Creating Quick Report

Creating a quick report enables you to generate a report designer template from a browse screen in the software. If there is data on a screen you want to run a report for, the quick report is the fastest way to do so, as you will not need to search for fields and set filters like you would when creating a standard report. The information included on the browse screen automatically pulls on the report template as fields when you select this option. The filters and column totals set up on the browse screen are also automatically applied to the report. For example, you can generate a quick report from the Name List.

The Base Module and Base Object of your report are determined by the browse screen from which you generate the quick report. For example, if you generate the quick report from the User List, the module will be Security and the object will be User. The report type for this template is View/Print. Additionally, you can add or remove fields and filters to customize the report template once the quick report is generated.

These instructions provide an example of creating a quick report from the Demographics module. However, quick reports can be created from any browse screen.

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

Audio Transcript

With the due dates for your reports crawling closer and closer, it may seem that time is working against you. Have no fear—you can create and print a quick report without sacrificing style and readability. We can create quick reports from most browse screens in the software. Quick reports can be easier to use than the standard report creation process, especially if you know how to modify the columns in a browse screen. For this example, we’ll head over to the Name List via the Demographics module. Sometimes there is more information on the screen than we need to print on the report. The Cog icon comes in handy for deleting the unnecessary columns for the report. Additionally, we can use the Cog to set a filter to exclude names marked as business. In this case, we'll select the option of False in the Filter By field, to exclude all names marked as business. Next, we’ll create the quick report. The columns from the previous screen automatically become data fields for our quick report, and the new filter we created appears here as well. Quick reports can also be run without making any changes on the previous screen, so since we didn't make any modifications, we'll select Run Report. From the View Report screen, we can save, download, or print our new report. Now that you know how to use the Quick Report feature, creating and printing a report in a short amount of time can be quick and easy.

With the due dates for your reports crawling closer and closer, it may seem that time is working against you. Have no fear—you can create and print a quick report without sacrificing style and readability. We can create quick reports from most browse screens in the software. Quick reports can be easier to use than the standard report creation process, especially if you know how to modify the columns in a browse screen. For this example, we’ll head over to the Name List via the Demographics module. Sometimes there is more information on the screen than we need to print on the report. The Cog icon comes in handy for deleting the unnecessary columns for the report. Additionally, we can use the Cog to set a filter to exclude names marked as business. In this case, we'll select the option of False in the Filter By field, to exclude all names marked as business. Next, we’ll create the quick report. The columns from the previous screen automatically become data fields for our quick report, and the new filter we created appears here as well. Quick reports can also be run without making any changes on the previous screen, so since we didn't make any modifications, we'll select Run Report. From the View Report screen, we can save, download, or print our new report. Now that you know how to use the Quick Report feature, creating and printing a report in a short amount of time can be quick and easy.



  1. Select Menu > Administrative Access > Demographics.
  2. Select Name List under Features.
  3. Modify the information on the screen.
  4. Click More near the top right of the screen.
  5. Select Quick Report from the menu.

    You can continue designing the report by adding fields within the header, footer, and report lines. Once you have added fields to the report, you can create filters to narrow the data included in the report.

    This content will be covered later in this course.



    The fields from the Name List appear in the quick report and the Saved Until date displays above the report.


  6. Click the Chevron down icon to the right of the Page Header to expand the page header line.
  7. Click within the expanded Page Header line.
  8. Select a field from the Special Fields or Environment Variables tabs to incorporate in your page header by either double-clicking the field or clicking and dragging the field onto the report.
  9. Click the Chevron down icon to the right of the Report Header to expand the report header line.
  10. Click within the expanded Report Header line.
  11. Select a field from the Special Fields or Environment Variables tabs to incorporate in your report header.

    The image below displays the Report Designer at this point in the process. You see the District Name value has been added to the Report Header.





  12. Select the Data Line for the main section.

    If you add data within the header line of the base object, the field will only display as a header on the report and you will not see data for that field.

  13. Click the Expand icon to the left of the Fields tab to display the available fields to incorporate in the data line of your main section.
  14. Select the field that you would like to incorporate by either double-clicking the field or clicking and dragging the field onto the report.

    Fields marked with an asterisk indicate the field is calculated for you based upon other values within the system.

    The table below explains the field types available for selection onto the report.

    IconDefinition
    Calendar 31 The calendar icon represents a date field.
    Checkbox The check icon represents a checkbox.
    Folder The folder icon represents a folder, in which more fields and folders are available.
    Pound The pound icon represents a numeric field.
    Text The text icon represents a text-based field, typically a sequence of characters. This field type can consist purely of numbers, such as a social security number.
    Timespan The timespan icon represents a duration field, such as time.
    Three ColumnsThe column group icon represents a single field that pulls multiple columns of information based on the logic assigned to the field.
  15. Repeat steps 13 - 14 for each report line you wish to use in the main section of the report.

    The image below displays the Report Designer at this point in the process. You see the Name ID field added to the Data 1 line of the main section of the report.





  16. Click the Chevron down icon to the right of the Report Footer to expand that line of the report.
  17. Click within the expanded Report Footer line.
  18. Select a field from the Special Fields or Environment Variables tabs to incorporate in your report footer.
  19. Click the Chevron down icon to the right of the Page Footer to expand that line of the report.
  20. Click within the expanded Page Footer line.
  21. Select a field from the Special Fields or Environment Variables tabs to incorporate in your page footer.
  22. Choose one of the options near the top of the screen to save your work.
    OptionDescription
    Save & BackSaves your report template and you return to the Name List. You can run the report at a later time to view it. This option is located near the top left of the screen.
    Save ChangesSaves your report template and you remain on the Report Designer screen. You can run the report at a later time to view it. This option is located near the top left of the screen.
    Save And Run ReportSaves your report template and runs the report. This option is located near the top right of the screen.
    Save And Run Report With Last Values Saves your report template 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 Quick Report" article in the Help Center.