In this guide we’ll look at how you can use Quick Reports to create Matrix Report.
Access: The minimum permissions required to access Quick Reports can be found in the Reporting module from within Config > Setup > Roles & Permissions.
You will also need to review your Report Design Permissions and ensure that you have access to any Domains you would like to create a Report in.
See Also: How to Create a Quick Report
In this guide we’ll be using a Matrix Report to view Parental Consents.
Go to Reports > Ad Hoc > Quick Report (Note: if you are new to Bromcom this pathway may be Reports > Quick Reports > Quick Report)
From the dropdown at the top select which Domain you would like to use. Any Domain that is not Basic or Cross Domain will have the ability to create a Matrix Report. In this example we’ll be using the Students domain.
Add required Data Items by selecting the category from the list on the left, ticking any Data Items you would like on the Report and then clicking Add to add them to the Report.
In this example we have added Student First Name and Last Name, from the Personal Information category, and Parental Consent Type Description and Granted Date from the Student Parental Consent category.
Once you have all the Data Items you need, turn on Matrix Mode using the toggle in the top right.
You’ll see you now have a Columns option down the right hand side, click on it to expand.
In the pop-out on the left you can drag the different data items into the Rows, Values and Columns sections to dictate where in the report you would like the Data to display.
The Report Preview will then update according to how you have organised the Data Items.
In this example we have put the Parental Consent Type Description in the Columns, the Granted Date in the Details and the Student Details in the Rows which results in a list of Students down the left with the date any of the Parental Consents were Granted against the relevant Parental Consent in the Columns, any Parental Consents that have not been Granted will have no date listed against them.
If you would like to add a count to either the Rows or the Columns you can do that using the toggles in the top right hand corner.
You may find that where you have Students with the same First or Last name they are grouped together. To separate them, click on the 3 lines icon on the Column header for the Column with the groupings, and select Expand All Row Groups.
You can then add any filters as required. For more information on how to do this please see How to Create a Quick Report.
Once you’re happy with your report, click Save in the top left hand corner.
Give the Report a title and select which Folder to Save the Report to and click Save.
Then click Run.
You can then further filter the report using the Column Headers or use the options across the top of the screen to Export or Schedule the Report.
