"Students" are the individuals that may have an issued item within a site. The "Students" grid provides access to several preconfigured reports in PDF format, or as a CSV or XLSX extract that can be viewed and manipulated in a spreadsheet program such as Excel or Google Sheets. "Students" reports include all students located at the current site. To return a subset of data, the user must apply a filter to the records in the grid prior to running the report.

1.  Navigation:
2. Site View
3. Students

Barcode IDs Report

This report, in PDF format, provides "Student ID," "First Name," "Middle Name," "Last Name," and a respective barcode based on the student’s ID number.

1. Click on Students, located in the top navigation bar.
2. Click on the Please Select Student Report drop-down menu, located above the blue grid header.
3. Select Barcode IDs under the "--- PDF ---" menu subcategory. The "Barcode IDs report" opens.

Full Charges Receipt

This report, in PDF format, provides student "Full Charges Receipts" with detailed information for all charges. The report 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 on Students, located in the top navigation bar.
2. Click on Please Select Staff Report drop-down menu, located above the blue grid header.
3. Select Full Charges Receipts under the "--- PDF ---" menu subcategory. The "Full Charges Receipts" report opens.

Transaction Receipts

This report, in PDF format, provides student transaction receipts with detailed item information status for issued items. The report 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 on Students, located in the top navigation bar.
2. Click on Please Select Staff Report drop-down menu, located above the blue grid header.
3. Select Transaction Receipts under the "--- PDF ---" menu subcategory. The "Transaction Receipts" report opens.

Charge Listing Report

This report, in CSV format, provides a list of respective charges (satisfied or unsatisfied) for students at the respective site. The report combines all respective payments for a charge into one "Amount Paid" field. 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" (all respective payments), "Amount Due," and "Satisfied Date."

1. Click on Students, located in the top navigation bar.
2. Click on Please Select Student Report drop-down menu, located above the blue grid header.
3. Select Charge Listing under the "--- Excel ---" menu subcategory. The "Filter Report" window opens.
4. (Optional) Filter charges using the Charge Type and Charge Issued drop-down menus.
5. Click on GO.
6. If prompted "Do you want to open or save “StaffChargeListing.csv," click on Open. The "Charge Listing" report opens within Microsoft Excel.

Student Inventory Status Report

This report, in CSV format, provides a detailed list of items issued to students. This report includes "Site Name," "Student ID," "Last Name," "First Name," "Middle Name," "Grade," "Home Room," "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 on Students, located in the top navigation bar.
2. Click on Please Select Student Report drop-down menu, located above the blue grid header.
3. Select Student Inventory Status under the "--- Excel ---" menu subcategory. The "Filter Report" window opens.
4. (Optional) Filter the status using the Status and Date Range drop-down menus.
5. Choosing Custom Date Range opens additional fields.
   1. Click on Open the calendar popup to select the "Start Date."
   2. Click on Open the time view popup to select the start time.
   3. Click on Open the calendar popup to select the "End Date."
   4. Click on  Open the time view popup to select the end time.
6. Click on GO.
7. If prompted "Do you want to open or save “StudentInventoryStatus.csv," click on Open. The "Student Inventory Status" report opens within Microsoft Excel.

Sent Students Receipts Report

This report, in CSV format, provides a list of receipts sent to students. This report includes "Site ID," "Site Name," "Location Type," "ID," "Last Name," "First Name," "Middle Name," "Grade," "Homeroom," "Receipt Type," "Signed Receipt," "E-Mail Date," "Student E-Mail," and "Parent E-Mail."

1. Click on Students, located in the top navigation bar.
2. Click the Please Select Students Report drop-down menu, located above the blue grid header.
3. Select Sent Students Receipts under the "--- Excel ---" menu subcategory. The "Sent Students Receipt Report" window opens.
4. Select the Sent Receipt Date Range from the drop-down menu.
5. Select the Sent Receipt Type from the drop-down menu.
6. Click on GO.
7. If prompted “Do you want to open or save “SentStudentsReceiptsReport.csv," click on Open. The "Sent Students Receipts Report" opens within Microsoft Excel.
8. Click on Close to close the "Sent Students Receipts Report" window.

Student Listing Report

This report, in CSV format, provides a list of the students and includes "Student ID," "First Name," "Middle Name," "Last Name," "Grade," "Homeroom," and "Student E-Mail."

1. Click on Students, located in the top navigation bar.
2. Click on Please Select Student Report drop-down menu, located above the blue grid header.
3. Select Student Listing under the "--- Excel ---" menu subcategory.
4. If prompted "Do you want to open or save “Student.csv," click on Open. The "Student Listing" report opens within Microsoft Excel.

Charge Activity Listing Report

This report, in CSV format, provides charge details for respective students within a site. This report 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 on Students, located in the top navigation bar.
2. Click on Please Select Student Report drop-down menu, located above the blue grid header.
3. Select Charge Activity Listing under the "--- Excel ---" menu subcategory.
4. If prompted "Do you want to open or save “StudentChargeActivityListing.csv," click on Open. The "Charge Activity Listing" report opens within Microsoft Excel.

Inventory Due Date Listing Report

This report, in CSV format, provides a list of students with overdue items. The report 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 on Students, located in the top navigation bar.
2. Click on Please Select Student Report drop-down menu, located above the blue grid header.
3. Select Inventory Due Date Listing under the "--- Excel ---" menu subcategory.
4. If prompted "Do you want to open or save “InventoryDueDateListing.csv," click on Open. The "Inventory Due Date Listing" report opens within Microsoft Excel.

Students with No Distributions Report

This report, in CSV format, provides a list of students, respective to the site, with no issued items. The report includes "Student ID," "First Name," "Middle Name," "Last Name," "Grade," "Homeroom," and "Student Notes."

1. Click on Students, located in the top navigation bar.
2. Click on Please Select Student Report drop-down menu, located above the blue grid header.
3. Select Students with No Distributions under the "--- Excel ---" menu subcategory. The "Filter Report" window opens.
4. Select a product type(s) using the Product Type drop-down menu.
5. Click on GO.
6. If prompted "Do you want to open or save “StudentsWithNoDistributions.csv," click on Open. The "Students with No Distributions" report opens within Microsoft Excel.
7. Click on Close to close the "Filter Report" window.

Accessory Listing Report

This report, in CSV format, provides detailed information for accessories issued to students. This report 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 on Students, located in the top navigation bar.
2. Click on Please Select Student Report drop-down menu, located above the blue grid header.
3. Select Accessory Listing under the "--- Excel ---" menu subcategory.
4. If prompted "Do you want to open or save “StudentAccessoryListing.csv," click on Open. The "Accessory Listing" report opens within Microsoft Excel.