Reports Screen

All reports have the same five  tabs: Options, Sort/Output, Conditions, Selection, and Advanced. We will go through the four tabs before you click ‘Print’.

Options Tab 

allows you to customize your report for specific information. Options vary depending on the report. Some of the most common options include:

Grade: select the grade level or range of grades you want included in your report

Date Start and Date End: filters the report to include only results which occurred on these dates

Here’s a resource on how to generate specific reports.

Sort/Output Tab 

allows you to change the order the data is displayed and to change the File Type before clicking ‘Print’ to download on your computer.

Conditions Tab On the  Conditions tab, add limits to your report:

Select a Condition to define the search term

Set NOT and use OPERATORS to limit a condition

Select a VALUE to define the matching dat

Selection Tab

Select the filter to only see the data for the focus group selected; Admin, Students, Parents, Staff

Advanced Tab provides options to run reports regularly and be emailed to designated staff.

Schedule Task - Once, Weekly, Monthly, Custom

Start Time - When you want it emailed

Start Date - Usually current day

Stop Date - Usually last day of school

Schedule Task Weekly - Every 1 week on a day

Notification - Enter your email address and staff’s email address (separated by commas). Check include the report as attachment.

NOTE: If you will email a report regularly, remember to change the date on the Options Tab.

Start Date = $DATE-# where #  is the number of days before the current date.

End Date = $DATE is the current date. With scheduled reports, this is the date the report is run.