Skip to main content
Skip table of contents

Use Reports 3.0

Run a report

  1. Go to Analytics and select Reports 3.0.

  2. Optionally, select Original Reports to display report names, layouts, and content that mirror Reports 1.0 and provide the same experience and data.

  3. Select a report name.

  4. Select or remove filters and then choose Apply Filters to modify and update the displayed data.

  5. Choose Column Selection, choose the data to display, and select Apply.

  6. Optionally, Choose:

    1. Export Data to generate a .csv file.

    2. Save Custom Report.

      1. Enter a Custom Report Name and Description.

      2. Optionally, share the report. If available, choose to share the report with school users or not.

      3. Select Save. Each time you open your custom report, the data will automatically refresh without needing to reapply filters and manage columns.

  • For district-level reports, clear the School Name column to display data for the entire district instead of broken down by school.

  • For school-level reports, clear the Class Year filter to display data for the entire school across all years for data is available

Retrieve exported files

  1. Go to Analytics and select Reports 3.0.

  2. Select Exported Files.

  3. From Actions, choose Download for the selected report.

Manage custom reports

  1. Navigate to Analytics and select Reports 3.0.

  2. Select Custom Reports.

  3. From Custom Reports:

    • Select the report name to display the report with updated data.

    • From Actions, choose the more icon (three dots) to preview or delete the report, save as a new custom report, or access report settings.

Manage share access

  1. Select Analytics and choose Reports 3.0.

  2. Select Custom Reports.

  3. From Actions, click the more icon (three dots) and choose Report Settings.

  4. Turn report sharing on or off. If available, choose to share the report with school users or not.
    Reports with district-level filters applied cannot be shared with school-level users.

  5. Click Update. The shared report will be accessible from Custom Reports.

Shared reports can only be edited by their owner. Others can review the report or save a copy as a custom report.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.