1. 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)

2. Overview of Custom Reports Reporting Services is our current standard  Web based reporting program  Supported program with SQLServer (Campus database) Username: reports Password: campus

3. 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

4. Overview of Custom Reports Disadvantages of Reporting Services:  Currently Works properly only in IE (not Firefox)  Which means only in Windows (Not Macintosh)

5. 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

6. 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

7. 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

8. 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

9. 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

10. Ad Hoc Filter Designer Selection Editor  Useful for picking specific students for a specific list  Ex: quick mailing label for a handful of students

11. 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

12. Ad Hoc Filter Designer Query Wizard  More flexible in selecting students  Able to select column to be printed with Data Extract

13. Ad Hoc Filter Designer Select fields that you will want extracted Select fields for limiting student records

14. Ad Hoc Filter Designer Common fields used: Demographics  Current Calendar fields Active Enrollment  Any enrollments without an end date Enrollment History  Any enrollments

15. Ad Hoc Filter Designer Selection Criteria Summary  =, <>Equal to, Not equal to  Is Null, Is Not NullField 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 INField 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 1 st or 2 nd grade

16. Ad Hoc Filter Designer Selection Criteria Summary cont.  LIKEPattern 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

17. Overview of Mailing Labels Mailing labels use Avery 5150 Labels  3 Columns by 10 Rows Student Labels Household Labels Staff Labels

18. 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

19. 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

20. 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)

21. 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.

22. 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

23. Parent Portal update

24. Locker Management

25. “Hot List” Group Discussion of what’s coming up