Building a Report

Add a Data Filter

To generate a report, begin with creating your search parameters. Use Data Filters to define report-specific behavior or objects. Select a field, condition, and value for each row. Filters can be mixed and matched for more precision in your report. 

Tips and tricks:

• Fields are specific to your report type.

• Conditions vary by data type. For example, if a field contains dates, you can filter by a date range.

• Values are specific to each field. 

• Want all available data? Filter by a required field and select the "is not empty" condition. 

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Filters Logic

Filters Logic options determine how your criteria are interpreted by the platform. By default, Bulldog Connect has the report match all filters.

Add Additional Search Criteria

You can add multiple filters to a report. Click +Add Filter to add another filter to the report.

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Additional Checkboxes

Many of the reports include extra checkboxes and most will include the checkboxes Include Inactive Users and Include My Students Only (both unchecked) by default. These help further narrow your report results. An example of the filter checkboxes available in the Appointments Report is displayed below.

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Run Report

Once your search criteria are set, click Run Report to run the report. Note that any reports with more than 20,000 rows will not display results; instead, you will have to download a CSV of the results.

Sharing Data Filters

Users can share the filters they select for a report by choosing the Share These Filters button.

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Clicking the button copies a URL to the user’s clipboard. The user can then paste the URL and send it to another user. If the user has the correct permissions to see the report AND filters chosen, clicking the URL opens the Report page with pre-filled filters. If they do not have the correct permissions, users receive a Permission Denied notification.

Working with Report Results

Once you have run your report, the results populate in the table below the data filters. This is called the grid. The grid has a lot of features to help users with the report data, described in the next sections.

Search in Results

When your Data Filter results are shown, you can enter more information to further narrow down your search results. Note that as in V2 reports, you can click the student's name in the report results and it will open the Student Profile.

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Hamburger Menu

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Each grid table features a hamburger menu that allows users to perform a variety of actions directly within the grid. Note: Actual menu options may differ depending on the grid.

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Export Reports

All reports can be exported. Any report with more than 20,000 lines does not display in the grid and must be exported.

To export, select the Export icon after taking any actions (e.g., showing/hiding columns) you want to do before creating an export file.

The CSV file downloads.

We removed all rows from the top of the file that produced the school name, date ranges, and other added information. The information remains at the top of the file; however, it is stored only in the first line.

Report Actions

Users can take action on any report by opening the Actions menu in the report results. Below is an example of the Actions menu for the Appointments report.

While most reports have some unique actions, all reports have some similar actions. Unique actions are listed in the Data Dictionary article for the report.

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The actions that every report has are listed below.

Additionally, by clicking the icon, users can perform actions on an individual student.

Pivot Tables and Charts

A third-party tool, Flexmonster, is integrated into V3 reports and allows users to create data visualizations and pivot tables within Navigate360.  Once report results have generated, click on the icon to load data into a pivot table. If you want to create charts for the Staff Dashboard, you will need to create a pivot chart from your report.

The selection of filters and the arrangement of fields into rows and columns is done in the Fields area of the tool.  Additional formatting and display options, such as the inclusion of totals and subtotals, are also available.

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Visual displays of the data can be generated by selecting a specific chart type from the Charts area of the tool.

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Users not yet familiar with pivot table functionality are encouraged to join our V3 Reports New Feature Spotlight, where we will provide more information about pivot tables and charts, use cases for these data visualizations, and how to create them within V3 reports.

Grid Settings

Grid Settings allows you to configure how the grid renders and exports data.

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Configurations

Frozen First Column

If selected, the first column of the grid will not scroll horizontally.

Export Settings

• Filename of Download: Enter the name you would like displayed when the grid is exported.

• Quote Character: Enter the character used to quote fields.

• Delimiter: Enter the delimiting character to separate cells. It can be any character except newline, line break, or double-quote.

Skip Empty Lines

If selected, then the lines that are completely empty (those which evaluate to an empty string) will be skipped. 

Use Column Data Key for Header

If selected, then the header will use the column data key rather than the column title.  

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