl	r_tx_id_transcript*	Changes to transcript for CBE with courses and as supplement
RE	rereport.pbl	r_id_portrait_transcript.srd	Changes to transcript for CBE with courses and as supplement
RE	rereport.pbl	d_grade_rpt	Changes to grade report for CBE. Adjust code for name/address changes RE
RE	rereport.pbl	d_camp_dir_rpt	Adjust code for name/address changes RE
RE	rereport.pbl	d_generate_test_id	Adjust code for name/address changes RE
RE	rereport.pbl	d_grade_dist_prof_rpt	Adjust code for name/address changes RE
RE	rereport.pbl	d_nr_advisor	Adjust code for name/address changes RE
RE	rereport.pbl	d_nr_advisor_stud_table	Adjust code for name/address changes RE
RE	rereport.pbl	d_nr_advisor_stud_term_sum_div_row	Adjust code for name/address changes RE
RE	rereport.pbl	d_nr_section_schedules	Adjust code for name/address changes RE
RE	rereport.pbl	d_nr_waitlist	Adjust code for name/address changes RE
RE	rereport.pbl	d_occurs_credit_and_pt	Adjust code for name/address changes RE
RE	rereport.pbl	d_occurs_student_completions	Adjust code for name/address changes RE
RE	rereport.pbl	d_occurs_student_file	Adjust code for name/address changes RE
RE	rereport.pbl	d_prof_sched_rpt	Adjust code for name/address changes RE
RE	rereport.pbl	d_prof_sched_rpt_page_break	Adjust code for name/address changes RE
RE	rereport.pbl	d_reg_sum_prof_rpt	Adjust code for name/address changes RE
RE	rereport.pbl	d_stud_sched_rpt	Adjust code for name/address changes RE
RE	rereport.pbl	d_student_rpt	Adjust code for name/address changes RE
RE	rereport.pbl	r_id_gpa_courses	Adjust code for name/address changes RE
RE	rereport.pbl	r_nr_campus_and_legal_name	Adjust code for name/address changes RE
RE	rereport.pbl	r_nr_id_ptr_org_name	Adjust code for name/address changes RE
RE	rereport.pbl	r_nr_id_ptr_pesc_hs_org_name	Adjust code for name/address changes RE
RE	rereport.pbl	r_nr_id_ptr_pesc_hs_org_name_code	Adjust code for name/address changes RE
RE	rereport.pbl	r_nr_id_ptr_pesc_org_name	Adjust code for name/address changes RE
RE	rereport.pbl	r_nr_id_ptr_pesc_src_org_name	Adjust code for name/address changes RE
RE	rereport.pbl	r_nr_id_ptr_pesc_src_org_name_codes	Adjust code for name/address changes RE
RE	rereport.pbl	r_nr_id_tr_org_name	Adjust code for name/address changes RE
RE	rereport.pbl	r_nr_transcript_name	Adjust code for name/address changes RE
RE	rereport.pbl	r_tier_hist_hours	Adjust code for name/address changes RE
RE	rereport.pbl	r_tier_hist_name	Adjust code for name/address changes RE
RE	rereport.pbl	r_ipeds_12month_enrollment_part_a_ug	Fixed the Continuing / Returning column

*Texas state reporting licensed.

J1 Desktop 2021.1 SA Changed Reports

Module	Report PBL	Report Name	What Changed / Comments
SA	sareport.pbl	r_act_part_sum_rpt	Updated for column length changes.
SA	sareport.pbl	r_att_sum_act_rpt	Updated for column length changes.
SA	sareport.pbl	r_att_sum_stud_rpt	Updated for column length changes.
SA	sareport.pbl	r_display_name_sa	Updated for column length changes.
SA	sareport.pbl	r_emerg_cntct_rpt	Updated for column length changes.
SA	sareport.pbl	r_gen_veh_viol_cat_rpt	Updated for column length changes.
SA	sareport.pbl	r_gen_veh_viol_date_rpt	Updated for column length changes.
SA	sareport.pbl	r_gen_veh_viol_permit_rpt	Updated for column length changes.
SA	sareport.pbl	r_gen_veh_viol_stud_rpt	Updated for column length changes.
SA	sareport.pbl	r_gen_veh_viol_type_rpt	Updated for column length changes.
SA	sareport.pbl	r_gen_viol_cat_rpt	Updated for column length changes.
SA	sareport.pbl	r_gen_viol_date_rpt	Updated for column length changes.
SA	sareport.pbl	r_gen_viol_dtl_rpt	Updated for column length changes.
SA	sareport.pbl	r_gen_viol_stud_rpt	Updated for column length changes.
SA	sareport.pbl	r_gen_viol_type_rpt	Updated for column length changes.
SA	sareport.pbl	r_hlth_prf_cde_rpt	Updated for column length changes.
SA	sareport.pbl	r_hlth_prf_stud_rpt	Updated for column length changes.
SA	sareport.pbl	r_non_acad_prf_gen_viol_sanct_rpt	Updated for column length changes.
SA	sareport.pbl	r_non_acad_prf_rpt	Updated for column length changes.
SA	sareport.pbl	r_nr_general_sanctions	Updated for column length changes.
SA	sareport.pbl	r_nr_general_vehicle_sanctions	Updated for column length changes.
SA	sareport.pbl	r_nr_restricted_sanctions	Updated for column length changes.
SA	sareport.pbl	r_nr_restricted_vehicle_sanctions	Updated for column length changes.
SA	sareport.pbl	r_nr_restricted_violations	Updated for column length changes.
SA	sareport.pbl	r_nr_viol_dtl_rpt_incident_text	Updated for column length changes.
SA	sareport.pbl	r_ra_veh_viol_cat_rpt	Updated for column length changes.
SA	sareport.pbl	r_ra_veh_viol_date_rpt	Updated for column length changes.
SA	sareport.pbl	r_ra_veh_viol_permit_rpt	Updated for column length changes.
SA	sareport.pbl	r_ra_veh_viol_stud_rpt	Updated for column length changes.
SA	sareport.pbl	r_ra_veh_viol_type_rpt	Updated for column length changes.
SA	sareport.pbl	r_ra_viol_cat_rpt	Updated for column length changes.
SA	sareport.pbl	r_ra_viol_date_rpt	Updated for column length changes.
SA	sareport.pbl	r_ra_viol_dtl_rpt	Updated for column length changes.
SA	sareport.pbl	r_ra_viol_stud_rpt	Updated for column length changes.
SA	sareport.pbl	r_ra_viol_type_rpt	Updated for column length changes.
SA	sareport.pbl	r_room_assign_roommates_sub_rpt	Updated for column length changes.
SA	sareport.pbl	r_room_assign_sess_rpt	Updated for column length changes.
SA	sareport.pbl	r_room_assign_stud_rpt	Updated for column length changes.
SA	sareport.pbl	r_sess_act_lst_act_participation_sub_rpt	Updated for column length changes.
SA	sareport.pbl	r_sess_stud_resid_list_rpt	Updated for column length changes.
SA	sareport.pbl	r_stud_prefs_bldg_rpt	Updated for column length changes.
SA	sareport.pbl	r_stud_prefs_roommates_sub_rpt	Updated for column length changes.
SA	sareport.pbl	r_stud_prefs_stud_rpt	Updated for column length changes.
SA	sareport.pbl	r_stud_viol_history_rpt	Updated for column length changes.
SA	sareport.pbl	r_svy_grp_sum_grp_mem_rpt	Updated for column length changes.
SA	sareport.pbl	r_svy_issued_rpt	Updated for column length changes.
SA	sareport.pbl	r_veh_reg_sum_rpt	Updated for column length changes.

Module	Report PBL	Report Name	What Changed / Comments
AV	avreport.pbl	nr_advising_worksheet_requirement_detail	Show ARC code and description on AV Worksheet for RBU requirements.
AV	avreport.pbl	nr_advising_worksheet_requirement_detail_tsi	Show ARC code and description on AV Worksheet for RBU requirements.
AV	avreport.pbl	nr_advising_worksheet_header	Name master changes
AV	avreport.pbl	nr_advising_worksheet_mtg_notes_mss	Name master changes
AV	avreport.pbl	nr_advising_worksheet_next_meeting	Name master changes
AV	avreport.pbl	nr_advising_worksheet_notepad_mss	Name master changes
AV	avreport.pbl	nr_advisor	Name master changes
AV	avreport.pbl	q_compute_student_progress	Name master changes
AV	avreport.pbl	r_advising_worksheet	Name master changes
AV	avreport.pbl	r_advising_worksheet_tsi	Name master changes
AV	avreport.pbl	r_advisor_workload_rpt	Name master changes
AV	avreport.pbl	r_display_name	Name master changes
AV	avreport.pbl	r_grad_advisor_rpt	Name master changes
AV	avreport.pbl	r_grad_rpt	Name master changes
AV	avreport.pbl	r_non_reqd_crs_letter	Name master changes
AV	avreport.pbl	r_stud_adv_alter_rpt	Name master changes
AV	avreport.pbl	r_stud_crs_needs_letter	Name master changes
AV	avreport.pbl	r_stud_crs_needs_rpt	Name master changes
AV	avreport.pbl	r_stud_next_adv_dte_rpt	Name master changes
AV	avreport.pbl	r_stud_progress_rpt	Name master changes
AR	arreport.pbl	r_nr_statements_layout2_advisor	Name master changes
PU	pureport.pbl	r_print_po_web	Name master changes
RE	rereport.pbl	d_grade_rpt_web	Name master changes, show CBE on grade report
RE	rereport.pbl	d_nr_advisor_stud_term_sum_div_row	Name master changes
RE	rereport.pbl	d_nr_name_pfmls_8pt	Name master changes
RE	rereport.pbl	r_faculty_schedule_web	Name master changes
RE	rereport.pbl	r_nr_id_ptr_advisors	Name master changes
RE	rereport.pbl	r_nr_id_ptr_org_name	Name master changes
RE	rereport.pbl	r_nr_id_tr_advisors	Name master changes
RE	rereport.pbl	r_nr_id_tr_org_name	Name master changes
RE	rereport.pbl	r_student_grade_report_web	Name master changes
RE	rereport.pbl	r_student_schedule_web	Name master changes
RE	rereport.pbl	d_nr_advisor	Name master changes
RE	rereport.pbl	r_tx_id_transcript_web	Added missing parameters

