|
|
| (89 intermediate revisions by the same user not shown) |
| Line 1: |
Line 1: |
| − | __FORCETOC__
| + | __NOTOC__ |
| − | __NOEDITSECTION__
| + | '''The Fee List program will provide the user with a way 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.''' |
| | | | |
| | + | ==Menu Location== |
| | | | |
| − | ===<u>Video How-to</u>===
| + | '''Student > Reports > Fee List''' |
| − | [[media:ST-FeeList2.mov|Fee List video]]
| |
| | | | |
| | + | ==Setup Options== |
| | | | |
| − | ===<u>'''Overview</u>'''===
| + | [[File:feeslistsetup2.png]] |
| | | | |
| − | 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.
| + | '''Year''' - The Year defaults to the ''current'' school year but can be changed by selecting a different year from the drop-down list. |
| | | | |
| − | [[#top|Top of Page]]
| + | '''District''' - The District defaults to the user’s district and cannot be changed. |
| | | | |
| | + | '''School''' - The user can select one or more schools from the drop-down list. |
| | | | |
| − | ===<u>'''Accessing the Fee List Program</u>'''===
| + | '''Fee From Date ''' - All fees closed from this date forward or is still open. It will default to July 1 of the year. But if changed by the user, it will remember the user preference. In other words, it is looking at the "Close" dates as entered in the "Add Fee" or the "Edit" area in [[Fees Management]]. |
| | | | |
| − | The Fee List Program can be found at JCampus -> Student Master -> Lists -> Fee Lists (See Figure 1 below) | + | '''As of Date''' - The As of Date defaults to the current date but may be changed to meet the needs of the user. |
| | | | |
| − | [[File:Fee_List_Access.png|frame|none|''Figure 1: JCampus Menu'']]
| + | '''Active Only''' - Selecting this option will choose only students active on the the As of Date. If unselected, all students will be included. |
| | | | |
| − | [[#top|Top of Page]]
| + | '''Grades''' - Leave the field blank if all grade levels are to be included. Otherwise, choose the desired grade. |
| | | | |
| | + | '''Gender''' - Leave the field blank if both males and females are to be included. Otherwise, choose the desired gender. |
| | | | |
| − | ===<u>'''Completing the Fee List Setup Box</u>'''===
| + | '''Ethnic''' - Leave the field blank if all ethnicities are to be included. Otherwise, choose the desired ethnicity. |
| | | | |
| − | Clicking on the ''Fee List'' will bring up the setup box as shown in Figure 2 below:
| + | '''Fee''' - Fee types to be included on the report. Leave the field blank if all fee types are to be included. |
| | | | |
| − | [[File:Setup_box1.png|frame|none|''Figure 2: Fee List Setup Box'']]
| + | '''Special Codes''' - Leave blank if all special codes are to be included into the report. Otherwise, choose the desired special code. |
| | | | |
| − | =====The Setup Box options are defined below:=====
| + | '''Club''' - Extracurricular activities in which students may participate. Leave blank if all clubs are to be included in the report. Otherwise click in the field to the right of '''Clubs''' to select the desired club(s) to view. |
| | | | |
| − | :'''Year''': The Year defaults to the ''current'' school year but can be changed by selecting a different year from the drop-down list.
| + | '''Sport''' - Leave blank if all sports are to be included in the report. Otherwise click in the field to the right of '''Sports''' to select the desired sport(s) to view. |
| | | | |
| − | :'''District''': The District defaults to the user’s district and cannot be changed.
| + | '''Program''' - Leave blank if all program codes are to be included in the report. Otherwise click in the field to the right of '''Program Codes''' to select the desired program code(s) to view. |
| | | | |
| − | :'''School''': The user can select one school from the drop-down list.
| + | '''Custom Code''' - Select Custom Code created in the [[Custom Code Management]] to filter the student list. |
| | | | |
| − | :'''As of Date''': The As of Date defaults to the current date but may be changed to meet the needs of the user.
| + | '''Order To List''' - Determines how the resulting report will be sorted. |
| | | | |
| − | :'''Active Only''': Selecting this option will choose only students active on the the As of Date. If unselected, all students will be included.
| + | *'''Alpha Order''' - Lists the students in alpha order by name. |
| | | | |
| − | :'''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.
| + | *'''Grade Order''' - Lists the students by grade level and then by alpha order within each grade level. |
| | | | |
| − | :'''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.
| + | *'''Homeroom Order''' - Lists the students by Homeroom Teacher and then by alpha order within each Homeroom Teacher group. |
| | | | |
| − | :'''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.
| + | '''Sped:''' |
| | | | |
| − | :'''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.
| + | '''All''' - Select this to show all students. |
| | | | |
| − | :'''Order To List''': Determines how the resulting report will be sorted.
| + | '''Sped Only''' - Select this to show Sped only students. |
| − | ::*'''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.
| + | '''Non Sped''' - Select this to show Non Sped students |
| | | | |
| − | :'''Show Address''': Selecting this option will included the following fields in the report:
| + | '''504:''' |
| − | ::*'''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.
