Custom Excel Reporting (AKA Report Writer)

In SchoolFi, Districts can create an endless number of custom reports related to personnel and payroll.  Our custom report writer tools that allow users to create personalized reports from existing data, offer features like filtering, sorting, grouping, and charting to extract specific information and present it in a desired format in Microsoft Excel.

Key functions of the SchoolFi custom report writer:

• Data extraction: Connects to various data sources (databases, spreadsheets) to pull raw information. 
• Customization: Allows users to select specific fields, define columns, and add calculations or formulas to the report. 
• Data manipulation: Provides tools for sorting, filtering, and grouping data based on specific criteria. 
• Presentation: Enables users to format the output, add charts, and visualize trends for easier understanding. 
• Exporting and Sharing: Facilitates exporting reports to various formats (PDF, Excel, PowerPoint) and sharing them within an organization. 
• Scheduling: Allows for the creation of automated reports that run at predefined times.

The "heart" of the custom report writer is the Staff Search tab (highlighted in yellow below) which is nested under the Personnel tab and is your default home tab when logging into SchoolFi.  This is where you can set the custom report parameters.   The second component is the Search Result View (highlighted in purple below).  The Search Result View is where you will select the data to be extracted and reported on in the custom excel report.

Components of Custom Excel Reporting

Utilizing the Staff Search Tab to define the staff members that will be contained in the custom excel report

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Searching for staff members on the Staff Search Tab

Saving the search parameters for future use

Creating a Search Result View

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Creating groups to manage your search result views

Importing search result views from the library

Creating your own search result view

How to "run" a Search Result View or create a custom excel report

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Retrieving or "running" a named search

Creating the custom excel report

How to "run" a Search Result View in the Employee Portal

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Step 1:  Creating an Employee Portal Role for the staff who will have access to the custom report

Step 2:  Creating the Staff List that will control which staff members are displayed in the employee portal

Step 3:  Adding the Employee Portal roles that was created in Step 1 to the Staff Search View webdesk panel

Step 4: Creating the webdesk panel to be viewed in the employee portal

Step 5: Publishing the webdesk panel to staff who are assigned the Employee Portal Role (created in Step 1)

How to merge a Search Result View with the Search Contacts and Address tab

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Creating a Custom Excel Report from the Search Contacts and Address tab

How to merge a Search Result View with Payroll Data

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Under Construction

How to merge a Search Result View with the Staff Certifications tab

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Under Construction

How to merge a Search Result View with the Credentials tab

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Under Construction

How to merge 2 excel reports utilizing the XLookup function

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Information / Knowledgebase Articles Covered:

Merging two excel files utilizing the Xlookup function in excel.