Generate Staff Reports in openSIS

Generate Staff Reports

Overview

The Staff Report enables administrators to generate customized reports for staff members by selecting specific staff records and choosing the information to include. These reports can be used for administrative planning, audits, personnel management, and institutional record keeping.

Administrators can select one or more staff members, choose the desired data fields, and generate a report tailored to their reporting requirements.


Info
Go to Reports > Staff > Staff Report


Generate a Staff Report

Step 1: Select Staff Members

  1. Navigate to Reports > Staff > Staff Report.
  2. Search for staff members using the Search box.
  3. Click Advanced Search to locate staff using additional search criteria.
  4. Select one or more staff members by checking the boxes beside their names.
  5. Click Select Fields to continue.

Step 2: Choose Report Fields

The Select Fields page displays available staff information organized into categories.

Depending on your institution's configuration, available fields may include:

Identification Information

  • Full Name
  • Salutation
  • First/Given Name
  • Last/Family Name
  • Staff ID
  • State ID
  • District ID
  • Alternate ID
  • Previous/Maiden Name
  • Social Security Number
  • Other Government-Issued Number

Demographic Information

  • Gender
  • Date of Birth
  • Race
  • Ethnicity
  • Nationality
  • Country of Birth
  • Marital Status
  • First, Second, and Third Languages
  • Physical Disability
  • Login Email

Additional fields may be available based on your system configuration.

Enable the fields you want to include in the report.

The Selected Fields panel displays the order in which the selected columns will appear in the final report.


Step 3: Generate the Report

Click Generate Report.

openSIS generates a customized staff report containing only the selected staff members and the chosen information fields.


Review the Report

After the report is generated, you can:

  • Review the selected staff information.
  • Search within the report.
  • Filter displayed records.
  • Export the report to Microsoft Excel.
  • Navigate through multiple pages of results when applicable.

Only the fields selected during report creation are displayed in the report.


Tips

  • Use Advanced Search to quickly locate staff members by specific criteria.
  • Select only the fields required for your reporting needs to keep the report concise.
  • Review the Selected Fields panel before generating the report.
  • Export reports to Excel when additional analysis or record keeping is required.

Expected Result

A customized staff report is generated containing the selected staff members and the information fields chosen by the administrator. The report can be viewed, filtered, or exported for further use.

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