Ideas Portal
Original Title: Select any Field to create a custom report
An option to create a custom report. Any field can be selected to be displayed. For example: a student, parent phone number, email address, DOB, Class, Studio, age. This would create a listing with all fields selected.
This would help to create a quick custom report, with specific details, very quickly. Instead of having to combine reports to get certain information this would allow a user to generate a custom report based on any specific fields they require.
Creating customizable reports with selectable fields for various student and parent information.
A form with all possible fields (e.g., season, class, student name, parent name, student age, student contact, parent contact)
Users can check off the information they want to include
Some fields would have drop-down menus for selection
Other fields would be simple checkboxes
Staff members who need to generate reports
Administrators who require specific information
Teachers who want to customize student data views
Increased efficiency in report generation
Flexibility in data presentation
Improved decision-making with tailored information
Time-saving for staff members
When adding the feature of custom reports, DSP might be able to use Big Query or Looker or something depending on what they can afford as a company.
Austin Scott has some good feedback. I think building this feature runs into certain challenges that users don't know the problems they are going to run into. Developers don't necessarily know exactly what users are looking for. Please don't build reports that users say they want yet don't know how to define what they actually want. Otherwise, we will have a report that doesn't work for us. User testing, focus groups, or custom reports with the correct filters/sorting/metrics can prevent this, whether it's relational or non-relational data. Much of the time, users want insights given a filter or a timeframe that they don't know how to define which will prevent manual data scraping.
Reports we want to have that Studio Director (TSD) failed at building is filtering by date range. Here are the required reports we need:
1) New enrollments by student (and family) during a certain date range
2) Drops by student (and family) over a certain date range
3) Switches to/from by students (and family) over a certain date range where additional classes are identified with null data in the "Switched to" and a decrease in their class enrollment is identified with null data in the "Switched from" side. A final count "switch to" count and "switched from" count is needed so we can tell if we had a positive or negative count in switches (or something like this).
TSD failed by combining switches with drops, generating reports with data that exists now (e.g. have a drop date set when we need the drop count for a certain month), etc.
+1 just submitted a similar idea! Maybe we can all vote on this idea to try to move this up the list! Here is what I just submitted: https://dancestudio-pro.ideas.aha.io/ideas/DSPRO-I-4569
This is critical. The current set of reports are a guess at how people who run a business/studio actually use the data. Too often there isn't one report that holds all the data that is needed to gain insight into answering the questions that come up when running a business. Often the exact report needed doesn't exist or you need to look at several to get the full data set needed. Fewer and customizable reports would be way better and less confusing than the myriad reports that are currently offered. Any studio of a reasonable size quickly runs into the issue of the current reports being inadequate.
Yes Please! I have never used a system before where I cannot create and save my own custom reports. This is essencial!
Agree! Or, at the very least, I'd like to be able to run a report but limit the data to certain groups. For example, the students on our competitive teams have mandatory attendance requirements. I do have those students in a group, so it would be nice to be able to pull an attendance report but limit it to that group of students.