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The Student Reports guide is provided to take the report processor through daily operations of creating reports. Student reports contain student data information and may contain application data. The Student Reports section allows you to create Direct Certification Summary, Eligibility Details, Eligibility Summary, Households with Benefits Differences, Master Student List, Percent of Enrollment, and Prior-Year Status Comparison reports. |
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From the Reports tab, locate and click on Student Reports.
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The Direct Certification Summary report summarizes DC information by the school and the source of a student's DC status.
Step 1: Click on Direct Certification Summary located in the Student Reports.
Step 2: Set the Direct Certification details you wish to be included in the report. Then, click Ok to generate the report.
- Historical Data Options
- Report Current Data
- Report As-Of Date
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You can choose to include students added after the set date if they were enrolled by the set date. |
- Options - Select different DC options to include.
- Include Inactive Students
- Include DC Primaries
- Include DC Siblings
- Sort By - Choose to sort records by School Number, School Name, or Percent DC.
- Report DC Based On - Select the way in which the report should be based.
- Students Marked as DC (even if declining benefits, et. al.)
- Students whose Eligibility is Directly Certified
Step 3: Choose the appropriate action to print or export the report.
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The Eligibility Details report produces a list of students who qualify for Direct Certification, Free (income/SNAP), Prior-Year Free, Reduced and who have No Application on file.
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Step 1: Click on Eligibility Details located in the Student Reports.
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Step 2: Set the Eligibility Details you wish to be included in the report. Then, click Ok to generate the report.
- Historical Data Options
- Report Current Data
- Report As-Of Date
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You can choose to use Current Identification Info and/or to Include students added after the set date if they were enrolled by the set date. |
- School Filter - Select All Schools or a specific school or category by clicking the search
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- Group Records By - To group records, use the
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- drop-down menu and select how to group records. You may also choose to subgroup records and insert
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- page breaks between groups.
- Sort By - Choose to sort records by Description,Free Count, Eligible Count, or Student Count.
- Options - Select additional eligibility options.
- Use Eligibility after Grace Period
- Use Eligibility after Prior-Year Expiration
- Display Coded Eligibilities
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Step 3:Once you have completed setting Eligibility Details options, click Ok to generate the Eligibility Details report.
Choose the appropriate action to print or export the report.
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The Eligibility Summary produces a simple report of the number of students who are determined to be free, reduced, or paying and the eligibility reasons.
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Step 1: Click on Eligibility Summary located in the Student Reports.
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Step 2: Set the Eligibility Summary details you wish to be included in the report. Then, click Ok to generate the report.
- Historical Data Options
- Report Current Data
- Report As-Of Date
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You can choose to Include students added after the set date if they were enrolled by the set date. |
- School Filter - Select All Schools or a specific school or category by clicking the search icon.
- Group Records By - To group records, use the dropdown menu and select how to group records. You may also choose to subgroup records and insert pagebreaks between groups.
- Sort By - Choose to sort records by Description, Free Count, Eligible Count, or Student Count.
- Options - Select additional eligibility options.
- Use Eligibility after Grace Period
- Use Eligibility after Prior-Year Expiration
- Display Coded Eligibilities
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Step 3: Once you have completed setting Eligibility Summary options, click Ok to generate the Eligibility Summary report.
Choose the appropriate action to print or export the report.
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The Households with Benefits Differences produces a report of any student who has information resulting in conflicting eligibility status.
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Step 1: Click on Households with Benefits Differences located in the Student Reports.
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Step 2: Set the Household with Benefits Differences details you wish to be included in the report. Then, click Ok to generate the report.
- Household Matching Criteria
- Application
- DC Sibling Attachment
- Household Key
- Fill Address
- Partial Address
- Head-of-Household name
- Phone Number
- Email Address
- Eligibility Format
- Meal Benefits Status ID
- Meal Benefits Status Description
- Full Meal Benefits Status
- Eligibility ID
- Eligibility Description
- Full Eligibility
- None (Hidden)
- Options
- Only include households with categorically free students
- Include inactive students
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Step 3: Once you have completed setting Households with Benefits Differences options, click Ok to generate the Households with Benefits Differences report.
