Difference between revisions of "Fee List"

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Revision as of 07:29, 20 May 2015

Video How-to

Overview

The Fee List program will allow the user to create a list of students who owe fees. The user can customize the list by using the options in the setup box and the display options found in the drop-down list from the headers in the displayed report.

Accessing the Fee List Program

The Fee List Program can be found at JCampus -> Student Master -> Lists -> Fee Lists (See Figure 1 below)

Figure 1: JCampus Menu

Completing the Fee List Setup Box

Clicking on the Fee List will bring up the setup box as shown in Figure 2 below:

Figure 2: Fee List Setup Box

The Setup Box options are defined below:

Year: The Year defaults to the current school year but can be changed by selecting a different year from the drop-down list.

District: The District defaults to the user’s district and cannot be changed.

School: The user can select one school from the drop-down list.

As of Date: The As of Date defaults to the current date but may be changed to meet the needs of the user.

Active Only: Selecting this option will choose only students active on the the As of Date. If unselected, all students will be included.

Grades: Grade level of students whose records are to be included on a report. Leave the field blank if all grade levels are to be included. Otherwise, click in the field to the right of Grade(s) to select the desired grade level(s) to be included.

Gender: Gender of the student whose records are to be included on a report. Leave the field blank if both males and females are to be included. Otherwise, click in the field to the right of Gender to select Male or Female.

Ethnic: Ethnicity of students whose records are to be included on a report. Leave the field blank if all ethnicities are to be included. Otherwise, click in the field to the right of Ehnic to select the desired ethnicities to be included.

Fee: Fee types to be included on the report. Leave the field blank if all fee types are to be included. Otherwise, click in the field to the right of Fee to select the desired fee types to be included.

Order To List: Determines how the resulting report will be sorted.

Alpha Order: Lists the students in alpha order by name.
Grade Order: Lists the students by grade level and then by alpha order within each grade level.
Homeroom Order: Lists the students by Homeroom Teacher and then by alpha order within each Homeroom Teacher group.

Show Comments: Selecting this option will include the Comments field in the report. The actual comments are added in the Student Master from the Sports & Fees tab.

Show Address: Selecting this option will included the following fields in the report:

Address 1: Line 1 of the student's mailing address.
Address 2: Line 2 of the student's mailing address.
City: The City for the student's mailing address.
State: The State for the student's mailing address.
Zip Code: The Zip Code for the student's mailing address.

Click the OK button at the bottom of the setup box to create the report once you are satisfied with your settings.

NOTE: Click the Setup button at the bottom of the screen at any time to review or edit the options in the setup box.

Configuring the Displayed Report

Several options are available to the user to configure how data in the report is displayed.

Moving Columns

Any column in the report may be moved to another location by left-clicking and holding the column header and dragging it to the new location.

Figure 3: Moving Columns

In Figure 3 above the Sidno column was moved from the 2nd column in the report to the 1st column in the report. Also, the FEES DUE column was moved from the last column in the report to the current position. Both of these moves were accomplished by clicking and dragging.

Simple Sorts

Simple Ascending and Descending sorts can be accomplished by left-clicking on the column headers. If the column in sorted A-Z then left-clicking will sort it from Z-A. Left-clicking the header again will return the sort order to A-Z. (See Figure 4 & 5 below)

Figure 4: Simple Sort Descending

Figure 5: Simple Sort Ascending

Report Configuration Menu

The items in the Report Configuration Menu can be used to futher configure the report.

Accessing the Report Configuration Menu

The Report Configuration Menu is accessed by clicking on the drop-down arrow on the right side of any Header.

Figure 6: Access to Report Configuration Menu

Items on the Report Configuration Menu

Figure 7: Report Configuration Menu

Sort Ascending: Clicking this item will sort the report either alpha or numerically in ascending order based on the data in the column.

Sort Descending: Clicking this item will sort the report either alpha or numerically in descending order based on the data in the column.

