Report Builder

There needs to be some way to generate custom reports. Right now, in order to get all of the information we want about students in one place, I have to run several lists and then do a complex multi-sheet mail merge. This takes hours to put together, and it's a nightmare if I ever have to re-do one.

 

I realize that this might be somewhat complicated, but surely if you can figure out how to build advanced lists and make your own reports out of them OUTSIDE the system, you can figure out how to do it INSIDE the system.

  • Guest
  • Sep 22 2015
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  • Michael O'Connell commented
    2 Jun, 2023 03:50pm

    We struggled with data for a few years and decided we couldn't wait anymore. We've built a series of Advanced Lists and use the API to download them nightly into a data warehouse we built in SQL. It's still not perfect, but at least we can use queries to pull grading, roster, award, assignment, and bio-info.

  • Terri Rodriguez commented
    9 Jun, 2020 09:51pm

    Reporting is not straightforward and it is hard to get all of the information needed without doing advanced work.

  • Derek Ward commented
    18 Jul, 2019 02:48pm

    Janet, that is a start, but it is extremely frustrating for those who came from EE where we had a good amount of control over reports/exports.  This should be a top priority and we shouldn't be limited to only a subset of data. 

  • Janet Wittenberg commented
    11 Apr, 2019 03:43pm

    We are addressing reporting needs in a two -pronged approach.  See the Lists throughout our application for access to fields on Candidates, Students, Users, etc.  This is the primary way we plan to expose as many fields as possible.
    The future of report building as dashboards with analytics is available today in RE NXT with giving data.  The Report Builder allows you to combine prebuilt insights and filters onto pages to share out with other users. There is an add-on called Insight Designer that gives you a subset of fields and measures to build your own visualizations and charts to combine on those report pages.  When this is released in Education Management solution (aka ON Products) it will come with the same data elements available on our existing prescriptive Analyze dashboards, but allow you to build your own combinations on report pages, and (for the same single add-on fee across all Blackbaud solutions) optionally the insight designer to build your own visualizations.  Over time we will add more data sets to this analytic component, but it is not intended to hold every field that can be stored.  I hope this helps. 

  • john pandelaki commented
    22 Mar, 2019 06:54pm

    Last comment in this thread is in 2017. Tis 2019, is there custom report solution for BBk12? 

  • Sarah Bigenho commented
    19 Apr, 2017 05:59pm

    I agree wholeheartedly with Joseph Dioguardi. Schools need to be given the ability to pull on ANY field in order to create the reports that are specifically important to each school. Admission Offices, as well as board members or administration, have needs that cannot come from canned reports or dashboard statistics. To not have the freedom to use the data as we see fit, we are constantly attempting to cut and paste, merge and rework, reports in the ON products. This is all time consuming and frustrating.

  • Vincent Jurgens commented
    13 Mar, 2017 10:09pm

    A Sky User Report walkthrough - Jake: maybe you can clarify how this is supposed to work. Or keep in mind for refining the Help around this function.

    I can get to a fair amount of fields, but...

    See attached images.

    - The initial interface just has School Year, Grade and Gender filters. (1st image) Seems very limited, but more fields are available further in the flow

    You can click one of the gender bars for a grade in the chart, to drill down... oh wait, I can click on the Grade label to get both genders. Not obvious.

    - Then, a table slides out from right side, with results. (2nd image)
    We could use the criteria from our chart click displayed here. No idea what they were. In fact, if I clicked Male segment on bar chart, Male isn't even preselected in Filter in that table, nor shown as a column.

    - Clicking Choose Columns, in that table slideout, one has a lot of fields. Maybe all relevant ones? I'm not feeling like cross-referencing at the moment.  One could display a lot of columns, but then need to export to spreadsheet to filter on then.

    Click Filter, in that table slideout, one has much fewer columns. (3rd image.)  Why the smaller subset here?

    ---

    Maybe this makes sense to people more versed in data mining. Is all data available this way (after exporting to csv?)

