How to build a Custom Report

The custom report allows you to produce a student report tailored to your needs. You can find the custom report in two ways by going to Reporting > Custom report:

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Or by going to Reporting > Reports > Custom (tab) > Create a Report:

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Saved Reports

In this area you will see any reports already created and saved.

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You can enter a date range against these reports and click run to produce the report.

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In this area there is also the option to mange the saved reports into folders that you create. To create a folder click the Manage Folders button:

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You can then add a new folder or edit the name of an existing folder.

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When adding a new folder simply click Add New, enter the folder name and click Save.

To update the folder name click Edit, amend the name and click Update. There is also the option to delete the folder in the edit area if the folder is no longer required.

Once the folder has been created you can return to the previous page showing the saved reports by clicking Custom Reports at the top of the page. To assign a report to a folder all you need to do is select the folder in the folder column on the far right of the report table:

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Once selected this will automatically save and you will see the word 'Saved' appear and then disappear to indicate this.

You can then use the option above the table to select a folder and view only the reports that are assigned to that folder. 

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If there are any reports that you no longer need these can be deleted using the delete option in the table of saved reports.

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In the table of saved reports there is also the option to create a dynamic group using the filters from the report. To do this click Select in the Make Dynamic Group column next to the report.

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Then enter a name for the group and click Create Dynamic Group.

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This new dynamic group will now display anywhere in the system where you can select dynamic groups. For example in report drop down menus.

Creating a New Report

To create a new use the New Report button at the top:

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This will take you to a screen filled with options to design your report. These options are split into two types. On the left are filters, these will determine which students are pulled through to the report. For example if you only want to report on KS1 students who have attendance below 90% you would select the following filters:

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Then for attendance click the attendance filter tab:

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Your selected filters will show at the bottom on the left so you can check that you have selected everything you require or remove any filters not needed.

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If you wish to run the report for the whole school you do not need to select any year groups under filters.

There are many options under the tabs in filters one filters tab to be aware of is the features tab. The options under this tab allow you to filter by a variety of groups including dynamic, static and family groups.

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Once you are happy you have selected all the filters to pull through the required students you can select what information you wish to show on the report. This is done on the right using the options under display columns.

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As standard the report will show UPN, first name, surname, DOB, year, form and scholar ID (student ID). Note if you do not require any of these columns these can be removed once the report has been run. 

As with the filters you can click through the different display column tabs to select the items you need on your report. For example if you need the attendance percentage to show you would select this under the attendance tab of the display column options:

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Again your chosen display columns will show at the bottom on the right so that you have sight of what information will pull through to your report.

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Once you are satisfied with the report you have designed you can click Run Report at the bottom to produce the report as a one off. 

Or you can use save the report to use again. To do this type a report name and click Save Report.

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When you have run your report you can sort the report by clicking on the column title, for example if you wanted to sort it by surname you would click the surname header. You may also notice a little bin on the column header you can click this to remove and columns you don't need.

There is also the functionality to filter the run report further. Underneath the column headers there are white text boxes; you can type in these boxes to filter. For example if you only want to look at female students you can type F in the box under the Sex  header and type enter on your keyboard:

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Now that you have the report just as you need it you can download the report using the icons in the top right.

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The first two options are for selecting to download the report in portrait or landscape. Once this has been selected you can click the icon; word, excel or PDF for which file type you need.


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