This article explains how to create custom reports in Playground by selecting the exact fields you need. Whether you’re tracking attendance, billing, or staff activity, you’ll learn how to build flexible reports tailored to your goals
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 in the top right corner to start a new Custom report.
Click the edit icon near "Untitled" to name your report.
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, 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.
Click Finish in the top right corner of your screen once you've completed adding fields to the report.
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.
