INFocus Students With No SSID Report

Transcription

1 INFcus Students With N SSID Reprt Abut This Dcument This dcument is a step-by-step guide t create a reprt that lists all students withut a state ID number. Create Reprt 1. G t Reprts INFcus. 2. Click the Shared Flder tab. 3. Click Add and select Reprt. 4. Select Tabular Reprt with Header and click OK. Quick Reference Guide Chalkable_ INFcus Students With N SSID Reprt 1

2 The Select r Mdify Data Surce screen will display. Select r Mdify Data Surce Add/Remve Tab On the Add/Remve tab, check t include the fllwing data elements. Check the bxes in the fllwing rder: Nte: If an item is nt n the list, verify it is set t display under cnfiguratin. Refer t the INFcus Administratin quick reference guide fr details. Quick Reference Guide Chalkable_ INFcus Students With N SSID Reprt 2

3 Enrllment Transactin Academic Sessin Student Srt Tab Click the Srt tab t set the srt f the reprt. Click Add a Clumn. Select Student.Schl. Select Ascending. Click Add a Clumn. Select Student.Name. Select Ascending. Quick Reference Guide Chalkable_ INFcus Students With N SSID Reprt 3

4 Filter Tab T define the recrds t be included n the reprt, click the Filter tab. Several parameters will need t be set up t ensure that the recrds n the reprt are limited t the fllwing criteria: Allw User T Select Academic Year When Generating The Reprt Click Add a Parameter. Set up the fllwing: Clumn: Select Academic Sessin.Academic Year. Operatr: Select Equal T. Default Value: Select Specific Value. Leave the field t the right blank. Ask in Reprt: Check this bx. Captin: Enter Acad Year. Cntrl Type: Select DrpDwn. Offer All Optin: D nt check this bx. Display this parameter: Select Next t the previus parameter. Click OK. Allw User T Select The Student Enrllment Status When Generating The Reprt (Enrlled, Withdrawn) Quick Reference Guide Chalkable_ INFcus Students With N SSID Reprt 4

5 AND Clumn: Select Student.Enrllment Status. Operatr: Select In List. Default Value: Click the search icn. A list will display t the right. Use Ctrl+click t select bth Enrlled and Withdrawn frm the list. Click the OK buttn t the right f the list. The selected statuses will display in the Default Values list. Ask in Reprt: Check this bx. Captin: Enter Enrllment Status. Cntrl Type: Select List (multi select). Display this parameter: Select Next t the previus parameter. Click OK. Filter the reprt t nly students wh d nt have a state ID number. AND Clumn: Select Student.State ID Number. Operatr: Select Equal t. Value: Select Specific Value. Leave the field t the right blank. Quick Reference Guide Chalkable_ INFcus Students With N SSID Reprt 5

6 Ask in Reprt: D nt check this bx. Display this parameter: Select Next t the previus parameter. Click OK. Click OK t save the Data Surce changes including thse made n the Add/Remve, Srt and Filter tabs. Changes will be saved. If changes need t be made t any f the data surce ptins described in the abve, click Mdify Data Surce. Reprt Setup Frm the main reprt screen, set up the fllwing: Exprt Optins Insert an ptin n the reprt that will allw users t exprt the reprt t selected frmats r as a PDF. T enable exprts, click the Insert tab. Click Exprts. Click the Exprts tab. Quick Reference Guide Chalkable_ INFcus Students With N SSID Reprt 6

7 Select the exprt ptins that are t be available t a user when they generate the reprt (ie. Excel, Wrd, CSV). Searchable Reprt: Opens the reprt in html n ne page. This allws the user t press CTRL-F and use the brwser s search functin t find a specific recrd. Printable Paging: Frmats the reprt t be printed using the web brwser. Table Clumns Tab T select the fields t be included n the reprt, click the Table Clumns tab. Include the fllwing fields by selecting the field frm the list n the left and clicking the right arrw t mve the field t the list n the right. Use Ctrl+click t select multiple fields. Fields shuld be added in the rder belw. Academic Sessin.Schl Student.Student Number Student.Name Enrllment Transactin.Reprted Date Enrllment Transactin.Enrllment Cde Quick Reference Guide Chalkable_ INFcus Students With N SSID Reprt 7

8 Saving The Reprt T save the reprt, click the File tab and then click Save. Alternately users may click the Save icn. Reprt Name: Example Student With N SSID Reprt. Reprt Descriptin: Optinal. Reprt Expiratin Date: Optinal. The Reprt Expiratin ptin allws the reprt builder t enter a date when the reprt will n lnger be valid. The reprt will nt be deleted as f this date; hwever, the end users will nt be able t view the reprt. Destinatin Flder Type: Persnal r Shared. The Destinatin Flder Type allws the members f grups with Maintain INFcus rights t stre reprts either in the persnal flder fr their use nly r in the Shared flder fr all users. This ptin is viewable nly by users with Maintain INFcus rights Flder: Select a flder that is already created t help rganized reprts. Remember that users with Maintain INFcus rights have access t all reprts including reprts in ther users persnal flders. Nte: It is strngly recmmended t save the reprt ften during the setup prcess. Reprt Setup (cntinued) Clumn Cnfiguratin Tab The Clumn Cnfiguratin tab allws users t rename clumn headings. Additinal ptins include the ability t allw users t srt by certain clumns when generating the reprt (check Srtable). Users may als mdify the alignment f clumns. In the fllwing example, varius clumns will be renamed t make the clumn headings mre meaningful n the printed reprt. Quick Reference Guide Chalkable_ INFcus Students With N SSID Reprt 8

9 Student Number: Rename t SNum. Name: Rename t Student. Gruping Tab The fllwing will establish the gruping f the data n the reprt (ie. schl). T establish gruping click the Gruping tab. In this example, recrds will be gruped tgether by Academic Sessin.Schl s that all students in the same schl will be gruped tgether. Gruping Optins: Select Gruped Flat-Table. Click Add Gruping Layer. Mve Academic Sessin.Schl t the right hand clumn. Click Shw All Attributes. Scrll dwn and check the bx t Insert a page break between grups n PDF Exprt. Click OK. Optinal Settings Settings Tab Click the Settings tab t mdify the style and paging ptins fr the reprt. Style Click Style t mdify the visual lk f the reprt. Quick Reference Guide Chalkable_ INFcus Students With N SSID Reprt 9

10 Select the preferred Reprt Style (ie. Prfessinal) and click OK. Paging Click t mdify Paging ptins including Page Size (Letter) and Orientatin (Prtrait r Landscape) and click OK. Quick Reference Guide Chalkable_ INFcus Students With N SSID Reprt 10