How to Create a Custom Report

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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). 

Figure 2 

• On this page, you can see all the default Reports (Figure 2). 
• You can change the number of results viewable per page e.g 25 (Figure 2). 
• You can move back and forth from pages as long as there is more than one page available (Figure 2). 
• You can export or print a list of reports (Figure 2). 
• To create a new custom report, you need to click on the Action button (Figure 2). 
• Once you have clicked on the Action button you will see a dropdown list (Figure 3) 

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. 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). 

Figure 4 

 

• Fill in the ‘Report Name’ and ‘Friendly Name’ fields e.g _Student_ Test 1, Test 11 (Figure 4). 
• Click on the ‘Save’ button to save the new report (Figure 4). 
• Once you have done this you will return to the Reporting Designer page (Figure 5). 

Figure 5 

• You can enter the new report name in the ‘Search’ field to locate it (Figure 6). 

Figure 6 

• Click on the ‘Actions’ button and from the dropdown list click on the ‘Upload’ button (Figure 6). 
• Once you click on ‘Upload’ you will be able to choose the report you want to use and upload it (Figure 7). 

Figure 7 

1. Click on the choose file button (Figure 7). 
2. Select the file and click on the ‘Open’ button. 
3. Lastly, click on the ‘upload’ button (Figure 7). 

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 ‘Action’ button and from the dropdown list click on ‘Download’ to download the pre-existing report (Figure 8). 
• The report file will be downloaded to your computer where you can make changes (Figure 8). 
• Once your report is ready and ok by you, then you go again to the ‘Actions’ button and from the dropdown list click on the ‘Upload’ button (Figure 9). 

Figure 9   

• Once you click on the ‘Upload’ button you will view a popup window (Figure 10). 

Figure 10 

1. Click on the choose file button (Figure 10). 
2. Select the file and click on the ‘Open’ button.
3. Lastly, click on the ‘upload’ button (Figure 10).