Creating Report Line on Report

After you have added a main section or detail section to a report, there are additional properties and formatting you can set for the sections and the lines contained within the sections. You can add Report Lines within a main section, including Header, Data, Footer, Section Aggregate, and Totals Lines. These line types serve a variety of purposes, such as totaling amounts for data lines. Not all report line options will be available if the "Print detail sections on one line box" is checked for the parent detail section that contains the lines.
Section aggregate and totals lines are similar in that you can calculate different counts, averages, as well as other operations. The difference between these lines come from records that are included in those calculations. A section aggregate will perform the calculation one time for all records included in the filter set for the section and it will display after the last record within the section on the report. For example, for a section of the report based on the name Object with a section aggregate line after the last name record, you could see a line with a count of all the names. Since a totals line is associated with a sort identified for the section, it will perform the calculation for the group of records based on the sort and the filter set for the section. Because of this, a totals line may display multiple times, once for each group of the sort's values. For example, for a section of a report based on the name object with a totals line for a sort by gender, after the group of female records you could see a line with a count of female names, and after the group of male records you could see a line with a count of male names.

You can only create report sections and lines on a user-created report. If necessary, a Skyward report can be cloned in order to make changes to the layout. You can add as many report lines as necessary by referencing the Report Designer options.

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

Before you begin

  • If you would like to add a totals line, a sort must be created for the criteria you would like to calculate totals for.

Audio Transcript

Welcome to adding lines to a report. To do this, we'll navigate within the Menu, to the Reporting module, where we'll select Report Manager under Features. Once we've identified the report we need to add lines to, we can select Design Report from the Record Options. Adding additional report lines to a report allows you to better organize the information so that users reading the output of the report have a better idea of what they're looking at and can more easily interpret the information they see. To do this, we'll select the Add Report Line button which looks like the paper with the plus icon. Depending on how the section of your report is configured, that you're adding a line to, you may see different options in the Add Report Line screen. Header lines allow you to add additional headers to organize the different header fields that you see at the top of your report. Sort headers only display if you have sorts set up within your section. You'll see sort header lines available for each sort that has been configured. Since my section has two sorts for student grade and full name, I have two different sort headers available. A sort header will create a new header that displays every time the sort value changes. So if I wanted a new header to display with each grade level of the students that print below it, I could add a sort header for grade. A data line allows you to add additional lines just like the main data line that always displays on the report. Total lines are based on the sorts that are set up as well, so that's why we have the same totals available as we have for the sort headers. These allow you to do aggregate functions within the line for the different fields that are included within the data above. Section aggregates are just like total lines where you can do aggregate math or aggregate calculations within the line but instead of being based on the sort values, these are based on the entire section. These are especially helpful to show counts or totals within detail sections that you might have on your report. Adding footer lines allows you to include additional details at the bottom of your report. For our example, I'm going to add a totals line for student grade. Once you select your line you can go ahead and click Save. When your line is selected, especially if you have an aggregate line, you can then add your additional fields to that. If I wanted to show a count within my aggregate line, I could add a field and then go to the Aggregate Type and select my Labeled Count. If necessary, I could adjust the field to make sure all information will fit within that area. Once you've added the line you wish and updated the columns that display within the line, go ahead and click Save Changes. Thanks for learning about adding lines to a report.

Welcome to adding lines to a report. To do this, we'll navigate within the Menu, to the Reporting module, where we'll select Report Manager under Features. Once we've identified the report we need to add lines to, we can select Design Report from the Record Options. Adding additional report lines to a report allows you to better organize the information so that users reading the output of the report have a better idea of what they're looking at and can more easily interpret the information they see. To do this, we'll select the Add Report Line button which looks like the paper with the plus icon. Depending on how the section of your report is configured, that you're adding a line to, you may see different options in the Add Report Line screen. Header lines allow you to add additional headers to organize the different header fields that you see at the top of your report. Sort headers only display if you have sorts set up within your section. You'll see sort header lines available for each sort that has been configured. Since my section has two sorts for student grade and full name, I have two different sort headers available. A sort header will create a new header that displays every time the sort value changes. So if I wanted a new header to display with each grade level of the students that print below it, I could add a sort header for grade. A data line allows you to add additional lines just like the main data line that always displays on the report. Total lines are based on the sorts that are set up as well, so that's why we have the same totals available as we have for the sort headers. These allow you to do aggregate functions within the line for the different fields that are included within the data above. Section aggregates are just like total lines where you can do aggregate math or aggregate calculations within the line but instead of being based on the sort values, these are based on the entire section. These are especially helpful to show counts or totals within detail sections that you might have on your report. Adding footer lines allows you to include additional details at the bottom of your report. For our example, I'm going to add a totals line for student grade. Once you select your line you can go ahead and click Save. When your line is selected, especially if you have an aggregate line, you can then add your additional fields to that. If I wanted to show a count within my aggregate line, I could add a field and then go to the Aggregate Type and select my Labeled Count. If necessary, I could adjust the field to make sure all information will fit within that area. Once you've added the line you wish and updated the columns that display within the line, go ahead and click Save Changes. Thanks for learning about adding lines 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 Add Report Line icon near the top right of the section.



    The Add Report Line window displays options to add new lines for header, data, section aggregate, and footer.


  7. Select the type of Report Line you wish to add using the information in the table below.
    Report Line Description
    Header Line Adds a header line for the main section to the report. The report has one header for the main section by default; this option enables you to add another header if there is not enough room on the first header line.
    Sort Header Line Prints a header line every time the specified sort changes. For example, you could use a sort header line to print the grad year before the list of students in that grad year. These lines are available based on sorts created for the section.
    Data Line Creates a line on the report to which data fields can be added. This may be useful if there is not enough room on the first data line.
    Sort Aggregate Line (Totals) Applies a formula to fields every time the specified sort changes in the section. For example, you could use a sort aggregate line to create a list of students sorted by grad year to count the students in each year separately. These lines are available based on sorts created for the section.
    Section Aggregate Line Applies a formula to any field over the entire section on the report. This line is necessary if you are creating aggregate math fields. For example, you could use a section aggregate line to count all student absences for the school year.
    Footer Line Adds a footer line to the main section of the report.
  8. Click Save near the bottom right of the window.



    The Report Designer displays a main section for the Name object with a footer line below the Data 1 line.


  9. Choose one of the options near the top of the screen to save your work.
    OptionDescription
    Save & Back Saves your changes and you return to the Report Manager. This option is located near the top left of the screen.
    Save Changes Saves your changes and you remain on the Report Designer. This option is located near the top left of the screen.
    Save And Run Report Saves the report lines you added 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 Report Line on Report" article in the Help Center.