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All Reports are based on a Report Type. The Report Type determines which object or objects the report will be based on.
These are configured in the Administration Settings, typically by your System Administrator.
A range of Report Types are included as part of the Schoolworks package and are based on the ‘hiearchy’ of the Schoolworks database typically:
Accounts (Student/Agent/Company/Supplier/Teacher)
Contacts
Enrolments
Bookings
Booking Statistics (Date Spread)
Placements
Finance
Finance Journals (Price Lines)
Finance REF (Invoice, Credit, Receipt, Payment) headers
Finance Ledger
Finance Statistics (Date Spread)
Please speak to your System Administrator if you cannot find the appropriate Report Type for your requirements.
Typically it is best to start at the most granular level of the database as this allows access to all parent object fields.
For example, if a user wanted a new report on all students starting a course on a particular date, it would be best to create this at the Booking level.
It is then possible to pull any fields relating to the specific booking such as start date and course booked, but also pull any fields from the parent Enrolment or Account records.
It is difficult to look “down” in reports - in this example, if the report was created at the Account level, there may be more than one Enrolment and there may be more than one Course Booking, so it would not be possible to determine which Booking the system should report on .- see Cross Filters which can filter on Child Records
Creating the Report
As previously mentioned, it’s best to find a similar report to use as a base, make a copy (by selecting Save As) and then adjust the filters/fields as required on the new report.
To create a new Report from scratch:
Go to the Reports tab
Click New Report in the top right
Select the Report Type, example here selecting a Bookings Report Type:
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