Template Block Reporting is an improved version of Block Reporting, giving you more freedom and customisation to create bespoke reports from your system by using Bookmarks. 

To access the Template Block Reports screen, click on Reporting > Block Reporting, and then use the 'Report Type' dropdown in the top left to select Template Block Report.

Bookmarks allow you to sign-post on a document where you would like information from within Databridge to appear on your printout. 

TABLE OF CONTENTS

• Creating Custom Report Categories
  
  
• Creating Custom Reports - Adding Blocks
  
  
• Creating Custom Reports - Adding Individual Bookmark Blocks
  
  
• Creating Templates 
  
  
• Using the Template Manager
  
  
• Printing your Report
   
• Article Example Printout

Creating Custom Report Categories

Before creating Template Block Reports, creating Categories allows for ease of management when it comes to accessing your custom reports later down the line. 

To add a new Category, click on New Custom Category on the right hand side of the screen. 

From the window that appears, you can then type in the title of your new category, and then click the blue Save button. The new category will now appear in the list on screen. Clicking on the Folder icon will allow you to create sub-categories of the category you have selected, and you can use the trashcan icon to delete the category itself. 

Warning:

Deleting a Category will also delete any sub-categories as well as the reports saved within it.

Click on the plus symbol next to a category to expand it and reveal any sub-categories or reports saved within the chosen category.

Creating Custom Reports - Adding Blocks

Click New Custom Report on the right side of the screen to then access the setup page for your new report. At the top are 4 fields:

• Report Name - A text box field. Type the title of your Custom report in here.

• Category - Use the dropdown to select which Category you wish to save your report to. You don't need to select a category to save a report.

• Link to Template - Use the dropdown here to select the template you wish to print to. (You must first have saved a Template to the system -see the section "Creating Templates and using the Template Manager" for more information on this.

• Template Description - This is a read-only textbox field that allows you to provide a description of the Template attached. Click on the View Template button to view the template itself.

There are two options when it comes to adding Blocks to your Custom Report, Add Block and Add Individual Bookmarks Block. 

The Add Block option works in the same way as on the standard Block Reports screen. Click 'Add Block', and from the window that appears, use the dropdown to select the relevant area that you wish to create your report from.

Next, click 'Add Dataset' to create your filters for your report. This allows you to choose specific parts of your system to report on. 

From the window that appears, use the text box across the top to label your Dataset. Click the Add Filter button to then bring up another window with three dropdowns on it:

• Field - This dropdown allows to select a specific area of the system that you wish to use as your criteria

Important:

The options available in the Field dropdown will change depending on the Block that you have selected.

• Filter How - Specify how you would like the filter to work. This is only applicable if the Field that you have selected above concerns a Date, otherwise you can ignore this dropdown.
  
  
• Criteria - This dropdown will change depending on what you have selected in the Field dropdown, and allows you to choose the specific area of the system that you wish to look at when running your report.

For example, if I wanted to create a report that looked at all Current Learners in the Vocational Department at the College Site, these are the filters that I would need to apply:

Filter Setup for College Site

Filter Setup for Vocational Department

Filter Setup for Current Learners

Click the blue Update button to apply a filter to your Dataset. They will then appear in a list on the previous window:

Click Close to then close the window and take you back to the Custom Report setup screen. 

Your Dataset will now appear on the left side of the Block, listing the filters you have applied. Click on the notepad icon next to the Dataset to bring back up the settings window for the Dataset. Click on the trashcan icon to remove the Dataset. 

Next we need to add the fields that we wish to see on the report. To do this, click on the Add Field(s) button, found to the right of the Block. 

This will bring up a window listing all of the relevant fields for that Block. Use the checkboxes to select which fields you wish to appear on the report. You can use the Search bar across the top of the window to find a specific field.

Important:

If a particular field doesn't appear within a Block and you feel that it should, please contact Databridge support, and we can then add in more fields to a block if deemed relevant.

Once you have selected the fields that you wish to add, click the blue Add Selected Field(s) button. They will then appear on the right-side of the Block.

You can change the label for a field by typing into the relevant textbox in the Label column as displayed above. The Order? column allows you to choose if you want the fields to be in Ascending or Descending order. The up and down arrows allow you to change the order of the fields themselves, and the trashcan icon will delete the corresponding field. 

