Reports Overview

Reports displays the reports available for viewing, printing, and/or exporting by category. This page produces reports, receipts, and form letters providing the information needed to track and account for instructional materials respectively in PDF (A file format which provides an electronic image of text or text and graphics which looks like a printed document and can be viewed, printed, and electronically transmitted. To view and/or print a PDF document, the user must have a PDF reader installed on the computer they are using - for example, Adobe® Reader®.), RTF (A file format for text documents. Most word processing software supports RTF format. The RTF format is consistent enough from computer to computer to be considered highly portable and acceptable for cross-platform use.), and/or CSV (The comma-separated values (CSV) file format is used to store tabular data in which numbers and text are stored in plain-text form that can be easily written and read in a text editor. Traditionally, lines in the text file represent rows in a table, and commas separate the columns.) file formats.  

All reports, receipts, and form letters provide details on instructional materials approved for and/or tracked by your campus.  You can refine reports, receipts and letters by Filtering and Sorting the data in multiple ways.

There are three main types of reports:

1. Reports - displays information in sequential order, one student/teacher/item following the previous. (For example, a Student Distribution Report will display multiple students per page).

2. Receipts - displays information separated by student or teacher. (For example a Student Distribution Receipt will display one set of student data per page or page break.).

3. Form Letters - customizable form letters allowing you to communicate with parent/guardians, and/or students, their distributed instructional materials.  
   

Select Report Category

All Reports Category

This category lists all reports and receipts from the various sub-categories available to view, print, and/or export.  

Exceptions from the All Reports category are Form Letters and My Reports due to their highly customizable nature.  A complete list of Form Letters can be accessed in the Form Letters category.  A complete list of My Reports can be accessed in the My Reports category.

Bar Code Reports Category

• • Class Roster with Bar Codes - provides a two column list of student ID barcodes sorted by teacher and then by course/section to help with the distribution process (this report is dependent on established book/course relationships)

  • Student Listing with Bar Codes - provides a two column list of student ID barcodes to help with the distribution process (default sort is by student last name)

  • Teacher Listing with Bar Codes - provides a two column list of teacher ID barcodes to help with the distribution process (default sort is by teacher last name)

Campus Reports Category

• • Campus Analysis of Need Report - provides a list of ISBNs, inventory counts, eligibility counts, and the respective quantity under the Over or Short columns (this report is dependent on established book/course relationships)

  • Campus Requisition Report - provides a list of the ISBNs requisitioned by a campus from the district

  • Campus Transaction Report - provides a list of all transactions (includes campus requisitions and adjustment requests) to and from the district by ISBN

Form Letters Category

Campus users and District users can create custom form letters intended to communicate with students and/or their parent/guardians.  Those custom form letters will also be listed in this category as choices to view, print, and/or export.  Review how a campus user creates a form letter.

• • Default Letter English - TIPWeb-IM default form letter in English regarding past due student distributions

  • Default Letter Spanish - TIPWeb-IM default form letter in Spanish regarding past due student distributions

  • Student Contract Letter - TIPWeb-IM default form letter in English regarding all student distributions

Inventory Reports Category

• • Campus Digital Material Report - provides a list of all digital titles included in their TIPWeb-IM inventory

  • Campus Distribution by Title Report - provides a list, by ISBN, of all teacher and student distributions on the campus (ISBNs appear in succession on a page)

  • Campus Inventory Worksheet - provides a worksheet of all ISBNs and their inventory counts with space provided to document a physical audit count and respective notes

  • Vendor Order Report - provides a list of orders, by vendor, for additional copies of existing campus owned materials

My Reports Category

This contains any report, receipt, and/or form letter and their specific filter/sorting settings applied by a TIPWeb-IM user.  This feature saves time by remembering the filter/sorting settings for often utilized reports, receipts, and/or form letters.

