PSFS Religious Ed - Reports | Roster: How to get a Summary Only Report

How to get a Summary Only Report

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Roster_Map_Summary.jpg

 

 

 

 

How to get a Summary Only Report

  1. Use the vcaret to expand the Reports option.
  2. Select Roster from the Navigation Bar.
  3. Set the filter values that will be inclusive of all records you would like on the report:
    • Term: The filter will automatically select the term you selected on the last page. You can change this to another term as needed.
    • People: Select from Students, Volunteers, or Both
    • Order By: This option allows you to choose how to sort the report. For the best outcome, think about your Classes Filter option when selecting how to sort your report. It wouldn't make sense to filter for only one grade and then also sort by grade. Options are:
      • Last Name
      • Grade
      • Birth Date 
      • Class Name
      • Family Last Name
    • Classes Filter: Choose the category on which you would like to filter (if any). Otherwise, leave the default All Classes in Term. This filter works in conjunction with the next filter.
      • By Grade: If you would like to list only students in a particular grade(s), select this filter category. The next filter will allow you to select the grade(s).
      • By Session: If you would like to list only students in a particular session(s), select this filter category. The next filter will allow you to select the session(s).
      • By Department: If you would like to list only students in a particular department(s), select this filter category. The next filter will allow you to select the department(s).
      • Selected Classes: If you would like to list only students in a particular class(es), select this filter category. The next filter will allow you to select the class(es).
    • This next filter works in conjunction with the Classes Filter. If you use the default, "All Classes in Term' for the Classes Filter, you will not even see this last filter. It will only display if you choose one of the filter categories listed under the Classes Filter.
      • The name of this filter will change depending on the category you select for the Classes Filter.
      • The options for this filter will change depending on the category you select for the Classes Filter. If you select By Grade, it will allow you to mark which grades you would like to include. Likewise, if you chose Selected Classes, it will allow you to mark which classes you would like to include, etc. 
  4. You may add or remove additional information to your report by toggling the Summary buttons or the Schedule button displayed just under the filter options.
    summary_toggles.png
    • Report Summary: Adds a comprehensive summary to the top of the report that gives cumulative information for all of the filtered records on the report.
      Generic_Report_Summary.jpg
    • Class Summary: This report is the Class Summary Report so if this button is toggled on for this report, no additional information will be added.
    • Schedule: For each class listed, there will be a schedule grid giving the Date, Day of Week, Start Time, End Time, Building, and Room.
      Schedule_Example.png
  5. Select Summary Only from the Report Selector.

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