Creating a custom student report involves the following:

  • Naming the report

  • Specifying the report criteria along with filters to retrieve specific data

  • Selecting the data fields to be included in the report

  1. At the top of your dashboard, click the module access icon > Data and Reports > Custom Reports.

  2. In the top right, click the New Student Report button.

  3. In the Name field, enter the name of the report. This is a mandatory field.

  4. Select the report criteria.



For each criterion, specific operator commands must be applied. The following operators are available.

   

Field Type

Operators

Examples

Date Fields

  • Greater than

  • Less than

  • Equals

  • Admission Date | Greater than | 1 Jun 2015 – Students admitted after June 1, 2015.

  • Admission Date | Equals | 30 Jun 2015 – Students admitted on June 30, 2015.

  • Date of Birth | Greater than | 01 May 1990 but Less than | 30 June 1990 – Students whose date of birth is between May 1, 1990 and June 30, 1990.

Text Fields

  • Like

  • Begins with

  • Equals

  • Mobile | Like | 000 – Students whose mobile number contains three consecutives zeros.

  • Last Name | Begins with | C – Students whose last name begins with ‘C’.

  • First Name | Equals | Steve – Students whose first name is ‘Steve’.

Search Fields

NA

  • Batch – Enter the batch name or a few characters and select the batch.

  • Immediate contact – Enter the guardian name or enter a few characters and select the guardian.



The input criteria will look like this.

 



  1. Select the data fields to be included in the report by clicking the arrow icon beside each field. Selected fields are moved to the right.

Note: The data fields include ‘Immediate contact’ details and ‘Parent’ details. The difference is - ‘Immediate contact’ fields will retrieve details only about the parent set as the immediate contact/guardian for the student(s). The ‘Parent’ fields will retrieve details of all parent records associated to the student(s).



The order in which the data fields appear in the report can be arranged using the arrow icons beside the selected fields.



Use the arrow icon to remove a data field from the report.



If necessary, the report headers can also be edited.



  1. Click the Save button at the bottom of the page.

  1. Click Show Report. Data matching the given filter criteria will be displayed.

The data can be sorted by clicking the headers.

  1. In the top right, click the Export CSV button to download the report in CSV format.