Create a Custom Report

Create a New Custom Report

  1. Click Create New Report to select the metrics, or data points, for your custom report.
  2. Select Add Metric to add up to three more data points.

    Tip: Each additional metric added be expressed in your report as "% of students who fit the metric." The metrics you select will show up side-by-side in your report, allowing you to view different aspects of students' progress and performance at one time. You can always edit the report to add or change metrics later.
  3. Name your report something easily identifiable so you can return to it later to see how the data has changed.
  4. Click Create to save your report.

Important Note: You will only be able to select metrics based on the data that loads into Student Success for your district/school. For example, you would not be able to select Behavior metrics if you do not have behavior data available in Student Success. The list of metrics in the drop-down is based on Panorama's nationwide platform, so most options are not applicable for Iowa users. 

View, Edit, or Delete Reports

View Reports

To access the Custom Reports that you have created, click the Custom Reports button in the left sidebar on the District or School tab. On the Custom Reports page, you can see a list of reports you have created, as well as edit or create new reports.

Within a custom report, you can use the View By and Demographic Filter options to refine your report.

Edit Metrics or Delete Reports

In your Custom Report, edit and delete report functions are located in the Actions menu in the upper right.  

To edit your report, click Actions and select Edit Metrics. Then click the pencil icon next to the metric for a drop-down to select a different metric or the x to remove the metric from the report.

To delete the report completely, select Delete report in the Actions menu.

Export Reports

To export the report, click Actions and select Export in the drop-down menu. You will receive a .csv file, which you can open and edit in Excel, Google Sheets, or import into another program. This file will contain the data that you are currently viewing in Student Success, including any timeframes and filters you have selected. You'll see a pop-up that shows exactly what data will be included in your export.

The print functionality for custom reports is not yet available. Panorama has indicated that this feature will be available in the future.