Ad Hoc: Ad Hoc Reporting

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1 Ad Hc: Ad Hc Reprting Ad Hc Tls and Features Filter Designer used t create reprts and searches fr specific students/data 3 kinds f filters Query Wizard select fields and enter criteria Selectin Editr select frm a list f students enrlled at the calendar selected Pass-thrugh SQL Query: Jessie Olsn creates fr Student Census/Staff Curse/Sectin Additinal Nte Area: Page 1

2 Ad Hc Tls and Features Ad Hc: Ad Hc Reprting > Filter Designer > Query Wizard Query Wizard select fields and enter criteria Enter Query Name (and shrt/lng descriptin if desired fr reference) Field Selectin: Select fields by clicking n the desired fields blue link Nte: Active Tday and using start/end Dates Filter Parameters: Add filters, example Grade = 06 fr just 6 th grade students Page 2

3 Ad Hc Tls and Features Output Frmatting: Edit hw yu wuld like it t lk when printed Gruping and Aggregatin: what it gruped r add subttals, cunts r averages Additinal Nte Area: Page 3

4 Ad Hc Tls and Features Ad Hc: Ad Hc Reprting > Filter Designer > Selectin Editr Selectin Editr select frm a list f students enrlled at the calendar selected Selectin Name (and shrt/lng descriptin if desired fr reference) Active tday: can filter if they are active tday r nt - Yes/N/Bth Grade: can filter by grade level Name: enter part f the name if yu just want a certain student Srt: Srt the list in the All students bx by grade r by student name List updates as filters are selected abve Click n student name: click n the students name in either bx t add and remve using arrws Save Additinal Nte Area: Page 4

5 Ad Hc: Ad Hc Reprting Ad Hc Tls and Features Use saved filters fr Reprts > Adhc reprting > Data Exprt > Select Ad Hc Filter and which frmat yu wuld like Canned reprt selectins > numerus canned reprts have the ptin t print a list based ff an adhc Advanced searches > Search Tab > Blue advanced search > select ad hc filter Additinal Nte Area: Page 5

6 Ad Hc Tls and Features Ad Hc: Ad Hc Reprting > Letter Designer Letter Designer - Create Letters (yur wn r share with a grup by saving t 5_grup) mail merge type New Frmat Blank r Addressed Frm Letter, Addressed has schl mailing inf n the tp right hand side f the letter aut ppulated. Enter name (and shrt and lng descriptin fr later reference) Type in Frmat bx just like yu wuld in a wrd dcument NOTE: when a space is desired between paragraphs, yu must enter, hit space, hit enter Fr fields that yu wuld like t aut ppulate student inf such as addresses, student name, grade etc, use the blue dtted bx n the upper right hand side, select the first field yu wuld like added, clse the windw, mve the field int the letter where yu wuld like it lcated repeat fr each additinal field yu wuld like added. Fr sub reprts f data (take a peek and see what is there), click the red dtted bx, click the sub reprt, clse the selectin windw mve the sub reprt where yu wuld like it lcated repeat fr any additinal sub reprts yu wuld like. SAVE (t wn user grup r t 5_--- that yu wuld like t share it with Additinal Nte Area: Page 6

7 Ad Hc Tls and Features Ad Hc: Ad Hc Reprting > Letter Builder & Student Inf > General > AdHc Letters Use letters en masse r n individual student Letter Builder (students must have a mailing address r n letter will be generated) Select Ad Hc t pull desired student list Select Letter Set Operatin will generally always stay set t Unin Select Srt Optin Build Letters AdHc Letters tab print letter fr an individual student Search fr student Click n Student Inf > General > AdHc Letters Tab > select Letter > click Print Additinal Nte Area: Page 7

8 Ad Hc: Ad Hc Reprting > Data Viewer Ad Hc Tls and Features Data Viewer (nly filters fr yur wn use, cannt share with thers). In ability t share filters with ther is ne f the main reasns mst d nt use this tl. Hwever, this tl is meant t be a simplified versin f Ad Hc with has the great ptin t use an ad hc filter created under filter designer t print the desired list. New Reprt r flder (flders are t rganize yur data viewer filters created) Select Reprt and then what yu wuld like t search, Student Name the filter Select fields frm the left by drag and drp r use duble click Add Filters at the tp t get the list as yu desire such as grade level, gender etc. Reprt Preview Displays results as yu add Fields r Filters If yu wuld like t mve the clumns, click and drag If yu wuld like t srt r grup, click n the clumn header yu wuld like t srt r grup by. Save Additinal Nte Area: Page 8

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