Creating the Custom Aggregate Report

The report can be generated by selecting the [Create Report] button on the left side of the Custom Aggregate Report Query page, as shown in figure 1. The button is also available on the Report Review panel of the page.

Create Report button

Figure 1. [Create Report] button

When this button is selected, a Custom Aggregate Report is created, and when completed, the report is displayed on the Custom Aggregate Report page, shown in figure 2.

Figure 2. Custom Aggregate Report page

The Custom Aggregate Report page has the following features and options:

  1. [Create New Query]: Returns the user to the Custom Aggregate Report Query page with the same settings used to generate this report. From here, the settings can be modified and used to generate a new report.
  2. Row count: Indicates the total number of rows displayed in the report. It is not possible to generate a report that contains zero rows. Instead, a message indicating that no results are available is displayed.
  3. [Show/Hide]: Toggle displays whether a panel listing the settings in the query is displayed. When [Show] is selected, as shown in figure 3, the query settings display and the option to [Hide] becomes available.

    Custom Aggregate Report using the Hide button

    Figure 3. Query Options displayed

  4. [Export]: Generates a CSV file with the contents of the report. The columns are the same as displayed on the page, with one additional column: The Organization’s Natural Id (Column B), also known as the CDS code.

    the Export in Excel

    Figure 4. Custom Aggregate Report CSV Export

  5. Column Order: Allows the option to change the column order to compare results broken down in different ways
  6. Empty rows: [Show]/[Hide] toggle that works as described in the Report Preview section
  7. Display value as: [Percent]/[Number] toggle that works as described in the Report Preview section
  8. Achievement levels: [All]/[Grouped] toggle that works as described in the Report Preview section