Difference between revisions of "Gain Loss Report"

From EDgearWiki
Jump to navigationJump to search
 
(76 intermediate revisions by the same user not shown)
Line 1: Line 1:
 
__NOTOC__
 
__NOTOC__
 +
'''This program will provide a list of students entering and leaving schools.'''
 +
 
===Video How-to===
 
===Video How-to===
 
[[media:ST-GainLossReport.mov|Gain Loss Report video]]
 
[[media:ST-GainLossReport.mov|Gain Loss Report video]]
−
 
−
 
−
On the left navigation panel, select '''Student Master''' > '''Lists''' > '''Gain Loss Report'''.
 
−
 
  
 
==Menu Location==
 
==Menu Location==
  
 +
'''Student > Reports > Gain Loss Report'''
  
−
[[File:gain loss menu.png]]
+
==Setup Options==
  
 +
[[File:gainlosssetu4p.png]]
  
−
On the left navigation panel, select '''Student Master > Lists > Gain Loss Report.
+
'''Year''' - Defaults to the current year. A prior year may be accessed by clicking in the field and making the appropriate selection from the drop down list.
  
 +
'''District''' - Default value is based on the user’s security settings. The user will be limited to their district only.
  
−
==Setup Options==
+
'''School''' - Default value is based on the user's security settings. If the user is assigned to a school, the school default value will be their school site code.
  
 +
'''Grade''' - Leave blank or select all to include all grade levels. Otherwise, choose the desired grade level.
  
−
[[File:gain loss setup.png]]
+
'''From Date''' - The first day to start the report for data.
  
−
'''Year''' - Defaults to the current year. A prior year may be accessed by clicking in the field and making the appropriate selection from the drop down list.
+
'''To Date''' - The last day to end the report for data.
  
−
'''District''' - Default value is based on your security settings. You will be limited to your district only.
+
'''Print First Day Students''' - Display all students enrolled on the first day of school.
  
−
'''School''' - Default value is based on your security settings. If you are assigned to a school, the school default value will be your school site code. You will not be able to change this
+
'''Calculate Enrollment Days''' - Check this box to show calculated enrollment days on the report, otherwise it will be hidden.
  
−
value. If you are a supervisor or other district office employee with access to the Student Information System, you will be able to run programs for one school, a small group of schools, or all
+
'''Show Physical Address''' - Check this box to show physical address on the report, otherwise it will be hidden.
  
−
schools in your district.
+
'''Show Home Phone''' - Check this box to show the home phone number on the report, otherwise it will be hidden.
  
−
'''Grade''' - Grade level of students whose records need to be edited or whose names are to be included on a report. Leave the field blank if all grade levels are to be included. Otherwise,
+
===Filters===
  
−
click in the field to the right of Grade(s) to select the desired grade level(s) to be included.
+
[[File:gainlossfilters2.png]]
  
−
'''From Date'''
+
'''Active Only''' - This choice will list only those students who are actively enrolled as of the date selected in the date field.
  
−
'''To Date'''
+
'''Gender''' - Leave blank or select all to include all genders.  Otherwise, choose the desired gender.
  
−
'''Print First Day Students'''
+
'''Ethnic''' - Leave blank or select all to include all ethnicities. Otherwise, choose the desired ethnicity.
  
−
'''Gender''' - Gender of students whose records need to be edited or whose names are to be included on a report. Leave the field blank if both genders are to be included. Otherwise, click in
+
'''Show Student'''
 +
*'''SIDNO''' - Select to display the student's student identification number.
 +
*'''SSN''' - Select to display the student's social security number.
  
−
the field to the right of Gender to select the desired gender to be included.
+
'''Sped'''
 +
*'''All''' - Select to display all students.
 +
*'''Sped Only''' - Select to display only sped students.
 +
*'''Non Sped''' - Select to display only non sped students.
  
−
'''Ethnic''' - Ethnicity of students whose records need to be edited or whose names are to be included on a report. Leave the field blank if all ethnics are to be included. Otherwise, click in
+
'''504'''
 +
*'''All''' - Select to display all students.
 +
*'''504 Only''' - Select to display only 504 students.
 +
*'''Non 504''' - Select to display only non 504 students.
  
