Customizing Reports

Most ProClass reports have several parameter options that you can choose from and any report can be exported into Microsoft Excel. Once in Excel, you can manipulate the columns and rows, total columns and add other data to create a custom version of a report.

You can also utilize the Search functionality to create custom Excel reports. Because Search is available for Account, Contact, Registration, Program, and Transaction data, and because search results can be exported into Excel, the Search functionality becomes a custom reporting feature.

As an example, lets say you need a roster report to give to your instructors so that they can take attendance each day, but none of the available roster reports in the Reports module have the information that you need. To remedy this, you can use the Currently Registered Students search to create an Excel roster report. By adding filters and changing the Result Fields within a search, you can create your own custom roster report.

To create a custom roster report

Select Currently Registered Students from the courses menu.
Click Add Filter and select the Program Description field.
Select = as the Operator and then type the name of the program in the Value field.
Expand the Result Fields section, and select the information you would like to appear on the roster report. For example:

Instructor First Name
Instructor Last Name
Student First Name
Student Last Name
Student E-mail
Student Home Phone
Once you have selected the data you would like to see on the report, click GO.
Click Export to Excel to build your Excel report.

You can also utilize the ability to save searches so the settings can be saved for different versions of a roster report.

If you are unable to find the information you need in either the Reports module or within any of the available searches in ProClass, custom reports can be created by our development team for a fee. Contact our Support department to inquire about customizations at Support@ProClassOnline.com.