Download Report Examples - Spring Branch ISD

Spring Branch ISD
Skyward
Data Mining
with Processing Lists
2012-13 School Year
6/13/2012
Table of Contents
Spring Branch Documentation and Implementation/Training Calendar ...................................................................... 3
Login Options ........................................................................................................................................................................ 5
General System Overview .................................................................................................................................................. 6
Student Data Mining .......................................................................................................................................................... 13
Creating a New Report ...................................................................................................................................................... 14
Step 1 – Report Information ........................................................................................................................................... 15
Step 2 – Selecting Report Fields................................................................................................................................... 16
Step 3 – Defining Ranges .............................................................................................................................................. 18
Step 4 - Sorting ............................................................................................................................................................... 20
Step 5 – Selected Students ........................................................................................................................................... 21
Additional Data Mining Options ........................................................................................................................................ 22
Print Using Reports Generator Button: ....................................................................................................................... 23
Address Labels Button: ................................................................................................................................................. 26
Information Labels Button: ............................................................................................................................................ 28
Cloning Data Mining Reports........................................................................................................................................ 30
Report Examples ................................................................................................................................................................ 33
Birthday by Month .......................................................................................................................................................... 33
Address Check................................................................................................................................................................ 35
Mailing Labels by Grade................................................................................................................................................ 36
Processing Lists ................................................................................................................................................................. 40
Report of “Not” Having an Attribute ............................................................................................................................. 40
Report Using ‘Or’ Logic ................................................................................................................................................. 46
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Spring Branch Documentation and Implementation/Training Calendar
Go to the Spring Branch ISD internal web site and select Skyward from the Toolbox dropdown.
Select Calendar to see the implementation/training calendar:
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Select the Documents menu then select the documentation area. A list of documents in that area will be
available to download. Documents will be updated periodically, so be sure to check this website to get the
latest documentation.
Select the Training Videos menu, then, select the training video you wish to view. Training videos will be
updated periodically, so be sure to check this website to get the latest video.
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Login Options
1. Login via the Staff Web Site. Go to TOOLBOX then click Skyward, then click Skyward Login.
2. Login: The same as your network user id.
3. Password: Network password.
4. Navigation by Point and Click buttons and Hyperlink.
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General System Overview
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1. Help; Skydoc – Skyward Documentation
There is a Help button on each screen that will take you to the corresponding tutorial. Use the Index feature
to search for a specific word or topic. Use the arrow keys to scroll through the pages of the tutorial. The
tutorials can be printed.
 View Release Tutorials; these tutorials will describe what is in the upcoming updates to the software.
 Frequently Asked Questions.
 Current Issues.
 State and Federal Reporting.
 View Service Calls; Submit a service call to Skyward; Submit a RFE to Skyward (IT Dept. ONLY).
2. Preferences: This allows you to change the appearance of your screens. Do not select Display Browse
Row Numbers.
3. Select Entity: Most users will only have access to one entity. If you have more than one entity, use this
field to select a different entity from the dropdown.
4. My Print Queue – You can click on this anytime to view the reports you have printed. Reports will be
retained for two days.
5. Create New Window: This function allows you to open multiple sessions of Skyward.
6. Favorites: This function allows you to bookmark pages in Skyward.
7. Sends a printout of current screen to the print queue.
8. Notes: Use this module to write notes that only you can see.
9.
Student Locator: Use this function to quickly view information on a particular student. Click the Student
link. Select the appropriate view and filter, select the student. The student’s schedule will display with the
class highlighted that the student is currently attending. Or you can click the student’s underlined name to
see all other information on the student.
10. Alerts: Allows you to view items that need your attention. (Examples: Grade Changes, Changes requested
through Family Access)
Note: For help with Skyward, e-mail Skyward Help in the Global Address book or call 713.251.2248.
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This is the new Home page desktop view.
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1. You can switch between the new and previous views of the home page. This will be available for a
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limited time to allow easier transition.
My Favorites are areas you can jump to quickly.
My Print Queue displays recently printed jobs.
Jump to other systems with one click.
Recent Programs allows you to quickly jump back to where you were working earlier.
The Toolbar is seen on most screens.
The Home button brings you back to this page.
The arrows allow you to navigate back one or more screens, or to navigate up and down the tree.
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Student Profile
Access Student Profile to view information such as address, family, emergency, schedule, attendance, and
grades on individual students.
Name Key Every person in the Skyward system is assigned a name key. The name key is the first five letters
of a person’s last name, the first three letters of a person’s first name and a three digit tie-breaker number.
(example: BRANCSAL001 for Sally Branch). You can enter a student’s name key in the Student field or you
can enter the student’s local id in the Student field.
