How to create a custom student report

Creating a custom student report involves:

• Naming the report
• Setting the report criteria and filters to retrieve specific data
• Selecting the data fields to include in the report

Steps

1. Go to Menu → Data and Reports → Custom Reports.

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

3. In the Name field, enter the report name (required).

4. Select the report criteria.

   

   Each criterion uses an operator, depending on the field type:

   Field type	Operators	Examples
   Date fields	Greater than, Less than, Equals	Admission Date | Greater than | 1 Jun 2015: students admitted after 1 June 2015. Admission Date | Equals | 30 Jun 2015: students admitted on 30 June 2015. Date of Birth | Greater than | 1 May 2010 and Less than | 30 Jun 2010: students born between 1 May and 30 June 2010.
   Text fields	Like, Begins with, Equals	Mobile | Like | 000: students whose mobile number contains three consecutive zeros. Last Name | Begins with | A: students whose last name begins with “A”. First Name | Equals | Ahmed: students whose first name is “Ahmed”.
   Search fields	Not applicable	Batch: type the batch name (or a few characters) and select the batch. Immediate Contact: type the guardian’s name (or a few characters) and select the guardian.

   

5. Select the data fields to include by clicking the arrow icon next to each field. Selected fields move to the right.

   

   Note: The data fields include Immediate Contact details and Parent details. Immediate Contact fields return details only for the guardian set as the student’s immediate contact. Parent fields return details for all guardian records linked to the student.

   Use the arrow icons next to the selected fields to arrange the order in which they appear in the report.

   Screenshot — to be addedpublic/images/articles/custom-report-student-4.png

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

   Screenshot — to be addedpublic/images/articles/custom-report-student-5.png

   If needed, you can also edit the report headers.

   Screenshot — to be addedpublic/images/articles/custom-report-student-6.png

6. Click Save at the bottom of the page.

   Screenshot — to be addedpublic/images/articles/custom-report-student-7.png

7. Click Show Report. The data matching your criteria is displayed.

   Screenshot — to be addedpublic/images/articles/custom-report-student-8.png

   You can sort the data by clicking the column headers.

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

Related articles

• About custom reports
• How to create a custom employee report
• How to edit or delete a custom report