Students Reports

Students are the learners within a site to which an item is issued.    

View Barcode IDs Report

This report provides Student ID, First Name, Middle Name, Last Name, and a respective barcode based on the student member's ID number.  The Barcode IDs report is available 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®.) format.

1. Click on , located in the top navigation bar.
2. Click on Students' Report Drop Down Menu, located above the Students' blue grid header.
3. Select Barcode IDs under the --- PDF --- menu subcategory.
4. The Students Barcode IDs Report will open within a PDF reader.  You may choose to print, save, and/or close the file using the PDF reader's controls.
   

View Transaction Receipts

This report provides transaction receipts of all students to which items have been issued, detailed item information, and the item's respective status.  It includes Student ID, First Name, Middle Name, Last Name, Student Address, Date Printed, Product Name, Product Number, Tag, Status, Issued On Date, Returned On Date, Value, and Accessories.  Student Transaction Receipts are available 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®.) format.

HINT: These receipts have room at the top of the page to accommodate letterhead.  If they are tri-folded in a Z fold, the student's name and address will be positioned correctly to be visible within a number 10 window envelope.

1. Click on , located in the top navigation bar.
2. Click on Students' Report Drop Down Menu, located above the Students' blue grid header.
3. Select Transaction Receipts under the --- PDF --- menu subcategory.
4. The Transaction Receipts will open within a PDF reader.  You may choose to print, save, and/or close the file using the PDF reader's controls.

View Charge Listing Report

This report provides a listing of the students and their respective charges (satisfied or unsatisfied) on a site.  It combines all respective payments for a charge into one Amount Paid field.  It includes Student ID, First Name, Middle Name, Last Name, Grade, Homeroom, Product, Tag, Charge Type, Charge Description, Charge Notes, Issue Date, Charge Amount, Amount Paid, Amount Due, and Satisfied Date.  The Charge Listing report is available in XLS format.

1. Click on , located in the top navigation bar.

2. Click on Students' Report Drop Down Menu, located above the Students' blue grid header.

3. Select Charge Listing under the --- Excel --- menu subcategory.

4. When the message appears asking "Do you want to open or save StudentChargeListing.xls ...", click on Open.

5. The Charge Listing report will open within Microsoft Excel.  You may choose to search, filter, sort, delete, save, and/or close the file using Excel's controls.
   

View Student Inventory Status Report

This report provides a listing of the students, the items issued to them, and the respective details of those items.  This report includes Site Name, Staff ID, Last  This report includes Site Name, Student ID, Last Name, First Name, Middle Name, Grade, Home Room, Student Notes, Product, Model, Product Type, Suggested Price, Tag, Serial, Status, Status Date, and Status Notes. The Student Inventory Status report is available in XLS format.

1. Click on , located in the top navigation bar.
2. Click on Students' Report Drop Down Menu, located above the Students' blue grid header.
3. Select Student Inventory Status under the --- Excel --- menu subcategory.
4. To filter the report for a specific status, select the desired status on the Filter Reports window.
5. Click .
6. When the message appears asking "Do you want to open or save StudentInventoryStatus.xls ...", click on Open.
7. The Student Inventory Status report will open within Microsoft Excel.  You may choose to search, filter, sort, delete, save, and/or close the file using Excel's controls.
   
   

View Student Listing Report

This report provides a listing of the students on a site including Student ID, First Name, Middle Name, Last Name, Grade, and Homeroom.  The Student Listing report is available in XLS format.

1. Click on , located in the top navigation bar.
2. Click on Students' Report Drop Down Menu, located above the Students' blue grid header.
3. Select Student Listing under the --- Excel --- menu subcategory.
4. When the message appears asking "Do you want to open or save Students.xls ...", click on Open.
5. The Students Report will open within Microsoft Excel.  You may choose to search, filter, sort, delete, save, and/or close the file using Excel's controls.
   

View Charge Activity Listing Report

This report provides a listing of the students, their respective charges (satisfied or unsatisfied), and any charge payments (valid or voided) within a site.  It includes Student ID, First Name, Middle Name, Last Name, Grade, Homeroom, Product, Tag, Charge Type, Charge Description, Charge Notes, Issue Date, Charge Amount, Activity Date, Activity Type, Activity Amount, Activity Notes, Activity Recorded By, and Satisfied Date.  The Charge Activity Listing report is available in XLS format.

1. 1. Click on , located in the top navigation bar.
   2. Click on Students' Report Drop Down Menu, located above the Students' blue grid header.
   3. Select Charge Activity Listing under the --- Excel --- menu subcategory.
   4. When the message appears asking "Do you want to open or save StudentChargeActivityListing.xls ...", click on Open.
   5. The Charge Activity Listing report will open within Microsoft Excel.  You may choose to search, filter, sort, delete, save, and/or close the file using Excel's controls

   View Inventory Due Date Listing Report

   This report provides a listing of the students with overdue items. It includes Student ID, First Name, Middle Name, Last Name, Grade, Phone, E-mail, Product Name, Tag, and Due Date. The Inventory Due Date Listing report is available in XLS (Microsoft Office Excel spreadsheet format. XLS or XLSX files contain rows and columns of cells and each cell can hold a data point.) format.

   1.      Click on , located in the top navigation bar.

   2.      Click on Students' Report Drop Down Menu, located above the Students' blue grid header.

   3.      Select Inventory Due Date Listing under the --- Excel --- menu subcategory.

   4.      When the message appears asking "Do you want to open or save InventoryDueDateListing.xls...", click on Open.

   5.      The Inventory Due Date Listing report will open within Microsoft Excel.  You may choose to search, filter, sort, delete, save, and/or close the file using Excel's controls.

View Students with No Distributions Report

This report provides a listing of students, respective to your site, with no distributions (issued tags) on their account. It includes Student ID, First Name, Middle Name, Last Name, Grade, Homeroom,and Student Notes.  The Students with No Distributions report is available in XLS format.

1. 1. Click on , located in the top navigation bar.
   2. Click on Students' Report Drop Down Menu, located above the Students' blue grid header.
   3. Select Students with No Distributions under the --- Excel --- menu subcategory.  The Filter Report window opens.
   4. Select the desired Product Type from the Product Type Drop Down Menu.
   5. Click on Go.
   6. When the message appears asking "Do you want to open or save StudentsWithNoDistributions.xls ...", click on Open.
   7. The Students with No Distributions report will open within Microsoft Excel.  You may choose to search, filter, sort, delete, save, and/or close the file using Excel's controls
   8. Click  on to close the Filter Report window..
      

NOTE:

If you filter the Students' grid before selecting a students report, the report will display only the filtered information.