Create Group Reports

Group Reports are used to create and display articulation agreements ("transfer pathways") and transfer guides between two institutions. Each Group Report is comprised of Groups, which contain equivalencies and optional explanatory text to help convey transfer information to students. These Groups can be reused and combined in any order in other Group Reports. Group Reports dynamically update to reflect changes made to a Group's equivalencies. This article provides instructions for creating Group Reports.

In this article:

Create Groups
Create a Group Report

Add Groups
View the Group Report
Clone a Group Report

Institutions must store equivalencies in TES to take advantage of Group Reports.

Groups and Group Reports are created and stored at the institution level in the Equivalency Manager. To navigate there:

Go to the Match menu.
Select Equivalency Manager.

All institutions where the user's college or university has established equivalencies will be listed. If a Group Report was created, a checkmark will appear to the right of the institution name in the GROUP REPORTS? column and - if selected - will take the user to those reports.

Callout highlights the location of the Group Reports column. — Select to see a larger version

Similarly, a checkmark within the GROUPS? column indicates that a Group exists for that institution, and if selected, it will navigate the user to the Group(s).

Users can sort by institutions that have established Groups or Group Reports by selecting the named header twice.

Create Groups

The first step in creating a Group Report is to create the Groups that will comprise it. For detailed instructions, see Create Groups for Use in Group Reports.

Create a Group Report

To create a Group Report:

Select the INSTITUTION name.
- Use the INSTITUTION SEARCH, letter, or page indexes to navigate.
Equivalencies for the selected institution will appear within a list.
- Select the Groups button.

Callout highlights the location of the Groups button. — Select to see a larger version

Any previously created Groups or Group Reports will appear on the Equivalency Groups page.

Select Add Report.

Callout highlights the location of the Add Report button. — Select to see a larger version

The ADD GROUP REPORT pop-up will display the following fields:

Add Group Report fields as described below. — Select to see a larger version

Field	Description
Group Report Name	The name of the Group Report. The name will appear in all uppercase once saved. 255 character limit.
Public View Display?	This checkbox controls the display of the Group Report within the Public View. The default setting is blank (do not display). The best practice is to leave the box unchecked until the report is complete (and approved internally for display).
Subheader Text (optional)	A note within the Group Report that is used to convey information to students. This note is generally explanatory text explaining the report or requirements for admission. 2,048 character limit.

Enter or select the following information using the grid above.
- At a minimum, a Group Report Name is required.
- As noted, leave the Public View Display? checkbox unmarked until the Group Report is ready to be displayed in the Public View.

Callouts highlight examples of Group Report Name and Subheader text. — Select to see a larger version

Institutions can use Hypertext Markup Language (HTML) to bold, underline, and italicize text and create paragraph breaks in the Subheader Text. For further information, see HTML Tags for Group and Group Report Customization under Related Articles.

Select Submit.

Add Groups

Select the Add course group button to the left of each Group to be added to the Group Report.
- Important: Groups must be added in the order they should display in the report. Groups cannot be "moved up" or "moved down." If Groups need to be rearranged in a different order, they must be deleted and readded in the desired order.

Callout highlights the location of the Add course group buttons. — Select to see a larger version

As Groups are added, they will display in the ADDED COURSE GROUPS column.

Callout highlights the location of the Added Course Groups column. — Select to see a larger version

View the Group Report

Select View Group Report to preview the report.

Callout highlights the location of the View Group Report button. — Select to see a larger version

The entire Group Report will appear on the page, including all Groups (in the order added).

Example Group Report. — Select to see a larger version

Group Reports can be embedded behind text and graphics on an institution website, displayed in the TES Public View, and displayed to students in Transferology®.

Select Copy URL to retrieve the URL that Marketing will need for the institution website.

Clone a Group Report

Users can speed up creating Group Reports by cloning existing reports and editing them. This functionality will be beneficial for institutions that want to reuse:

Subheader Text.
Custom HTML.
Groups.

To clone a Group Report:

Navigate to the EDIT GROUP REPORT page.
Select Clone Group Report.

The GROUP REPORT NAME does not copy into the cloned group. If a Group Report Name has HTML that needs to be reused, copy the Group Report Name prior to cloning.

Callout highlights the location of the Clone Group Report button. — Select to see a larger version

Within the CLONE GROUP pop-up:
1. Enter the New Group Report Name.
2. Select the checkboxes to the left of the Groups that should be copied into the new report. By default, no checkboxes are marked.
  - Select the checkbox to the left of the GROUP NAME field to add all Groups.

Callout highlights the location of the New Group Report Name field. — Select to see a larger version

Select Create.
From here:
1. Select Edit Group Report Header to make adjustments to PUBLIC VIEW DISPLAY? setting or the SUBHEADER TEXT.
2. Create and add (additional) Groups to the Group Report.

Select to see a larger version