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Required Field to save report

Brief Description

Report Name

Report name -to help locate the report for future use.

Description

A brief description of what the report is for or the data that the report will provide

Type

The section/type of data that the report belongs to:

  • Provider

  • Student

  • Financial

  • Marketing

  • Saved Search

  • All

Scope

Who has access to this report:

  • Global - All user can access this report

  • Private - Only I can use this report

Status

  • Active

  • Archived

  • In Active

  • In Progress

Output Formats for Reports

Formats

Brief Overview

Print Format HTML

On Screen data export.

Bulk student Select

Used for bulk reports and actions within the system

CSV

Comma separated vales, a text file that has a specific format which allows data to be saved in a table structure

Report Summary

Custom CSV

XSL

The original file extension type for Microsoft spread sheets.

Uploaded HTML template

JSON

Renders quoted strings in unicode format

XML

Metalanguage which allows users to define their own customized markup languages, especially in order to display documents on the internet.

Workflow

Expand
title1. How to load a (pre-built) Saved report
  1. Click on the Reports option in the side menu

  2. Click on the Report Builder option in the side menu

  3. Click on the Global reports or Private reports drop box

  4. Select the report to be loaded

  5. Click on the Load Report button

  6. The report has now been loaded

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