Staff reports with the CRM custom fields

Created by School Edtech, Modified on Mon, 6 Jan at 5:27 AM by School Edtech

To generate custom reports for students or staff, follow these steps:

Step 1: Select Reports from the main menu.

Step 2: For student reports, locate the custom student reports section at the bottom. For staff reports, select the staff reports tab.

Creating a Custom Student Report

Step 1: Select "Add New Student Report".

Step 2: Enter the desired name for the report.

Step 3: Select "Create" to create the report.

Step 4: In the filters section, select the desired year, semester, track, and enrollment status. These filters will be applied to the report.

Step 5: In the "Selected Fields" section, add the fields you want to include in the report:

Scroll down to the "Available Fields" section.
Expand the desired student tab/menu to view the associated CRM fields.
Select the checkbox next to the fields you want to include in the report.

Step 6: The selected fields will appear in the "Selected Fields" section. Reorder them using the up/down arrows or remove fields using the "X" icon.

Step 7: Select "Save" to save the report or "Run" to save and run the report.

Viewing and Editing the Report

Step 1: The report will display as an Excel-like table with columns for the selected fields and rows for student results.

Step 2: Sort columns by selecting the up/down arrows in the column headers.

Step 3: Edit field values by selecting the corresponding cell and making changes. Changes are automatically saved when exiting the cell.

Step 4: Select the contact card to open the student details page.

Report Actions

Export reports to Excel by selecting "Export" from the action menu.
Email reports as attachments by selecting "Email Report" from the action menu.
Email one or more students by selecting their checkboxes and choosing "Email Student" from the action menu.

Creating a Custom Staff Report

Step 1: From the Reports page, select "Add New Staff Report".

Step 2: Create the staff report following the same steps as for a student report, excluding the track and enrollment filters.

Editing and Deleting Reports

To edit a report, select "Edit" from the action menu within the report.
To delete a report, go to the report's edit page and select "Delete" from the action menu.

Note: Granting users permission to reports via user groups and permissions will give them access to all staff and student CRM fields.