  • Guest commented
    10 Mar, 2017 12:17pm

    Hi Jake,

    The dashboards are very nice but with out inclusion of every field and the ability to filter all of those fields they are not very useful They are an attempt by Blackbaud to make a  best guess at the analyses school wish to have instead of letting schools have the flexibility to analyse the data that is important to them. Independent schools are apples and oranges, so creating a one size fits all dashboard is not helpful. They also do not address the central question of this Idea post which is to give schools easy access to the data they put into the database and allowing them the ability to filter and export the data as needed. There are plenty of third party tools that will allow us the ability to create nice charts, graphs and custom reports. We simply need to get the data out of the database in ways that may be useful to only our school and no others. Full access to the data is the central function of a SIS system and we simply do not have it in OnRecord. SKY reporting lists are an excellent step in the right the direction but the limited number of data fields defines the limitation of their usefulness. Please drop development of everything else in OnRecord including SKY Dashboards and give us access to the data we are giving you.

    Thanks,

    Jed 

  • Ashley Rose McLaury commented
    10 Mar, 2017 12:25am

    Thank you for your message. I will be out of the office until Monday,
    March 13, 2017 and will respond to your message upon my return.

    If you require immediate assistance, please contact Brie Angle at
    brie_angle@missporters.org.

  • Guest commented
    10 Mar, 2017 12:24am

    Hello,
    I have retired from Brearley! You can reach me at xyzabc@gmail.com from
    now on.

  • Deleted User commented
    10 Mar, 2017 12:23am

    I'm curious if you have used the new SKY Reporting dashboards? These in conjunction with SKY Lists are where we are headed with these kinds of reports. We are also working on a drag and drop report creator that will allow you to create your own reports. We're not planning to implement queries per se, but I think you'll find these new options to be very useful. Thanks for bearing with us as we continue to improve these functions. There are a lot of improvements on their way!

  • john ronan commented
    16 Nov, 2016 06:34pm

    A mechanism to provide input to something as generic as Crystal Reports would take this a *long* way.  And this is *very* important.

    We, for instance, use Crystal to generate something as critical as our transcript.

  • Guest commented
    11 Oct, 2016 04:54pm

    Our class and family rosters take a tremendous amount of time to massage together from data extraction into Excel each year. The Excel report was written for us by an expert and frankly needs to be run by an expert each year if problems arise. The canned rosters available in reports just don't work for our needs.

  • Kris Sayler commented
    26 Aug, 2016 04:08pm

    I echo what was said by Claudia in that we were used to building very specific queries and reports in Education Edge and now have become very limited. I feel that we should have the same functionality in report building that we did previously in EE.

  • Pam Haney commented
    24 Aug, 2016 07:22pm

    This would definitely make it easier to pull information in a variety of formats and look nicer than simple excel files.

  • Guest commented
    2 Aug, 2016 11:51pm

    A follow up for Vincent - Many of these issues would be solved by the oft-promised additional custom publishable fields. Why, in 2016, is there a need for such a low limit on custom fields?

  • Vincent Jurgens commented
    23 Nov, 2015 07:03pm

    Appending School Form (both regular and medical) data as an option is needed too, as we collect critical medical data via them because not all is available in core system.  For example, our Permission to Treat, which medical staff need, is a signed onCampus School form with legal wording, not just a checkbox in Medical.

    So, a Report builder would be something like: Include: Core data sections X, Y, Z (hide fields g, l and m which we don't use, and to include them is misleading); Append School Forms A, B, E, if regarding student; page break after each student, or not.

    And filter by School Level (AND, not Or), like Lower AND Middle School ... and/or Grade ... or Class/Team...

    (School Form data is kept in XML files, not core data tables. So you can't build Lists off of it. But it's obviously reportable.)

  • Guest commented
    20 Oct, 2015 01:13pm

    Would love to prepare "nice looking" formatted reports that faculty, staff, administrators can then produce on their own without having to come me.  Very time consuming to to produce a list and then perform a complex mail merge in word.

  • Claudia Gonzalez commented
    24 Sep, 2015 05:58pm

    I truly believe this is a priority for the student information portion of the system. Efficient reporting and data extraction is a MUST.

    Coming from Education Edge where building custom Queries and Exports was completely manageable, I have found it very frustrating to get even the most simple pieces of information exported in an efficient manner. Please help!

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