[sims] Design report - select students from list

[dafyddf]

Hi all, is there any way I can design a report in SIMS that lets our admin team select users from a list in the filtering section?

 

Currently, we have a report that generates emergency contact details for trips, but to use it, it prompts to select year groups, then they have to deselect every user not in the trip in the preview window.

 

I can see the option to filter by name, but it's really not ideal because you need one filter condition for every pupil on the trip, so not really ideal.

[howartp]

We have a solution exactly for this.

 

When the trip is being planned and students allocated, create a User Defined Group - which does allow manual picking from a list.

 

Then design your report based on UDF as attached.

 

If it will let me, i'll add the RptDef to a reply in a second.

 

You can also use the UDF for SchoolComms/InTouch etc.

Edited March 23, 2023 by howartp

[howartp]

Report Definition containing options for UDF and Class selection.

Trip info for students by UDF.zip

[dafyddf]

Thank you so much - you're a star! The admin team will be delighted