Generate Reports

Use the pink drop down list in the Pupil Manager module to generate reports using information listed in pupil and applicant records. 

1. Open the Pupil Manager module, select a pupil records tab:
   
2. Use your preferred search method to find the pupil records that you want to work with.
   The Pupil Records List is displayed:
   
3. Select pupil records using the checkboxes next to each Pupil's Name. Check the box in the header bar to select all the records displayed.
4. Select a report from the pink drop down list (the reports available are dependent on which pupil records tab you are working in):
   • Students Reports. Generate reports detailing pupil and applicant contact information. Forward your printouts to parents to check that their details are up to date.
   • Students Notes Report. Generate a simple report of pupil record Notes.
   • Students Simple Report. Generate a list of pupils. Include basic pupil record information in your report, such as date of birth and form group.
   • Students Photo Report. Generate a list of pupil photos. Names and year groups are included in your list of photos.
   • Applicants Reports. Generate reports detailing pupil and applicant contact information. Forward your printouts to parents to check that their details are up to date.
   • Applicants Notes Report. Generate a simple report of applicant record Notes.
   • Applicants Report. Generate a list of applicant details. Select to view either a full report or a partial report. A partial report only includes basic applicant details.

You can also generate bespoke reports using SSRS. Contact the Help Desk if you need more help with SSRS reports.

Generate a Pupil or Applicant Contact Report

You can also generate this report by opening an individual pupil record and clicking Student Report/Applicant Report above the pupil's name.

The Pupil Management Reports window is displayed:

1. Select a tab and click on the report that you want to generate:

   Tab	Reports
   Applicant	Applicant Report. Use to generate a report of applicant contact information.
   Current	Current Students Full Report. Use to generate a report of current pupil contact information.
   Pre Built Reports	Contacts Report. Use to generate a report of pupil contact information. File Contacts Report. Use to generate a report of pupil contact information. Any Contact Notes listed for pupil contacts are also included in the report. New Contacts Report. Use to generate a report of pupil contact information. Home and work address details are also included in this report.

2. In Report Options select:
   • Whether to create a report per pupil or per family.
   • The order that records are listed.
3. In Output Options select:
   
   • Whether to create your report in one file or as individual files. Select individual files if you intend to forward copies of your report to parents.
   • The format of your report.
4. Click Create Report.
5. Open or Save the document as required.
6. Click Close Window to return to the pupil records list.

Generate a Student Notes Report

Notes in the Pupil Manager module are for internal use only, they are only listed in the Pupil Manager module. These are different from Notes listed elsewhere in iSAMS.

The Student Notes Report window is displayed:

1. In the Report Format section, select your preferred format for your report.
2. In the Select Report section, select the information that you want to include in your report.
3. In the Select Options section, select:
   
   • A Date Range for the Notes you want to include in your report.
   • The Note Types you want to include in your report.
4. Click  Produce Report.
5. Print, Open or Save the document as required. An example of the report is shown below:
   
6. Click  Cancel in the Student Notes Report window to return to the pupil records list.

Generate a Pupil List

The Student Reports window is displayed:

1. In the Report Format section select your preferred format for your list.
2. Select whether to produce your pupil list in landscape or portrait format.
3. Select the information that you want to include in your pupil list.
4. Click  Produce Report.
5. Print, Open or Save the document as required.
6. Click Cancel to return to the pupil records list.

Generate a Photo Report

1. In the pink drop down list select Students Photo Report.
   The Photo Report window is displayed:
   
2. Click Print Photos to print the report.
3. Click Close Window to return to the pupil records list.

Generate an Applicant Notes Report

Notes in the Pupil Manager module are for internal use only, they are only listed in the Pupil Manager module. These are different from Notes listed elsewhere in iSAMS.

The Applicants Notes Report window is displayed:

1. In the Report Format section, select your preferred format for your report.
2. In the Select Report section, select the information that you want to include in your report.
3. In the Select Options section, select:
   
   • A Date Range for the Notes you want to include in your report.
   • The Note Types you want to include in your report.
4. Click  Produce Report.
5. Print, Open or Save the document as required. An example of the report is shown below:
   
6. Click  Cancel to return to the applicant records list.

Generate an Applicant Detail Report

The Applicant Reports window is displayed:

1. Select to generate either:
   
   • Applicants Full Report. This includes information on an applicant's family, contact details and custom fields.
     or
   • Applicants Report. This only includes basic applicant family and contact details.
   The format of your report is selected for you.
2. Click  Produce Report.
3. Open or Save the document as required.
4. Click Cancel to return to the pupil records list.