Running Students Reports

The “Students” area in Asset Management includes reports that help sites review student records, assigned inventory, charges, receipts, overdue items, and accessories. These reports are available in PDF, CSV, or XLSX-compatible export formats and reflect students at the current site. To return a smaller set of results, apply filters to the "Students" grid before running the report.

1. Navigation:
2. Site View
3. Students

Barcode IDs Report

This PDF report lists each student’s ID, first name, middle name, last name, and a barcode based on the student ID number.

1. Click Students in the top navigation bar.
2. Click the Please Select Student Report drop-down menu above the grid.
3. Select Barcode IDs under the “--- PDF ---” section. The report opens in PDF format.

Full Charges Receipt

This PDF report generates student Full Charges Receipts and includes student ID, first name, middle name, last name, student address, date printed, product name, product number, tag, charge type, charge date, amount, satisfied date, and accessories.

1. Click Students in the top navigation bar.
2. Click the Please Select Student Report drop-down menu above the grid.
3. Select Full Charges Receipts under the “--- PDF ---” section. The report opens in PDF format.

Transaction Receipts

This PDF report provides student transaction receipts for issued items. It includes student ID, first name, middle name, last name, student address, date printed, product name, product number, tag, status, issued-on date, returned-on date, value, and accessories.

1. Click Students in the top navigation bar.
2. Click the Please Select Student Report drop-down menu above the grid.
3. Select Transaction Receipts under the “--- PDF ---” section. The report opens in PDF format.

Charge Listing Report

This CSV report lists student charges for the current site, whether satisfied or unsatisfied. It includes student ID, first name, middle name, last name, grade, homeroom, product, tag, charge type, description, charge notes, issue date, site name, charge amount, amount paid, amount due, and satisfied date.

1. Click Students in the top navigation bar.
2. Click the Please Select Student Report drop-down menu above the grid.
3. Select Charge Listing under the “--- Excel ---” section. The “Filter Report” window opens.
4. Optional: Filter results using the Charge Type and Charge Issued drop-down menus.
5. Click GO.
6. If prompted to open or save “StaffChargeListing.csv,” click Open. The report opens in your spreadsheet program.

Student Inventory Status Report

This CSV report lists items issued to students. It includes site name, student ID, first name, middle name, last name, grade, homeroom, student notes, product name, model, product type, suggested price, tag, serial, asset type, parent tag, scan date, status, status date, and status notes.

1. Click Students in the top navigation bar.
2. Click the Please Select Student Report drop-down menu above the grid.
3. Select Student Inventory Status under the “--- Excel ---” section. The “Filter Report” window opens.
4. Optional: Filter results using the Status and Date Range drop-down menus.
5. If you choose Custom Date Range, complete the additional fields:
   1. Click Open the calendar popup to select the start date.
   2. Click Open the time view popup to select the start time.
   3. Click Open the calendar popup to select the end date.
   4. Click Open the time view popup to select the end time.
6. Click GO.
7. If prompted to open or save “StudentInventoryStatus.csv,” click Open. The report opens in your spreadsheet program.

Sent Students Receipts Report

This CSV report lists receipts sent to students. It includes site ID, site name, location type, ID, first name, middle name, last name, grade, homeroom, receipt type, signed receipt, email date, student email, and parent email.

1. Click Students in the top navigation bar.
2. Click the Please Select Student Report drop-down menu above the grid.
3. Select Sent Students Receipts under the “--- Excel ---” section. The “Sent Students Receipt Report” window opens.
4. Select the Sent Receipt Date Range.
5. Select the Sent Receipt Type.
6. Click GO.
7. If prompted to open or save “SentStudentsReceiptsReport.csv,” click Open. The report opens in your spreadsheet program.
8. Click Close to close the report window.

Student Listing Report

This CSV report lists students and includes student ID, first name, middle name, last name, grade, homeroom, and student email.

1. Click Students in the top navigation bar.
2. Click the Please Select Student Report drop-down menu above the grid.
3. Select Student Listing under the “--- Excel ---” section.
4. If prompted to open or save “Student.csv,” click Open. The report opens in your spreadsheet program.

Charge Activity Listing Report

This CSV report lists charge activity for students at the current site. It includes student ID, first name, middle name, last name, grade, homeroom, product, tag, charge type, description, charge notes, issue date, site name, charge amount, activity date, activity type, activity amount, activity notes, activity recorded by, and satisfied date.

1. Click Students in the top navigation bar.
2. Click the Please Select Student Report drop-down menu above the grid.
3. Select Charge Activity Listing under the “--- Excel ---” section.
4. If prompted to open or save “StudentChargeActivityListing.csv,” click Open. The report opens in your spreadsheet program.

Inventory Due Date Listing Report

This CSV report lists students with overdue items. It includes student ID, first name, middle name, last name, grade, homeroom, phone, student e-mail, parent e-mail, product name, tag, due date, and past due.

1. Click Students in the top navigation bar.
2. Click the Please Select Student Report drop-down menu above the grid.
3. Select Inventory Due Date Listing under the “--- Excel ---” section.
4. If prompted to open or save “InventoryDueDateListing.csv,” click Open. The report opens in your spreadsheet program.

Students with No Distributions Report

This CSV report lists students at the current site who do not have any issued items. It includes student ID, first name, middle name, last name, grade, homeroom, and student notes.

1. Click Students in the top navigation bar.
2. Click the Please Select Student Report drop-down menu above the grid.
3. Select Students with No Distributions under the “--- Excel ---” section. The “Filter Report” window opens.
4. Select one or more values from the Product Type drop-down menu.
5. Click GO.
6. If prompted to open or save “StudentsWithNoDistributions.csv,” click Open. The report opens in your spreadsheet program.
7. Click Close to close the filter window.

Accessory Listing Report

This CSV report lists accessories issued to students. It includes student ID, last name, first name, middle name, grade, homeroom, product name, accessory name, issued date, tag, quantity issued, quantity missing, and missing value.

1. Click Students in the top navigation bar.
2. Click the Please Select Student Report drop-down menu above the grid.
3. Select Accessory Listing under the “--- Excel ---” section.
4. If prompted to open or save “StudentAccessoryListing.csv,” click Open. The report opens in your spreadsheet program.