{"id":5905,"date":"2018-09-15T10:16:59","date_gmt":"2018-09-15T10:16:59","guid":{"rendered":"http:\/\/www.schoolmate.eu\/?post_type=tutorial&#038;p=5905"},"modified":"2024-03-21T13:30:45","modified_gmt":"2024-03-21T13:30:45","slug":"reports-module","status":"publish","type":"tutorial","link":"https:\/\/www.schoolmate.eu\/es\/tutorial\/reports-module\/","title":{"rendered":"Reports"},"content":{"rendered":"<p>There are over 30 different reports available, some of the reports require that certain other modules are activated before they can produce meaningful data, for example, the finance reports require that the finance module is switched on.<\/p>\n<h2><span style=\"font-size: 12pt;\">Selecting a report:<\/span><\/h2>\n<ol>\n<li>Go to Reports.<\/li>\n<li>Click Select Report.<\/li>\n<\/ol>\n<h2><span style=\"font-size: 12pt;\"><a href=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/09\/2018-09-15_1225.png\"><img decoding=\"async\" class=\"aligncenter wp-image-5907 size-full\" src=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/09\/2018-09-15_1225.png\" alt=\"how to select a report\" width=\"1348\" height=\"488\" srcset=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/09\/2018-09-15_1225.png 1348w, https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/09\/2018-09-15_1225-768x278.png 768w, https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/09\/2018-09-15_1225-1280x463.png 1280w\" sizes=\"(max-width: 1348px) 100vw, 1348px\" \/><\/a><\/span><\/h2>\n<p>Then a list of all the reports available will appear, search or scroll down until you find the required report and click on it.<\/p>\n<p><a href=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/09\/2018-09-15_1232.png\"><img decoding=\"async\" class=\"aligncenter wp-image-5908 size-full\" src=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/09\/2018-09-15_1232.png\" alt=\"Reports\" width=\"646\" height=\"564\" \/><\/a><\/p>\n<h2><span style=\"font-size: 12pt;\">Working with a report:<\/span><\/h2>\n<p>When the report appears, you can:<\/p>\n<ol>\n<li>Change the date range of the report &#8211; not all reports have this feature.<\/li>\n<li>Click on a column\u00a0 heading to change order in which items appear.<\/li>\n<li>Enter an item in the search field.<\/li>\n<\/ol>\n<p><a href=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/09\/2018-09-15_1239.png\"><img decoding=\"async\" class=\"aligncenter wp-image-5910 size-full\" src=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/09\/2018-09-15_1239.png\" alt=\"working with a report\" width=\"1069\" height=\"274\" srcset=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/09\/2018-09-15_1239.png 1069w, https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/09\/2018-09-15_1239-768x197.png 768w\" sizes=\"(max-width: 1069px) 100vw, 1069px\" \/><\/a><\/p>\n<h2><span style=\"font-size: 12pt;\">Filtering a report:<\/span><\/h2>\n<p>At the bottom of the report the Filter button allows you to search the report:<\/p>\n<p><a href=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/09\/2018-09-15_1248.png\"><img decoding=\"async\" class=\"aligncenter wp-image-5911 size-full\" src=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/09\/2018-09-15_1248.png\" alt=\"filtering a report\" width=\"1052\" height=\"90\" srcset=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/09\/2018-09-15_1248.png 1052w, https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/09\/2018-09-15_1248-768x66.png 768w\" sizes=\"(max-width: 1052px) 100vw, 1052px\" \/><\/a><\/p>\n<p>A filtering window will then appear and you can add conditions to the results displayed. Here is an example from the Finance &#8211; Invoices report:<\/p>\n<ol>\n<li>Select the report column you want to work with.<\/li>\n<li>Select a condition you what to apply to the report column.<\/li>\n<li>Enter the data to be applied to the condition.<\/li>\n<li>Click Add Condition to apply another condition.<\/li>\n<li>Click Find for the results.<\/li>\n<\/ol>\n<p><a href=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/09\/2018-09-15_15578899.png\"><img decoding=\"async\" class=\"aligncenter wp-image-5915 size-full\" src=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/09\/2018-09-15_15578899.png\" alt=\"filtering results\" width=\"623\" height=\"212\" \/><\/a><\/p>\n<h2><span style=\"font-size: 12pt;\">Creating a template:<\/span><\/h2>\n<p>If you think a report will be used again, you can save the set of conditions by clicking 6 above.<\/p>\n<p>After you click Save template, you will be asked to name it. Once you have done that you will see the template when you click Select Report:<\/p>\n<p><a href=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/09\/2018-09-15_1617.png\"><br \/>\n<img decoding=\"async\" class=\"aligncenter wp-image-5916 size-full\" src=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2018\/09\/2018-09-15_1617.png\" alt=\"creating a template\" width=\"647\" height=\"281\" \/><\/a><\/p>\n<hr \/>\n<h2><span style=\"font-size: 12pt;\"><strong>Related Tutorials:<\/strong><\/span><\/h2>\n<p><span style=\"text-decoration: underline;\"><a href=\"https:\/\/www.schoolmate.eu\/en\/tutorial\/how-can-i-see-which-lessons-are-missing-attendance\/\" target=\"_blank\" rel=\"noopener\"><span style=\"color: #0000ff; text-decoration: underline;\">How can I see which lessons are missing attendance?<\/span><\/a><\/span><\/p>\n<p><span style=\"text-decoration: underline;\"><span style=\"color: #0000ff; text-decoration: underline;\"><a style=\"color: #0000ff; text-decoration: underline;\" href=\"https:\/\/www.schoolmate.eu\/en\/tutorial\/how-can-i-check-the-number-of-cancelled-classes\/\" target=\"_blank\" rel=\"noopener\">How can I check the number of cancelled classes?<\/a><\/span><\/span><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":0,"template":"","meta":{"_acf_changed":false,"_sitemap_exclude":false,"_sitemap_priority":"","_sitemap_frequency":""},"class_list":["post-5905","tutorial","type-tutorial","status-publish","hentry","tutorialcategories-reports-reports"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.schoolmate.eu\/es\/wp-json\/wp\/v2\/tutorial\/5905","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.schoolmate.eu\/es\/wp-json\/wp\/v2\/tutorial"}],"about":[{"href":"https:\/\/www.schoolmate.eu\/es\/wp-json\/wp\/v2\/types\/tutorial"}],"author":[{"embeddable":true,"href":"https:\/\/www.schoolmate.eu\/es\/wp-json\/wp\/v2\/users\/4"}],"wp:attachment":[{"href":"https:\/\/www.schoolmate.eu\/es\/wp-json\/wp\/v2\/media?parent=5905"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}