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Custom Report

Reporting > Custom Report

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Reporting > Reports > Custom (Grey) >Create a Report

The custom report engine allows you to generate a student report using a range of variables.  If there is not a report in ScholarPack already preset, you are able to create a customised report via this tool.

Once the report has been produced it can be further modified, sorted and then finally printed if required. 

Initially, you will be taken to any saved custom reports.  Here you are able to re-run the reports using a new date range.  You are also able to generate a new custom report.

 

If you wish to create a new report, choose 'New Report'.

The first stage is to set up any filters that are required. These filters act in the sense that you are filtering for the data you wish to include in the final report. You can select a filter from an area of interest, for example, filter by year group, ethnicity, attendance below a certain percentage, etc.  You can also include students who have been off-rolled.

As you select a filter, your choices are recorded and can be changed at any time.

Note; The Features filter allows you to select from a variety of groups including dynamic, static and family groups.

 

You can then select from a range of data on the right hand side of the application entitled 'Display Columns'.  This area is where you choose the data that you would like to be shown on your custom report.

By default the UPN, DOB ,surname, year, form, gender, student number (Scholar ID), will be included.  However, these can be filtered out prior to finalising and printing the report. Similar to the filters, you can select from a variety of subject areas to include in your report.

Choose from the header tabs to open up more options that are available for each area.

 

Choose 'Run Report' to generate your report or 'Save Report' if you wish to use the report again the the future.

You can now sort the report by clicking on the column title. You can also remove a column by clicking on the trash icon above the column title.

 

Finally, the white filter box underneath each column header allows you to search the report for certain information. For example, you may wish to search the report by date or just look at one class.

                                        

 

The final report can then be printed in one of the 3 standard formats (Word, Excel or PDF).

 

 

NB: To remove reports no longer required, please go to the New Report button and you will see all reports you have created; from there you will be able to delete the ones you do not need. 

Manage Folders

This will allow you to place reports into specific folders that you create.

The first stage is to generate the folder.

Using the Manage Folders button you can create the folder. Either Add New or edit existing folders.

Once the folder has been created, the far right hand column in the manage custom reports table allows you to place a copy of the report in a specific folder.

This selection is automatically saved and you can then select to see the contents of the folder using the drop down at the top of the table.

 

Dynamic Groups

There is an added functionality which enables you to generate Dynamic Groups using the filter criteria within Custom Reports.  You will see this function in the table where your reports are stored.

Once selected, you have the option to give the dynamic group a name:

 

This named group will then appear in the Group drop down selector in reports and will show only those students defined using the Custom report engine.  At this stage you can delete the entry from the manage custom reports table without removing the dynamic group. 

 

 

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