−
the field to the right of Ethnic to select the desired ethnic(s) to be included.
+
'''Show'''
 +
*'''All''' - Select to display all Gain and Loss data in the columns for the date range selected.
 +
*'''Gain Only''' - Select to display only Gain data for the date range selected. This will only make the columns blank of data but NOT make the columns disappear.
 +
*'''Losses Only''' - Select to display only the Loss data for the date range selected. This will only make the columns blank of data but NOT make the columns disappear.
  
−
'''Show Student''' - Click to show student identification number or social security number.
+
'''Show Students Who Did Not Return''' - Check this box to show on the report students who did not return.  
−
 
 
−
'''Sped''' - Click to show all, Sped only, or Non Sped.
 
−
 
 
−
'''Show''' - Click to show all, gains only, or losses only.
 
  
 
'''Show Transfers From''' - This field is the district(s) from which a student has transferred and it will only have information if it was entered upon enrolling. Leave the field blank if  
 
'''Show Transfers From''' - This field is the district(s) from which a student has transferred and it will only have information if it was entered upon enrolling. Leave the field blank if  
−
 
 
you want transfers from all districts. Click in the field to restrict the report to one or more districts.
 
you want transfers from all districts. Click in the field to restrict the report to one or more districts.
  
Line 63: Line 71:
 
'''Leave Codes''' - Leave the Leave Code field blank if all Leave Codes are to be included. Otherwise, click in the box to select the desired code(s) to be included.
 
'''Leave Codes''' - Leave the Leave Code field blank if all Leave Codes are to be included. Otherwise, click in the box to select the desired code(s) to be included.
  
−
'''Program Code''' - Leave blank if all program codes are to be included into the report. Otherwise click in the field to the right of Program Codes to select the desired program code(s) to  
+
'''Program Code''' - 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.
 
view.
  
−
'''Special Codes''' - Special Codes must have been entered into the Student Master record for students. Leave blank if all special codes are to be included into the report. Otherwise click in
+
'''Special Codes''' - Leave blank if all special codes are to be included in the report. Otherwise, choose the desired special code
  
−
the field to the right of Special Codes to select the desired special code(s) to view.
+
'''Teams''' - Leave blank if all team names are to be included in the report. Otherwise, choose the desired team.
  
−
'''Teams''' - This selection should only be used if your school is using Team Scheduling. Leave blank if all team names are to be included into the report. Otherwise click in the field to the
+
'''Military'''
 +
*'''All''' - Select to display all students.
 +
*'''Military''' - Select to display only students associated with family in the military.
 +
*'''Non Military''' - Select to display only students with non military association.
  
−
right of Teams to select the desired Teams(s) to view.
+
'''LEP'''
 +
*'''All''' - Select to display all students.
 +
*'''LEP Only''' - Select to display only LEP students.
 +
*'''Non LEP''' - Select to display only non LEP students.
  
−
'''Military''' - Select '''All''', '''Military''', or '''Non-Military
+
'''OK''' - Click to continue.
  
−
'''LEP''' - Select '''All''', '''LEP Only''', or '''Non LEP'''
+
If you need instructions for setup values to be used, follow the link for [[Standard Setup Options]].
−
 
 
−
If you need instructions for setup values to be used, follow the link for '''<span style="background:yellow">[[Standard Setup Options]]</span>'''.
 
  
 
==Main==
 
==Main==
  
−
 
+
[[File:gainlossmain3.png]]
−
[[File:gain lost main.png]]
 
−
 
 
  
 
===Column Headers===
 
===Column Headers===
  
−
'''GD''' - Student's grade of enrollment
+
'''GD''' - Student's grade of enrollment.
  
 
'''Sch''' - Student's school site of enrollment
 
'''Sch''' - Student's school site of enrollment
 +
 +
'''School Name''' - School name of enrollment.
  