| + | '''All''' - Select this to show all students. |
| | | | |
| − | NOTE: Click the '''Setup''' button at the bottom of the screen at any time to review or edit the options in the setup box.
| + | '''504 Only''' - Select this to show 504 only students. |
| | | | |
| − | [[#top|Top of Page]]
| + | '''Non 504''' - Select this to show Non 504 students. |
| | | | |
| | + | '''LEP:''' |
| | | | |
| − | ===<u>'''Configuring the Displayed Report</u>'''===
| + | '''All''' - Select this to show all students. |
| − | Several options are available to the user to configure how data in the report is displayed.
| |
| | | | |
| − | ===='''<u>Moving Columns</u>'''====
| + | '''LEP Only''' - Select this to show LEP only students. |
| − | 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.
| |
| | | | |
| − | [[File:Fee_List_Move_Columns.png|frame|none|''Figure 3: Moving Columns'']]
| + | '''Non LEP''' - Select this to show Non LEP students. |
| | | | |
| − | 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.
| + | '''Show Address''' - Selecting this option will show the student's address on the report. |
| | | | |
| − | [[#top|Top of Page]] | + | '''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 Current Fees Only''' - Show fees created after July 1st of the school year selected in the setup box. |
| | | | |
| − | ===='''<u>Simple Sorts</u>'''====
| + | '''Show Fees Due Only''' - Shows only the Fees Due Column and not individual fees. |
| − | 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)
| |
| | | | |
| − | [[File:Simple_Sort_Descending.png|frame|none|''Figure 4: Simple Sort Descending'']] [[File:Simple_Sort_Ascending.png|frame|none|''Figure 5: Simple Sort Ascending'']]
| + | '''Show Fees Paid''' - Shows payments on fees. |
| | | | |
| − | [[#top|Top of Page]]
| + | '''OK''' - Click to continue. |
| | | | |
| − |
| + | To find definitions for standard setup values, follow this link: [[Standard Setup Options]]. |
| − | ===='''<u>Report Configuration Menu</u>'''====
| |
| − | The items in the Report Configuration Menu can be used to futher configure the report.
| |
| | | | |
| − | :'''Accessing the Report Configuration Menu'''
| + | ==Main== |
| − | :The Report Configuration Menu is accessed by clicking on the drop-down arrow on the right side of any Header.
| |
| | | | |
| − | :[[File:Report_Configuration_Drop-Down_Arrow.png|frame|none|''Figure 6: Access to Report Configuration Menu'']]
| + | [[File:feelist13.png]] |
| | | | |
| − | [[#top|Top of Page]]
| + | ===Column Headers=== |
| | | | |
| | + | '''School''' - Site code of the school in which the student is enrolled. |
| | | | |
| − | :'''Items on the Report Configuration Menu'''
| + | '''Last Name''' - Student's last name. |
| | | | |
| − | :[[File:Report_Configuration_Menu.png|frame|none|''Figure 7: Report Configuration Menu'']]
| + | '''First Name''' - Student's first name. |
| − |
| |
| − | :'''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)
| |
| | | | |
| − | :[[File:Configure_Sort_Window.png|frame|none|''Figure 8: Report Configuration Menu'']]
| + | '''Middle Name''' - Student's middle name. |
| − | :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.)
| |
| | | | |
| − | [[#top|Top of Page]]
| + | '''SIDNO''' - Local ID of the student. |
| | | | |
| | + | '''Grade''' - Student's grade of enrollment. |
| | | | |
| − | :'''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.
| + | '''Homeroom''' - Student's homeroom teacher's name. |
| − | :'''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)
| |
| | | | |
| − | :[[File:Column_Selector.png|frame|none|''Figure 9: Column Selector'']]
| + | '''Fee Name''' - Name of fee. |
| | | | |
| − | :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.
| + | '''Due Date''' - Fee due date. |
| − | :(Note: With all the columns on this report, this feature can be very useful)
| |
| | | | |
| − | [[#top|Top of Page]]
| + | '''Fee Amount''' - Amount of the fee. |
| | | | |
| | + | '''Last Pay Date''' - Date of last payment. |
| | | | |
| − | :'''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)
| + | '''Due''' - Total amount due for fee. |
| | | | |
| − | :[[File:Grouping_Example.png|frame|none|''Figure 10: Column Grouping Example'']]
| + | '''Closed''' - The date the fee was closed. It is looking at the "Close" dates as entered in the "Add Fee" or the "Edit" area in [[Fees Management]]. |
| | | | |
| − | :(Note: Selecting ''UnGroup'' will undo the grouping and the report will return to the normal appearance) | + | To find definitions of commonly used column headers, follow this link: [[Common Column Headers]]. |
| | | | |
| − | [[#top|Top of Page]]
| + | ==Bottom== |
| | | | |
| | + | [[File:sch9.png]] |
| | | | |
| − | :'''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
| + | '''Setup''' - Click to go back to the Setup box. |
| | | | |
| − | [[#top|Top of Page]] | + | [[Standard Print Options | '''Print''']] - This will allow the user to print the report. |
| | + | |
| | + | '''Help''' - Click to view written instructions and/or videos. |
| | | | |
| | | | |
| − | ===<u>'''Printing/Saving the Report</u>'''===
| |
| | | | |
| − | Click the '''Print''' button at the bottom of the screen to display the '''<u>Print Document</u>>''' window. See below:
| + | ---- |
| − | | + | [[Student Master|'''Student Master''' Main Page]] |
| − | [[File:Print_Options_Window.png|frame|none|''Figure 11: Print Document Options Window'']]
| + | ---- |
| − | | + | [[WebPams|'''JCampus''' Main Page]] |
| − | [[#top|Top of Page]]
| |
| − | | |
| − | | |
| − | ===='''<u>Printing the Report</u>'''====
| |
| − | :*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.
