Arbor Tutorial
Custom Report Writer
How to Generate Custom Reports using the Custom Report Writer
Arbor has it’s own Custom Report Writer, much like School Admin where you are able to pull out lots of different information about students and staff, should you have the permission to do so. Here is how to use it …
When you log into Arbor you will be greeted with a screen which looks like this. On the top bar, go to ‘School’ — ‘Custom Report Writer’ …
Once there, you can either search for previously ran reports – or ‘Create New Report’ on the top right …
Press on ‘Create New Report’ …
Now you will need to give your report a Title, and then select what you would like the report to refer to. Once done, you will need to press on ‘Next’ to move onto the next stage …
The below screen will allow you to change the effective dates. These will be already set to the custom academic year, but if you would like prehistoric data you can amend this here …
Now you can select which columns you would like on your report. Search through the options on the left hand side and then click and drag them onto the right hand column …
When dragging and dropping the fields into the right-hand column, you are usually greeted with some options to customise your selection. The below example is for ‘Age’. You are able to amend the column label here too. If you do not wish to make any changes, you can press ‘Save’ …
Once you are happy with your selections, press on ‘Preview columns and continue’ …
If you are happy with the selections and changes you have made, you can press ‘Continue to column sorting’. If you would like to remove or amend any of the columns at this stage, you can press the pencil or bin here …
If you’d like to make any further changes here to the way your data is displayed you can do. If the column you’d like to amend does not appear, press ‘Add another’ …
Here, you are able to select and add any filters you would like to apply to your report, such as seeing whether the students are on Free School Meals, or checking their photo consent …
If you would like to select a filter, when you click on ‘Set parameters’ you will be greeted with the below. Make your choices and press on ‘Save’ once done …
If you would like to put your report in a specific order, you can do so by grouping your fields here. For example you can group by Name, Age, or both. To confirm the grouping or to add another, press on ‘Add Grouping’ …
On the final stage here, you can choose how you collate your data. This can be done a variety of different ways by being able to collate the data by student houses, registration forms etc. If you would like to do this, select your options and then press on ‘Add Collation’ …
Once you have gone through all of the steps you will be greeted with the below after pressing ‘View Report’. Here, you will be given the option to edit your report or download a copy onto your device with a variety of different formats …
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