Creating Details Section on Report

Adding a details section enables you to pull detailed data from a related object as a child of the main section. For example, you may want to add a details section to include email addresses in order to list the email addresses attached to each name in the system. For example, if you are running a report on a Security Group, you may add a details section to pull in group roles for the specific menu security given for a Security Role. For Student Management users, if you are working within the Attendance module, you may add a details section to include attendance records in order to list the days and periods a student was absent.
When creating custom reports, you can include a variety of data and options to provide all the information you need in one place. You can add as many Main Sections, Details Sections, or Report Lines as necessary by referencing the Report Designer options.

After you have added a detail section, there are additional properties and formatting you can set for the sections and the lines contained within the sections.

Scroll past the video to access the step-by-step instructions.

Audio Transcript

Let's get started with adding a detail section to our report. To do this, we'll navigate to the Reporting module, locate the Report Manager feature, and identify our report we wish to update. We'll access the Design Report option for the report. A details section for a report is additional information that is attached to the subject of your report. In this case, for our students, they can have additional activities attached to their record, so we're going to add a detail section for student activities. To do this, we'll click the Add Detail Section button for our student section. In here, we'll need to scroll down to locate the one-to-many relationships where we can then find the Student Activities relationship. Once we select the detail section we'd like to create, we can go ahead and click Save. Notice how our detail section is inset under our main section. We can then add the additional information we want to display within that details section. Once all the information for our details section has been added to our report, we can save those changes. This has been adding a detail section to a report.

Let's get started with adding a detail section to our report. To do this, we'll navigate to the Reporting module, locate the Report Manager feature, and identify our report we wish to update. We'll access the Design Report option for the report. A details section for a report is additional information that is attached to the subject of your report. In this case, for our students, they can have additional activities attached to their record, so we're going to add a detail section for student activities. To do this, we'll click the Add Detail Section button for our student section. In here, we'll need to scroll down to locate the one-to-many relationships where we can then find the Student Activities relationship. Once we select the detail section we'd like to create, we can go ahead and click Save. Notice how our detail section is inset under our main section. We can then add the additional information we want to display within that details section. Once all the information for our details section has been added to our report, we can save those changes. This has been adding a detail section to a report.



  1. Select Menu > Administrative Access > Reporting.
  2. Select Report Manager under Features.
  3. Click the drop-down icon to the left of the report you wish to modify.

    If the report has a checkmark under the Skyward Maintained column heading, it cannot be modified.

  4. Select Design Report from the menu.
  5. Highlight the Main Section of the report.
  6. Click the Report Detail icon near the top right of the section options row.
  7. Select the detail you wish to add to the section.

    If the detail is located within a folder, you must double-click the Folder icon to view the details it contains. You can only add individual details with the Tree icon.

  8. Click Save near the bottom right of the window.

    You return to the Report Designer screen.



    The Report Designer displays a main section for the Group object with a detail section for the Group Roles object.


  9. Choose one of the options near the top of the screen to save your work.
    OptionDescription
    Save & BackSaves your changes and you return to the Report Manager. This option is located near the top left of the screen.
    Save ChangesSaves your changes and you remain on the Report Designer. This option is located near the top left of the screen.
    Save And Run ReportSaves your changes and runs the report. This option is located near the top right of the screen.
    Save And Run Report With Last Values Saves the section sort you added to the report and runs the report with the values set on the last run. If there are required prompts with no values set from a previous run, you will see the Run Report screen. This option is located near the top right of the screen.

Result(s)

For more detailed information, please refer to the "Creating Details Section on Report" article in the Help Center.