Build a Student Demographics Report

Build a report to view a summary of information about students whose scholarship requests were approved or denied. This can be a useful report to reflect back on a scholarship cycle.

1. Build a data set to pull in the appropriate processes, request statuses, and fields.
   • Select the Denied, Approved, Follow Up Draft, Follow Up Submitted, Follow Up Complete, and Closed statuses.
   • Select One Row per Request as the output.
   • Recommended fields to select include the following: 
     • Contact First and Last Name
     • Process Name
     • Request Status
     • Fields from the application or other forms providing demographic or other information about the applicant. 
2. Click Run New Report.
   
   
   
   • The report will display one row of data for each included request.
     
     
3. Common actions taken on installment reports include the following: 
   • Group the report by request status and by other criteria such as high school or county of residence.
   • Filter the report to only show students with a GPA in a specific range, for example.
4. Click Save New Report.