clerical workshop adhoc reports and custom reports overview of custom reports overview of adhoc...
TRANSCRIPT
Clerical Workshop
Adhoc reports and Custom Reports Overview of Custom Reports Overview of Adhoc reporting Overview of Student/Staff Labels Student/School Reports How to request new reports Parent Portal Locker Management “Hot List” items (Discussion)
Overview of Custom Reports
Reporting Services is our current standard Web based reporting program Supported program with SQLServer (Campus
database) Username: reports Password: campus
Overview of Custom Reports
Advantages of Reporting Services: Web Based – No installs needed Customized Parameters
Date ranges, Drop down list options, etc. Customized output format
Labels, Excel (spreadsheet), PDF Written in standard SQL
Overview of Custom Reports
Disadvantages of Reporting Services: Currently Works properly only in IE (not Firefox) Which means only in Windows
(Not Macintosh)
Overview of Custom Reports ISD728 Reports
Reporting Services Custom Reports Filter Designer
Creates/Edits filters for Data Export Report Designer
Create student detail reports Report Builder
Runs a Designer report with 1 or more Student Filters
Data Export Extracts data from a Ad-Hoc Filter
Overview of Custom Reports School Labels
10 x 3 labels for ISD 728 use ONLY! Not for outside vendors/clients
Public Labels Limits to student information that can
be send out to vendors/clients Excludes households that requested
not to be contacted (marked private) Report Cards Miscellaneous Reports
Overview of Custom Reports
Custom Report Parameters Many parameters will have a default value Some parameters need a value selected Parameters have tried to be consistent
Common Parameters
Calendar
School
Grade
Starting Col/Row
Mailing
Sorting
Defaults to current in Campus Doesn’t limit to a specific calendar “ALL” or specific within calendar For labels to reuse sheets For Main household and/or secondary
household Specifies how data is organized
Overview of Ad Hoc Reporting Filter Designer to select students/select fields
Used for selecting students for Campus reports Used for generating list of data elements on
students Be careful about data privacy, may allow others
see items not under their user rights
Ad Hoc Filter Designer
Selection Editor Useful for picking specific students for a specific list Ex: quick mailing label for a handful of students
Ad Hoc Filter Designer
Select the specific students you want reported on De-select students you don’t need Control-Click and Shift-Click supported
Ad Hoc Filter Designer
Query Wizard More flexible in selecting students Able to select column to be printed with Data Extract
Ad Hoc Filter Designer
Select fields that you will want extracted Select fields for limiting student records
Ad Hoc Filter Designer
Common fields used: Demographics
Current Calendar fields
Active Enrollment Any enrollments without an
end date
Enrollment History Any enrollments
Ad Hoc Filter Designer
Selection Criteria Summary =, <> Equal to, Not equal to Is Null, Is Not Null Field is empty, field is not empty
Ex: student.middleName IS NULL would mean that the student does not have a middle name
= ‘ ’ Field is not empty, but has a blank IN, NOT IN Field is equal to one of the values within
the list seperated by commas and no spaces Ex: student.grade NOT IN 01,02 would mean all students not
in 1st or 2nd grade
Ad Hoc Filter Designer
Selection Criteria Summary cont. LIKE Pattern matching equation
Student.lastName LIKE JOHN% Finds Johnson, Johnston, John
Student.lastName LIKE %son Finds Anderson, Johnson, Sampson
Student.lastName LIKE [ABCDEFG]% Finds all students starting A though G
Overview of Mailing Labels
Mailing labels use Avery 5150 Labels 3 Columns by 10 Rows
Student Labels Household Labels Staff Labels
Student Labels Labels Main (under ISD728)
Most common used Address Spreadsheet
Creates Excel file of addresses Useful for mail merge processes
Mailing Labels (under Census) Campus canned mailing labels Useful for printing selected
students
Household Labels Labels Household
One label, no matter how many students Sorted by address
Household Label Detail Spreadsheet detailing students with each label,
including homeroom List Household
Spreadsheet of Labels Household
Staff Labels
Staff Labels under ISD 728 Reports Only people currently assigned to your school Mailing address is what is defined in Campus (not
linked to HR/Finance system)
Other Custom Reports
Birthday List Enter date range for kids’
birthdays, sorted by date
Credit Earned Warning Lists students who haven’t
received the credits entered yet.
How to request new Reports
What type of report will it be Label, summary, student detail?
What will be the scope of the data Grade, Calendar, entire school for 1 year, entire district
Data fields needed How you want the data sorted (in what order) Wanted by date -> what date you would like it by Drop Dead date -> can’t get work done by this date
Parent Portal update
Locker Management
“Hot List”
Group Discussion of what’s coming up