Configure Sort: The Sort Window can be used to sort the report on multiple columns, either ascending or descending. (See Figure 7 below)

Figure 8: Report Configuration Menu

In the example in Figure 8, the report will be sorted first by Fees Due in descending order and then by Student Name in ascending order.

(Note: The user is not limited to only two fields.)

Auto Fit All Columns: Clicking this item will expand all columns to fit the width of the enclosed data. This can make the report very wide.

Auto Fit: Clicking this item will expand only the target column to fit the width of the enclosed data.

Columns: Clicking on this item will bring up a list of all the columns in the report. Checking or un-checking the columns will include the oolumn or not include the column on the report. (See Figure 9 below)

Figure 9: Column Selector

In th example in Figure 9, all of the columns with the check marks will be included on the report and all of the columns without the check marks will NOT be on the report.

(Note: With all the columns on this report, this feature can be very useful)

Group by Homeroom: Clicking on the Grouping choice will group the report based on the data in the selected column. In this case, the user will see a list of Homeroom teachers. Clicking on the drop-down arrow will show the user all of the records (students) in that group (Homeroom). See Figure 10 below)

Figure 10: Column Grouping Example

(Note: Selecting UnGroup will undo the grouping and the report will return to the normal appearance)

Freeze/Unfreeze: Clicking on this item will "freeze" the column. By freezing a column, none of the columns from the selected column to the first column will move off the screen when scrolling to the right. Multiple columns may be frozen

Printing/Saving the Report

Click the Print button at the bottom of the screen to display the Print Document> window. See below:

Figure 11: Print Document Options Window

Printing the Report

Select the PDF choice under Print Option
In the File Name box, type in the name for the file (optional)
Make sure the Orientation and Size options are correct in the Paper Options in the left panel of the Print Document window.
Click the Print button in the Print Document window. This will bring up a print preview of the report.

Figure 12: Print Preview

(If the "Options Bar" in the lower right corner of the Print Preview display is not visible, hover your mouse in that area to make it appear)

Click the Print icon (last on the right) on the Options Bar to bring up the final "Print" screen (Yours may vary depending on your browser and settings)

Figure 13: Print Preview

Click on the Print button after selecting the necessary print options

Save Report as a PDF file

This will save the report as a PDF file which can be opened and read using the Adobe Acrobat Reader program.

Select the PDF choice under Print Option
In the File Name box, type in the name for the file (optional)
Make sure the Orientation and Size options are correct in the Paper Options in the left panel of the Print Document window.
Click the Print button in the Print Document window. This will bring up a print preview of the report.

Figure 14: Save as PDF file

(If the "Options Bar" in the lower right corner of the Print Preview display is not visible, hover your mouse in that area to make it appear)

Click the Save icon (Next to last on the right) on the Options Bar to bring up the Save Dialog Box (Yours may vary depending on your operating system)
Navaigate to the save location and click the Save button.

Save Report as a XLS file

This will save the report as an XLS file which can be opened in Microsoft Excel and other spreadsheet programs.

Select the XLS choice under Print Option
In the File Name box, type in the name for the file (optional)
Click the Print button in the Print Document window. The file will be downloaded and saved in the Downloads folder on your hard drive.

Save Report as a CSV file

This will save the report as a CSV file which can be opened in spreadsheet and text editor programs. (Care should be exercised when opening in spreadsheets as the data may be modified)

Select the CSV choice under Print Option
In the File Name box, type in the name for the file (optional)
Click the Print button in the Print Document window. The file will be downloaded and saved in the Downloads folder on your hard drive.

Save Report as a HTML file

This will save the report as an HTML file which can be opened in most web browser programs.

Select the HTML choice under Print Option
In the File Name box, type in the name for the file (optional)
Click the Print button in the Print Document window. The file will be downloaded and saved in the Downloads folder on your hard drive.

Last Updated: 2015.05.18

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