Reports: Custom Report Templates

Discover allows users with specific permissions, to save parameters and pre-filled fields for certain reports, which can then be located in Reports > Custom Reports.

Accessing these reports can assist Admins in saving time, eliminating the need to re-enter information and maintain consistency in reporting.

Permissions

Staff can be granted permission to either create and/or view Custom Report Templates via the Staff Profile.

1. Navigate to Staff > Select the Staff Member > Staff Details tab.
2. Scroll to Ability to Login to Discover and Permissions.
3. Select No Access, View Access or Write Access from the Report Template Access dropdown.

Please note: Users with View Access will be able to run the existing template reports, but will not have access to the 'Save Report Template button to create custom reports.

Creating Custom Reports

Currently, templates can be created for the following reports:

• Child Contacts
• Weekly Forecast
• Child Details
• Weekly Places
• Child Waitlist
• Weekly Staff Roster Details

Save your Custom Reports:

1. Navigate to any of the above reports.
2. Set your parameters and fields as required.
3. Click 'Save Report Template'.
4. Enter a Name for the report and specify whether this report will be accessible at a centre, group or chain level.
5. Click 'Save'.

Please Note: Any Centre-Specific fields will not be saved (such as Room names) as these cannot carry across multiple centres/groups. This also applies to any templates saved with Centre-level visibility.

Accessing Custom Reports

Custom Reports can be accessed via Reports > Custom Reports.

Click on the name of the report and the report screen will open with all custom fields and parameters preset. 

Click 'Get Report' and all fields will be displayed per the saved template.