AfterSchool - Generate Custom Reports

AfterSchool - Generate Custom Reports

Search results can be used to create ad hoc reports that may be requested from funders, administrators, or evaluators.

Find Records

  1. In your left-hand navigation menu, click ‘Search’
  2. Click ‘Edit Search Criteria’
  3. Use the criteria tabs to locate specific fields and enter values that match the desired participants



  4. Click ‘Find Records.’ The search results will be displayed

Next Steps

  1. Generate a custom report
  2. Use quick edit to update registration information
  3. Create mailing / file folder labels
  4. Generate links for taking surveys via the survey portal

Create a Custom Report

  1. Once search results have been returned, click ‘Quick Edit/Export Spreadsheet.’ A screen listing multiple participant-related fields will appear
  2. Check the boxes for the fields you would like to include in the report



  3. Click ‘Print/Export to Excel.’ A preview of the report will appear
  4. Click ‘Print’ to print the report or click ‘Click Here to Download’ to export the information to Excel

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