How to create a Quick Report using Advanced search

Situation 

When using Quick report, you found that you cannot find some fields, but you can find those fields in Advanced search. 

Solution 

Step 1 – Create a SAVE FORMAT in Advanced search 

Go to Student records > Advanced search > select the fields you need > Search > select the Year status you want to apply to your search > Search > Save format – saved by naming your search or create an Excursion Group. 

1. Click "Student records" 

2. Click "ADVANCED SEARCH" 

3. Click "add" 

4. Click this button. 

5. Click this button. 

6. Click here. 

7. Click "search" 

8. Click "SEARCH" 

9. Click "SAVE SEARCH" 

10. Type "2023-24 Grade 9" 

11. Click "SAVE" 

12. Click "menu" 

Step 2 – Create your Quick report 

Go to Student reports > Popular > Quick report > Run > select the fields you need to have on your Quick report from Student fields > Next > in Filter by > select Advanced search and select your Advanced search > Export to .csv file > Save or not your format > Go to your Bell and download your file 

1. Click "Student reports" 

2. Click "RUN" 

3. Click this button. 

4. Click this button. 

5. Click this button. 

6. Click "NEXT" 

7. Click here. 

8. Click "Advanced search" 

9. Click here. 

10. Click "import_export" 

11. Click "SAVE FORMAT" 

12. Click the "Title" field. 

13. Click "SAVE" 

14. Click "notifications" 

15. Click this button. 

16. Click "Download - 2023-24 Gr 9 Test20240307075256.csv"