Running Reports for Groups of Students
Overview
There are many Reports available in Aeries that pull commonly accessed data into a pre-designed Report for Users. Reports are available for most categories of Aeries functions such as Student Data, Attendance, Grades, Scheduling and more.
Accessing Reports
Reports can be accessed in several different ways. The first method is from the Reports icon of the Navigation Tree. This displays all available Reports sorted by category. Use the filter box to search the available Reports.
Note: The availability of certain Reports depends upon the School the User is logged into. For example, Student Locator Cards are not applicable to Elementary Daily Attendance schools.
Reports can also be accessed from certain nodes within the Navigation Tree. For example Grade Reporting > Reports. Reports is the last option in most nodes of the Navigation Tree. Selecting Reports takes you to the View All Reports form already filtered to the area of the Navigation Tree you selected. In this example, under Grade Reporting, the Reports link opens up Grade Reports.
Another way to access Reports is from Print buttons on certain pages which are links to Reports. For example, when viewing a Students' Grade History form, there is a Print button at the bottom of the form which prints the Grade History By Student Report.
At the top right corner of many pages a print button is available to print a Report directly from a page or print the page itself, such as the Contacts page.
A Multi Print button displays in the header of certain pages that have multiple print options available. The Multi Print button is currently found on Demographics, Attendance and Fees and Fines pages.
The Multi Print button has a dropdown menu that displays the available Reports.
A final way of accessing reports is from View All Reports on the Navigation tree.
From the View All Reports page, you can filter the available Reports by Category or keyword Filter.
Report Format allows the User to select various formats for Reports. The Report Format always defaults to PDF, but can be changed to other formats if needed. Other file formats include Excel (XLSX), Rich Text (RTF), Word (RTF), or Plain Text (TXT).
The Report Delivery drop-down provides 3 ways to receive your Report.
- None - This option does not send a notification of completion for the processed Report. When the Report is ready, you have the choice to Download or View Report immediately.
- Email w/o Link - This option sends the User an Email notifying them that the Report is ready. The Report can be found in Report History.
- Email w/ Link - This option sends the User an Email containing a Link to the Report. Clicking the link in the email opens the Report in the browser or downloads it, if you have chosen an Excel format. The link in the email does not expire. However, the link is User specific and cannot be shared with others, except for Admin Users who can use all Report Links. If you are not logged in to Aeries when you click on the Link, you are directed to the Login screen, after which your Report opens. In any case, your Reports are always available in Report History.
NOTE: Once the Report Delivery option is changed, it is saved for use on any Reports run in the future. This option can be changed at any time from the View All Reports page, but also at the time of running various Reports. All options provide the choice to immediately view your report in the browser or download it.
Student Group limits the Report to the Students in the Group. This has the same effect as a KEEP/SKIP statement.
Report Options
When selecting Reports to run, various options display depending on theReport.
Tip: Reports can also be added to Favorites for easy access in the same way that pages can.
Running Reports for Groups of Students ↑
There is also an option to run many Reports filtered to specific Student Groups. Student groups can be set up by Schools, such as all Students in a specific program. To run a Report specific to a Student Group, select the appropriate Group from the Student Group drop-down on the View All Reports page. When the Report is run it is limited to those Students.
A message box appears in the top left corner of the window alerting the User that Students are being skipped.
Many Reports also honor KEEP/SKIP query statements that are in place when the Report is generated, limiting the Report results to only those Students.
Report History ↑
The Report History feature is located on the View All Reports page and is accessed by selecting the Report History tab at the top of the form.
Report History allows you to access and view Reports that the User has generated previously. EachReport that is run by a User is archived and can be accessed at a later time on this tab. The form allows a date range to be selected to filter all available Reports. When the desired Report is located, select the Report and it can then be viewed, printed or downloaded/saved.
