Main Help Menu      Return to Reports Menu      General Reporting Procedures      Quick Instructions    Sample Report

 

SIS 2000+ Class Adds & Drops Listing Detailed Instructions Last update: 04/15/2001 jmm

This report prints a listing of student schedule changes that have occurred during a user-specified date range. (Schedule changes are accomplished in the SIS 2000+ system via the Student Schedule Editor or the Student Loader programs.) The report is intended for teachers; to inform them of the students who have enrolled in their classes or withdrawn from them. The report is sorted by teacher name, period, cycle day, and course name, with page breaks between teachers.

The report shows the teacher name as part of the page header. There is a header line for each class which includes the period, course code, section number, course title, term, and cycle day. Each detail line includes the student name, student ID, class registration status, whether the change was an add or a drop, the date of change, and the reason for change.

The report is further customizable through the application of queries.
 
 

1. Open the report
From the Scheduling Menu, click on the Reports icon button. Select the report's title from the list menu that appears. See General Reporting Procedures, Step 1 for more information on finding and opening a report.

Fig. 1 - opening screen, default Options
 

2. Define Parameters
The opening screen of this report (Fig. 1) contains three information screens: 'Options', 'Select', and 'Sort'. Click on each tab to view and define various parameters for the report, or continue to the Step 3, "Print Preview", for viewing and/or printing the reports using the default parameters.

2.1 Choose Options
Click on the 'Options' tab (Fig. 2). Choose options as follows:

Fig. 2 - sample, user-defined options
 
• Title -

The default title for this report is "Class Adds & Drops Listing". This field may be edited by the user.
• Min Date -

Minimum date. Set beginning of the date range to report. Click on the field button to activate a drop-down calendar (Fig. 3). Use the small VCR buttons on the calendar to go to the target month. Click on the target day until it is highlighted in yellow. Click on the Select command button to enter the date into the field and close the calendar.


Fig. 3
 

• Max Date -

Maximum date. Set the last day of the date range to report in the same manner as above.
 



Click on the Reset command button to restore all Options to their default selections (Fig. 1).
 

2.2 Apply Select queries
SIS 2000+ reports can be instructed to print specific sets of records through the application of queries. A query is essentially a data filter. By defining criteria (parameters) for selected data fields, specific records can be retrieved. Click on the 'Select' tab. A list of data fields is displayed (Fig. 4). These are the data fields that will available for querying. The default criteria is "All" for each data field (with the exception of 'Enrollment', which defaults to 'Active Students'). To apply a select query to any data field, continue with Step 2.2.1. If no queries are needed, continue to the sorting procedure in Step 2.3.


Fig. 4
 

2.2.1 Select data fields and apply queries
Select a data field in the list until it is highlighted in gray (Fig. 5) and then click on the Edit command button. A criteria selection screen will open that is specifically designed for the selected data field. The sample in Fig. 5 shows the criteria selection screen for the Track data field with the 'T 269 98/99' track selected for reporting.


Fig. 5 - sample criteria selection screen, Query Type 1

There are several possible types of queries, depending on the data field selected. Instructions on how to select and apply each type of query are found in the document titled General Reporting Procedures.
 

• Enrollment = Query Type 2. Select one category from five possible system-defined choices: 'Active Students' (default), 'This Year's Students', 'Future Students', 'Inactive Students', or 'All Students'.
• Grade = Query Type 1. A specific grade level or set of grade levels may be selected. If none are selected, then "All" will be reported.
• Gender = Query Type 1. A specific gender code or set of gender codes may be selected for reporting. If no gender code is selected, then 'Male', 'Female', 'Unknown', and '< unset >' will be reported.
• Ethnicity = Query Type 1. A specific ethnicity or set of ethnicities may be selected. If none are selected, then "All" will be reported.
• Track = Query Type 1. A specific track within the school site or set of tracks may be selected. If none are selected, then "All" will be reported.
• Student = Query Type 3. A specific student or set of students may be selected. If none are selected, then "All" will be reported.
• Student Group = Query Type 1. A specific student group or set of student groups can be selected for reporting. f none are selected, then "All" will be reported. Student groups are pre-defined in the Group Editor application.
 

Apply queries as needed for each of the above data fields.
 

Note on Query results:  Use caution when making multiple queries across data fields. Only records that satisfy all queries will be reported. Some queries may be mutually exclusive, causing the report to yield no records. In this type of situation there will be no pages to preview or print for the body of the report. This status will be indicated by the following error message appearing at the bottom of the cover sheet:  ***** NO RECORDS SELECTED FOR REPORT *****

 

2.2.2 Review selected parameters
After parameters are set and queries applied as needed, the view will return to the 'Select' screen. Each data field in the list will display a code after its name signifying the parameters currently applied (Fig. 6). Review the parameters. If all are satisfactory, continue to the sorting procedure in Step 2.3. If editing is required, repeat Step 2.2.1.


Fig. 6 - sample review



To restore a field's parameters to its default selection, highlight the field name in the 'Select' screen and click on the Reset command button.
 

2.3 Define the Sort order
Click on the 'Sort' tab. The 'Sort' screen (Fig. 7) displays the data fields used for sorting the records in the report. In this report the default sorting order is:

Teacher Name, Period = primary sort field


Fig. 7 - default sorting order
 

• Additional sorting fields may be added, if available, via the Add command button.
• A sorting field can be deleted by selecting it in the list and then clicking on the Delete command button.
• If more than one sort field entry is in the list, the sorting order may be changed by shifting the position of a field in the list using the mover bar .
• The direction of a sort field (ascending or descending) may be edited by selecting the sort field from the list and activating the Edit command (Fig. 8).


Fig. 8 - the sorting direction of the Teacher Name, Period field is being changed from Ascending to Descending.
 
 

For further instructions on defining the sort order of a report see General Reporting Procedures, Steps 2.3-2.3.4

2.4 Resetting global defaults



Global default parameters for all the screens, 'Options', 'Select' and 'Sort', can be reset by clicking on the Reset All command button at the bottom of the main screen.
 
 

The customized or default report can be previewed at any time before actual printing by clicking on the Preview command button. An option to print the report is available when the Preview is exited. For further instructions on previewing reports, see General Reporting Procedures, Step 3
 

4. Print the report to printer or to a file

Click on the Print command button to print the report to a printer or to a file without previewing it. For further instructions on printing reports, see General Reporting Procedures, Step 4
 

5. Exit report

Click on the Quit command button to exit the report screen at any time.
 

Main Help Menu      Return to Reports Menu      General Reporting Procedures      Quick Instructions    Sample Report