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Overview

Application Reports assist the report processor and Central Office staff with daily operations conducted in regards to application processing and review procedures.

Table of Contents


From the Reports tab, locate and click on Application Reports. You may choose to print or export the report. After you have finished printing or exporting, click Close Print Preview.

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Application Detail

The Application Detail report displays details provided on submitted applications. Details include the application ID, reference number, batch, student demographics, assistance programs and case numbers, special circumstances, household member demographics, total household members (including students), student and household member income information, contact information, ethnicity, if a household has elected to share information with additional programs, and signer information.

  1. From the Reports tab, select Application Reports. Then, click Application Detail.

  2. Establish report criteria. Then, click Ok.

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Applications Received in Date Range - Use the calendar tools to select a From and To date range.
Filter by Students Enrolled in School - Select a Specific School or By Category by using the magnifier icon. You may also select All Schools.
Formatting Options - Select one or more formatting options to include in the report.
Options - Select one or more options to include in the report.
Run for each school in the school filter - By selecting this option, the report will be run separately for each school while grouping the entire District into one printable file.

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Application Pipeline

The Application Pipeline report displays details about possible slowdowns and bottlenecks between receiving, scanning, and conducting Q/A during the entire application process.

  1. From the Reports tab, select Application Reports. Then, click Application Pipeline.

  2. Establish report criteria. Then, click Ok.

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    Date Range (inclusive) - Use the calendar tools to select a From and to date range.

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Application Review Reason Details

The Application Review Reason Details report displays details about why a student is held in App Review. Additionally, the batch code, app ID, reference #, and received date are listed for a quick review of the application record. Reasons are then compiled into a total summary at the end of the report.

  1. From the Reports tab, select Application Reports. Then, click Application Review Reason Details.

  2. Establish report criteria. Then, click Ok.
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    Applications Received in Date Range - Use the calendar tools to select a From and to date range.
    Filter by Students Enrolled in School - Select a Specific School or By Category by clicking the magnifier icon. You may also select All Schools.
    Group By - Select how to group results.
    Options - Select one or more options to include in the report.
    Run for each school in the school filter - By selecting this option, the report will be run separately for each school while grouping the entire District into one printable file.

    (info) Note: The exception reason "Student Not Found" occurs when the link between the record and database do not match. In the cases below, the system may have incorrectly recognized characters from the scanned application. The student's record and application should be reviewed for clarity and changes made accordingly.

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Application Review Reason Summary

The Application Review Reason Summary report displays a compiled total summary of all reasons an application is held for review. The same summary is displayed at the end of the Application Review Reason Detail report.

  1. From the Reports tab, select Application Reports. Then, click Application Review Reason Summary.

  2. Establish report criteria. Then, click Ok.
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    Applications Received in Date Range - Use the calendar tools to select a From and to date range.
    Filter by Students Enrolled in School - Select a Specific School or By Category by clicking the magnifier icon. You may also select All Schools.
    Group By - Select how to group results.
    Options - Select one or more options to include in the report.
    Run for each school in the school filter - By selecting this option, the report will be run separately for each school while grouping the entire District into one printable file.

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Applications by Language

The Applications by Language report displays a compiled summary of the number of applications by active language.

  1. From the Reports tab, select Application Reports. Then, click Applications by Language.

  2. Establish report criteria. Then, click Ok.
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    School Filter - Select a Specific School or By Category by clicking the magnifier icon. You may also select All Schools.
    Run for each school in the school filter - By selecting this option, the report will be run separately for each school while grouping the entire District into one printable file.

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Batch Pipeline

The Batch Pipeline report displays details about possible slowdowns and bottlenecks between receiving, scanning, and conducting Q/A during the batch processes.

  1. From the Reports tab, select Application Reports. Then, click Scanned Application List.

  2. Establish report criteria. Then, click Ok.
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    Date Range (inclusive) - Use the calendar tools to select a From and to date range.
    School Filter - Select a Specific School or By Category by clicking the magnifier icon. You may also select All Schools.
    Options - Select one or more options to include in the report.
    Run for each school in the school filter - By selecting this option, the report will be run separately for each school while grouping the entire District into one printable file.

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Exported Applications

The Exported Applications report shows which applications were added to an export.

  1. From the Reports tab, select Application Reports. Then, click Exported Applications.

  2. Establish report criteria. Then, click Ok.

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Show applications exported since selected date - Use the calendar tool to select a Date.

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Scanned Applications List

The Scanned Application List displays application scanned dates, batch numbers, student number, student name, application ID, application reference number, total applications scanned, total number of students on the application, and detailed household/applicant information (depending on report criteria).

  1. From the Reports tab, select Application Reports. Then, click Scanned Application List.

  2. Establish report criteria. Then, click Ok.
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    Scan Date - Use the calendar tools to enter a From and to date range.
    Select Batch - Enter a specific batch number (if applicable).
    Sort By - Select how the report should be sorted.
    Options - Select one or more options to include in the report.

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