Use this guide to learn about managing the Report Folders in Reports>Quick Report>View Reports or for schools that have had Bromcom for some time Reports>Adhoc>View Reports
Tip re Permissions: in order for staff to have access to any reports that have been created and saved in the Module Reports Folders then please ensure Module Reports is ticked from the Reporting drop down, go to Config>Set Up Roles and Permissions>Choose Role>Edit>Reporting. See How to Edit a Role and its Permissions and for more information on Permissions see How to Get Started with Roles and Permissions
Depending how long the school has had Bromcom the pathway is to see Report Folders is EITHER
- Adhoc go to Reports>Adhoc>View Reports
- OR
- Reports>Quick Reports>View Reports
On the right of the screen the user will see Report Folders, below is an example of how this may look.
For the Adhoc pathway;
- New – to add a new folder right click on Reports and select the New Folder option
- Rename – to rename a folder double click on it and type in the new name
- Delete – to delete a folder right click on it and select the Delete option
- To add a sub-folder right click on the folder and select the New Folder option, folders with sub-folders will display a + to the left.
For the Quick Report pathway
Right click on Reports and choose either Add to create a new folder or Edit to edit the permissions for the Reports folder( it is not possible to rename Reports)
To add a sub-folder right click on the folder and select the Add
Folders with sub-folders will display an arrow to the left
The top right Find Adhoc reports Search Box will search through the Reports in All of the Folders for entered keywords and display them in the Report Information section, clicking on the Select All button will select only these reports, for example all reports with the word Student in the name.
Note: A folder cannot be deleted if there are reports in it, they will have to be removed first.
Any Report saved to the Module Reports will be displayed within the Custom Reports section of that module and will be defined by an Edit icon.
For example in the screenshot below Administration has 5 Custom Reports showing in the Report List section.
This is the view in the MIS from Reports>Administration>Custom Reports
Selecting a reporting folder will display the reports within it on the reports Information section to the left of the folders.
Moving the mouse over a a Folder in the Folder column shows the Parent Folder giving the full route for the selected Report, a Tooltip has been added as well displaying the route.
To move a Report from one Folder to another, click on the Report to highlight it and from the Actions drop down choose Move. Then choose the relevant Folder Name from the drop down.
Then in Move Selected Reports click Move.
