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# How to create reports based on student or family records

Here’s how to create a custom report in Excel format using data from the student or family records:

**1. Access the reports menu**

• In the side menu, select **Students**, then click on **Reports**.

**2. Create a template for the report**

• Click on **+ New** at the top right.

• A screen will open where you can start configuring the report.

**3. Template configuration**

• **Report name**: Enter a descriptive name, for example “List of children with date of birth”.

• **Available fields**: In the left column, you will find all the available fields from the student and family records.

• Next to each field, click on the **+** symbol to add the desired field to the **Visible fields in the report** column.

• **Visible fields in the report**: The selected fields will appear in this column. You can:

• **Reorder the fields**: Click and drag the fields up or down to define their order.

**4. Saving the template**

• Once you have configured the fields and the report name, click on **Save** (green button at the top right).

• You will return to the main reports page, where the new report will be visible in the list.

**5. Generating the report**

• Next to the report name, you will find several icons:

• **Yellow icon (“Create XLSX”)**: Click to generate the report.

• A modal window will open to select:

• **Sections**: Choose the sections for which to create the report.

• **Specific children**: If you want a report only for certain children, select them manually.

• After selection, click on **Download Report** (green button). The Excel file will be generated and downloaded.

**6. Modifying or duplicating the report**

• You can update the created report using the icons next to the name:

• **Edit (light blue icon)**: To add or remove fields.

• **Duplicate (gray icon)**: To create a new report similar to the existing one while keeping the original intact.

• **Delete (red trash can icon)**: To remove a report that you no longer need.

**7. Using the Excel file**

• In the generated Excel file, you will find all the data configured during the creation of the template.

• You can:

• Filter or sort the data directly in the file.

• Export it or share it with other users.

With this process, you can easily create, customize, and manage reports based on student and family data!