The Reports page is the central location for reporting in Admissions Office and Registrar's Office. From the navigation bar, click Reports to open the Reports page.

  • The Admissions Office Reports page

    Admissions Office Reports page

  • The Registrar's Office Reports page

    The Registrar's Office Reports page

    To select a report, click the link for the category of reports. For example, on the Admissions Office Reports page, you can click Applicant reports. On the Applicant Reports page, you can select a report from the list on the left, such as Applicant Status Report.

    When you select a report, a list of previously saved reports appears on the right side of the screen. To create a new instance of a report, click New on the action bar.

  • To Save a Report -- Click Save on the action bar. Enter the report name and description. Click Save.
  • To Automatically Save Selected Parameters -- You can set an option to save selections made on report tabs when you close. Select Tools, Options. Mark the Automatically save report parameters on close checkbox.
  • To View a Report -- To view an online copy of the report using your selections, click Preview on any tab. Click the red X to close the view.
  • To Maximize the Preview Window -- You can set an option to maximize the preview window when you preview a report. Select Tools, Options. On the Reports tab, mark the Automatically maximize preview window checkbox.
  • To View the Layout of a Report -- To view the layout of the report without data, click Preview on any tab.
  • Designing a Report with the Report Tabs:
    • On the General tab, you set parameters for the report. Typical fields on the General tab include School, Academic year, Session, Term, and Report orientation. You can often select to create an output query of records included in the report.

      General tab

    • On the Filters tab, you select the criteria for including records in the report. For example, on the Filters tab of the Applicant Status Report choose Selected in the Include column for the field Applicant Statuses. Select the status "Accepted - Not Enrolled". And, to include only applicants applying for a specific year, apply the Applicant Years Apply filter.

      Filters tab

    • On the Relationship Filters tab, you can filter the types of student relations to include in a report. (For example, the Family Directory and Student Directory have Relationship Filters tabs.)
    • On the Address tab, you determine what address to use in the report. (For example, the Faculty/Staff Directory, Family Directory, Student Directory, and Student Summary Report have Address tabs.)
    • On the Relation Address tab, you determine what address to use when printing student relation information in the directory. (For example, the Family Directory and Student Directory have Relation Address tabs.)
    • On the Marking Columns tab, you specify the marking columns to include in the report and the information to include for each marking column. (For example, the Grade Report has a Marking Columns tab.)
    • On the Contacts tab, you can select the contact information to include for the relations of the students who appear on the report. (For example, the Daily Attendance Report has a Contacts tab.)
    • On the Columns tab, you select the columns to appear on the report. You can determine the order of the fields with the up and down buttons.

      In the Width column, you can set the width of each column, in inches. The Report Width label below the grid shows the total width of the columns plus their margins.

      Note: If the Report Width label is red, the width of the columns exceeds the page width.

      Columns tab

    • On the Format tab, you select settings that determine the appearance of the report. The list on the left of the screen displays formatting options for the report, which can include: Headings, Criteria, Detail, Sort/Break, Page Footer, Report Footer, Miscellaneous, Color Scheme, and Name Formats.

      Format tab

      • Headings -- Use Headings to enter a maximum of 60 characters in the Title and Subtitle fields. The title and subtitle appear at the top of the report. You can select how to align the heading and whether to include your organization's name in the header. You can include the page number and date in the heading. You can also include the heading on every page of the report.
      • Criteria -- Use Criteria to print data to help you remember the criteria you used to create the report. Mark Print these criteria on and select a separate page or the first page.
      • Details -- The Details options differ by report.
      • Sort/Break -- Use Sort/Break to select the order for information to appear on the report and where breaks fall between sets of information.
      • Page Footer -- Use Page Footer to enter up to 254 characters in the page footer. You can include other text, such as the page number and date. The page footer is printed at the bottom of each page of the report.
      • Report Footer -- Use Report Footer to create a footer to appear at the bottom of the last page of the report. You can enter a maximum of 254 characters in the Text field for the report footer and select how to align the text.
      • Miscellaneous -- Use Miscellaneous to specify how numbers appear on the report and set the font size. We recommend you leave the font size set to 8, as larger font sizes can cause text to be cut off.
      • Color Scheme -- Use Color Scheme to select colors for report headings. When you click in the color box next to the selection, the Color screen appears so you can select a standard color or define a custom color. If you leave the Apply a Color Scheme checkbox unmarked, the report prints in black and white.
      • Name Formats -- You can select the name format for individuals included in the report. If you select Configuration in the Select addressee/salutation from field, the Use field contains name formats defined on the Addressee/Salutations page of Configuration.

        If you select Record in the Select addressee/salutation from field, the Use field contains the name formats Full name, Primary addressee, Primary salutation, and any defined addressee/salutation formats.