In this guide we’ll look at how you can produce a report to see the Names, Addresses, Email addresses and Phone Numbers for Parents.
Access: The minimum permissions required to access Quick Reports can be found in the Reporting module from within Config > Setup > Roles & Permissions.
In order to perform the steps in this guide you will also need the following Report Design Permissions within the People – Students domain.
See Also: How to Create a Matrix Report in Quick Reports and How to Create a Quick Report
Go to Reports > Adhoc > Quick Reports (Note: if you are new to Bromcom this may be Reports > Quick Reports > Quick Reports)
Select Students from the dropdown at the top.
First, you’ll need to add the Students name to the report. To do this, select Personal Information from the menu on the left by clicking the arrow to the right of it.
In the pop-up that appears, expand Names and Photos using the arrow to the left of it and then use the tick boxes to select the Data Items you would like to use to identify the Students. In this example we’re using Preferred Full Name. Click Add.
This will add Preferred Full Name to the table. Next, we need to add the Contact Details we would like to include. Select Contacts Details in the menu on the left by clicking the arrow to the right of it.
In the pop-up that appears, scroll down until you see Personal Information, expand it using the arrow to the left of it, then expand Names and Photos then use the tick boxes to select the Data Item you would like to use to identify the Contacts. In this example we’ve used Legal Full Name.
Next, scroll down and you’ll see the Addresses, Telephones and Emails options, you can expand these and use them to select which information you would like to include on the report. In this example we’ve used Full Address (label layout), Telephone Number and E–Mail Address. Once you’re happy click Add.
This will add all the selected Data Items to the report. If required you can continue adding Data Items using the menu on the left.
If you would like to filter to specific students, you can click on All Date Intervals & Filters at the top of the screen.
Select Filters at the top of the pop up and click Add Filter.
In Filter Items select Students, in Operations select In, if you would like to be asked which students to include every time you run the Report then turn on Runtime using the toggle at the bottom. Then click Find Students to open the Student Selector.
In the Student Selector, select the Students you would like to include by clicking on them once to highlight them or using the Select All button at the top. If you would like to refine your search you can use the Filters on the left, if you change any of the Filters, click Find at the top to update the list. Once you’re happy click Done.
Click Add on the Filters pop-up.
Once you’ve added all required Data Items and Filters, click Save in the top left.
In the pop-up that appears enter a Name and Description for the Report then select which folder you would like to save it to in the Folder Name drop down. Once you’re happy click Save.
Then click Run in the top left.
This will load the Report, you can use the Export Report options in the top left to Save a copy.
In this guide we’ll look at how you can produce a report to see the Names, Addresses, Email addresses and Phone Numbers for Parents.
See Also: How to Create a Matrix Report in Quick Reports and How to Create a Quick Report
Go to Reports > Adhoc > Quick Reports (Note: if you are new to Bromcom this may be Reports > Quick Reports > Quick Reports)
Select Students from the dropdown at the top.
First, you’ll need to add the Students name to the report. To do this, select Personal Information from the menu on the left by clicking the arrow to the right of it.
In the pop-up that appears, expand Names and Photos using the arrow to the left of it and then use the tick boxes to select the Data Items you would like to use to identify the Students. In this example we’re using Preferred Full Name. Click Add.
This will add Preferred Full Name to the table. Next, we need to add the Contact Details we would like to include. Select Contacts Details in the menu on the left by clicking the arrow to the right of it.
In the pop-up that appears, scroll down until you see Personal Information, expand it using the arrow to the left of it, then expand Names and Photos then use the tick boxes to select the Data Item you would like to use to identify the Contacts. In this example we’ve used Legal Full Name.
Next, scroll down and you’ll see the Addresses, Telephones and Emails options, you can expand these and use them to select which information you would like to include on the report. In this example we’ve used Full Address (label layout), Telephone Number and E–Mail Address. Once you’re happy click Add.
This will add all the selected Data Items to the report. If required you can continue adding Data Items using the menu on the left.
If you would like to filter to specific students, you can click on All Date Intervals & Filters at the top of the screen.
Select Filters at the top of the pop up and click Add Filter.
In Filter Items select Students, in Operations select In, if you would like to be asked which students to include every time you run the Report then turn on Runtime using the toggle at the bottom. Then click Find Students to open the Student Selector.
In the Student Selector, select the Students you would like to include by clicking on them once to highlight them or using the Select All button at the top. If you would like to refine your search you can use the Filters on the left, if you change any of the Filters, click Find at the top to update the list. Once you’re happy click Done.
Click Add on the Filters pop-up.
Once you’ve added all required Data Items and Filters, click Save in the top left.
In the pop-up that appears enter a Name and Description for the Report then select which folder you would like to save it to in the Folder Name drop down. Once you’re happy click Save.
Then click Run in the top left.
This will load the Report, you can use the Export Report options in the top left to Save a copy.