Student Link
. You can search for a student by clicking the Student Link next to the Name Key field.
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Arrow Keys
You can use the arrow keys next to the student’s name to scroll to the next student
record or previous student record. If you cannot find a student, double check your range settings.
Icon Next to Ranges Click this icon to view the Student Information page in Educator Access.
Ranges
You can select the students that appear in your selection by clicking the Ranges Link in the
upper left-hand corner of the page. There are active and inactive students on your campus. Inactive students
are those students that have been enrolled on your campus and withdrawn either this year or sometime in the
past eleven years. You might want to set your ranges to only display active students. You can also set your
ranges to only view students in certain grade levels. Note: ‘ZZZZZ’ represents a search for all records in the
range. If you remove ‘ZZZZZ’, you will be searching for blanks.
Customize
Click the Customize Link next to the Extra Information section to select which fields you
would like to have appear in this section. These fields will appear on every student screen.
The tabs on the left-hand side of the screen represent different areas in which you can view information
regarding the individual student.
General– Profile - Displays student demographic information. Indicators will
display in the upper right hand-corner of this page if the student is in certain
special programs:
S - Special Ed (RED); 5 -504 (WHITE); A – At-Risk
(YELLOW); L- Bilingual/ESL (LIGHT BLUE); P – Parent
Consent Note (PURPLE); H- Health Condition (LIGHT
GRAY); R – Retained Last Year (PINK);
G – Gifted/Talented (GREEN)
Family – Displays address and phone number for Guardians.
Emergency – Displays name and phone number for Emergency contacts.
Entry/Withdrawal – Displays student’s entry and withdrawal records for the current
school year. Click the History button to view entry and withdrawal records from
prior years.
Attendance – Displays student’s attendance records for the current school year.
Select a different Filter to see all years.
Scheduling – (Current) – Displays student’s current year’s schedule. Secondary
campuses may want to select a Filter to only view specific semester information.
Use the View Transactions button to see schedule changes made on the student.
Grades – Displays student’s current year progress and report card grades.
Custom Forms – Displays additional information particular to SBISD.
Note: Economic Disadvantage Indicator is located on the Food Service tab.
Click the Customize Tabs link at the top of the tabs to hide tabs or re-order tabs.
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Student Profile – Find a Student
Home will take you back to your Skyward Home Page.
Always use the Back button. Do not use the ‘X’ to close any screens, except displayed reports.
Use the Exit Button on the Home Page to log off of Skyward.
Click the Student Link next to student’s name.
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Search for student using any of the search fields and click the Search button.
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Last Name Begins
First Name Begins
Middle Name Begins
Date of Birth
Phone
Guardian’s Name
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Grade/Grad Yr
Gender
CY Status
NY Status
If you know the student’s exact name or Other ID, use the right-hand side of the page and enter the information
Select the student that you want to work with by highlighting the student’s name in the list below and clicking
the Select button.
You can bypass the search screens by typing the Other ID or Student Name Key in the Student Name field on
the Profile Page.
Student Name Key: First five characters of last name, first three characters of first name and a three digit
number. This is assigned by the computer and cannot be changed.
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Use Student Ranges: Check this box to use your ranges settings. If you have ranges set at active only
students, then the search would only look for active students.
Excel Icon
: Click this icon to export the search results into an excel document. All records returned in the
search results will be exported into excel even though only a few records may display on the page.
Printer Icon
: Click this icon to create a printer friendly display of the browse.
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Student Data Mining
Use this module to create reports.
Select either My Reports Only to see the reports you have created or *All Reports to see reports that other
users have created.
To see a listing of *All Reports click
Click the Apply Filter button.
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Creating a New Report
You can change the number of records to display in the list by changing the number in the lower left corner of
the report records to display list. The higher the number, the longer it takes to load the screen.
Click the Add button to create a new data mining report.
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Step 1 – Report Information
Report Name: When naming your report, you must enter your campus number first and then give a report
name. The report name displays on the page that lists all reports. Example: 001 Student Grade Lvl Report.
Report Title: The report title is printed on the report.
Report Orientation: Leave as Portrait. If the option is set to portrait, the report will automatically be switched to
landscape if your field lengths go past portrait. If your field lengths go past landscape, you can export the
report information to Excel.
Student Status: The majority of the time you will leave the status as Active. If you are reporting on withdrawn
students, be sure to change to Inactive or Both.
Excel Export: If you leave as Use Default Field Lengths, the field lengths will be those that are defined in the
database. If you change to Use Template Field Lengths, the field lengths will be those that you indicated in the
report format.
Default Entity: Change to Yes.
