This article goes over SchoolInsight Student Information System (SIS) Details Reports. If you are looking for information on SchoolInsight Financials detailed reports, please look at this article.
Details Reports display individual rows of data, such as data from attendance, discipline, classes, and online registration.
This article will cover:
Report Creation
Details Reports can be created in a variety of locations, being accessible from any module with a saved report, but also have a general location under reports
To Access Saved Reports:
- Go to Main > Reports > Saved Reports
- Create > Details/Summary Report
- Select the Type: Details
- Select a Data Type
- Create
The first step in configuration of the report is to define your data set. Depending on the data type, you may be asked to select a time frame or a specific date. From there, you can begin fine-tuning the report settings to show exactly what you’re looking for.
Add and Remove Columns
To change which columns appear on the report, click the three-dot icon next to any column, then hover over the Columns menu to display all possible columns. Check a column to add it; uncheck a column to remove it. After a column has been added, you can drag and drop it to a different location.
You may choose to temporarily add a column in order to filter by it, then hide it. Although this can help present the data in printed format, it is recommended to not save a report with hidden filters. If you come back to the report months later, you may forget that the filter is in place and inadvertently omit certain data.
Filter Columns
To filter data, click the three-dot icon next to the column you wish to filter. Hovering over the word Filter will either display all the possible entries in the column or a logic menu. Click the Clear button to reset the filter on that column and display all data.
For columns that have a limited data set (e.g. names, dates, attendance codes, Discipline Actions), you will see a multi-select list. This allows you to check all the data points you want to include in the report; any row that contains the entry you uncheck will not show on the report. Click the Filter button to apply your filters.
For columns with dates, the Filter menu shows a logic filter. You can select a logical expression such as “Is equal to”, “Is greater than or equal to”, or “Is less than.” For all expressions except “Is null” and “Is not null”, fill in the next blank space with a number to complete the expression.
You may add up to two logical expressions in the filter. For example, if you want to find all Discipline incidents between 1/16/2023 and 1/20/2023, you will use the expressions “Is after or equal to 1/16/2022” and “Is before or equal to 1/20/2023.”
You can also join two statements with “Or” instead of “And.” For example, “Is after or equal to 1/19/2023” or “Is equal to 1/10/2023” will display rows of data that contain discipline incidents after 1/19/2023 or incidents on 1/10/2023.
Sorting
Data can be sorted by clicking a column header. A particular column can be sorted three different ways:
- One click will sort the column alphabetically or numerically
- Two clicks will sort in reverse alphabetical or numerical order
- Three clicks will remove the sorting from a column
A number appears next to each sorted column to indicate which order columns are sorted in.
For example, if you want to sort students by Last Name and then First Name with First Name appearing Z-A, click the Last Name column once and then the First Name column twice. The Last Name column will have a 1, and the First Name column will have a 2. The direction of the arrow indicates whether the sorting is alphabetical/numerical or in reverse order.
Grouping
The light blue bar above the column headers allows you to group data. To group by a specific column, drag and drop the column header into the grouping bar. A group appears as a gray row above all the rows of data in that group. Each group is collapsible to hide rows within that group.
Multiple groupings can be added to the same report. The order (from left to right) determines the order in which the groupings apply. For example, you might group a student and contact details report by student full name, then contact custodial status. This allows you to separate out each student's contacts individually, and then break down each student by the type of contact, such as custodial versus emergency.
Save
When the report is modified in the way you want, you can save it for future use. All saved reports are accessible from Admin Main > Reports > Saved Reports. Click Run to open up the report again at any time.
If your report has already been saved, there will be two save options:
- Save will overwrite the current saved report with new settings. This option also allows you to rename a report without creating a new version.
- Save As... will create a new copy of the report without affecting the previously saved settings. Both the old report and the new report will be available on the Saved Reports page.
Export and Print
Details reports have the options Export to Excel and Print. The Print option brings up a new window which can be directly printed or saved as a PDF through most browsers’ Print menus. Note that the Excel version does not currently support printing subtotals for grouped data.