 
'''SIDNO''' - List of students by Sidno for whom an Enrollment Status Form will be printed. Select one or more students or leave the field blank for all students or check the box at the top of  
 
'''SIDNO''' - List of students by Sidno for whom an Enrollment Status Form will be printed. Select one or more students or leave the field blank for all students or check the box at the top of  
  
−
the student list to select all students
+
the student list to select all students.
 +
 
 +
'''Student Name''' - Student's full name.
  
 
'''Gender''' - Gender of students whose records need to be edited or whose names are to be included on a report. Leave the field blank if both genders are to be included. Otherwise, click in  
 
'''Gender''' - Gender of students whose records need to be edited or whose names are to be included on a report. Leave the field blank if both genders are to be included. Otherwise, click in  
Line 101: Line 114:
 
the field to the right of Gender to select the desired gender to be included.
 
the field to the right of Gender to select the desired gender to be included.
  
−
'''Ethnic''' - Ethnicity of students whose records need to be edited or whose names are to be included on a report. Leave the field blank if all ethnics are to be included. Otherwise, click in  
+
'''Ethnic''' - Ethnicity of students whose records need to be edited or whose names 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 Ethnic to select the desired ethnicity(ies) to be included.
 +
 
 +
'''Physical Address Line1''' - Student's physical address line 1.
 +
 
 +
'''Physical/Apt/Lot/Ste''' - Student's physical address line 2.
 +
 
 +
'''Physical City''' - Student's physical city.
 +
 
 +
'''Physical State''' - Student's physical state.
  
−
the field to the right of Ethnic to select the desired ethnic(s) to be included.
+
'''Physical Zip''' - Student's physical zip.
 +
 
 +
'''Home Phone''' - Student's home phone number.
 
   
 
   
−
'''GLFD'''--Students gained or lost on the first day of school
+
'''GLFD'''- Students gained or lost on the first day of school.
  
−
'''FD'''--Students gained on the first day of school
+
'''FD'''- Students gained on the first day of school.
  
−
'''GOST'''--Students gained out of state
+
'''GOST'''- Students gained out of state.
  
−
'''GIST'''--Students gained in state
+
'''GIST'''- Students gained in state.
  
−
'''GID'''--Students gained in district
+
'''GID'''- Students gained in district.
  
−
'''GOTH'''--Students gained other than out of state, in state or in district
+
'''GOTH'''- Students gained other than out of state, in state or in district.
  
−
'''GTOT'''--Total students gained
+
'''GTOT'''- Total students gained.
  
−
'''LOST'''--Students lost out of state'''LIST'''--Students lost in state
+
'''LOST'''- Students lost out of state '''LIST'''--Students lost in state.
  
−
'''LID'''--Students lost in district
+
'''LIST''' - Students lost to a different district within the state.
  
−
'''LOTH'''--Students lost other than out of state, in state or in district
+
'''LID'''- Students lost in district.
  
−
'''LTOT'''--Total students gained
+
'''LOTH'''- Students lost other than out of state, in state or in district.
  
−
'''TOTAL'''--Net gain (positive value) or net loss (negative value)
+
'''LTOT'''- Total students gained.
  
−
'''TRANSFRM'''--6 digit site code if site is located in Louisiana
+
'''TOTAL'''- Net gain (positive value) or net loss (negative value).
  
−
'''TRANSTO'''--6 digit site code if site is located in Louisiana
+
'''DOB''' - Student's date of birth.
 +
 
 +
'''EDATE/CD''' - Student entry date and code.
 +
 
 +
'''LDATE/CD''' - Student leave date and code.
 +
 
 +
'''Days Enrolled''' - Number of days enrolled based on the last day of school.
 +
 
 +
'''TRANSFRM'''- 6 digit site code if site is located in Louisiana.
 +
 
 +
'''Entry Comments''' - Entry comments.
 +
 
 +
'''TRANSTO'''- 6 digit site code if site is located in Louisiana.
 +
 
 +
'''Leave Comments''' - Leave comments.
 +
 
 +
'''Leave Reason''' - Student's leave reason.
  
