📋 Reports Guide V2

Reports are designed to help you generate form letters, produce student progress reports, and combine historical data with text to deliver meaningful information. 

Once a report is generated, it is compiled into a downloadable PDF for saving and printing.  Most of our reports include a Title Page, Table of Contents (with hyperlinks to each student’s report), Mailing Labels, and Reports.

Accessing Reports

The Reports application is part of the Data Extracts Bundle. 

1. In V2, click Create New Report in the left navigation menu. Then, use the search keywords at the top right to find the chart or report category you need. 
   • As you browse the categories, breadcrumbs appear at the top of the page. These show your current location and allow you to quickly return to any previous category by selecting it from the dropdown menu.
   • Click the Action gear in the far-right corner to display reports in Grid, Columns/Masonry, or List views.

2. In Connect, start under Create Report (All Available Reports) in the left navigation menu, and browse for the chart or report category you need using the filters at the top of the columns.

Report Actions

Each report has several action options:

	Click to reveal further details.
	Report details and configurations.
	Learn More: If available, a realistic example, descriptive title, and additional information about the report will be provided to guide you.
	Build or generate a report.  Make any necessary selections based on your data needs. Click Generate Report to produce the report.   In V2, you may choose three options from the dropdown menu:  Save and Generate (save and download) Generate Report (download only) Save Configuration (save without downloading) In Connect, the report's configuration and generation are also under the action gear to the far right. Saved reports will appear in My Reports. Here, you can edit configurations to generate different report versions, which is useful for comparisons.
	Favorites: You can favorite a report by clicking the heart icon, which makes it easy to retrieve later in the My Reports section. Here, you can edit, create shortcuts, or delete favorites anytime.

District Favorites

1. Start under District Favorites in the left navigation menu and choose Manage District Favorites.

2. ClickAdd Record in the top right corner.

3. In the popover window, select reports by clicking the checkmark to the left of the desired charts, then click Add Reports. 
4. Click Add in the top right corner.
5. Once added, you can view these district favorites in the View District Favorite Reports.

Charts as Logins/Links

You or your district may add Popular reports to Logins and Links in Homeroom Dashboards. ​​For a district-wide link, contact support@school data.net, or for further instructions, see the article

Logins & Links V2, Logins/Links (Connect)

1. To add a chart/report to the Homeroom Dashboards, first copy the unique URL of the report from My Favorite Reports.
2. In Homeroom Dashboards, go to My Creations in the left navigation menu and choose My Logins/Links.
3. Click the Action Gear in the upper right corner and select Create new Login/Link.
4. From the popover window, click Link, paste the report's unique URL, label it, and click Save.

• Reports Guide V2.pdf400 KB