1. In the Users menu, click Advanced Report.

This navigates to the Advanced Reports screen, where a User Search module displays along with More Search Options, as well as a list of available user tabs that can be opened to display the categorized user fields.

2. Enter user name, user ID number, or EIN in the User Search text box.

3. Click More Search Options to search for groups of users with similar information in any number of user fields and/or user data.

a. The More Search Options feature displays as a pull-down where all applicable menu and menu options are displayed and can be used to conduct a search. Once a specific menu option is selected, additional search options can be entered or selected to conduct the search.

In the example shown, User Fields > W4 Information > W4 Status has been selected allowing you to choose a W4 Status from the pull-down.

b. Click the More Search Options pull-down to select as many search filters as needed. In the example shown, Name, Username & Profile has been selected.

c. To remove a filter, click the black minus sign (delete button).

You also have the ability to save searches, create user groups, and apply previously saved searches here. See Navigating & Searching for more information.

4. To run parameters against a User Group, select the applicable group from the corresponding pull-down.

5. Select the Search All Schools check box to include users from all schools in your search.

6. Select the Include Parents check box to include users designated as parents.

7. Select the Include Inactive check box to include users who do not have an active user record at the selected school or all schools (if Search All Schools is selected).

8. Select the Only Show Most Recent Enrollment check box to use the most recent enrollment records when conducting a search with Include Inactive enabled.

9. Click Hide Filters to hide all the filters including hard-coded filters such as Search All Schools, and added filters such as W4 Status from the screen. Clicking Hide Filters will not delete the application of the filters when your search is conducted, it only hides them from the screen.

a. Click Show Filters to displays all filters again.

10. Upon locating the fields/information you'd like to display in your report, you can drag and drop any of the blue boxes into the Fields to include in Report section. You also have the option to simply click on the green plus sign in order to add the field.

11. Select as many fields as you would like displayed in your report. Once all fields have been selected, you can rearrange the fields to determine how the information will be displayed in the generated report by dragging and dropping. You also have the ability to delete any selections made by clicking on the red X.

12. Click Run Report when all of the parameters have been set to run the Advanced Report.

1. Once the report has been run, click Modify Report at the top left of the screen to return to the previous screen and modify the parameters of the Advanced Report.

2. If you’ve selected user names to display in your report, click on the user to open the User Info screen in a new window/tab.

3. Click Only Display Records with Errors to view all data errors found within the results.

4. Click Filter to breakdown the advanced report to display a specific set of data.

a. The field columns in the report will appear as options in the Filter Rules pull-down. To filter the Advanced Reports results, select the field, condition, and criteria by which to filter. In the example shown, the report is filtered by Gender containing "fe."

b. Click Add Rule to add more than one filter rule.

c. Click Remove to delete a filter rule.

d. Once the Filter Rules have been set, click the Run Filter button to filter the report results.

e. All Filter Rules can be reset by clicking the Clear Rules button.

5. Click the Only Display Records with Errors button in the top right corner of the screen to view all data errors found within the results.

a. Notice that a red box marks errors. These errors can be corrected directly from the Advanced Report screen. All fields underlined in blue or containing a calendar icon can be modified.

b. When finished click Save to update any corrected data and/or click Show All Records, which takes the place of the Only Show Records with Errors button.

6. The Include users without log records in '{$field_name}' check box only displays when a logging field is included on the report. When selected, all users who match the search results will display, regardless of whether or not they have a log record. If this check box is left cleared, only users who have a log record will display in the report. To apply changes once the check box is selected, click Go.

7. To save a hard copy of the data, you can Print the report. Click Print at the bottom of the screen next to Create Report.

a. Click the printer icon to print the PDF. Click the download arrow to download the PDF file to your computer.

8. Since the Advanced Report module gives you the ability to edit select fields, you also have the ability to Mass Update columns of information. Click Mass Update to open the Mass Update section.

a. Choose the column to be updated from the pull-down. Then, select or enter the value to be input into the selected field.. In the example shown, all users' W4 Status is being updated to Single. Click Run Mass Update when finished. You will then see your information reflected in the report.

b. Click Save.

1. To save the report, click Create Report at the bottom of the screen next to Print.

2. Clicking Create Report navigates to the Saved Reports screen where you can title and save the report. Enter a Report Title, and click OK.

3. As explained, once the report is saved, it will be accessible from the Reports menu where you can run it at any time. As shown in the image, you can click directly on the report under My Reports or click on Saved Reports to edit the report and run it from this screen. You can also publish the report for other users from the Saved Reports screen.

4. From the Saved Reports screen, you can Run the report or Delete the report.

5. To publish the report, select the Allowed Profiles and Allowed Schools that should have access. This information will save automatically. Note: The option to publish is based on profile permissions.

6. To make changes to a saved report, run the report, then click Modify Report. Make any necessary changes and click Run Report.

To save changes, select the Create Report button.

a. To save the report with changes made in place of the original report, select Save & Overwrite.

To keep the original report as is and save the change as a new report, select Save as New Report Instead.

Click Cancel to exit and return to the advanced report.

Click the Message icon to send a message to the displayed users via Communication.

Click Filter to apply filters to the advanced report.

a. The field columns in the report will appear as options in the Filter Rules pull-down. To filter the Advanced Reports results, select the field, condition, and criteria by which to filter. In the example shown, the report is being filtered by users' genders that equal Female.

b. Click Add Rule to add another filter rule.

c. Filter Rules can be deleted by clicking Remove to the left of the Rule.

d. Once the Filter Rules have been set, click Run Filter to filter the report results.

e. All Filter Rules can be cleared by clicking Clear Rules.

Type directly into the Search text box then press Enter to find any kind of information that is housed with the report.

To export data to an Excel spreadsheet, click the floppy disk icon.

Click the headers to sort data. Click once for ascending results; click twice for descending results.

To make the report full screen, click on the expansion icon (four arrows) next to the Search text box. Once in full screen mode, click the icon again to exit full screen.

Click Filters to further breakdown data.

a. To add more than one filter to a column, click on the green plus sign.

b. To delete an added filter, click on the red minus sign.

c. Select the gray arrow for more filtering options.