 
'''SASID''' - The State Assigned Student ID number.
 
'''SASID''' - The State Assigned Student ID number.
  
−
'''Teams''' - This selection should only be used if your school is using Team Scheduling. Leave blank if all team names are to be included into the report. Otherwise click in the field to the  
+
'''Team''' - This selection should only be used if your school is using Team Scheduling. Leave blank if all team names are to be included in the report. Otherwise click in the field to the  
  
 
right of Teams to select the desired Teams(s) to view.
 
right of Teams to select the desired Teams(s) to view.
  
−
To find definitions of commonly used column headers, follow this link: '''<span style="background:yellow">[[Common Column Headers]]</span>'''.
+
'''Homeroom''' - Student's homeroom.
 +
 
 +
'''SIS School''' - Student's SIS school number.
 +
 
 +
'''SIS School Name''' - Student's SIS school name.
 +
 
 +
'''Current School''' - Full name of student's school of enrollment.
 +
 
 +
To find definitions of commonly used column headers, follow this link: [[Common Column Headers]].
  
 
==Bottom==
 
==Bottom==
  
  
−
[[File:gains loss bottom.png]]
+
[[File:gainlossbottom2.png]]
  
 +
'''Setup''' - Click to go back to the Setup box.
  
−
'''Setup''' - The user may change the settings previously selected for running the program.
+
[[Standard Print Options | '''Print''']] - This will allow the user to print the report.
  
−
'''Print''' - To find the print instructions, follow this link: '''<span style="background:yellow">[[Standard Print Options]]</span>'''.
+
'''Communicate''' - This will provide the user a way to communicate via automated email or call.
 +
 +
'''Help''' - Click to view written instructions and/or videos.
  
−
'''Help''' - Takes you to the Help website for written instructions and instructional videos
 
  
  
 
Sorting and other data manipulations are explained in the following link:  [[List Programs Instructions/Video]]
 
Sorting and other data manipulations are explained in the following link:  [[List Programs Instructions/Video]]
 +
----
 +
[[Student Master|'''Student Master''']]
 +
----
 +
[[WebPams|'''JCampus''' Main Page]]

Latest revision as of 09:49, 29 August 2024

This program will provide a list of students entering and leaving schools.

Video How-to

Gain Loss Report video

Menu Location

Student > Reports > Gain Loss Report

Setup Options

Gainlosssetu4p.png

Year - Defaults to the current year. A prior year may be accessed by clicking in the field and making the appropriate selection from the drop down list.

District - Default value is based on the user’s security settings. The user will be limited to their district only.

School - Default value is based on the user's security settings. If the user is assigned to a school, the school default value will be their school site code.

Grade - Leave blank or select all to include all grade levels. Otherwise, choose the desired grade level.

From Date - The first day to start the report for data.

To Date - The last day to end the report for data.

Print First Day Students - Display all students enrolled on the first day of school.

Calculate Enrollment Days - Check this box to show calculated enrollment days on the report, otherwise it will be hidden.

Show Physical Address - Check this box to show physical address on the report, otherwise it will be hidden.

Show Home Phone - Check this box to show the home phone number on the report, otherwise it will be hidden.

Filters

Gainlossfilters2.png

Active Only - This choice will list only those students who are actively enrolled as of the date selected in the date field.

Gender - Leave blank or select all to include all genders. Otherwise, choose the desired gender.

Ethnic - Leave blank or select all to include all ethnicities. Otherwise, choose the desired ethnicity.

Show Student

  • SIDNO - Select to display the student's student identification number.
  • SSN - Select to display the student's social security number.

Sped

  • All - Select to display all students.
  • Sped Only - Select to display only sped students.
  • Non Sped - Select to display only non sped students.

504

  • All - Select to display all students.
  • 504 Only - Select to display only 504 students.
  • Non 504 - Select to display only non 504 students.

Show

  • All - Select to display all Gain and Loss data in the columns for the date range selected.
  • Gain Only - Select to display only Gain data for the date range selected. This will only make the columns blank of data but NOT make the columns disappear.
  • Losses Only - Select to display only the Loss data for the date range selected. This will only make the columns blank of data but NOT make the columns disappear.

