Getting There

From the main screen of any module, like Family Data & Accounting, click the Reports menu (toward the top left) and select Standard Reports.

Select, Sort and Filter Reports

1. At the Report Setup screen several primary categories of reports may be listed like Family Data, Family Accounting, etc. Click the plus sign (+) next to a primary category (like Family Data) to expand the list.
2. Secondary categories of reports will be shown such as Account Tracking, Child Tracking, Sign In/Out Sheets, etc. Click the plus sign (+) next to a secondary category like Sign In/Out Sheets.
3. Various types of reports may be shown within the category. Select the report you wish to run such as the “Weekly: 5 Day, Schedule, Initials” sign in sheet.
4. Some reports have the following options:
   1. To include only certain children or families click the Filter button (right side) and select the criteria of your choice such as only children enrolled as of a certain date. You may also save these settings.
      
   2. You must select a Date Range (right side) on certain reports such as those that include child schedules. Choose dates that makes sense for the report. For a weekly report select the appropriate week.
   3. The Group & Sort feature is available on some reports. You may Group By a category like Primary Classroom to control the page break (each class on a separate page). Then choose to Sort By an item like Child’s Name (to list children alphabetically).
      

   Hint 1: To get an alphabetical list that is not broken down by classroom choose to Group By “None” and Sort By “Child’s Name”.

   Hint 2: To use the same Filter, Date Range and Sorting each time you run the report click Save Settings. To remove them click Clear Settings.
   
   Hint 3: Reports that have the word Schedule in the title, such as the Rollcall report Weekly: 5 Day (AM/PM) Schedule, will be Grouped by the child's Scheduled Classroom, which means the child must have a current schedule in order to be included on the report.

5. Click Run Report (lower right).
6. At the Report Viewer screen you may:
   1. Use the toolbar at the top to move through the pages, zoom in & out, or search for something on that page.
   2. Click the Printer icon (upper left) to Print the report.
   3. Click the Export icon (top left) to export to another format like a spreadsheet, word processor or PDF file.

   Hint: On some reports you may see the phrase “Double-click to expand section” when you hover over an item on the Report Viewer screen. Just dbl-click to get more detail on that item.
   

7. To close the report click the X in the upper right corner.

Specific or Individual Report

Occasionally you might like to print a report for just one account or child. You may print reports from the following locations.  Click the drop down options arrow next to the Report button to choose from various formats.

• Account Information (1 family): Go to Edit Account (file folder icon on the toolbar) and click the Report button.
• Statement (1 family): Go to the Account Ledger Card and click the Report button.
• Child Information Sheet (1 child): Go to Child Information & Relationships and click the Report button.
• Immunizations (1 child): Go to Child Immunizations & Requirements and click the Report button.
• Time Card (1 child): Go to the Child Time Card and click the Report button.
• Schedule (1 child): Go to the Child Schedules, then click Review. Use the View Month/Day/Week button to choose your view (top right) then click Print.

tags: rollcall sheets, roll call sheets, roll-call sheets, sign in out, sign in/out