Quick Reports at the top of the page.
Quick Reports allows you to select an SDS standard
report as a starting point. Then based off the tables that are used in the
report, you can specify the fields you would like printed on the report. If a
table is not on the selected report it will not appear as an option to select
from. Quick Reports are a great way to get a quick dump of your data to then
export. These reports are not generated through Crystal Reports.
Creating a Quick Report
1. Login
2. Select Reports
3. Click on Student Reports
4. Click on a Report Group (i.e. Demographics) in the box 1 Report Groups.
5. Select a Report (i.e. Student List) in the box 2 Select a Report.
6. Click Quick Reports at the top of the page.
7. The middle box contains the fields that are already on the report. Highlight any that you want to remove and click the left pointing arrow button.
8. To add fields to the report, highlight those fields in the box on the left and click the right pointing arrow button.
9. To change the order of the fields in the middle
box, click on a field and click the 
or 
to move the selected field up or down in
the list.
10. Click on “Activate Sort Definition Area” to create a sort.
o In the next 4 bullets, bold the text as shown, please.
§ Select a table to sort on (i.e. Demographics) from the box labeled 3 Tables in selected report
§ Select a field (i.e. School_Location) in the box labeled 4 Fields in selected table
§ Select the data you would like to sort on. (i.e. 1, 2) in the box labeled 5 Data in selected field
§ Click the arrow to the Right to add the selected values to box 6 Data used for record Selection.
§ Select a Record Selection Option (default is “If value is in the list (=))
§ Click on Save New Sort
§ The Sort will then Display near the bottom of the page.
§ You can add additional lines to your sort by repeating the preceding 7 steps.
§ When finished setting up sorts, click on Close Sort/Select
11.
Click 
to preview Quick Report
o Only the first 20 records display on the screen for
quick viewing. When you export all data will be exported not just the first 20
records. To view all records before exporting, click on the page numbers at the
top of the page. If you will be printing the report instead of
exporting, checkmark the check box at the top of the screen before clicking
the
o Also note you can sort the columns by clicking on the Column Headings.
12. To export the report, click on the ‘+’ next to Quick View Export
13. Select the export file type (i.e. XML)
14. Click on Show/Hide Your Documents
o This will be a list of all your exported documents. You can open and then save to another location.
o If you place a check in the checkbox next to the
document you can click on the 
to delete the export as well.
Saving a Quick View Report
1. Setup your Quick View Report and preview.
2. Close the preview.
3. Click .
4. Click on the most recent date/time in the History Library box.
5. In the new box that displays with the date/time in the upper right corner, remove the date/time and type a name for the report.
6. Click 
to save.
Running a Saved Quick View Report
1. Click Reports |Student Reports.
2. Click the report group that you used originally to create the report (example: Demographics).
3. Click the default report that you used originally to create the report (example: Student List.
4. Click .
5. You will see your saved report listed in the History Library.
6. Click on it.
7. Click the little white check box at the top of the screen.
8. Click to preview.