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The Student Reports

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guide is provided to take the report processor through daily operations of creating reports. Student reports

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contain student data information and may

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contain application data.

The Student Reports section allows you to create Direct Certification Summary, Eligibility Details

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, Eligibility Summary

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, Households with Benefits Differences, Master Student List, Percent of Enrollment, and Prior-Year Status Comparison reports.


Direct Certification SummaryMaster Student List

Eligibility Details

Percent of Enrollment

Eligibility Summary

Prior-Year Status Comparison

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Households with Benefits Differences

 

 

From the Reports tab, locate and click on Student Reports.

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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.

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Step 3: Once you have completed setting Eligibility Detail options, click Ok to generate the Eligibility Detail report.

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Choose the appropriate action to print or export the report.

 You may choose to print or export the report. After you have finished printing or exporting, click Close Print Preview.

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Note

The following Student Reports now have the ability to "Run for each school in the school filter." This allows the report to be run separately for each school while grouping the entire District together in one file for ease of printing and distribution.

  • Eligibility Details
  • Eligibility Summary
  • Master Student List
  • Percent of Enrollment
  • Prior-Year Status Comparison

 

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DC Summary
DC Summary
Direct Certification Summary

The Direct Certification Summary report summarizes DC information by the school and the source of a student's DC status.

  1. From the Reports tab, locate Student Reports. Then, select Direct Certification Summary.

  2. Establish report criteria. Then, click Ok.

    Note

    You may choose to include students added after the selected date if they were enrolled by the selected date.

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Eligibility Details
Eligibility Details
Eligibility Details

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.

  1. From the Reports tab, locate Student Reports. Then, select Eligibility Details.

  2. Establish report criteria. Then, click Ok.

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    Note

    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 Image Removed 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.

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  • 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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Eligibility Summary
Eligibility Summary
Eligibility Summary

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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.

  • Historical Data Options
    • Report Current Data
    • Report As-Of Date

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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.

  1. From the Reports tab, locate Student Reports. Then, select Eligibility Summary.

  2. Establish report criteria. Then, click Ok.

    Note

    You may choose to include students added after the selected date if they were enrolled by the

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  • School Filter - Select All Schools or a specific school or category by clicking the search Image Removed 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.

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  • 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.

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  1. selected date.

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Households Benefit Diff
Households Benefit Diff
Households with Benefits Differences

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The Households with Benefits Differences

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Step 2: Set the Household with Benefits Differences details you wish to be included in 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.

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produces a report of any student who has information resulting in conflicting eligibility status.

  1. From the Reports tab, locate Student Reports. Then, select Households with Benefits Differences.
  2. Establish report criteria. Then, click Ok.
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Master Student List
Master Student List
Master Student List

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Step 1: Click on Master Student List located in the Student Reports.

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Step 2: Set the Eligibility Summary details you wish to be included in the report.

  • School Filter - Select All Schools or a specific school or category by clicking the search Image Removed 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.

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  • Sort By - Choose to sort records by Student Number, Name, Grade, or Homeroom.
     
  • Options - Select additional eligibility options.
    • Show Last Name, First 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

The Master Student List report shows the eligibility status of every student.

  1. From the Reports tab, locate Student Reports. Then, select Master Student List.

  2. Establish report criteria. Then, click Ok.

    Note

    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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Step 3: Once you have completed setting Master Student List options, click Ok to generate the Master Student List report.

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Choose the appropriate action to print or export the report.

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Step 3: Once you have completed setting Percent of Enrollment options, click Ok to generate the Percent of Enrollment report.

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Percent of Enrollment
Percent of Enrollment
Percent of Enrollment

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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.

  • 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 Image Removed icon.

The Percent of Enrollment report breaks down student eligibility by percentage.

  1. From the Reports tab, locate Student Reports. Then, select Percent of Enrollment.

  2. Establish report criteria. Then, click Ok.
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Prior Year Status Compare
Prior Year Status Compare
Prior-Year Status Comparison

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Step 1: Click on Prior-Year Status Comparison located in the Student Reports.

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The Prior-Year Status Comparison

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  • 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 Image Removed icon.

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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.

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report compares each student's status from the prior school year and the current year.

  1. From the Reports tab, locate Student Reports. Then, select Prior-Year Status Comparison.
  2. Establish report criteria. Then, click Ok.
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