How can I create a New Report?

Reports allow you to organize and export the data you need from your SchoolMint platform. This article walks through the steps to create a report, add the fields you want to include, apply filters, and save or run your report.

In this article

• Create a New Report
• General Information
• Manage Fields/Columns
• Manage Filters
• Save and Run
• Reports Training

Create a New Report

1. Navigate to Reports > Add New Report.
2. Enter the basic details for your new report.

Tip: If you already have a similar report, you can Duplicate it and use it as a starting point instead of creating one from scratch.

 

General Information

In this section, you'll configure the basic details for your report, including:

• Report Name – Give your report a descriptive name.
• Category – Choose the category you'd like to save the report to.
• Description (optional) – Add a description to help identify the report's purpose.
• Access Settings – Choose who can access the report.

Manage Fields/Columns

This section is where you choose which data appears in your report.

1. Click the + icon in the center of the page to add a new field.
2. In the Add/Edit Field window:
   • Select the Record that contains your data.
   • Select the Field you want to include.

For each field, enter a Display Name. This is the column header that users will see when viewing or exporting the report.

Tip: Not sure which record or field you need? Check out this help article on finding data records and field names.

After adding your columns, you can also choose which column the report should be sorted by.

Manage Filters

Filters allow you to control which records are included in your report. This feature uses our Rules Engine to include or exclude records based on specific criteria.

To add a filter:

1. Click Add Condition.
2. Select Simple Lookup (recommended for most reports).
3. Choose the field you want to filter by.
4. Select an operator (such as IS, IS NOT, or CONTAINS).
5. Enter the value you want to match.

Example

To create a report that only includes students whose first name is Bob:

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

Tip: Check out our What are Some of the Frequently Used Report Filters? article for additional tips on Filters.

 

Save and Run

When you've finished configuring your report:

• Click Save and Run to save the report and immediately view the results.
• Click Save if you'd like to save your progress and run the report later.

Reports Training

Prefer a walkthrough? Watch the video below for a step-by-step demonstration of creating reports, or browse our previous Reports webinars for additional tips and best practices here.