Custom Report Builder

Overview

AE-Connect allows administrative users to run Custom Reports for Students, Parents, and Staff. The Custom Report Builder enables users to pull a wide range of data fields for each group.

Reports can be exported as CSV or Excel files for use in other platforms.

Access to the Custom Report Builder is controlled by permissions and allows users to retrieve data for the entire school.

⚠️ Important:

Custom Reports are reserved for administrative users, as the tool allows access to data for all students, parents, and staff. See the Permissions Settings section at the end of this guide for more information.

Accessing Custom Reports

Users who have permissions to access Custom Report Builder can navigate to AE-Connect > Reports select "Launch Custom Report Builder." This will open another window on your browser allowing the user to create a new report.

New Reports

User can  create a new report by choosing Select Fields from the center menu or use New Report in the top right.

Creating Reports

⚠️This guide will use the Students as an example on how to create custom reports.

After selecting the New Report the user can choose either Students, Staff or Parents, next the user can select fields.  The user can select the whole  field  or use the arrows to the right of the field to select sub-fields.

The user has two options after selecting fields.  These two options will be explain in detail.

1. Save & Manage Fields
2. Save & Select Students

Save & Manage Fields

After the user has chosen the desired fields. The user may select Save & Manage, which opens the interface allowing the user to reorder the fields. Fields can be reordered by selecting the = icon and dragging them up or down to the desired position. Additionally, the user can apply filters, parameters (if available), hide fields, utilize functions, and set the order to refine the report.

The next option the user can either  Select Students to choose students and create report or Save Report for later.

Select Students: Users  Select Students from the bottom menu. The Student module will open.    The user can narrow the student selection using the filters and then select the students to move to the selected students section or use the double arrows to move all students.

1. User can choose Save & Close to save the report for later.
2. User can choose Save & Run Report to display report results.

Save Report: Users can select Save Report from the bottom menu. Upon selection, a dialog will appear, allowing the user to name the report, add an optional description, and save it. The saved report will then be added to the report list located on the left-hand side of the custom report builder page.

Save & Select Students

After the user has selected the desired fields, The user may select Save & Select Students, which opens the interface allowing the user to select students.  The Student module will open.  The user can narrow the student selection using the filters and then select the students to move to the selected students section or use the double arrows to move all students.

1. User can choose Save & Close to save the report for later.
2. User can choose Save & Run Report to display report results.

Viewing & Updating Reports

Viewing Reports

When the user runs  the report it can viewed directly on the screen or the user can select Export to Excel, Export to CSV or Print.  

Updating Report

If the user needs to update the report after viewing they can choose from the following options:

• Select Students to add or remove students from the report.
• Select Fields to include or exclude fields in the report.
• Manage Fields to reorder fields or apply filters.
• Save Report to preserve the report for future use.

Saved Reports

Saved Custom Reports are located on the main custom report builder screen within the right-hand menu. Users can select a saved report to view it again and have the option to update the report upon selection. The chosen report will be displayed in the center of the screen, enabling the user to either Run the Report or update it by choosing from the following options: Select Students, Update Fields, Manage Fields, or Edit Report.

• Run Report: Enables the user to execute the saved report, including all preselected fields and students.
• Select Students: Allows the user to reselect students for the report.
• Update Fields: Permits the user to add or remove fields from the report.
• Manage Fields: Provides the ability to manage existing fields within the document, including reordering and adding filters.
• Edit Report: Allows the user to modify the saved report's name or description.

Permissions

Permissions are found in School Profile > choose group who needs permission > Reports.  The users MUST have view and manage Reports and Custom Report Builder.

Video Guide