Creating a Report

MySchoolWorx has worked to give our schools the most customizable reports possible. The guide below will give you an overview of how our reporting feature works. If you need help creating a specific report, do not hesitate to contact [email protected] and we will walk you through it.

The first thing to do is access the Reports feature.

Next, you will want to select the report you want to create.

Now, you have the ability to filter and customize the data in your report, as seen in the image below. Some reports also give you the ability to select the date range you want to view.

Finally, you can Save your report for use at any later date. The data in all of these reports is always live, so if you save a report today, and reopen the same report tomorrow after new data has been entered into MySchoolWorx, you will get the most up-to-date report with the new data. To Save, just give your report a name that you will remember and click Save.

Once Saved, you will see the option to Edit, which will take you back to the screen where you created the report, the option to Export, which will download an Excel .xlsx file or the option to Print the saved report.

From now on, when you click the Reports icon, you will see your Saved reports listed.

Again, let us know if you ever need help with Reports or any other MySchoolWorx feature.