Reports

 

Reports

You can create a report from any set of filters so you that you can easily re-run the query at any time. Reports in Stellic can also be tracked so that you can receive notifications with the membership in the report changes.

Skip to a section by clicking on it below:

Creating a Report

Choose your relevant filters. The below filters return a report of all the Freshman with a Sports Media & Communication major.

If you will be running this list often, you can create a report so that you can find these students in just one click next time.

With the filter still active, click the "save as report" button. 

Photo of the filters on Student Dashboard in Stellic. A red box is around the "save as report" button.

Choose whether you want to create a New Report or Update an existing report.

Picture of the two buttons that appear when you click on "save as report:" New report and Update existing report.

Give the report a Title.

Picture of the options in Save as new report. The Title has been given: SPMC freshmen.

Choose whether you want an Automated report or a Manual one.

Automated report: This report is always up-to-date and dynamic, containing the students who meet your filter criteria whenever you run the report. The list of students who match the automated report will fluctuate as data updates in Stellic.

Manual report: A manual report is static. This allows you to create a snapshot of students frozen in time that you can refer back to in the future. The members of this report will not change unless you manually add or remove them. Caution: You will not be able to see the filters you included in a manual report later, so be sure to name the report very specifically.

Your reports are saved just below the Keyword search box. You may have to click on Saved Reports or Show More to see all of your reports.

Picture of several reports and a Show More button to see more reports.

If a Report has been run, your dashboard will display the Report name just above the list of students included in the report: 

Picture of the report heading.

Tracking Reports

A tracked report includes the current matching list of students and allows you to see and be notified when new students match the search criteria and when students have been removed. You can have up to 30 tracked reports.

Photo of the Save as new report options with Automated radial button selected and a checkmark next to "Track and notify you when students are added or removed from the report."

If you choose to track an automated report, you can set up how you receive tracking notifications in Notifications Settings. 

Picture of the upper right hand corner of a Stellic homepage with the bell icon highlighted with a red box.

Managing your Tracked Report Results

You can view your added and removed students by selecting the buttons below the report name. 

Photo of the header of a report that has been run with red squares highligting the New and Removed buttons.

Students in your New list will also be included in the report results. 

Students in your Removed list will no longer be part of the report results but will be visible in Removed. 

Once you have viewed your new and removed students and you no longer need to identify them as new/removed, you can click on “reset” to refresh the tracked lists.  Your New and Removed students lists will be cleared. This action cannot be undone. The report will then track new and removed students starting from the time you clicked “reset.” 

Picture of the header of a report that has been run with a red square around the "reset" link.

Sharing a Report

You can share reports with any Stellic user with access to students in Stellic. 

Picture of report heading after report has been run. The Share button is inside a red box.

You can edit an existing report once you have run it by clicking on the three dots to the extreme right of the report title.

Picture of the menu that appears when you click on the 3 dots next to the report heading after you have run the report. A red square is around the "Edit settings" menu item.

It is recommended that you use Share to share a list of students with someone else, rather than downloading a list of students from Stellic. This keeps student information safer.

If you are planning to work more with the list of students and need the list in a spreadsheet format to do so, you can download the students from a report following these steps:

  1. Run the report.
  2. Select all students by clicking the checkmark at the very top of the student list.
Photo with a red box around the top checkmark box in a report. Pop up text says "check all students to perform actions."
  1. Under Actions, Select Generate a Report.
Picture of top of report with Actions button selected and red box around "Generate Report for 106 students."
  1. Choose what type of report you'd like to generate. We recommend starting with a Student Information report and then customizing the data elements on the next screen (step 5).
Picture of Generate Report options with Student Information report in a red box.
  1. Choose what pieces of student information you'd like to include in the report.
Picture of the Student Information report customization screen with options for what to include in the report.
  1. Scroll all the way to the bottom of the Student Information Report customization screen and click "Download CSV."
Picture of the bottom of the Student Information report customization screen with blue button to "Download CSV."
  1. Your spreadsheet will download, and you can open it and work with it now.

 

 

 

 

 

 

 

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