This support article reviews basics of creating and editing a report. 


The following reporting features are part of our Overgrad Pro Accounts. To learn more please contact an Overgrad representative at [email protected] or fill out this form and an team member will reach out shortly.


Creating and/or editing a report:

 

1. In your main menu head to Data & Reports -> Custom Reports in order to access the reporting section of Overgrad.


 


Choose the type of report or "category" you would like to run. "Students" report will always include only one line per student and provide a summary of student activity. For example, a student is follow 10 colleges, but you cannot see which colleges. In order to see that, you would enter "College Lists" report where you will now see multiple rows per student, with a new row for each college a student is following.


 In the example below student reports has been chosen.


2. To create a new report click the "..." link next to the drop down menu. You can use the same menu to edit reports, add data summaries, add to student lists, etc.



3. Name your report, add any filters you would like to use, and select your chosen fields. Be sure to hit the Save Report checkbox above the Run Report button if you would like to run this report more than once. 



In this example, I am generating a general student report that includes all students, which is why I am not filtering for any specific conditions. I am asking for the following fields to be included in the report: 

  • student first name
  • student last name
  • student graduation year
  • student ID number
  • student email address     



If I wanted this report to only include first generation students in the class of 2025, I would add a condition and filter for the selected fields:




4.  Remember, to save the report for future use, click "Save Report" and then click "Run Report".


Note: If saving a report, please make sure the name of your file is descriptive prior to saving. This will ensure you can easily find the report in the future.


5. You will now see your report and be able to return to it under Custom Reports in your drop down or export to CSV.




What if you: 

  • Forgot to include a field after you already ran a report? 

Simple, just click "..." next to the drop down and edit your report.


  • Want this data in a spreadsheet? 

Click "Export to CSV".