Overview

Reports in openSIS include common tools that help users find, organize, print, and export information. Although the available options may vary by report, most report screens include search fields, filters, export controls, print options, and pagination.

This article explains how to use these common report tools.

Access a Report

1. Go to Reports.
2. Select the required report category.
3. Open the report you want to review.
4. Apply the available report filters, if needed.
5. Generate or refresh the report.

Filter Report Data

Filters allow you to narrow the report results and display only the information relevant to your review.

Depending on the report, available filters may include:

• Marking Period
• School Year
• Grade Level
• Program
• Gender
• Profile
• Job Title
• Status
• Date Range
• Student
• Staff
• Behavior category
• Admission status
• Direct enrollment status

To apply filters:

1. Select the required options from the available drop-down lists.
2. Complete any required date fields.
3. Click Search when the report includes a Search button.
4. Review the updated results.

Some reports refresh automatically when a filter is changed.

Use a Custom Date Range

Certain reports allow users to view records within a specific period.

To use a custom date range:

1. Select Custom Date Range from the Marking Period or date filter.
2. Select a From Date.
3. Select a To Date.
4. Click Search.

The report displays records that fall within the selected date range.

Search Within a Report

Use the Search field to locate a specific record within the displayed report results.

You may search using information such as:

• Student name
• Staff name
• Applicant name
• Student ID
• Staff ID
• Application ID
• Email address
• Other visible report values

Enter the search term in the Search field. The report table updates to display matching records.

Include Inactive Records

Some reports include an Include Inactive toggle.

Enable this option to display inactive students or staff members along with active records.

When the toggle is disabled, only active records are displayed.

Show Archived Records

Certain reports, such as Admissions reports, include a Show Archived Applications option.

Enable this toggle to include archived records in the report results.

Export a Report to Excel

Many reports include an Excel icon.

To export report data:

1. Apply the required filters.
2. Confirm that the report displays the correct records.
3. Click the Excel icon.
4. The report data is downloaded in an Excel-compatible format.

The exported file can be used for additional review, sorting, analysis, or recordkeeping.

The exported report reflects the data available on the report screen and may also reflect the filters currently applied.

Print a Report

Some reports include a Print icon.

To print a report:

1. Apply the required filters.
2. Confirm that the correct records are displayed.
3. Click the Print icon.
4. Review the print preview.
5. Select the printer and print settings.
6. Complete the print process.

The print layout may differ from the report screen depending on the browser and printer settings.

Use Additional Table Filters

Some report tables include a Filter icon.

Click the icon to access additional filtering options available for the table. The available options depend on the report.

Use these filters to further narrow the displayed records.

Change the Number of Records Per Page

Reports containing large amounts of data may divide the records across multiple pages.

Use the Items per page drop-down list to select how many records appear on one page.

For example, you may choose to display:

• 10 records
• 25 records
• 50 records
• 100 records

The available values may vary by report.

Navigate Between Report Pages

Use the pagination controls at the bottom of the report to move between result pages.

The controls may include:

• First page
• Previous page
• Next page
• Last page

The report also displays the current range of visible records and the total number of results.

Open a Detailed Record

Some reports allow users to open a detailed record by clicking a linked value, such as:

• Student Name
• Staff Name
• Application ID
• Referral ID
• Total Referral Count

Click the linked value to open the corresponding student, staff, applicant, or referral details.

Use the back arrow to return to the report.

Important Notes

• Available tools and filters vary by report.
• Some reports update automatically, while others require you to click Search.
• Apply filters before printing or exporting to ensure the output contains the required records.
• Access to report data depends on the user’s role and permissions.
• A hyphen indicates that information is not available for that record.