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
- Report As-Of Date - Select the appropriate choice for the report.
- 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.