i-Genius2.0
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13.6 Messages, data & tools

Customized Report Manager

Let the vendor add school-specific reports: a Crystal report (.rpt) file linked to a saved SQL query.

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Customized Report Manager
More in Messages, data & tools
Where to find it
MenuHelp › Customized Report Manager

Steps

  1. Open Help > Customized Report Manager.
  2. Click New Customized Report.
  3. Enter Report Title, browse the RPT File, and type the SQL Query.
  4. Click Test to try it, then Save (Query Defination has been saved successfully). Double-click an existing query to edit; Delete removes.

Fields & options

  • Report Title, RPT File, SQL Query.
TipTechnical screen: wrong SQL gives wrong reports. Leave it to your vendor.
TipNeeds the Query Manager.mdb file in the program folder.
Messages, data & tools

More in this module

13.1

SMS Template

Write the message texts used for SMS / WhatsApp to parents (fee reminders, birthdays, absence...) and set up…

13.2

Broadcast On Telegram

Send a notice to parents/staff who have joined the school's Telegram bot.

13.3

Upload Data to Mobile App

Connect the school to the SkoolAI / mobile parent app and push data (students, fees, vouchers, classes, users…

13.4

Timeline

An audit log – who created, changed, cancelled or deleted fees receipts, students, fees plans and other…

13.5

Report Builder Tool

Attach an alternative print design (.rpt file) to a standard report or voucher (e.g.

13.7

Backup & Database Path

Keep copies of the school data safely.

All 9 features of messages, data & tools

See i-Genius 2.0 on your own school's data.

Tell us your classes, your fee heads and how you collect fees today. We show you the same work in i-Genius and the SkoolAI app, on a call or at your school.

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