Sapling Reports

Important: These bundles are not guaranteed to work on all Aspen installations without modification. It is highly recommended to customize these first, either manually, or with AI.

Welcome

This site hosts the custom report and export bundles developed for Sapling Reports, built for the Follett Aspen Student Information System.

Each bundle is a packaged .zip file that can be imported directly into Aspen via Admin → Tools → Exports/Reports → Import Bundle.

Total Bundles: 4

Reports: 2

Exports: 2

AI Toolkits: 1

Pages

Site pages and their descriptions
Page	Description
Reports	Custom reports deployed as Aspen bundles. Each report uses a JasperReports layout (JRXML), a Java data source, and an input definition for user parameters.
Exports	Custom exports deployed as Aspen bundles. Exports use a Java data source that returns tabular data directly; no JRXML layout needed.
AI Toolkits	Use AI to generate and modify your own Aspen X2 reports and exports. An open-source repository with development guides, templates, and a schema export utility.

Latest Release/Update

Most recently released bundle
ID	Name	Version
SR-SYS-SCHEMA	Schema & Term Reference Export	1.0.0

Possible Future Additions

Planned future reports and exports
Name	Type	Description
Bus Call ConnectED Export	Export	Takes a bus number, or a combination of bus numbers, and provides an export for ConnectED calls.
High & Honor Roll Newspaper Report	Report	Generates a PDF honor roll listing by term and honor level (high or regular), formatted for newspaper publication.
ConnectED Weekly Export	Export	Exports all Students and Staff for ConnectED.
SkillsPlus Automated Export	Export	Automatically collects all data for all 4 SkillsPlus import files.

Reports: 2

Custom Reports

Custom PDF reports with details and file links
Report ID	Name	Type	Version	Context	Description	Bundle
SR-ATT-CLASS	Class Attendance with Large Photos	Report	1.0.0	Period Classes / Staff + School View	Attendance input sheet scoped to selected class section. Large photos, per-section gender summary, Mon-Fri columns.	Download SR-ATT-CLASS
SR-ATT-HOMEROOM	Homeroom Attendance with Large Photos	Report	1.0.0	Daily Attendance / Staff View	Attendance input sheet for substitute teachers. Lists active students by homeroom with large photos, YOG, Local ID, and Mon-Fri attendance columns.	Download SR-ATT-HOMEROOM

Exports: 2

Custom Exports

Custom CSV exports with details and file links
Export ID	Name	Type	Version	Context	Description	Bundle
SR-ATT-POLICY	GLTHS Attendance Policy Unexcused Absence Export	Export	1.0.0	Student List / School View	CSV export calculating unexcused absences per attendance policy: full absences (A/AT/AD codes), tardy equivalents (4:1), dismissal equivalents (4:1). Includes grade term selector and threshold filter.	Download SR-ATT-POLICY
SR-SYS-SCHEMA	Schema & Term Reference Export	Export	1.0.0	System	Exports Data Dictionary schema fields, grade term maps, or schedule term data as CSV for developer reference.	Download SR-SYS-SCHEMA

Note: This guide is designed for Linux. Claude Code now supports native Windows installation via a PowerShell script, but no testing has been done on Windows machines using this Claude Reports Toolkit. On Windows, WSL2 (Ubuntu from the Microsoft Store) remains the recommended approach.

Build Your Own Aspen Reports with AI

This open-source repository contains everything you need to generate and modify custom Follett Aspen X2 reports and exports using Claude Code, without writing code by hand.

Describe what you want in plain English. Claude Code reads the included development guides, writes the Java, JRXML, and XML files, packages the bundle, and commits it to your repo. When something breaks on upload, paste the error and it fixes it.

You don't need to read the guides yourself. They exist so the AI produces more accurate code. Read STARTHERE.html included in the download for detailed setup and usage instructions.