Other Reports Category

• • Campus Courses Listing Report - provides a list of courses and ISBN(s) assigned for use in the respective course

  • Subject Area Listing Report - provides a list of ISBNs and their assigned subject areas

Student Reports Category

• • Charge Receipt - provides students with a list of the titles, accessions, and respective charges assessed to them (on average one student per page)

  • Class Roster Book Check - provides a list of student textbook distributions by teacher and course/section to help with periodic book checks (this report is dependent on established book/course relationships)

  • Distributions to Students not Enrolled in Course Report - provides a list of students with instructional materials for courses they are no longer enrolled in and the respective item's information (this report is dependent on established book/course relationships)

  • Student Charge Summary Report - provides a list of charges assessed to students (students appear in succession on a page)

  • Student Textbook Receipt - provides students with a list of the titles and respective accessions issued to them (on average one student per page)

  • Student Textbook Status Report - provides a list of student distribution information (students appear in succession on a page)

  • Students With No Distributions - provides a list of students whom do not have any items distributed to them

Teacher Reports Category

• • Class Roster Book Check - provides a list of student textbook distributions by teacher and course/section to help with periodic book checks (this report is dependent on established book/course relationships)

  • Teacher Classroom Set Worksheet - provides a worksheet with a list of ISBNs and accessions with space provided for a specific accession to be assigned to a student

  • Teacher Textbook Receipt -  provides teachers with a list of the titles, quantities, and accessions issued to them (on average one teacher per page)

Textbook Reports Category

• • Campus Textbook Detail Report - provides a list of ISBNs, unit price, inventory counts by Transaction Type (includes Storage, Paid, Partial Paid, Lost, Destroyed, and In Transfer), and the overall inventory quantity

  • Components Listing Report - provides a list of all components assigned to ISBNs

  • Textbook Basic Report - provides a list of ISBNs, inventory counts (total Inventory quantity and Storage quantity), and unit price
    

Reports Grid Page

• Report Name - displays the name of the Report

• Filter - displays the Filters page and allows select information to be displayed on the report (sorting controls are also located on the Filters page)

• Data Export - launches the CSV (The comma-separated values (CSV) file format is used to store tabular data in which numbers and text are stored in plain-text form that can be easily written and read in a text editor. Traditionally, lines in the text file represent rows in a table, and commas separate the columns.) “whole” version of the respective report using all available data (excluding nothing) and allows users to edit, sort, filter, and save data as desired using a spreadsheet program's tools (such as MS Excel)

• Report - launches the PDF (A file format which provides an electronic image of text or text and graphics which looks like a printed document and can be viewed, printed, and electronically transmitted. To view and/or print a PDF document, the user must have a PDF reader installed on the computer they are using - for example, Adobe® Reader®.) “whole” version of the respective report using all available data (excluding nothing)

• Description For - displays the Purpose, Filters, Sorts, and Description available for each report (click on the Report Name to display the respective information)

• Grayed out icons - display functions not available (select reports offer the ability to filter, produce a CSV (The comma-separated values (CSV) file format is used to store tabular data in which numbers and text are stored in plain-text form that can be easily written and read in a text editor. Traditionally, lines in the text file represent rows in a table, and commas separate the columns.) report, and/or a PDF (A file format which provides an electronic image of text or text and graphics which looks like a printed document and can be viewed, printed, and electronically transmitted. To view and/or print a PDF document, the user must have a PDF reader installed on the computer they are using - for example, Adobe® Reader®.) report)

• Edit - only available within the My Reports category grid, allows the updating of existing My Reports' names
  

Report Filters Page

• Set Tabs - allows two different filter criteria to be set for each of the four tabs available (this allows up to eight filters to be applied to a report)

• AND - combines separate search criteria together by specifying all terms must be present in the record - this narrows a search - since the more terms you join with AND, the fewer results will be returned (Example: Campus Distribution by Title Report filtered to for distributions of a specific ISBN AND a distribution status of LOST - provides a list of any teacher or student with the specific ISBN in the status of LOST on their account)

• OR - separates search criteria by specifying either term may appear in the record -  this expands the search to include each search criteria (Example: Campus Distribution by Title Report filtered to for distribution statuses of PRTL (Partial Paid) OR LOST - provides a list of any teacher or student with either a PRTL or LOST or both statuses on their account)

• Set Box - located on the right hand side of the page, links the Set Tabs together with its own AND/OR criteria

• Sorting Tab - allows respective sort options and the ability to select an ascending (A-Z or 0-9) or descending (Z-A or 9-0) order

• Summary Tab - summarizes all of the filters, their criteria, and the sorts applied to the respective report for review

• Save - allows the respective report and the selected filters and/or sorts to be stored in the My Reports area (this does not save the specific data returned using the filters and/or sorts, it only saves the report and selected filters/sorts)

• Export to Excel - only available for select reports, launches the XLS (Microsoft Office Excel spreadsheet format. XLS files contain rows and columns of cells and each cell can hold a data point.) version of the respective report (filtered or unfiltered)