Include Parameter Page: Checking this box will cause the report definition to print.
Show Counts Only: Checking this box will cause only counts to print with no detail information. Counts will
print on sort fields as well as giving a grand total.
Click the Save and Add Fields button to move to the Fields page.
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Step 2 – Selecting Report Fields
Selecting Fields by Field Selection:
Field Areas: Field areas correspond to the tabs on Student Profile and are listed in alphabetical order. Select
one of the areas. The fields under the selected area display in the next column. If the field is shaded, more
fields will display in the next column.
Selected Field: When you highlight the field name, the information regarding that field will display in the Select
Field section. Click the Add This Field to the Report button. You can also double click the field name to select
the field.
Fields on Report: As you select the fields, the fields will display in the Fields on Report section. Click the Up
and Down buttons to change the order in which you want the fields to print. Top to bottom prints left to right.
Click the Delete button to remove a field from the report.
Click the Save and Modify Ranges button to move to the Ranges page.
Save and Back button: This button will save the field selections and take you back to the Report Information
page.
Back button: This button will not save the field selections and take you back to the Report Information page.
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Selecting Fields by Field Search:
Field Search: Enter the word that you want to search for in the Field Lookup field.
Available Fields: All fields that contain the word in the lookup field will display. Highlight the field that you to
add to your report and double click. Note: If you receive a message that says “Max Fields Returned”, you are
not seeing all of the fields that contain the word in which you are searching.
Note: The abbreviations in parenthesis after the field indicate the file where the field is stored (F1 = Family 1,
G1 = Guardian 1).
Selected Field: When you highlight the field name, the information regarding that field will display in the
Selected Field section. Click the Add This Field to the Report button to select the field for the report.
Fields on Report: As you select fields, the fields will display in the Fields on Report section. . Click the Up and
Down buttons to change the order in which you want the fields to print. Top to bottom prints left to right. Click
the Delete button to remove a field from the report.
Click the Save and Modify Ranges button to move to the Ranges page.
Save and Back button: This button will save the field selections and take you back to the Report Information
page.
Back button: This button will not save the field selections and take you back to the Report Information page.
Note: In order to use a field in a range, the field must be selected to be on the report. You can choose to not
print that field on the report.
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Step 3 – Defining Ranges
Report Width: Display only. This value tells you how much space you are using. Max characters for portrait is
132. Max characters for landscape is 172.
Each field selected, is listed. The following options need to be set on each field:
Print Field on Report: Indicate if you want the particular field to print on the report.
Individual Selections: This option is only valid for fields with code lists. You can select specific codes to
narrow the records that print on the report. You should not use this option to select specific students to print.
An example of when to use this option would be on the Home Language field. When you indicate that you
want to use individual selections, click the Select button. Then, select the codes that should print on the report.
If you select Spanish and English, only students with those two home language codes will print on the report. If
you have multiple fields with Individual Selections, only those records that meet the criteria of each selection
will print on the report.
Name Order: This option will only appear on name fields. Indicate if you want Last, First, Middle or First,
Middle Last format.
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Ranges Low/High: Enter values in the ranges fields to narrow the records that print on the report.
Some examples of ranges are:
 Low: ‘J’
High: ‘Szzzzzzzzz’ in Name field. Finds all Last Names that begin with J through S.
 Low: ‘0901’ High: ‘0930’ in MMDD field. Finds all birth dates in the month of September.
Note:
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Regarding blank values.
Low: Blank High: Blank. Finds only fields that are completely blank.
Low: ‘*’
High: ‘zzzzzz’. Excludes blanks.
Low: Blank
High: ‘zzzzzz. Finds all values in field including blanks.
Headings 1/Headings 2: Type the information that you want displayed in the column headings. If you only
need one line of heading information, use the Headings 2 field.
Length: Change the length of the field if necessary.
Reset Button: Clears anything that you have changed on the field from the default value.
Note: Try to create the least number of ranges as possible.
Click the Save button.
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Step 4 - Sorting
Click the Edit button:
Click the arrow keys to move the one or more of the selected fields to the Selected Sorts section.
Use the Up/Down buttons to change the sort order.
Indicate whether or not you want a count on each sort by clicking the Count box while the appropriate field is
highlighted.
Indicate whether or not you want a page break on each sort by clicking the Page button while the appropriate
field is highlighted.
Click the Save and Back button.
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Step 5 – Selected Students
Use this option to select certain students to print on the report. If you select students through this option but
the student does not meet other criteria defined in the report, the student will not print on the report.
Click the Edit button.
Click the Student link to select specific students.
Once the student name key appears in the box, click the Add button. Click the Student link to search and add
more students to the list. Once all students have been added, click the Save and Back button.
