Creating a report formula

When SESIS users are creating or editing a private report, they may need to create a formula that defines what data to capture in the report. Formulas can be based on one or multiple fields and values.

To create a report formula

1. Click the Formula Builder button.
   
   
2. Click the Select link.
   
   
3. From the Filter By Selection drop-down menu, choose the appropriate option.
   
   A list of options for the selected category appears.
   
   Example: To create a sample report for 2nd and 3rd graders, choose Demographics/Enrollment/Contact.
   
   
4. Click the data field on which you want to search.
   
   Example: To continue creating the sample report, click Grade.
   
   
5. In the Formula Builder window, click the drop-down menu in the middle and choose the type of comparison. Refer to the table below for definitions of each value.
   
   

   Option	The report will include records that…
   = (equal to)	Contain a specific value in the selected field. For example, this function can be used to find all students in 7th grade.
   The <>(unequal to)	Do NOT contain a specific value in the selected field. For example, this function can be used to find all students except those who have autism.
   IS NOT EMPTY	Contains any value at all in the selected field. For example, this function can be used to find all students with an eligibility category listed.
   IS EMPTY	Contain no value (are empty) in the selected field. For example, this function can be used to find students who do not have an eligibility category listed.
   IN (is one of)	Contain one of a number of specified values in the selected field. For example, this function can be used to find all students in 2nd AND 3rd grade.
   NOT IN	Do NOT contain any of a number of specified values in the selected field. For example, this function can be used to find all students except those in 6th or 7th grade.

   
   Example: To continue creating the sample report, choose IN (is one of).
   
   
6. Click the drop-down menu on the right and choose or type the appropriate value.
   
   Note: If the type of comparison you chose requires more than one value (such as IN or NOT IN), type each value separated by a comma.
   
   Example: To continue creating the sample report, type 02, 03.
   
   
7. To add more conditionals, do the following:
   
   
1. Click the red plus () icon.
   
   
2. Repeat steps vii- xi to add more conditionals.
   
   
8. Click the Accept Formula button.
   
   

Related topics
Creating private list reports
Editing private reports
Editing public reports