When accessing the “Reports” menu in QuickSchools, there are actually 2 options available, depending on your subscription and your access. Here we’d like to compare and discuss the differences between these 2 options, the Summary Reports and the Report Creator:
|
Summary Report |
Report Creator |
| Reports are pre-configured for each module. | All reports have to created from scratch. But you can save and share reports once created. |
| Fixed Format – Columns are fixed, Available Filters are fixed, but you can select how you want to filter. | Customizable Format – You can freely add columns and filters. |
| Designed for Speed – You get quick and easy access to data you used often | Designed for Data Exploration – You have to know / understand the data you want to extract, and build the report. Once built, you can share and re-use the report as needed. |
| Optimized for Large Data Sets – You can pull data quickly, since the query has been optimized. | Optimized for Exception Reporting – You can create reports on specific scenarios that are important to you, and then produce charts and graphs with click-through functionality |
| Aggregate (Pivot Table) Reporting – Data can be aggregated and combined in pivot-table style report. | Tabular Reporting – Report is basically always tabular. For aggregate reporting, you typically have to export to Excel and manipulate offline |
| Limited Features – The Primary Purpose of Summary Report is simply reporting and exporting to external systems. | Full Featured – Supports Email Templates, Scheduled Emails, Graphing, Filtering on regular modules, Group School Reporting, and Dashboarding. Check out this article for more info. |
| Included in ALL subscription plans. Access to specific reports is based on installed modules. | Included in the Athena Plan. For all other plans, needs to be installed from the App Store. |
Common Features
Both Summary Reports and Report Creator support the following features:
- Export to CSV and Excel
Custom Reporting
In some cases, you need a custom report that does not already exist in the Summary Reports sections. In these cases, you can commission QuickSchools to build a custom Summary Report for you. This has the added benefit of being:
- optimized for large data sets, and
- displayed in aggregate (pivot-table) style reporting.
If you have such a need, please contact our support team.
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