How to Create a Block Report

1. Block reporting is used to build custom reports by pulling information from different areas within Databridge. First, click Reporting > Block Reporting.

2. This page shows any previously created reports and the folders they sit in. Clicking the Plus Icon next to a folder will show the reports inside. 

To create a new folder, click New Category. give the folder a name in the Category Text Box, then press Save.  

3. To create a new Block Report, click New Report.

4. First give your report a name in the Report Name Textbox, and select the folder it will be saved to within the Category dropdown menu.

5. Click Add Block. The term 'Block' refers to the general area where information will be pulled from, such as Students, Staff, or Buildings, for example. 

6. Select a block from the Block Name Dropdown Menu, then click Add Block.

7. The selected Block will now appear on screen, with the option to Add Dataset, and Add Field.

• A Dataset acts as a filter, allowing you to be more specific on what data you are reporting on. For example, if Students is the Block, then the Dataset will include filters such as their Status, or Start Date.
• Fields are the specific bits of information that you want to appear on the report. Continuing on the example of Students, examples of fields would be, Name, Age, Address.  

To add a Dataset, click Add Dataset.

8. Click the Add Filter button to then bring up a window where you can then use the dropdown to select the specific criteria you want the report to check for. For example if you wanted to look at Current Students that started after September 2023 you would need to add two filters:

• One filter to specify the Current Learner Status. To add this, in the field window, select 'Status', the 'Filter How' field to 'Equal To', and the 'Criteria' field to 'Education Current'. Click Update to add the filter.
• Another filter to specify the Start Date.  To add this, in the field window, select 'Start Date', the 'Filter How' field to 'Greater Than or Equal To', and the 'Criteria' field to '01-09-2023'. Click Update to add the filter. With these settings applied, we are asking for a report that is looking at all students that started on or after the 1st of September 2022.

9. Once these filters have been applied, you will have something similar to the screenshot below. If you need to delete any of these filters, click the corresponding Trashcan Icon. Once all filters have been added, click Close.

10. Next, you need to add the Fields to specify information that you want to appear on the report. Click Add Fields. 

11. This will bring up a window with a list of the different fields that you can include on the report. Use the checkboxes to select the fields you require. Once selected, click on the Add Selected Field(s) button. 

12. These fields will now appear on the right hand side of the screen, and there are multiple things you can do here before you finish making your report:

• Label allows you to change the title of each Field.
• Order Allows you to specify the order that the data for each Field appears in.
•  Use the arrow icons to move the fields up and down the list - this will set the order that the fields appear on the report. Use the trashcan icon to delete the field from the report 

13. Click Save Changes in the top right. The report can now be ran from this screen by clicking File then either Print to Word, or Print to Excel.

14. This will now run in the background, and will show in the Alerts box. Click this, followed by the Task Finished: Block Report button to open the report. 

15. All created Block Reports can be ran from the Block Reports Screen (Reporting > Block Reports). Click the Plus Icon next to a folder to open it. Click the Printer Icon to print to Word, or the Excel Icon to print to Excel.