New and Changed Additional Reports Since 2020.3

The Original versions of Additional Reports are installed to an “Original Additional Reports” subfolder of the J1 program folder and are copied from there to the location specified by the install. In an update, only any completely new PBL files are copied to the specified Additional Reports location from the J1 program folder location.

If you modify an Additional Reports PBL but need to view or revert to the original version later, it can be found in the subfolder of the J1 programs folder.

In the event a change to an Additional Reports PBL is made, the modified version is available in the subfolder of the J1 programs folder.

Forms

New and Changed Forms Since 2020.3

Original forms are stored differently because the original versions of J1 forms are not stored in J1 code the way the reports are and the name of a customized form must remain the same as the original.

Reference Forms

The Jenzabar-created versions of all customizable form PBL files are installed to an Original Forms folder. You can always find the current Original version of the form if you have customized these forms.

The Original Forms folder is created by the installer within the J1 Desktop Programs folder on the machine from which the Custom folder is being updated. These represent Jenzabar's model versions of these files and are not intended to be customized.

Warning

Do NOT modify these files. Using InfoMaker, you may copy any PBLs or forms within the PBLs from this folder to the Custom folder.

Custom Forms

The form PBL files that J1 uses and are customized reside in the Custom folder. The J1 update process never modifies or deletes the contents of a customer's forms PBL files.

When a service pack contains new customizable forms, the current custom forms PBL files are renamed as backup copies in the same Custom folder by appending the word "Backup" and the date and time to the name, and a new PBL is created with the original name, containing any previous forms (unchanged), customized or not, and the new forms.

Note

It may be necessary to reassign the permissions after the update because the Custom Forms Update process actually renames the existing PBL file and merges the contents to a new file. The updated PBL files inherit the permissions of the Custom folder (not the permissions of the previous file). Jenzabar recommends you check the permissions of the form PBLs after the update.

When a service pack contains modified customizable forms PBL files, the modified versions are placed in the Original Forms folder only. It is your responsibility to update the actual Custom form PBL files.

If you have never customized that form, you may copy the modified form, using InfoMaker, from the modified form PBL file in the Original Forms folder to the same form PBL file in your Custom folder, overwriting your prior form.
If you have customized that form, then, using InfoMaker, compare your customized form to the modified model form and decide whether it is easier to copy the modified model form into your form PBL file and re-customize or to make the same modifications to your customized form. See the list below for information about what has changed in a form.

Network Custom Install Notes

The J1 installer has the ability to detect whether a custom forms PBL file has already been updated to the current version and avoids performing this update again.

Most of the installer runs with elevated privileges, which may allow it to update files that the current user could not otherwise modify, such as the contents of the Program Files folder. The forms update process, however, runs with the privileges of the current Windows user. Jenzabar recommends that someone logged in as a user who has permissions to update the Custom forms files run the installer first.

Once these shared files are updated, installing the update on subsequent computers will not attempt to repeat the update process. This is because the installer, when it first performs the PBL modification process, marks that PBL so that, for every other installation done at the customer site, this form update process does not execute and therefore will not provide an error for a user without elevated privileges. If the service pack is first installed by a user who does not have permissions to update the Custom form files, that user will receive a warning message communicating the fact that the custom forms have not yet been updated to the version that matches this service pack.

If you use a silent install process on all other client machines, the INSTALL_CUSTOM_FORMS=0 silent install parameter accomplishes the same result. However, by doing the step above, you have removed the need to include the INSTALL_CUSTOM_FORMS=0 silent install parameter but you still may continue to use it.

Warning

You MUST install J1 on one machine first to accomplish the network PBL update or you will not receive those updates.

New and Changed Form Details Since 2020.3

J1 Desktop 2021.1 New Forms

Module	Report PBL	Report Name	Comments
CM	cmform.pbl	udef_nameaddressmaster_udf@1
CM	cmform.pbl	udef_nameaddressmaster_udf_rvw_int_sbm@1

J1 Desktop 2021.1 Changed Forms

Module	Report PBL	Form Name
DE	deform.pbl	d_constit_prop@1
PA	paform.pbl	ind_ytd_tax_n@2
PA	paform.pbl	ind_ytd_other_yq@1
PA	paform.pbl	ind_ytd_dirdeposit_n@2
PE	peform.pbl	d_ir_employee_data_udf@2

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