Reports Guide

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

WHAT IS INCLUDED IN YOUR CUSTOMIZED REPORTS PACKAGE?

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 Contest with hyperlinks to each student’s report, Mailing Labels, and Reports.

QUICK LINKS

ACCESSING REPORTS  (QUICK LINKS)

Reports may be accessed by navigating to the Reports App within the Data Extracts Bundle and clicking Launch App and then clicking  Create New Report from the left navigation menu.

Next, browse to find a chart of your choice and click Browse Category.  

BREADCRUMBS  (QUICK LINKS)

As you browse the categories, notice that the breadcrumbs at the top of the page indicate where you are and how you got there. Those breadcrumbs also allow you to return to any category or related category by clicking them.

Reports may be viewed in various ways. First, select the Actions Gear in the far right corner to display as a Grid, Columns/Masonry, or List. Here you may also search for a table by using keywords.

Each Report includes the following actions:

	Click to reveal a further description of the Report.
	Report details and configurations.
	Learn More - A realistic example, if available, a descriptive title, and an informative description.
	FAVORITES  - Mark the Report to retrieve easily at a later time.

BUILD A REPORT  (QUICK LINKS)

 Once you’ve identified a Report that meets your needs, the next step is to configure it by clicking  Build Report.

Make selections, then click Save and Generate.  You may also choose to Download the report only (Generate Report) or Save Configuration (without downloading).

Saved reports may be found in your My Reports.

FAVORITES  (QUICK LINKS)

When you find a Report that meets your needs, it’s often helpful to mark it as a “Favorite,” which is done by clicking the “heart” icon. This way, you can find it again easily by navigating to the My Favorite Reports Folder under MY REPORTS.

To edit, create shortcuts or delete favorites, simply locate the chart and click on the Action Gear.

MY REPORTS  (QUICK LINKS)

When you save or favorite a report, it becomes available on the My Reports page. Here we see a list of every report rendered and saved. When we select a saved report, we can see each version of the report that we have configured and generated. You can keep an up-to-date version at any time or change the configuration options to create multiple reports used for comparisons.

DISTRICT FAVORITES  (QUICK LINKS)

Navigate to Manage District Favorites under District Favorites in the left navigation pane.

Select Add Record in the top right corner.

Click Select choose your charts by clicking the checkmark in the new window and click Add Reports.

Click Add once more.

District favorites will now appear under View District Favorite Reports in the left navigation pane.

CHARTS AS LOGINS/LINKS  (QUICK LINKS)

Popular reports may be added to Logins and Links in Homeroom Dashboards by yourself or your district.  For a district-wide link, contact support@school data.net, or for further instructions, check out the  Homeroom Dashboards - Logins & Links.

From the Report application, copy the unique URL for the Report.  If favorited a Report, the unique URL from the My Favorite Reports category can be added instead or in addition.

In Homeroom Dashboards, click My Creations from the left-hand navigation menu, then click My Logins/Links.

Click the Action Gear in the upper right-hand corner and select Create New Login/Link.

From the pop-up window, click Link, then paste in the unique URL for the Data Table, type in the label, and Save.