Quick Reports

Use a Quick Report to create a report using the information you are viewing on any list page.

The user can click on the Printer Icon to access quick report formats or go to Reports>Quick Report

Note: Saved Quick Reports will only be available from the location in the application in which you originally saved it from.

Go to the list page containing the data you want to report on
Select the records you want to include (Use a filter, query, snapshot or custom selection to limit the number of records to include on the Quick Report)
Click on the Quick Print icon and choose the output format
A CSV file will download and open in Excel which allows the user to then sort and edit the spreadsheet as desired.
Selecting Create Quick Report…(Video Demonstration) will open the quick report wizard.
Selecting Saved report will open a pick list of all saved Quick Reports>Choose the report and click Finish
To create a new report select New report, click Next.
Choose the Report type from the drop down menu (The description will outline the characteristics of each type) Click Next
Add the desired fields from the Available fields column to the Selected fields column by highlighting and clicking Add. Remove from the Selected fields by highlighting and clicking Remove
Reorder the fields by clicking Up or Down
Click Next
Step 4 determines how the system sorts the overall report>Click Next
Step 5 determines totals for group reports and can provide maximum, minimum and total count statistics for selected fields. Click Next
Step 6 provides choices for report formatting. Click Next
Step 7 determines field format options such as defining a custom width in number of characters. Click Next
Step 8 allows the user to save the Quick report for future use by the User or for the School
Click Finish