Download Claude Code Reports Toolkit

What's Included

Contents of the Build Your Own repository
Resource	Description
STARTHERE.html	Start here. A step-by-step guide covering setup, usage, troubleshooting, and best practices for using the toolkit. Available in both HTML and Markdown formats.
Development Guide	9 detailed guide files (~4,000 lines of Markdown instruction) covering architecture, database schema, Java data sources, JRXML layout, input definitions, best practices, built-in AI guardrails, and 30+ documented troubleshooting issues.
Templates	Skeleton starter files (Java, JRXML, Input XML, bundle-definition) to copy and rename when beginning a new report.
DEVResources Export	A bundled Aspen export (SR-SYS-SCHEMA) that auto-generates your district's database schema, grade term maps, and schedule term data as CSV. Import it into Aspen, run it, and add the output to your repo so Claude Code knows your custom fields.
CLAUDE.md Files	Instructions that Claude Code reads automatically each session, providing full context on report architecture, key conventions, and API patterns.

How It Works

Step 1: Download and extract ClaudeReports.zip
Download the zip provided. Extract it to a folder on your machine using unzip ClaudeReports.zip -d ~/ClaudeReports or your file manager's extract option. This folder becomes your working directory. (Optional) Initialize a git repo inside it with cd ~/ClaudeReports && git init so Claude Code can track changes and commit your work.
Step 2: Install and launch Claude Code
Make sure Node.js 18+ is installed (check with node --version, or install it with sudo apt install nodejs npm). Then install Claude Code globally: npm install -g @anthropic-ai/claude-code. Navigate to your extracted folder with cd ~/ClaudeReports and run claude to start a session. It will automatically read the included CLAUDE.md files and understand the entire Aspen report architecture.
Step 3: Export example report bundles from your system
In Aspen, go to Admin → Tools → Exports/Reports, select 3 to 5 existing report bundles, and export them as zip files. Unzip each one into the Report Examples/ folder inside your working directory (e.g., unzip MyReport.zip -d ~/ClaudeReports/Report\ Examples/MyReport). These give Claude Code real examples of how your district's reports are structured.
Step 4: Export your district's database schema
Inside the zip you'll find Exports/DEVResources/DEVResources.zip, a ready-to-use Aspen export. Import it into Aspen via Admin → Tools → Exports/Reports → Import Bundle. Then go to Tools → Exports, find Schema & Term Reference Export, and run it. It can export your Data Dictionary schema, grade term maps, and schedule term data as CSV files. Save those CSVs into the BuildResources/ folder so Claude Code knows your district's custom fields.
Step 5: Run the Reference Table Utilization report
In Aspen, go to Admin → Reports and run the Reference Table Utilization report. Save the output and place it in your ~/ClaudeReports/BuildResources folder. This gives Claude Code visibility into which reference tables and codes your district actually uses.
Step 6: Run the Data Dictionary report
In Aspen, go to Admin → Reports and run the Data Dictionary report. Save the output and place it in your ~/ClaudeReports/BuildResources folder. This provides Claude Code with a complete map of your district's database fields, aliases, and data types.
Step 7: Describe what you need in plain English
Tell Claude Code what report or export you want. Include details like output format (PDF or CSV), what data to pull, any filters the user should see, how records should be grouped, and which Aspen view and navigation tab it runs from. The more context you give, the better the result.
Step 8: Upload the generated bundle to Aspen
Claude Code writes all the Java, JRXML, and XML files and packages them into a .zip bundle. Upload the zip to Aspen via Admin → Tools → Exports/Reports → Import Bundle and run your new report.
Step 9: Iterate when things break
Aspen compiles Java and JRXML server-side, so errors only appear at runtime. Copy the exact error from Aspen's job log and paste it into Claude Code. It will diagnose the issue, fix the code, and rebuild the bundle. Common issues include missing API methods, wrong field names, or criteria that return no data.

Prerequisites

Prerequisites for using the toolkit
Requirement	Details
Anthropic Account	You need a Claude Pro subscription ($20/mo) or an API key with credits at console.anthropic.com to use Claude Code.
DEVResources Export	Import the included `DEVResources.zip` bundle into your Aspen system via Admin → Tools → Exports/Reports → Import Bundle. Run the export from Tools → Exports to generate your district's Data Dictionary schema, grade term maps, and schedule term data as CSV files. Place the CSVs in the `BuildResources/` folder so Claude Code knows your custom fields.
Example Report Bundles	Export 3 to 5 existing report or export bundles from your Aspen system via Admin → Tools → Exports/Reports. Extract each one into the `Report Examples/` folder. These give Claude Code real working examples of how your district's reports are structured, including Java sources, JRXML layouts, and input definitions.