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Overview

The Audit Reports & Tools section allows you to create Add & Drop, Merged Students, and Status Change reports.

 



 

From the Reports tab, locate and click on Audit Reports & Tools.

 

The following Audit Reports & Tools 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.

  • Adds & Drops
  • Merged Students
  • Status Changes

 


Adds & Drops

Step 1: Click on Adds & Drops located in Audit Reports & Tools.

 

 

Step 2: Set the Adds & Drops details you wish to be included in the report.

  • Show Activity in Range - Enter a date range.
  • School Filter - Select All Schools or a specific school or category by clicking the search icon. 
  • Sort By - Choose to sort records by Activity Date, Student Name, or Student Number. 
  • Options - Select additional eligibility options.
    • Include Adds
    • Include Activates
    • Include Transfer-Ins
    • Include Inactivates
    • Include Transfer-outs
    • Include Merges
    • Report Eligibility as of Activity Date
  • Eligibility Format
    • 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 Add & Drop options, click Ok to generate the Adds & Drops report.

Choose the appropriate action to print or export the report.

 


Merged Students

Step 1: Click on Merged Students located in Audit Reports & Tools.

 

 

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

  • Filter by School - Select All Schools or a specific school or category by clicking the search icon.
  • Sort By - Choose to sort records by Date Merged, Student umber, Name, Grade, or Homeroom.
  • Show students merged in date range - Enter a date range.
  • Filters -  Select additional filters.
    • Error Prone
    • DirectlyCertified
    • TerminatedDirectlyCertified

 

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

Choose the appropriate action to print or export the report.

 


Status Change

Step 1: Click on Status Changes located in Audit Reports & Tools.

 

 

Step 2: Set the Status Changes details you wish to be included in the report.

  • Meal Benefits Status Changed in Date Range - Enter a date range.
  • Current Enrolled School - 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)

 

Step 3: Once you have completed setting Status Change options, click Ok to generate the Status Changes report.

Choose the appropriate action to print or export the report.

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