Users can create a custom report by combining rows of data from different ad hoc reports into a single new report. The rows of data used for the custom report may come from different data sources such as student, assessment, staff or finance.
Creating a Custom Report
- First build an ad hoc report containing at least one piece of the data desired for the custom report.
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- From the “Report Options” box, click Custom Report to On
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- The “Add” button to the left of each row of data, is now displayed.
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- Select the “Add” button to move/copy a single row of data to the custom report
- “User Report Wizard” box will display with the row in the Report Preview
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Follow the steps below to insert the row of data into a custom report.
- Step 1 – Is this a new or existing custom report?
- If New, provide a Report Name
- As you type the report name, it will appear in the Report Preview below
- If Existing, select the report in the drop-down box
- Click ‘Next’
- If New, provide a Report Name
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- Step 2 – Are you adding this row to a new or existing Column in the custom report?
- If New, provide a Column Label which will be the title for the column
- As you type the Column Label, it will appear in the Report Preview below
- If Existing, select the appropriate Column for the row to be inserted. (Use this to add the same type of data to an existing column, i.e. all of the grade level rows.)
- Click ‘Next’
- If New, provide a Column Label which will be the title for the column
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- Step 3 – Row title will default to the row selected from the adhoc report, but it may be relabeled at this time, if desired.
- Default
- Relabeled
- As you type the Row Title, it will appear in the Report Preview below
- Default
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- Click ‘Submit’
- Step 4 – Close Wizard to add another row of data from the existing ad hoc or Go to report to view the report created with the wizard so far.
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Continue to add additional rows of data to the custom report from this adhoc report or create another ad-hoc report.
NOTE: Rows can come from different ad hoc data sources.
Example: Use student to determine counts of students, use staff, to obtain counts of staff, and/or use finance to pull amounts.
Accessing My Custom Reports
The custom reports created will be located in “My Custom Reports” (black menu bar)
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From the My Custom Reports center, open the report by clicking on the hyperlinked title
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- Edit the report
- Be sure to click ‘Save’ at top once changes are made
- Tools drop-down
- Export to Excel
- Bookmark
- Heatmap On
- Select a Focus List to run the report with and click ‘Submit’