Build - How to create reports in the Custom Report Writer

Begin, Build, Boost

You're at Build, the second step in your school's journey to getting the most out of reporting in Arbor!

Screenshot 2023-07-25 at 16.58.22.png

 

Let's take a look at the different methods to create reports in Arbor's Custom Report Writer.

How long will it take?

  • Check permissions - 5 minutes
  • Create using a template - 5 minutes, but longer if you wish to customise
  • Build from scratch - Can be as little as 5 minutes for a basic report, or up to 30 minutes for more complex reports
  • Import - 5 minutes, but longer if you wish to customise

 

Check permissions

You'll want to make sure everyone in your school has the right permissions to access data through the Custom Report Writer:

  • You need the School: General Admin: Export Data permission to access this area of Arbor and create reports in your own area
  • The Superuser permission gives you the ability to see all reports at your school

Read up on our guidance here on how to make sure everyone has the right level of access: Who can access Custom Report Writer reports and fields?

 

Creating your report

Go to School > Custom Report Writer to access your personal All Reports page. Here you can see and manage all of your reports - more details here: The All Reports page

all reports page.png

 

From here, click the green Create New Report button in the top right-hand corner of the page. There are three ways to create a report in just a few clicks!

Create a report from a template

These are our built-in reporting templates - just select the template you would like to use and click Create Report from Template! There's more detail about what these reports include in the links below.

Screenshot 2023-07-26 at 15.16.01.png

 

Top Tip: The date range will pull in any students who were enrolled in your school between these dates into your report.

date range.png

 

In Step 2 of the wizard, you'll find all the fields pre-populated with the info you need. Why not click the Skip setup wizard link at the bottom of the page.

Screenshot 2023-07-26 at 15.13.38.png

 

This will take you to the report Edit page. You can then click Save & View report and you're done!

Screenshot 2023-07-26 at 15.15.01.png

Screenshot 2023-07-26 at 15.15.21.png

 

Import a custom report

Follow the steps to import a report from another source, so you don't need to set it up from scratch.

Screenshot 2023-07-26 at 15.32.24.png

 

Create a new report from scratch

Our handy 8-step wizard will take you through the whole process of setting up a report for the first time: Creating bespoke reports in the Custom Report Writer

Screenshot 2023-07-26 at 15.20.20.png

 

Let's have a look at building an example report in the video below.

 

More support

How can I build the report I need?

First, just have a play around with the reporting! Try creating reports about different topics, as the fields available to you will vary.

Don't worry - creating a report doesn't change your school's data at all, and any reports you create can be deleted by you whenever you need!

Screenshot 2023-07-26 at 15.51.52.png

 

You can find these areas by searching on the Help Centre homepage, or scrolling down and clicking into an area.

Screenshot 2023-07-26 at 15.43.04.png

Screenshot 2023-07-26 at 15.47.30.png

Screenshot 2023-07-26 at 15.43.22.png

Screenshot 2023-07-26 at 15.47.30.png

 

Hit Ctrl+F (on Windows PC, Chromebook, or Linux system), or Command+F (on a Mac) on the keyboard to find key words

Screenshot 2023-07-26 at 15.45.14.png

 

Can Arbor build reports for me?

If you're on Standard Support, our Support Team won't be able to edit your reports directly or build reports for you from scratch. However if you've had a go building a report but can't quite get it working the way you want, we can help with any questions you've got!

If you are supported by one of our Support Partners, please contact them for help with reporting.

There's also Advanced Support, our premium support service with a direct line to an expert. Schools on Advanced Support get a bank of 10 custom reports and 2 live feeds, which we'll set up for you. You can contact your Account Manager for further details.

Having trouble with reporting?

Let's get you sorted. Here are the most common issues you may have, and how to easily fix them:

You can also check out the rest of our FAQs here: Custom Report Writer FAQs

Screenshot 2023-07-26 at 16.03.10.png

 

What's next?

So you've got to grips with building a basic report and you're wondering what else you can do with them? Jump to the next part of your journey to Boost your school to the next level where you'll see how to: 

  • Share and schedule reports across and outside your school
  • Use advanced editing features like complex filters, conditional formatting and custom calculated fields
  • Integrate reports into other key areas to pull in data, such as Communications, Report Cards and Assessment marksheets.

Boost - Make the most out of the Custom Report Writer

Was this article helpful?
0 out of 0 found this helpful
I'm still stuck!

Comments

0 comments

Article is closed for comments.