This article explains how to create custom reports in Playground by selecting the exact fields you need. Whether you're tracking students, guardians, payments, or enrollment form paperwork, you'll get a focused view tailored to what you're looking for.
Create a Custom Report
Navigate to the Admin Dashboard and click Reports on the left hand side bar. Click on the Custom reports tile.
Click Create Report in the top right corner, or click Create Custom Report in the center of the screen if no reports have been created yet.
Enter the name of the report and click create.
Selecting a specific field will create a column with the specific field's data on your Custom report. You can select fields from multiple sources, like the Student's profile, Guardian profile, Payments or an enrollment listing form. Search for a specific field or select the arrow to the right of any source that you'd like to add a field from. Select the checkbox to the left of any available fields to add it to your report. As you check off fields, they will appear to the right signaling that they will be included in your report.
Under Filters, narrow down your results:
Use the first dropdown to select a filter category: Students, Classrooms, Listings, or Programs.
Use the second dropdown to refine the selection further. For example, All Students.
Search for a property to filter by. The available properties are based on the columns you selected above. Set a condition from the options available: equals, contains, starts with, ends with, does not equal, is empty, or is not empty. Select a value from the dropdown.
Click Add Filter to apply additional filters.
Under Sort By, choose a field to sort your results by (for example, Student Name, Student Address, or Student Programs), then select Ascending or Descending.
Click Save and Exit when you're done.
Click on the three dots next to the custom report to view, edit, or delete the custom report.
Now that the Custom report template has been created, it can be accessed and a new copy can be generated at any time.
Instantly view the Custom report by clicking the blue Generate report button in the top right corner.
Once the report generates, a line item with the generated date and time will appear.
Click on Download to download the report.
FAQs
Is it possible to filter Playground reports by a specified age range?
Is it possible to filter Playground reports by a specified age range?
Yes! First, make sure you include Student Age as a column in your report. From there, use the Filters section to search for Student Age as a property and set your condition (for example, contains or is not empty). You can also use the Sort By option to sort your results by Student Age. Once the report is generated, you can download it and apply additional filters in Google Sheets or Excel if needed.