Arbor - Creating Reports

Within Arbor, you can import custom report templates which are premade report configurations, so that you can import and use straightaway. Alternatively, you can use the custom reports that are already built into Arbor. These have been created by Arbor to make reports easier. If you would like to start from scratch, you can also do this.

Before proceeding ensure that you are able to view Custom Report Writer which is under the school drop down menu at the top of the screen. You will only be able to create reports on data that you have permission to view through your job role.

Custom Report Templates Folder - Click Here

Using the built in custom templates and Create New Report

1. Navigate to School -> Custom Report Writer which is located on the top menu in Arbor.

2. Select the template you would like and click "Create Report from Template" or "Create New Report"

3. Follow the report creation steps through.

- Step one is creating a report title and defining who or what the report is about. (Will only be viewed when selecting "Create New Report")

- Step two is the effective date is when you would like to see the data between. 

- Steps three and four are adding columns is so you can select which values of data you would like to see? This could be first name, last name and UPN for example. In the list to the right you can drag these columns up and down to reorder them. 

- Step five will ask you if you would like your data sorted into an order such as surname alphabetically.

- Step six is about filters. Arbor provide information on this as "A filter allows you to view specific rows in your report, while hiding other rows. You can add a filter to choose to see only data that meets a specific criteria that you set. A filter therefore reduces the total number of records you see to only those that match your criteria."

- Step seven is about groupings. Arbor have defined this as follows "Groupings allow you to group all the individual results into categories or clusters. This means that you can choose how you see your rows "

- Step eight is about collations, this is defined as "Collating a report allows you to collect results into different sections. This means when you download the report, you can choose how rows are collected together "

4. You can select Edit if you would like to change any filters or report settings as you would when your designing a report. You can schedule the report if you would like this send out on a regular basis or share if your just sending the report out as a one off. You can also create/delete the report. If your report is already in Arbor, just like the example picture here, instead of create you will have a Duplicate button instead. Lastly, the report can be downloaded in all of your standard formats. 

How to open custom templates:

1. Open the folder (Click Here) and navigate to the report you would like to use.

2. Select the report that you have chosen in step 1. Double click this and select Download.

3. Within Arbor, go to the top menu bar and select School -> Custom Report Writer.

4. Select the third option down which is 'Import a report' and in the window that opens, select Browse.

5. Navigate to your downloads folder or where you have saved the report from Step 2. You should now open this report.

6. The report you have chosen shall now appear. You can select Edit if you would like to change any filters or report settings as you would when your designing a report. You can schedule the report if you would like this send out on a regular basis or share if your just sending the report out as a one off. You can also create/delete the report. If your report is already in Arbor, just like the example picture here, instead of create you will have a Duplicate button instead. Lastly, the report can be downloaded in all of your standard formats.

Any problems, contact help@lourdesit.org.uk