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Overview

The Management Reports section allows you to create Duplicate Students, SIS Overrides, Title 1 Details, Title 1 Summary, and User Activity Log reports.

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

 

 

Duplicate Students

Step 1: Click on Duplicate Students located in the Management Reports.

 

Step 2: Set the Duplicate Students details you wish to be included in the report.

  • Options - Select options to include in the report.
    • Match Firstname
    • Match Lastname
    • Match MI
    • Match Suffix
    • Match DOB
    • Match Student Number
    • Match Student SSN
    • Match Address Street/House Number
    • Match Address Street Name
    • Match Address Unit Number
    • Match Enrollment Date
    • Include Inactives
  • Eligibility Format - Choose which format the report should run.
    • Meal Benefits Status ID
    • Meal Benefits Status Description
    • Full Meal Benefits Status
    • Eligibility ID
    • Eligibility Description
    • Full Eligibility
    • None (Hidden)

 

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

Choose the appropriate action to print or export the report.

SIS Overrides

Step 1: Click on SIS Overrides located in the Management Reports.

 

Step 2: Set the SIS Override details you wish to be included in the report.

  • Options - Choose to include or exclude Inactive Students.

 

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

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Choose the appropriate action to print or export the report.

Title 1 Details

Step 1: Click on Title 1 Details located in the Management Reports.

 

Step 2: Set the Title 1 Details you wish to be included in the report.

  • Title 1 Criteria
    • Enrolled as-of Date - Select a date from which the report should start.

You can choose to Include students added after the set date if they were enrolled by the set date.

 

Step 3: Once you have completed setting Title 1 Details options, click Ok to generate the Title 1 Details report.

Choose the appropriate action to print or export the report.

Title 1 Summary

Step 1: Click on Title 1 Summary located in the Management Reports.

 

Step 2: Set the Title 1 Summary details you wish to be included in the report.

  • Title 1 Criteria
    • Enrolled as-of Date - Select a date from which the report should start.

You can choose to Include students added after the set date if they were enrolled by the set date.

    • Report As-Of Date - Select the appropriate choice for the report.
      ~ Report students as of the best approved code date in the range
      ~ Report students as of the specific date
    • Use Current Identification Info (Name, Student Number, DOB, etc)
    • Exclude students born before - Set a date if you choose to include this in the report.
    • Treat prior-year DC as Paying/No Application
  • Sort By - Choose to sort records by School Number, School Name, or Percent Eligibile.

 

 

Step 3: Once you have completed setting Title 1 Summary options, click Ok to generate the Title 1 Summary report.

 

Choose the appropriate action to print or export the report.

User Activity Log

Step 1: Click on User Activity Log located in the Management Reports.

 

Step 2: Set the User Activity Log details you wish to be included in the report.

  • Date Range (inclusive) - Select a date range.
  • Show Activity for User - Choose a user from the browse icon.

  • Options - Select additional options.
    • Include Student Work Logs
    • Include Student Field-Level Tracking
    • Include Application Work Logs
    • Include Application Field-Level Tracking
    • Include Application Lock History
    • Include Scanning Q/A
    • Include Scanned-Batch Lock History

 

Step 3: Once you have completed setting User Activity Log options, click Ok to generate the User Activity Log report.

Choose the appropriate action to print or export the report.

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