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How to Distribute Reports from within Vison

Note: All pages below are subject to having the relevant Roles and Permissions.

Note: This option is for use with the MAT Vision module only.

Allowing an MIS Report to be transferred to MAT Vision connected schools for use in multiple schools.

Also See: How To Manage Roles & Permissions within Vision

Login into Vision and from the left Menu select Central > Adhoc Reports.

Pathway

Ticking the Show MIS Count box will show the number of schools that have the Adhoc Reports available in the MIS. The MIS Count column values for Adhoc Reports is now active.

Note: Enabling this Count can increase the time it takes the table to load

Distribute

Clicking on a Value in the MIS Count column will open a School Distribution pop-up, where a Report can be Distributed to a single selected School.

One or more Reports can be selected by ticking the boxes to the left of the Report Names or click the top left box to Select All. The number of Fields selected will display top left.

Once selected click the Distribute button to open the Distribute Adhoc Reports to Schools pop-up.

From the School Filter select All Schools and then from the Schools dropdown list the School/s to Distribute the Reports to. Selecting Phases or School Set will display an additional dropdown list to select either the Phase/s or the School Set/s to distribute the Reports to.

Note: If a Vision User redistributes and a Report with the same name as found in the same Folder location, this will be Updated. If the Report ha been moved to another Folder it will be recreated in the original Folder.

Note: If UDFs are incorporated into the Distributed Report and they do not exist in a target School MIS they will be ignored when the Report is run.

Note: All applied Intervals and Filters will be included in the Distributed Report.

Updated on February 3, 2023

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