Overview

The Custom Report Builder enables administrators to create personalized student reports without writing SQL queries or requiring technical expertise. By selecting the fields to display and defining filter conditions, administrators can generate reports tailored to specific reporting requirements.

Custom reports can be run immediately, exported, and saved for future use, eliminating the need to recreate frequently used reports.

Navigation

Go to Reports > Student > Custom Report Builder.

Create a Custom Report

Step 1: Open the Custom Report Builder

Navigate to Reports > Student > Custom Report Builder.

The report builder opens with two primary sections:

• Fields to Display – Displays the columns that will appear in the report.
• Add Fields & Conditions – Defines the criteria used to retrieve records.

Step 2: Add Report Fields

Click Add Field/Condition.

A list of available student data fields is displayed, organized into categories such as:

• Identification Information
• Demographic Information
• Enrollment Information
• Contact Information
• Academic Information
• Medical Information
• Custom Fields

Select one or more fields and click Proceed.

The selected fields appear under Fields to Display.

Step 3: Define Filter Conditions

For each condition, configure:

• Field
• Condition
• Value

Examples include:

• Date of Birth is greater than 02/01/2009
• Gender is equal to Male
• Grade Level is equal to Grade 8

You may add multiple conditions by clicking Add Field/Condition.

Step 4: Combine Multiple Conditions

When using more than one condition, choose how the conditions should be evaluated.

Available logical operators include:

• AND – All conditions must be true.
• OR – Any one of the conditions can be true.

This allows you to create simple or highly specific report criteria.

Step 5: Review the Report Setup

Click Review.

The Report Setup Preview displays a summary of your report configuration, including:

• The fields that will be displayed.
• The filtering conditions applied.

Review the configuration before generating the report.

Step 6: Run the Report

Click Run Report.

openSIS generates the report based on the selected fields and filtering conditions.

Matching student records are displayed in a tabular format.

Work with the Generated Report

After the report is generated, you can:

• Review the report results.
• Sort records by available columns.
• Filter the displayed results.
• Export the report to Microsoft Excel.
• Modify the report setup.
• Add additional display fields without recreating the report.

If additional columns are required, click the Add Additional Fields icon and select the fields to include.

Save a Custom Report

Frequently used reports can be saved for future use.

To save a report:

1. Click Save Report.
2. Enter a Title.
3. Optionally enter a Description.
4. Click Submit.

The report configuration is stored for future execution.

View Saved Reports

Click Show Saved Reports to view previously created reports.

The Saved Reports page displays:

• Report Title
• Description
• Date Created
• Created By

For each saved report, you can:

• Run the report.
• Edit the report configuration.
• View the report setup.
• Delete the saved report.

Tips

• Select only the fields required for your report to keep the results concise.
• Use multiple conditions to generate highly targeted reports.
• Choose AND when every condition must be satisfied, or OR when any condition is acceptable.
• Save frequently used reports to avoid rebuilding the same filters repeatedly.
• Export reports to Excel for additional analysis or sharing.

Expected Result

A customized student report is generated based on the selected display fields and filtering conditions. The report can be reviewed, exported, modified, or saved for future use.