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What are Custom Reports

What are Custom Reports

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Custom Reports Module
Knowledge Base 2.0 article 528

What are Custom Reports

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Custom Reports are reports that can be custom designed by your team allowing you.  Using the various searchable fields from your database you can filter your data and generate the reports that you want, showing the data that you want.

The results from your reports can be used for a number of purposes.

For example:

  • Online Viewing
  • Download as PDF
  • Download as CSV
  • Download as XLS (Excel)
  • Attach Custom Letter and Email
  • Attach Custom Letter and print PDF
  • Send Custom Email
  • Send TEXT Message
  • Assign to Communication Plan
  • Assign Task to Task Manager

 

To better understand custom fields please refer to the “What are Custom Forms” help document.


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Build you custom report from literally hundreds of different data points from:

  • Profile data
  • Custom fields data
  • Financial data
  • Academic data

 

In the Custom Forms area of the campusSIS system, you have the ability to create, edit and delete custom fields and then embed them into Custom Forms.  These forms can be used to capture data points about your users.  Each form element (form field) is given a unique TAG name. 

CUSTOM FORM FIELDS
This tag name can be used as a search and report fields in any of your custom reports.

 

If you would like to have additional training on the creation and use of custom fields and custom forms please reach out to our HELP DESK.