Report Builder in Class+

Report Builder

After successfully logging into the system, your first step is to navigate to the “Reports” tab. Once you find it, hover your cursor over it to reveal a drop-down menu. From this menu, select “Report Builder,” which can be found listed under the section titled “Dynamic Reports.” This is where you will begin the process of creating your customized reports.

While the Report Builder allows you to revisit and modify previous reports, this guide will focus on the process of creating a new report from scratch. When you start, you will be presented with options to include either enrollment data or teacher data in your report. If your goal is to compile a straightforward list of student information, such as the email addresses of students or their guardians, you may find that you do not require the advanced field options. However, if your reporting needs are more intricate, incorporating both enrollment and teacher data will provide you with a broader array of criteria to filter by, enabling you to hone in on specific groups of students more effectively.

To add fields to your report, simply click on the desired fields and then use the arrow button to transfer them into the selected fields category. The criteria you choose to include in this section will dictate which fields are displayed in the final report, allowing you to create highly detailed combinations tailored to your specific needs.

As you progress to the next step, you will have the opportunity to set additional criteria to filter your report. For instance, you can specify that you only want to include students who currently have an active enrollment status. This feature is particularly useful for narrowing down your results to a specific subset of students.

Once you have finalized the setup of your report, click the “Get Data” button to generate the report. After the report is created, you can click on the headers of the report columns to sort the data according to the various fields you utilized during the report creation process. This sorting feature helps in organizing the data in a way that is most useful for your analysis.

If you wish to save the report for future use, you can do so by providing a name and description. After you have entered this information, click the “Save” button. This action will enable you to run the same report again later by selecting it from the “Select Report” dropdown menu located at the top of the page. By saving the report, you ensure that all the parameters remain unchanged, which saves you the hassle of setting up the same report repeatedly. Additionally, if you need to share the results of your report, you can easily export them to an Excel document by clicking the “Export results to Excel” button found in the upper right corner of the page.