The Student Reports guide is provided to take the report processor through daily operations of creating reports. Student reports contain student data information and may contain application data.
The Student Reports section allows you to create Eligibility Details, Eligibility Summary, Households with Benefits Differences, Master Student List, Percent of Enrollment, and Prior-Year Status Comparison reports.
From the Reports tab, locate and click on Student Reports.
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.
Step 1: Click on Eligibility Details located in the Student Reports.
Step 2: Set the Eligibility Details you wish to be included in the report.
- Historical Data Options
- Report Current Data
- Report As-Of Date
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
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.
- 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
Step 3: Once you have completed setting Eligibility Details options, click Ok to generate the Eligibility Details report.
Choose the appropriate action to print or export the report.
Eligibility Summary
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.
Step 1: Click on Eligibility Summary located in the Student Reports.
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
You can choose 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 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.
- 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
Step 3: Once you have completed setting Eligibility Summary options, click Ok to generate the Eligibility Summary report.
Choose the appropriate action to print or export the report.
Households with Benefits Differences
The Households with Benefits Differences produces a report of any student who has information resulting in conflicting eligibility status.
Step 1: Click on Households with Benefits Differences located in the Student Reports.
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
Step 3: Once you have completed setting Households with Benefits Differences options, click Ok to generate the Households with Benefits Differences report.
Choose the appropriate action to print or export the report.
Master Student List
The Master Student List report shows the eligibility status of every student.
Step 1: Click on Master Student List located in the Student Reports.
Step 2: Set the Master Student List details you wish to be included in the report.
- School Filter - Select All Schools or a specific school or category by clicking the search 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.
- 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
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.
Step 3: Once you have completed setting Master Student List options, click Ok to generate the Master Student List report.
Choose the appropriate action to print or export the report.
Percent of Enrollment
The Percent of Enrollment report breaks down student eligibility by percentage.
Step 1: Click on Percent of Enrollment located in the Student Reports.
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
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 icon.
- Sort By - Choose to sort records by Student Number, School Name, or Percent of Free and Reduced.
- Options - Select additional eligibility options.
- Use Eligibility after Grace Period
- Use Eligibility after Prior-Year Expiration
- Exclude Students Born Before - If you choose to select this option, enter a date.
Step 3: Once you have completed setting Percent of Enrollment options, click Ok to generate the Percent of Enrollment report.
Choose the appropriate action to print or export the report.
Prior-Year Status Comparison
The Prior-Year Status Comparison report compares each student's status from the prior school year and the current year.
Step 1: Click on Prior-Year Status Comparison located in the Student Reports.
Step 2: Set the Prior-Year Status Comparison details you wish to be included in the report.
- 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 icon.
- Eligibility Format
- Meal Benefits Status ID
- Meal Benefits Status Description
- Full Meal Benefits Status
- Eligibility ID
- Eligibility Description
- Full Eligibility
- None (Hidden)
- 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.
- Sort By Choose to sort records by Student Name or Process Date.
- Options - Select additional eligibility options.
- Use Eligibility After Grace-Period
- Include Inactive
Step 3: Once you have completed setting Prior-Year Status Comparison options, click Ok to generate the Prior-Year Status Comparison report.
Choose the appropriate action to print or export the report.