Custom ReportWriter Reports in SchoolFi

Modified on Thu, Mar 20 at 6:09 AM

Overview


The SchoolFi ReportWriter can be utilized to build completely custom local reports.


There are steps to creating a ReportWriter Report:


  1. Go to the Reports tab and begin report creation by clicking the "Create a Report" button. Select the "base table" for the report and join tables to the base table.
  2. Columns:
    1. Select columns from any of the joined tables
    2. Add columns that link from any other table (a table that is not one of the joined tables).
    3. Add Expression Language columns as needed.
  3. Add Report Parameters - Add questions that are asked when the report is run.
  4. Add Report Filters - There are three kinds of filters:
    1. "SQL" Filters that are used to limit what data is extracted from the database.
    2. A Staff List filter to optionally select data for only the staff members on the list.
    3. Expression Languge Filters - for filtering in ways that the SQL filter will not permit.
  5. Add Sorts - These are the ways to order the report's output.  You can add as many different sorts as needed.


The articles in this set will walk you through each of these steps.


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