This section explains how to generate tailored reports based on student or employee data using the Custom Reports feature. It allows administrators to filter, select, and organize data fields according to specific institutional needs.

Overview

The Custom Reports module enables you to:

• Create student- or employee-specific reports.
  
  

• Select relevant input criteria to filter records.
  
  

• Customize which fields appear in the report output.
  
  

• Save and reuse reports, and export data in usable formats.
  
  

This is useful for admissions analysis, demographic tracking, HR insights, and compliance reporting.

Accessing Custom Reports

From the sidebar, go to Data and Reports > Custom Reports.

Creating a New Report

Step 1: Choose Report Type

• Click New Student Report or New Employee Report, depending on the dataset you want to work with.
  
  

Step 2: Name the Report

• Enter a name in the "Name of the Report" field (e.g., Female Students by Batch).

Select Input Criteria (Search Filters)

• Tick the boxes next to fields you want to use as filters in your report:
  
  

For Students:

• Admission Date, Country, Programme, CRM Admission Counsellor, QA Status, etc.
  
  

For Employees:

• Joining Date, Department, Category, Position, Sex, Marital Status, etc.
  
  

These criteria will allow users to search and filter the report dynamically before generating it.

Select Report Output Fields

• Use the dropdown under "Select and order the fields to be shown in the report" to pick which columns will appear in the final report.
  
  

Examples:

• Student Report may include: Admission Date, Batch, Mobile Number, Nationality.
  
  

• Employee Report may include: Full Name, Department, Job Title, Emergency Contact.
  
  

Generate Report

1. Once all fields are selected, click Create.
   
   

2. Your report will now appear in the main Custom Reports list.

Viewing and Managing Reports

In the Custom Reports list, you can:

• Click the eye icon to preview or run the report.
  
  

• Click the trash icon to delete a report.
  
  

• Export the data after generating a report using standard export tools.