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eSIS Quick Reference Guide                                                                Running Reports in eSIS

Running Reports with No Extract. . .                  Menu Path: Main Menu > Reports - The Reports Window
                                                                     highlight the Report you want - double click or click on   .
                                    appears.
                                                                     The Run Report: display for the selected report appears.
Click on the  icon in the START screen or use the Menu        1. Click on a Report Group. In the list of Associated
Path: Main Menu > Reports                       Reports, highlight the Report you want and double click
                                                                     2. This time click on the          button. The
The Reports window appears:                                                       Demographic Extract window appears.
                                    or click on the   button.
                       1. Click on
                                    The Run Report: displays for the selected report.
                       Report Group to
                       reveal a list of
                       associated                                   968 = all
                       reports.                                    students
                                                               in the
                                                               school




                                    2. To run the report for all students in your school, click on
                                                                     3. In these fields, choose the search criteria for a specific sub-
                       2. Highlight the     the               then click        .
                                                                     group of students on which you wish to run your report.
                       associated Report
                                    The Parameter Form for the selected report appears.
                       you want, and
                                                                     4. Click on      and eSIS goes in search of those
                       double-click or click
                                                                     students. The Extract Criteria window indicates the criteria
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                                                                     eSIS looked for and how many students it found that fulfilled
                       on the    .
                                                                     the search requirements.



If the report does NOT require that an extract (of
students) be run, a Parameter Form appears immediately.




                                    3. Make the appropriate sorting / filtering selections.      5. To see the results (students who make up the count) select
                                                                          or     and exit from the Demo Extract.
                                    4. Click on the    icon to print the report.
3. Select the appropriate sorting or filtering options.
                                                                     The Run Report: display appears again - but the number of
                                    Running Report with a Specific Extract. . .            students has changed to reflect the specific extract filters you
4. Click on the    icon.                                                       requested.
Running Reports with Full Extract. . .                Click on the  icon in the START screen or use the Menu
                                   Path: Main Menu>Reports - The Reports Window appears.
                                   1. Click on a Report Group. In the list of Associated Reports,
Click on the    icon in the START screen or use the


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                                             Running Reports in eSIS

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eSIS Quick Reference Guide                                                              Running Reports in eSIS

                                   can create a boilerplate letter inserting codes as required.



                                            Codes represent
                                            information in
                                            the database.




6. Select the       button to run your report.
Creating and Printing Letters. . .
Letters may be set up through the Design Letters submenu
within the School menu. Don’t forget, the Company File has a
Letters tab. In it you can set up letter category buckets for                                     3. In the Letter parameter form, select the letter you wish to
                                 6. Codes inserted into your letter get their information from
different functions within eSIS - Attendance, Incidents, etc.                                       print.
                                  the database as the letter prints. So position the cursor
                                   in the text and then click on the     button to display a
                                   list of codes available for insertion.




                                                                    4. Click on the    button to print your selected letter(s).



Once you are in the Letters Selection screen, to create a form
                                 7. Highlight a Student Code or an Application Code and
letter:
                                 click on the Ok button. The code will appear in your letter.
1. Click in the Letter Description on a new line or use the
   ADD button. Type a name for the new letter.
                                 8. To save the letter, click on the      button.
2. Select a category code.
                                 Printing a Design Letter . . .
3. Type in a unique number for the new letter.

4. Save the letter name and number by clicking on the      1.  Click on the  icon and go to the Mailing and
  button.                              Correspondence Report Group. Click on Letter and run
                                   an Demo Extract if necessary.
5. Highlight the new entry and click on the    button.
  The Letters (Entry) window appears. In this window you


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                                           Running Reports in eSIS