In DS.IU, how can I publish reports?

If you own reports, you can publish them in DS.IU as described below. If you are aware of reports that should be added to DS.IU, but do not own the reports yourself, email with all the information you have about the report, so that the DS.IU team can determine and contact the appropriate report publisher.

On this page:

Requesting a report

To request to have a report published in DS.IU, download the New Tasks Worksheet, fill it out to the best of your ability, and send it to The DS.IU team will publish this report for you.

Becoming a distributed publisher

If you have many reports to publish and would like to have the convenience of publishing them yourself, you can request to become a distributed publisher. Once this access is in place:

  1. Sign into
  2. From the Hello, [name] drop-down list in the upper right, click Publishing.
  3. On the main "Publishing" page, if necessary, select Report Settings on the left, and then click Maintain Reports.
  4. In the upper right, click + New Report.
  5. In the form that appears, fill out all applicable information. See below for explanations of the fields.
    • Report title: This is what the report will be referred to throughout the DS.IU program, so the name is important. Use a simple title, such as the specific name of the report.
    • Report URL: Beginning with https://, the location to which the user is sent.
    • Launch: By default, Open Report in a new tab/window is checked; uncheck it if desired. Users can override this in their personal settings for the site.
    • Application Name: This optional field allows you to differentiate two reports that may have the same name by specifying the name of the application that provides the report, such as IUIE. What you enter here is included parenthetically in the report title displayed on the main DS.IU page.
    • Authentication Type: Choose from:
      • None: No authentication required
      • External: Authentication is different from the Central Authentication Service (CAS). The report tile will include a lock icon.
      • Internal: Authentication uses CAS. The report tile will include a lock icon, and statistics will be collected on the user to create recently used tasks.
    • Begin Date/End Date: For reports that are available for a finite time period only; ignore for ongoing reports.
    • Status: Inactive reports can't be seen by users. Switch between Active and Inactive to hide a report when it's not needed without deleting it.
    • Primary Contact/Secondary Contact: Select a contact from the drop-down list (created from the contact information you submitted when requesting your first report). To request a new contact, email (You'll need to click Save as Draft to save the information you've entered in your form until you are able to select the correct primary contact.) Both primary and secondary contact information will appear on the "Report Details" page for your report in DS.IU.
    • Mobile: Check the box if the task is mobile-friendly; this is at the discretion of the publisher and the DS.IU administrator.
    • Description: This will appear in the "Report Details" page to tell users what the report is. A good description is crucial for search.
    • Version Number: You can set the version number to whatever you like. If you update the report later, you can change the version number, which resets the ratings and comments. (Old reviews and ratings are kept for reference, and can be accessed from the drop-down list to the right of "User Reviews" on the "Report Details" page.)
    • Release Notes: To show users when versions change
    • Publisher: If you're a publisher for multiple groups, use this field to select the department requesting the report.
    • Icon Images: DS.IU requires an image in five different sizes for the tile that appears in the Report Store. You can:
      • Use an existing image: Click Select an Image, and choose an appropriate image.
      • Upload an image: Click Upload Images. To upload just one image of the highest resolution required (153x153), leave Automatically generate smaller image sizes checked, and click + Upload image.... The system will scale that image for all the other sizes. Alternatively, uncheck the box, and upload image files for all five required sizes.

        Image sizes are very specific; you won't be able to upload files that don't meet the specifications. For guidance, see the Task Icons Style Guide.

    • Screen Shots & Video: You must have at least one image or video, showing users what the report looks like. You can upload an image, link to an image, or link to a video tutorial.
    • Campus: The default is all campuses, but you can choose individual campuses where the report would be most applicable.
    • Roles: Users can search for reports related to a specific role (e.g., student or faculty) and see only reports for that role. If you leave this field blank, the task will appear for all roles.
    • Categories: Select one or more areas to which this report belongs, to allow users to browse related items.
    • Tags: Tags help users search for reports. Click Choose Tags..., and apply appropriate tags. You can choose to hide a tag, so that it doesn't appear on the "Report Definition" page, if desired. To request a new tag, email
    • Active Content: Leave this field blank.
  6. When you're finished, click Submit.

For more about report badging, see In Decision Support, what is badging?

Editing existing DS.IU reports

To edit an existing DS.IU report:

  1. Sign into
  2. At the upper right, click your name, and then select Publishing from the drop-down list.
  3. Click the Report Settings tab, and then select Maintain Reports.
  4. Locate the report to be edited and click its Edit action.
  5. Edit the publishing details.

This is document acwd in the Knowledge Base.
Last modified on 2018-08-23 10:33:08.

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