| |
| − | | |
| − | :[[File:Fee_List_Print_Preview.png|frame|none|''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)
| |
| − | | |
| − | :[[File:Fee_List_Print_Preview_2.png|frame|none|''Figure 13: Print Preview'']]
| |
| − | | |
| − | :* Click on the '''Print''' button after selecting the necessary print options
| |
| − | | |
| − | [[#top|Top of Page]]
| |
| − | | |
| − | | |
| − | ===='''<u>Save Report as a '''PDF''' file</u>'''====
| |
| − | 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.
| |
| − | | |
| − | :[[File:Fee_List_Save_PDF.png|frame|none|''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.
| |
| − | | |
| − | [[#top|Top of Page]]
| |
| − | | |
| − | | |
| − | ===='''<u>Save Report as a '''XLS''' file</u>'''====
| |
| − | 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.
| |
| − | | |
| − | [[#top|Top of Page]]
| |
| − | | |
| − | | |
| − | ===='''<u>Save Report as a '''CSV''' file</u>'''====
| |
| − | 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.
| |
| − | | |
| − | [[#top|Top of Page]]
| |
| − | | |
| − | | |
| − | ===='''<u>Save Report as a '''HTML''' file</u>'''====
| |
| − | 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.
| |
| − | | |
| − | [[#top|Top of Page]]
| |
| − | | |
| − | | |
| − | ''Last Updated: 2015.05.20''
| |
The Fee List program will provide the user with a way 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.
Student > Reports > Fee List
Setup Options
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 or more schools from the drop-down list.
Fee From Date - All fees closed from this date forward or is still open. It will default to July 1 of the year. But if changed by the user, it will remember the user preference. In other words, it is looking at the "Close" dates as entered in the "Add Fee" or the "Edit" area in Fees Management.
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 - Leave the field blank if all grade levels are to be included. Otherwise, choose the desired grade.
Gender - Leave the field blank if both males and females are to be included. Otherwise, choose the desired gender.
Ethnic - Leave the field blank if all ethnicities are to be included. Otherwise, choose the desired ethnicity.
Fee - Fee types to be included on the report. Leave the field blank if all fee types are to be included.
Special Codes - Leave blank if all special codes are to be included into the report. Otherwise, choose the desired special code.
Club - Extracurricular activities in which students may participate. Leave blank if all clubs are to be included in the report. Otherwise click in the field to the right of Clubs to select the desired club(s) to view.
Sport - Leave blank if all sports are to be included in the report. Otherwise click in the field to the right of Sports to select the desired sport(s) to view.
Program - Leave blank if all program codes are to be included in the report. Otherwise click in the field to the right of Program Codes to select the desired program code(s) to view.
Custom Code - Select Custom Code created in the Custom Code Management to filter the student list.
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.
Sped:
All - Select this to show all students.
Sped Only - Select this to show Sped only students.
Non Sped - Select this to show Non Sped students
504:
All - Select this to show all students.
504 Only - Select this to show 504 only students.
Non 504 - Select this to show Non 504 students.
LEP:
All - Select this to show all students.
LEP Only - Select this to show LEP only students.
Non LEP - Select this to show Non LEP students.
Show Address - Selecting this option will show the student's address on the report.
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 Current Fees Only - Show fees created after July 1st of the school year selected in the setup box.
Show Fees Due Only - Shows only the Fees Due Column and not individual fees.
Show Fees Paid - Shows payments on fees.
OK - Click to continue.
To find definitions for standard setup values, follow this link: Standard Setup Options.
Main
Column Headers
School - Site code of the school in which the student is enrolled.
Last Name - Student's last name.
First Name - Student's first name.
Middle Name - Student's middle name.
SIDNO - Local ID of the student.
Grade - Student's grade of enrollment.
Homeroom - Student's homeroom teacher's name.
Fee Name - Name of fee.
Due Date - Fee due date.
Fee Amount - Amount of the fee.
Last Pay Date - Date of last payment.
Due - Total amount due for fee.
Closed - The date the fee was closed. It is looking at the "Close" dates as entered in the "Add Fee" or the "Edit" area in Fees Management.
To find definitions of commonly used column headers, follow this link: Common Column Headers.
Bottom
Setup - Click to go back to the Setup box.
Print - This will allow the user to print the report.
Help - Click to view written instructions and/or videos.
Student Master Main Page
JCampus Main Page
