Report Builder in Class+

Report Builder

Once you’ve logged in, locate and hover over the “Reports” tab, then click on Report Builder, which is underneath “Dynamic Reports.”

While you can select previous reports to work on, this tutorial will be about creating a new one. You’re first options are to include enrollment data or teacher data. If you would like a basic list of student data, such as a student or guardian’s email, you might not need the advanced field options included. However, if you need to create a more complex report, including enrollment and teacher data will give you more criteria to search by and help you target specific groups of students.

 

You can add fields to the report by clicking on them and then clicking the arrow to add them to the selected fields category. The criteria you add here will determine what fields will be displayed in the report and can be used to create very detailed combinations.

In the next step, you can choose additional criteria to filter the report by, such as students who have an active enrollment status

Once you’re done setting up your report, click get data to generate the report. If you click on the report headers, you can sort the data by the different fields that you used to create the report.

 If you would like to save the report, give it a name and description, then click save. This will allow you to run the same report again by choosing it from the “select report” drop down menu at the top of the page. The parameters will be the same, preventing you from having to setup the same report every single time. You can also export the results of a report to an Excel document by click the “Export results to Excel” button at the top right of the page.