Build a Custom Report in Report Studio

Reports > Database opens Report Studio, where you can build a custom report from any of your school's data. Pick a dataset, choose the columns, filter, group with totals, and export. Use it when a chart doesn't answer the question, such as unbilled flights by instructor last quarter or open squawks by aircraft.

Pick your data

1. Open Reports and choose the Database tab.
2. Click what you want to report on: Reservations, Flights, Instructor activity, Invoices, Payments, Account balances, Balance ledger, Customers, Instructors, Aircraft, Squawks, Work orders, Inspections, Training enrollments, Lessons, Ground training, Payroll, Timecards, or Leads.

The table appears right away with the usual columns already picked. Click All data to go back to the list.

Shape the report

Use the buttons above the table. The table updates as you go.

• Date: the first button shows the date range, such as Last 30 days. Pick All time, Today, Yesterday, Last 7 days, Last 90 days, This week, This month, Last month, This quarter, This year, Last year, or Custom range.
• Columns: tick the columns you want.
• Filter: add a condition on any column. Filters read like sentences, such as Status is any of Completed. Click the x on a filter to remove it.
• Group: choose a column under Group rows by to get one row per value. For a date column, pick By day, By week, By month, By quarter, or By year. Tick number columns under Totals to add them up. Choose Don't group to go back to single rows.

Click a column header to sort by it, again to reverse, and a third time to go back to the default order.

Save the report

1. Click Save.
2. Enter a Report name and click Save.

Saved reports show at the top of the Database tab under Saved reports. Open one, change it, and click Save > Update, or Save as new to keep both.

Export

Click Export and choose:

• CSV (all rows): every row, not only the 100 on screen.
• PDF: a printable table with your filters in the subtitle.
• Print: opens your browser's print window.

For datasets that match a preset report, Export also has Email or schedule…, which opens Run a report with that report picked. See Email a Report or Schedule It Weekly.

Search everything

Below the list of datasets, the search box finds customers, aircraft, flights, and documents across your school.

Tips

• Saved reports are kept in this browser on this device. They don't follow you to another computer.
• PDFs over 5,000 rows can be slow. Use CSV for big exports.

Troubleshooting

• The table is empty. Try a wider date range or remove a filter.
• Export is grayed out. There are no rows to export yet.
• A saved report is missing. It was saved in a different browser or on another computer.