Building your own report

Owned by Zaac Totonjian (Unlicensed)
Last updated: 12 Oct, 2023 by Educonnex Support
3 min read


Examples


Report 1: A list of all students

  1. In Available Fields click the > next to Students.  



  2. Click and Drag Preferred Name, First Name & Surname to the selected fields section. Reorder as preferred.   



    Follow from step 4 in Ad Hoc Reporting to complete the process. 



Report 2: A list of all CURRENT students

To extend on Report 1 - we now add a condition.  

We want to add a condition of the student being current. 

  1. Click and drag Is Current Student from Available fields to Conditions. 


     



  2. Click Generate Report to ensure the list has changed to only show current students. 

Follow from step 4 in Ad Hoc Reporting to complete the process.   


Report 3: A list of the number of current students in each year level

  1. In Available Fields click on the > next to Students.


  2. Click and drag Year Level to Selected fields.


  3. Repeat step 2. This is to create separate columns for the year level against the number of students in each year level. 


  4. On the second instance of Year Level click the fx button and select count. Change the Name from Year Level to # students. 


  5. Click and drag Is Current Student to conditions (the condition is to remain true). 
    The screen will appear like this:



  6. Click Generate Output.  The output (PDF version) will look similar to this:

     
    Follow from step 4 in Ad Hoc Reporting to complete the process. 


Report 4: A list of the current students in the school with an alert

  1. In Available Fields click on the > next to Students.


  2. Click and drag First name and Surname to Selected Fields.


  3. Click and drag Is Current Student to conditions (remain as 'is true'). 


  4. In Available Fields click on the > next to Community Member - Alerts.


  5. Click and drag Alert Type to Selected fields. 


  6. Click and drag Alert Type to Conditions and select 'is not null'. 
    The screen will appear like this:




  7. Click Generate Extract, then select one of the available formats that best suits your requirements. The extract will appear in the same place that your internet browser shows any downloaded file.



If your extract is blank, there is no data that matches the conditions that you have entered. If this happens, you can edit or delete any conditions as required, then re-generate the extract.


Follow from Step 4 in Ad Hoc Reporting to complete the process.