--- title: How to Set Up and Run Student Reports description: How to create report templates for student data, and run them for a selection of students as a PDF or CSV download. --- [Skip to content](https://support.tuiopay.com/m.-how-to-set-up-and-run-student-reports#main-content) English Show submenu for translations [![TUIO-logo-cmyk.png](https://support.tuiopay.com/hs-fs/hubfs/TUIO-logo-social-type-400x400-rgb.png?width=125&height=125&name=TUIO-logo-social-type-400x400-rgb.png)](https://support.tuiopay.com?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Contact support](mailto:support@tuiopay.com) [Contact support](mailto:support@tuiopay.com) How can we help you? - There are no suggestions because the search field is empty. 1. [Support for TUIO Admins](https://support.tuiopay.com/?hsLang=en) 2. [Forms, Attendance, Class & Student Management](https://support.tuiopay.com/forms-attendance-class-student-management?hsLang=en) 3. [Student Management](https://support.tuiopay.com/forms-attendance-class-student-management?hsLang=en#student-management) October 21, 2026 # How to Set Up and Run Student Reports [![](https://cdn.loom.com/sessions/thumbnails/4317c3970fe34074bbf3321b8ae4dbfe-6f85a6d0c31b99bf-full-play.gif)](https://www.loom.com/share/4317c3970fe34074bbf3321b8ae4dbfe) Video walkthrough --- ### Further Reading The Reports feature allows you to template and run custom reports of student (and enrollment) data for class lists, progress reports, student folder print-outs, and other reporting purposes. To get started, go to the **Reports** tab, and click Students from the menu at the top. Click the **Custom report builder** card and **Create template** to create a new student report. Enter a Name, choose Accessible formats (PDF only, CSV only, or PDF and CSV), then select Continue. PDF and CSV lets you choose either supported format when running the report. - PDF - one [PDF file](https://support.tuiopay.com/hubfs/Support%20Docs%20Images/allergy%20list%20pdf.png?hsLang=en) will be generated for each student selected when downloading the report - CSV - this will [generate a spreadsheet](https://support.tuiopay.com/hubfs/Support%20Docs%20Images/allergy%20list%20csv.png?hsLang=en) with columns for each field included on the report, as well as the student names and ID numbers Once the report has been created the next step is to build the report template from the Field Editor tab. Existing Student or Enrollment standard and custom fields can be added on the field editor of the report, similar to building a form from the Forms tab. It's not possible to add new fields on this field editor, so those need to be created on the Forms tab first. Once the report has been built you can run the report from the Students tab, either for one student or a selection of students. 1. Click the 3 dots to the right of a student to **Download report** for one student at a time. 2. Click the checkboxes for a selection of students to **Download report** in bulk from the Actions button. ### Choose, preview and download your report **1. Choose the report.** In the **Report** step, select a report template and an available format. Select **Next**. If your selection spans organizations, choose a template for each organization. ![](https://support.tuiopay.com/hs-fs/hubfs/student-report-format.jpg?width=670&name=student-report-format.jpg) The example uses CSV. Available formats depend on how the report template was configured. **2. Review the preview.** In **Preview**, check the number of students included. Select **Back** if you need to change the report settings, or **Download** to generate it. ![](https://support.tuiopay.com/hs-fs/hubfs/student-report-preview.jpg?width=670&name=student-report-preview.jpg) **3. Check the result.** Check the **Result** step for the download status, then select **Done**. Depending on the format and size of the report file(s) you will either receive a direct download in your browser, or the file will be sent by email once it has processed. ### Export reports for selected classes From a class’s menu, choose **Download \> Report**. With several classes selected, choose **Download student report**. You need **Student & Parent** read permission for the records being exported. - **CSV:** one file includes **Class ID** and **Class Name** columns. - **PDF:** a ZIP contains a folder per class. A student in two selected classes receives a report in each class folder. For a selection across organizations, choose the intended report template for each organization. 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