As an example, with the fields thatI have selected above, if I now print this report, it will produce a list showing me the name of the Student, what Group they are in, and what Type of Medication has been saved to their record.

Here is an example of how this report would look when printed to Excel using the Dataset and Fields as shown above:

You'll notice that the Student Homer Simpson appears twice on the report - this is because two medication types have been saved to his student record.

Creating Custom Reports - Adding Individual Bookmark Blocks

Individual Bookmark Blocks allow you to add Bookmarks to your Custom Report, signposting where you would like different fields of information to appear on your printout. 

First, click the 'Add Individual Bookmarks Block' button. From the window that appears, select either Student or Staff from the dropdown, and then Add Block. 

Next, click the blue Select button to then choose an individual student record using the dropdowns available.

They will now appear in the Block on the lefthand side. If the learner is in multiple different Sites and you wish to only report on one site, you can define which site you wish to report on by clicking on the notepad icon for the Dataset, and then the Define Site button. 

Next we need to add in the fields that we wish to create Bookmarks for. Click on the green Add Field(s) button on the right of the Block, and use the checkboxes to select your desired fields. Click Add Selected Field(s) to save. The fields will now appear in the Block. 

Adding fields to an Individual Bookmarks Block differs from adding a regular Block. There are 3 columns, one displaying the Field you have selected, one with a textbox field where you can create a Bookmark, and a delete option. 

In the column labelled Bookmark a default Bookmark will have been created for you - you can edit this if preferred:

These are the Bookmarks that we will add to our Template before printing. See the chapters "Creating Templates" and "Using the Template Manager" for more information on this.

Creating Templates 

You have total freedom when it comes to creating your Template, and can add as much context around the Bookmarks that you are using as you wish, as well as change the look of your report to include your School or College logo, as an example.

For this example, I am trying to create a Custom Report that shows me what medication a learner is prescribed, and a breakdown of their information.

Here is the first draft of the Template that I wish to create:

All I need to do now is add in the relevant Bookmarks, signposting where I want information on Databridge to appear on my printout. 

To do this, I can copy and paste from the column labelled Bookmark on the Individual Bookmark Block.

So that my Template now looks like this:

In the Bookmark at the bottom, the one labelled [db:Medication], you'll notice that this wasn't one of the Bookmarks from the Individual Bookmark Block. Instead, this is the Bookmark for the other Block on the report (see highlighted below):

Figure 1 in the image above displays what I have chosen as the Bookmark for this Block. Figure 2 shows you where to set this Bookmark. Simply click on the Set Bookmark button, and then in the window that appears, type in what you would like the Bookmark to be. For this example, I used the bookmark [db:Medication], which I've then added to the Template.

Once you have created your Template on Word, we need to then upload it to Databridge to then use when printing. See the following chapter for more information.

Below is an example of how the Template will appear based on the settings pictured above:

Using the Template Manager

To upload your Template to Databridge, return to the Template Block Report menu and click on Template Manager on the right. 

Click the blue Add New button to then bring up a window where you can save your Template. Input the title of your template to the Title field. Link the Template to a Category using the Dropdown in the Link Category field. Add a Description of the Template to the Description field. Finally, click Choose File in the File field to then select the Template saved to your device. 

Click Save to then upload the Template to Databridge.

The final step before we can print is to assign the template to the relevant report. Find your report in the list, go to the setup screen for the report by clicking the notepad icon, and then use the dropdown at the top labelled Link to Template to attach your Template.

Be sure to click the green Save Changes button in the top right after selecting the correct Template.

Warning:

You won't be able to print your report if a Template hasn't been assigned to it.

Printing your Report

Now we are ready to run the report. On the Block Reports Menu screen (Reporting > Block Reporting), find the report you wish to run. You will see 6 icons next to each report:

	Edit Report - this icon takes you to the setup screen for the report where you can make any changes
	Edit Filters - this icon allows you to edit the Datasets for the report without going into the setup screen for the report itself. This allows you to run reports for different Students/Staff quickly and easily
	Copy Report - This icon creates a copy of the report
	Print to Word - this icon prints your report into a Word document
	Print to Excel - this icon prints your report into a Excel document
	Delete Report - this icon deletes the report

Article Example Printout

Here is a printout of the example used in this article for reference: