This article provides an overview of SchoolInsight Student Information System (SIS) Summary Reports. If you are looking for information on our summary reports in regard to our Financial program, SchoolInsight Financials, please look at this article.
Summary reports are essentially pivot tables, displaying totals and subtotals instead of individual pieces of data. By controlling what columns, rows, filters, etc. are applied to the report, you can have a great variety of data summarized into convenient tables that can be exported to Excel or printed.
This article will cover:
- Report Creation
- Row Area and Column Area
- Measure Area
- Filters
- Remove Fields
- Drill Down
- Save
- Export and Print
Report Creation
Start by choosing the basic report settings:
- Go to Main > Reports > Saved Reports
- Create > Details/Summary Report
- Select the Type: Summary
- Select a Data Type
- Create
The first step in configuring 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.
Next, use the Configure Report button to change the report settings. All potential fields are listed on the left-hand panel, organized into folders so that it’s easy to find the field you want. Manipulate the settings by dragging and dropping fields into the panels on the right.
Row Area and Column Area
Except for the Measures, each field in the left panel can be added as a row or column. The resulting data takes the form of a table, with whatever measure has been chosen calculated in each cell of the table.
For example, the default Student Attendance Summary report shows Students as rows, present credit as the first column, and day length total as the second column. This creates a table in which every student has their own row, and present credit and day length total each have their own columns. The intersecting cells will each show all instances (within the selected timeframe) of attendance data that belong to the student and are categorized under the different types. i.e. You can see each student's present credit and total attendance days each in their own individual cell.
You may add multiple fields to the Row Area or Column Area in order to group data. For example, in the Student Summary report, add Grade level and Gender to the Row Area in order to group Students by whether each grade level has more of a specific gender, and to see subtotals of each calculation step. You can either show or hide subtotals for each grade level; either way, you will see a subtotal for each grade level..
Measure Area
The fields in the Measures folder can be dragged to the Data Area to define what type of data is being calculated. It should be noted that the measures folder will only appear on some reports, not all. Different measures will either sum or count data in the rows and columns. For instance, when looking at how many students are returning on an online registration summary report, use the Student returning measure. If trying to count how many students are in each Registration Status, use the Registration Status measures.
Filters
The first way to filter is to use the filter icon 
To filter on fields that are not displayed as rows or columns, open the Configure Report window and drag a field into the Filter Area. These fields can be filtered just like the ones in the Row Area and Column Area, but they will not display on the report.
Remove Fields
To remove a field from any of the areas in the Configure Report window, drag and drop the field back into the All Fields panel.
Drill Down
Click each cell to open a new window that shows the specific rows of data that were added together to make the total in that cell. For example, a student attendance summary report will show a student's attendance history for that school year..
In the Drill Down Window, click Available Columns to view and select additional details to add to the drill down report. Drag the column you want to add so that it is placed between two columns that are already visible.
If desired, you can then Export the Drill Down Window as a PDF or Excel file.
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
Summary reports have the option to Export To PDF, Export To PDF (paper saver), and Export to Excel. The PDFs can be printed or saved to your hard drive. The default PDF tries to avoid breaking up groups of data, but this can result in longer documents. The paper saver version keeps every column separate, so grouped data may be broken up across multiple pages.