Custom Report Builder In Opensis – Step By Step Guide

title: "Custom Report Builder in openSIS – Step-by-Step Guide" url: https://help.opensis.com/portal/en/kb/articles/how-to-use-custom-report-builder path: openSIS Administration > Reports

Custom Report Builder in openSIS – Step-by-Step Guide

Introduction

The Custom Report Builder in openSIS allows you to create tailored student reports based on any field, including custom fields. You can filter data, save reports for future use, and drill down to Student 360 for detailed information. This guide walks you through the process step by step.

Steps to Use Custom Report Builder

Step 1: Access the Custom Report Builder

Navigate to Reports → Student → Custom Report Builder.

Step 2: Add a Field and Condition

Select a field to report on (e.g., Date of Birth).
Choose a condition (e.g., Between).
Enter the filter values.
Click Review and then Run Report to see the results.

Step 3: Refine the Report with Additional Filters

Add another field (e.g., Gender).
Set a condition (e.g., Gender = Female).
Run the report again to view the refined list.

Step 4: Save the Report for Future Use

Click Save Report.
Enter a Title and Description (e.g., Sweet 16 – Female Students).
Save the report.

Step 5: Run a Saved Report

Go to Show Saved Report.
Select a report from the list and run it.
Click a Student ID in the results to open Student 360.

Step 6: Use Custom Student Fields

Custom fields created under Settings → Students → Student Fields can also be used.
Add the field, set a condition, and run the report.

Conclusion

The Custom Report Builder helps administrators quickly generate, save, and refine student reports with powerful filtering options. By combining standard fields, custom fields, and conditions, you can create reports that perfectly match your institution’s needs.