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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.

Duplicate Students
SIS Overrides
Title 1 Details
Title 1 Summary
User Activity Log

 

 

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

 

 

The following Management Report now has 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.

  • Online Application Trend

 

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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