Choose the appropriate action to print or export the report.
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The Master Student List report shows the eligibility status of every student.
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Step 1: Click on Master Student List located in the Student Reports.
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Step 2: Set the Master Student List details you wish to be included in the report. Then, click Ok to generate the report.
- School Filter - Select All Schools or a specific school or category by clicking the search icon.
- Group Records By - To group records, use the dropdown menu and select how to group records. You may also choose to subgroup records and insert pagebreaks between groups.
- Sort By - Choose to sort records by Student Number, Name, Grade, or Homeroom.
- Options - Select additional
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- report options.
- Show Last Name, First Name
- Hide Name
- Include Inactive
- Eligibility Format
- Meal Benefits Status ID
- Meal Benefits Status Description
- Full Meal Benefits Status
- Eligibility ID
- Eligibility Description
- Full Eligibility
- None(Hidden)
- Historical Date Options
- Report Current Date
- Report As-Of Date
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You can choose to Use Current Identification Info and/or Include students added after the set date if they were enrolled by the set date.
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- Filters - Add additional filters to the report by clicking in the ellipses icon and selecting one or more filter options.
- Include Totals - Select how you would like report totals to be calculated.
- No Totals
- Counts By Meal Benefits Status
- Student Count
- Classic-Mode Format
Step 3: Once you have completed setting Master Student List options, click Ok to generate the Master Student List report.
Choose the appropriate action to print or export the report.
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The Percent of Enrollment report breaks down student eligibility by percentage.
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Step 1: Click on Percent of Enrollment located in the Student Reports.
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Step 2: Set the Percent of Enrollment details you wish to be included in the report. Then, click Ok to generate the report.
- Historical Date Options
- Report Current Date
- Report As-Of Date
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You can choose to Use Current Identification Info and/or Include students added after the set date if they were enrolled by the set date. |
- School Filter - Select All Schools or a specific school or category by clicking the search icon.
- Sort By - Choose to sort records by Student Number, School Name, or Percent of Free and Reduced.
- Options - Select additional eligibility options.
- Use Eligibility after Grace Period
- Use Eligibility after Prior-Year Expiration
- Exclude Students Born Before - If you choose to select this option, enter a date.
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Step 3: Once you have completed setting Percent of Enrollment options, click Ok to generate the Percent of Enrollment report.
Choose the appropriate action to print or export the report.
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The Prior-Year Status Comparison report compares each student's status from the prior school year and the current year.
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Step 1: Click on Prior-Year Status Comparison located in the Student Reports.
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Step 2: Set the Prior-Year Status Comparison details you wish to be included in the report. Then, click Ok to generate the report.
- Comparison Type
- All Students
- All Students with Prior-Year Status
- All Students with a Different Status than the Prior-Year
- All Students with a Better Status than the Prior-Year
- All Students with a Worse Status than the Prior-Year
- Only show students with applications processed in date range - If you choose to select this option, enter a date range.
- School Filter - Select All Schools or a specific school or category by clicking the search icon.
- Eligibility Format
- Meal Benefits Status ID
- Meal Benefits Status Description
- Full Meal Benefits Status
- Eligibility ID
- Eligibility Description
- Full Eligibility
- None (Hidden)
- Group Records By - To group records, use the dropdown menu and select how to group records. You may also choose to subgroup records and insert pagebreaks between groups.
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- Sort By Choose to sort records by Student Name or Process Date.
- Options - Select additional eligibility options.
- Use Eligibility After Grace-Period
- Include Inactive
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Step 3: Once you have completed setting Prior-Year Status Comparison options, click Ok to generate the Prior-Year Status Comparison report.
Choose the appropriate action to print or export the report.