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In order to create a new custom report, you will need to go to the Advanced Configuration page and from there to the Reporting tab. Follow the path: Dashboard > Configuration > Advanced Configuration > General Settings > Reporting tab > Reporting Designer (Figure 1).
Figure 1
- Once you follow the path and click on the Reporting Designer button (Figure 1), you will be transferred to the Reporting Designer page (Figure 2).ย
Figure 2
- On this page, you can see all the default Reports (Figure 2).ย
- You can change the number of results viewable per page e.g 25 (Figure 2).ย
- You can move back and forth from pagesย as long asย there is more than one page available (Figure 2).ย
- You can export or print a list of reports (Figure 2).ย
- To create a new custom report, you need to click on the Action button (Figure 2).ย
- Once you have clicked on the Action button you will see a dropdown list (Figure 3)ย
Figure 3
- From the dropdown list click on the Copy & Edit button to create a new report (Figure 3).Note: You can only create a new report by copying and editing one of the default reports.ย To achieve that, you need to have Single DB enabled.
- Once you have clicked on the Copy & Edit button you will view a popup window (Figure 4).ย
Figure 4
- Fill in the โReport Nameโ and โFriendly Nameโ fieldsย e.gย _Student_ Test 1, Test 11 (Figure 4).ย
- Click on the โSaveโ button to save the new report (Figure 4).ย
- Once you have done this you will return to the Reporting Designer page (Figure 5).ย
Figure 5
- Youย can enter the new report name in the โSearchโ field to locate it (Figure 6).ย
Figure 6
- Click on the โActionsโ button and from the dropdown list click on the โUploadโ button (Figure 6).ย
- Once you click on โUploadโ you will be able to choose the report you want to use and upload it (Figure 7).ย
Figure 7
- Clickย on the choose file button (Figure 7).ย
- Select the file and click on the โOpenโ button.ย
- Lastly, click on the โuploadโ button (Figure 7).ย
You have now completed the process of creating a new custom report by uploading a new report file. You can also download the pre-existing report file, update it and upload it to the report. See below (Figure 8):
Figure 8
- Click on the โActionโ button and from the dropdown list click on โDownloadโ to download the pre-existing report (Figure 8).ย
- The report file will be downloaded to your computer where you can make changes (Figure 8).ย
- Once your report is ready and ok by you, then you go again to the โActionsโ button and from the dropdown list click on the โUploadโ button (Figure 9).ย
Figure 9
- Once you click on the โUploadโ button you will view a popup window (Figure 10).ย
Figure 10
- Click on the choose file button (Figureย 10).ย
- Select the file and click on the โOpenโ button.
- Lastly, click on the โuploadโ button (Figure 10).ย
