How can I create a New Report?

When creating or editing a report in the Reports Builder, you will need to be familiar with the fields used in the creation and set up of your application forms. It is suggested to have a separate window open with the Settings > Manage Forms window open to reference specific fields when building reports.

Navigate to Reports > Add New Report

Report Options

On this page you can give your report a name, choose a category (Applications, Enrollment, or Lottery), and enter in a description.

Select Fields

On this page, you can first click the center plus symbol to add a new field. A modal to Add or Edit a field will appear prompting you to select the record, form process, and field that the system should add to the report. This is where your separate Manage Forms window will come in handy!

You'll then enter in how you want the column header displayed in the report for that column under Display Name. 

Add Filters

This tool is called our Rules Engine and will allow you to filter based on specific values/settings. From here you can click on Add Condition to start. We recommend choosing a Simple Lookup to begin, but you can filter out students based on fields having certain values. 

For example, if I wanted to only include students who had a first name of Bob, I would click on Add Condition > Simple Lookup and add this rule:

• Select Field: student > fname
• Operator: IS
• Expected Value: Bob

Please see our What are Some of the Frequently Used Report Filters? article for additional tips on Filters.

Manage Access

This page allows you to select Access Settings for this report. These are the available options: 

• Private Report (only accessible to you)
• Globally Available to All Users
• Share with User Groups and/or Programs

Once you have completed the above items, you can click Save and Run Report to generate your report!