Ad hoc reports provide reporting options other than what is available in dashboards and data walls. The functions available are similar to those on an Excel spreadsheet.
The following data is available in ad hoc reports:
- Student Information
- Behavior Data
- MTSS Data - Plans, Skills, Goals, Progress Monitors, Interventions, Intervention Groups and Check ins
- Notes
- Case Management Data - Tasks, Forms, Cases, and Meetings
Understanding Excel functions and pivot tables is recommended.
Scope & Permissions
At this time, the only scope option is "My Reports." Any report created will appear in "My Reports," and anyone can access the reports created.
Protected fields are processed before being made available to ad hoc. This means that permission settings will not allow users to see students and data that they do not have permissions to see.
Creating Ad Hoc Reports
- Click on the available columns
- They will populate in "Report Columns"
- Click on an item and then use the arrows to move it up/down to the desired locations
- Use the "x" to delete the item
- Click the green "play" icon to run the report
- Click save to save the report options
- Click the thumbnail to see the other reports available.
- Use Filter options as desired
- Use pivot table options as desired.
Pivot Table
The pivot table provides some functionality to arrange the data.
1. Click the tab for Pivot
2. Access the icons to perform various functions
3. Fields - Click fields and drag drop items into the columns, rows, values and filters columns as desired. Click apply when finished to view the report.
4. Options - Click options and select the options as desired. Click apply when finished to view the report.
5. Format- Click Format and select Format Cells and / or Conditional Formatting. Select options as desired. Click apply when finished to view the report.
