How to Run a Custom Report in CCB for Renewals:

If you would like to run your own report outside of the semester renewal checks, follow the instructions below.

• Click on Reports and Metrics at the bottom of the menu bar

• Click Custom Reports and select Create Report

• Select Group, then select Is any status of, and then find the group you wish to run a report on

• Click Next

• Click Choose another column where you select:

  • Custom Field - Background Check Expiration for the first column
  • Custom Field - Child Safety Training Expiration for the second column
  • Background check expiry date for the third column

  <aside> <img src="/icons/info-alternate_gray.svg" alt="/icons/info-alternate_gray.svg" width="40px" /> There’s also the option to add columns for birthdays, addresses, etc.

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  • Then click Next

• Make sure the correct campus is selected and then click Next twice

• Name the report and then click Save and Run

• Select how you want to receive the report and then click Run Report

Helpful Tips

• If you create a custom report that you need to run every month or on a regular basis, you can schedule CCB to email you the report based on the schedule you need the report.

• You can share you report with other people. Share the report by clicking Share Report under Actions on the righthand side when you are creating a report.

  <aside> <img src="/icons/info-alternate_gray.svg" alt="/icons/info-alternate_gray.svg" width="40px" /> To get back to this page, edit your report.

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