If your district created Multi Data Profile (MDP) custom reports in Aeries Client, those reports can be imported into Custom Reports with the Import MDP Report option. The option only appears for users with Administer permission to Custom Reports, and only when MDP reports exist in the database.

Note: If your district did not use Multi Data Profile custom reports in Aeries Client, skip this step. The Import MDP Report option will not appear.

To import existing custom reports, go to School Info > Configurations > Custom Reports. Click the Custom Reports drop-down and select Import MDP Report.

The Import Custom Report window displays. The School drop-down lists only schools that have MDP reports. It defaults to the school you are logged in to, or to the first school in the list if your school has none. Custom Reports are not school based, so it is not necessary to import a report for each school. After a report is imported, you can use its Schools and Shared options to control who can view it.

It is recommended to import one report at a time so that the report settings and Custom Report Items can be modified if necessary. Importing the same report again creates a second copy of the report. The report should be printed and reviewed.

Click Import next to the MDP report. A message confirms that the report was imported. Click OK. Click Close on the Import Custom Report window.

The page displays the last report you imported in Edit mode.

• Name - of the report is imported from the MDP but can be modified.
• Color Layout - if the MDP report had a color layout, it is imported as a Color Layout and attached to the report. If an identical color layout already exists, it is reused.
• Schools - will default to the type of school selected in the Import Custom Report School selection. Additional school types can be selected.
• Shared - will default based on the MDP options of Public Profile or View in ABI/Portal. Only Custom Reports admins see the Sharedoption.
  • If the Public Profile option is selected (MDP.PU = 1), the report is shared with all security groups except Teachers, Substitute Teachers, Parents, Students and Restricted Portal Accounts.
  • If the View in ABI/Portal option is selected (MDP.VA = 1), the report is shared with the Teachers group.
  • If neither option is selected, the report is not shared. Only its owner and Custom Reports admins can see it.
  • After importing, the Shared groups can be deselected or selected.
• Owner - the report belongs to the user who created the MDP report, if that user still exists in Aeries. Otherwise, it belongs to the person who imported it.
• Custom Report Items - are created automatically from the MDP report’s fields. If an identical item already exists, it is reused instead of being duplicated. Imported items have Enforce Security selected, and item names are shortened to 20 characters. Refer to the Custom Report Items article for more information on Custom Report Items.

After importing, the report should be printed and verified, because some MDP fields may not come over. The report and items can be modified for the desired results.