Generate Reports

Generating a report enables you to view data from various areas of the software. Reports serve a variety of purposes, such as collecting a list of information for easier verification or gathering information for record keeping. You can specify the parameters of a report, and only the data that meets the criteria you specified will display on the report. Running a report will not impact or modify the data you are collecting. You can only make updates to the data at the source or through a utility.

Reports are located in multiple areas of the software. You can view the reports available for a module by navigating to Menu > Administrative Access and selecting the module you wish to view reports for. Under the Reports heading, you can see a list of the reports you have access to generate. Some reports are District or Entity specific or can only be accessed and run from certain portals. To learn more about a specific report, you can visit the Help Center.

Once you run a report, the system has many options for you to generate the report data in your desired format. The table below lists the different options available once you generate a report with a Report Type of View/Print.

If you have selected any other Report Type, a screen appears prompting you to download the report in the selected format or run the report specifications.

Run OptionDescription
Rerun ReportEnables you to rerun the report with different parameters. The system opens the Run Report screen so you can enter new report prompts to generate new report data. While the report is running, this option is unavailable. This option is only available once the report is fully processed.
Cancel ReportEnables you to stop the report while it is running. For example, if this is a large report and you only need to view the first few pages, you could prevent the report from continuing to run. This option is only available while the report is running. Once the report is fully processed, this option becomes unavailable.
View QueryEnables you to view the parameters used to generate the report results.
Save UntilEnables you to save the report until the date you specify. This is based on the settings in the System Configuration of the Reporting module. If you elect to save the report results for longer than the default, the Save Until date should be updated.
Export to XLSXEnables you to open or save the report as a .xlsx file. While the report is running, this option is unavailable. This option is only available once the report is fully processed.
DownloadEnables you to download the report and save the report in the desired file type, such as PDF or ZIP. While the report is running, this option is unavailable. This option is only available once the report is fully processed.
PrintEnables you to create a PDF of the report in a new screen and print according to your browser settings. While the report is running, this option is unavailable. This option is only available once the report is fully processed.
Run Report SpecificationsEnables you to generate a report that provides details about how the report was configured, including information regarding the prompts and the sections included on the report. If you have previously run the report specifications, you see the View Report Specifications option instead.
Export to CSVEnables you to open or save the report as a .csv file. While the report is running, this option is unavailable. This option is only available once the report is fully processed and always displays under the List Options drop-down menu when you click the More option.