How to create reports based on student or family records

Here’s how to create a custom report in Excel format using data from the student or family records:

1. Access the reports menu

• In the side menu, select Students, then click on Reports.

2. Create a template for the report

• Click on + New at the top right.

• A screen will open where you can start configuring the report.

3. Template configuration

• Report name: Enter a descriptive name, for example “List of children with date of birth”.

• Available fields: In the left column, you will find all the available fields from the student and family records.

• Next to each field, click on the + symbol to add the desired field to the Visible fields in the report column.

• Visible fields in the report: The selected fields will appear in this column. You can:

• Reorder the fields: Click and drag the fields up or down to define their order.

4. Saving the template

• Once you have configured the fields and the report name, click on Save (green button at the top right).

• You will return to the main reports page, where the new report will be visible in the list.

5. Generating the report

• Next to the report name, you will find several icons:

• Yellow icon (“Create XLSX”): Click to generate the report.

• A modal window will open to select:

• Sections: Choose the sections for which to create the report.

• Specific children: If you want a report only for certain children, select them manually.

• After selection, click on Download Report (green button). The Excel file will be generated and downloaded.

6. Modifying or duplicating the report

• You can update the created report using the icons next to the name:

• Edit (light blue icon): To add or remove fields.

• Duplicate (gray icon): To create a new report similar to the existing one while keeping the original intact.

• Delete (red trash can icon): To remove a report that you no longer need.

7. Using the Excel file

• In the generated Excel file, you will find all the data configured during the creation of the template.

• You can:

• Filter or sort the data directly in the file.

• Export it or share it with other users.

With this process, you can easily create, customize, and manage reports based on student and family data!