District Reports Checklist

Updated on Sep 16, 2025

This checklist is your step-by-step guide to creating, organizing, and managing reports in the District Reports module. Whether you're building new reports, editing SQL queries, or running and exporting results, follow the list to stay on track and efficient. Reports can be stored in folders, customized with variables, and shared based on profile permissions for viewing or editing. For a complete guide, see District Reports.

Creating Folders

2. Click on the green plus sign next to Top Level. This will create a new Main Folder, which will be listed in alphabetical order along with all of the other folders.

3. Enter a New folder name in the pop-up window and click OK.

4. Click on the green plus sign next to the Main Folder created to create a sub-folder.

5. Another pop-up will display just as before prompting you to name your folder. Once named, you will see the sub-folder appear beneath the Main Folder.

6. Click the green plus sign again to create more main folders, more sub-folders, or additional folders under sub-folders.

Editing Folder Names

2. Click on the applicable folder that needs editing.

3. Click the pencil icon to edit the names of folders.

4. Edit the folder name and click OK.

Deleting Folders

2. Click on the applicable folder that needs deleting.

3. Click the red X.

4. In the confirmation pop-up window, click Yes.

Please note that in deleting a folder that contains other sub-folders, all folders will be deleted.

Creating Reports

2. Create or select the folder in which the report should be created/added.

3. To add a report to your folder, enter a Title and a Description.

4. From the Profiles pull-down, select which profiles/group of users you would like to have access to the report.

5. From the Schools pull-down, select the specific schools that should have access to your report.

6. To freeze columns on the reports, enter the number of columns to be frozen in the Freeze Left Columns text field.

7. Select the Chart check box to make the report available in order to generate a graph or chart via Setup > Portal Editor. Note: The select query must contain an aggregate function.

8. Select the Portal Alert check box to display an alert on the Portal page for users who have permission to view the report. The report will appear in the Alerts module on the user’s Portal.

9. Press Enter/Return while in any of the text fields to save the report.

Setting Report Queries via the Edit Button

2. Select the current folder and locate the report that needs to be edited.

3. Click the Edit button.

4. In the report pop-up window, enter the report query.

5. Click Validate.

6. View any errors in your query using the information (i) icon. All errors must be addressed before you can save the query.

7. Click Save.

Moving Reports to Different Folders

2. Select the current folder and locate the report that needs to be moved.

3. Select the new folder from the Folder pull-down to determine the reports new destination.

Running Reports

2. Select the folder and locate the report that you want to run.

3. Click the Run icon to run the report.

The report can also be ran from the Edit button/pop-up window.

1. Click Edit.

2. In the pop-up window, click Run.

Exporting Reports

2. Select the folder and locate the report that you want to export.

3. Click the Export icon to export the report.

The report can also be exported from the Edit button/pop-up window.

1. Click Edit.

2. In the pop-up window, click Export.

Deleting Reports

2. Select the folder and locate the report that you want to delete.

3. Click the delete icon (red minus sign).

4. In the confirmation pop-up window, click OK.

Editing Reports

2. Select the folder and locate the report that you want to edit.

3. Click into any of the fields to edit the information, such as the Title, Folder, Description, Profiles, etc.

Previous Article Focus Transfers Checklist

Documentation for Administrators

District Reports Checklist

SIS Checklists