After the Custom Report Items have been created (and, optionally, a Color Layout), a new Custom Report can be created. Only users with Administer permission on Custom Reports can create report items; other users choose from items that already exist. Go to School Info > Configurations > Custom Reports. Click the Custom Reports dropdown, then click Add New Report.



The following page will display.




Enter the following information:

  • Name – enter the report name (required). This name prints as the report title.
  • Color Layout – optional. Select a color layout to color test scores by level.
  • Schools – check the school types that can use the report. If none are checked, the report is available to all schools. This section appears only when the district has more than one school type.
  • Shared – available only to users with Administer permission on Custom Reports. Check Shared, then check each Security Group that should be able to run the report. Users in those groups see the report on the Custom Reports tab of the Reports page.
  • Report Items – at least one item must be included. Previously created report items are listed on the right under Available Items.


Click the + next to an item to move it to Included Items. To remove an included item, click its X. To find items quickly, type in the Enter Item Name box above Available Items; only items whose name contains that text are listed. In the example below, stu was entered to show items with STU in their names.



Sort – the order the items print on the report, left to right. Items are numbered automatically as you add them; change the numbers to reorder them.



After the items and sort order have been selected, click Save. If the Name is blank, Report Name is Required! appears; if no items are included, At least one column must be included in this report! appears.



The saved report opens with Edit and Print buttons, and it is listed in the Custom Reports dropdown. Users without Administer permission see only their own reports in this dropdown and can edit or delete only their own reports.



Refer to Creating Custom Report Items for more information on Custom Report Items.


Note:  After the report has been saved, click Print to review the results on the Reports page. Print is available only when you are logged in to a school, not the district office. Save any changes before clicking Print, or they will be lost. If a column is too narrow, an administrator can increase the Item Width on that Custom Report Item.