Show Students Who Did Not Return - Check this box to show on the report students who did not return.

Show Transfers From - This field is the district(s) from which a student has transferred and it will only have information if it was entered upon enrolling. Leave the field blank if you want transfers from all districts. Click in the field to restrict the report to one or more districts.

Entry Codes - Leave the Entry Code field blank if all Entry Codes are to be included. Otherwise, click in the box to select the desired code(s) to be included.

Leave Codes - Leave the Leave Code field blank if all Leave Codes are to be included. Otherwise, click in the box to select the desired code(s) to be included.

Program Code - 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.

Special Codes - Leave blank if all special codes are to be included in the report. Otherwise, choose the desired special code

Teams - Leave blank if all team names are to be included in the report. Otherwise, choose the desired team.

Military

  • All - Select to display all students.
  • Military - Select to display only students associated with family in the military.
  • Non Military - Select to display only students with non military association.

LEP

  • All - Select to display all students.
  • LEP Only - Select to display only LEP students.
  • Non LEP - Select to display only non LEP students.

OK - Click to continue.

If you need instructions for setup values to be used, follow the link for Standard Setup Options.

Main

Gainlossmain3.png

Column Headers

GD - Student's grade of enrollment.

Sch - Student's school site of enrollment

School Name - School name of enrollment.

SIDNO - List of students by Sidno for whom an Enrollment Status Form will be printed. Select one or more students or leave the field blank for all students or check the box at the top of

the student list to select all students.

Student Name - Student's full name.

Gender - Gender of students whose records need to be edited or whose names are to be included on a report. Leave the field blank if both genders are to be included. Otherwise, click in

the field to the right of Gender to select the desired gender to be included.

Ethnic - Ethnicity of students whose records need to be edited or whose names 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 Ethnic to select the desired ethnicity(ies) to be included.

Physical Address Line1 - Student's physical address line 1.

Physical/Apt/Lot/Ste - Student's physical address line 2.

Physical City - Student's physical city.

Physical State - Student's physical state.

Physical Zip - Student's physical zip.

Home Phone - Student's home phone number.

GLFD- Students gained or lost on the first day of school.

FD- Students gained on the first day of school.

GOST- Students gained out of state.

GIST- Students gained in state.

GID- Students gained in district.

GOTH- Students gained other than out of state, in state or in district.

GTOT- Total students gained.

LOST- Students lost out of state LIST--Students lost in state.

LIST - Students lost to a different district within the state.

LID- Students lost in district.

LOTH- Students lost other than out of state, in state or in district.

LTOT- Total students gained.

TOTAL- Net gain (positive value) or net loss (negative value).

DOB - Student's date of birth.

EDATE/CD - Student entry date and code.

LDATE/CD - Student leave date and code.

Days Enrolled - Number of days enrolled based on the last day of school.

TRANSFRM- 6 digit site code if site is located in Louisiana.

Entry Comments - Entry comments.

TRANSTO- 6 digit site code if site is located in Louisiana.

Leave Comments - Leave comments.

Leave Reason - Student's leave reason.

SASID - The State Assigned Student ID number.

Team - This selection should only be used if your school is using Team Scheduling. Leave blank if all team names are to be included in the report. Otherwise click in the field to the

right of Teams to select the desired Teams(s) to view.

Homeroom - Student's homeroom.

SIS School - Student's SIS school number.

SIS School Name - Student's SIS school name.

Current School - Full name of student's school of enrollment.

To find definitions of commonly used column headers, follow this link: Common Column Headers.

Bottom

Gainlossbottom2.png

Setup - Click to go back to the Setup box.

Print - This will allow the user to print the report.

Communicate - This will provide the user a way to communicate via automated email or call.

Help - Click to view written instructions and/or videos.


Sorting and other data manipulations are explained in the following link: List Programs Instructions/Video

Student Master

JCampus Main Page

Retrieved from EDgear Wiki