Click the Remove or Remove All button to remove students from the list.
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Additional Data Mining Options
Expand All to see the details of the data mining report.
Edit Button: The Edit button will take you to the Report Information page. You can access all other areas of
the report by clicking the appropriate area on the left-hand side of the page (Field Selection, Ranges, etc…).
You will need to click the Edit button on the individual page.
Delete Button: The Delete button will delete your report.
Clone Button: The Clone button will allow you to copy a report created by another user. Once you have cloned
the report, you can edit the report. You can also clone reports that you created. See pages 30 - 32 for step by
step instructions on cloning data mining reports.
Preview First 10 Records Button: The Preview button will print only the first ten records of your report so that
you can test your report before printing the entire report.
Print Button: The Print button prints your report.
Excel Button: The Excel button exports your report data to an excel worksheet.
Print Using Processing List Button: This is covered in the Advanced Data Mining with Processing Lists Manual.
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Print Using Reports Generator Button:
Use this option to further refine your data mining report. Your data mining report can be a report of all active
students and the reports generator can narrow that list further. Click the Add button to create a template.
Name your parameter for the Reports Generator using the Parameter Set Name page. Click the Save button.
Select students in a grade level range by using the Student Ranges page. Click the Save button.
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Select students with specific information using the Student Options page. Click the Save button. Note: Users
do not have to have security access to Gifted/Talented or Section 504 in order to run a list of students in these
areas.
Select students that have had an address change during a certain date range by using the Change Information
page. Click the Save button.
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Select students that are in Special Ed by using the Special Education page. Click the Save button. Note:
Users do not have to have security access to Special Education to run a list of students in this area.
Click the Print Student List button to run the list without using a data mining report. Click the Print button to
print the data mining report using the options selected for the Report Generator.
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Address Labels Button:
Use this option to create address labels based on your data mining report criteria. Use the data mining report
to select the students that need an address label. You do not need to get address and family information in
your data mining report. Click the Add button to create a template.
Template Description: Name your template with your campus number in the first three characters of the title.
Share this template with other users in the entity: Check this box to share your template with other users on
your campus.
Address Label Setup:
Line 1: Indicate the name for line one of the label. The generic option allows the user to type a constant
phrase to print on every label.
Line 2: Indicate the name for line two of the label.
Label Options: Indicate Name Order and which Family Information to use. Select All Uppercase and whether
or not to use the mailing address.
Label Appearance: The format of the label will display.
Click the Save button to save the template.
Click the Save and Print button to save the template and print the labels.
Click the Label Setup button to select the type of label to use.
Note: Guardians must have the Receive Forms indicator set in order for a label to print.
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Once you have selected the type of label you are using from the dropdown, click the Save button. Be sure to
select the Label Sort Order. This order will override the data mining report sort order. Order Created option
will use the data mining report order.
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Information Labels Button:
Use this option to create information labels (other than mailing labels) based on your data mining report criteria.
Use the data mining report to select fields that need to be printed on the label. Click the Add button to create a
template.
Template Description: Name your template with your campus number in the first three characters of the title.
Share this template with other users in the entity: Check this box to share your template with other users on
your campus.
Available Fields: The fields selected in the data mining report appear in the list. Highlight the field, select the
line number in the Line Information and click the Add button.
You can add more than one field to a line. Use the Move Up and Move Down buttons to change the order of
the fields on the line. You can also indicate the number of spaces you want between the fields and change the
field lengths.
Click the Remove button to remove fields from the line.
Information Label Appearance: The format of the label will display.
Click the Save button to save the template.
Click the Save and Print button to save the template and print the labels.
Click the Label Setup button to select the type of label to use.
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Once you have selected the type of label you are using from the dropdown, click the Save button. Be sure to
select the Label Sort Order. This order will override the data mining report sort order. Order Created option
will use the data mining report order.
Export to File Button: The Export to File button allows you to create different types of files such as tab
delimited.
Import Layout/Export Layout Buttons: These buttons allow districts to send and receive reports between one
another.
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Cloning Data Mining Reports
To create your own data mining reports, you may want to clone (copy) a report that another user has created.
This will give you a starting place for your report. You may also want to clone (copy) one of your own reports.
Click this symbol to see details.
When the screen expands it may look like this.
Click Expand All to see the details of the data mining report.
If the report is close to the one that you want to create, click the Clone button. Once you have cloned the
report, you can edit any part of the report.
The original report name and title are in these fields. Change the title to the title of your report. Be sure that
your campus number is in the first three characters of the title. Click the Save and View Ranges button.
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You can start editing the selected fields by clicking the Add/Delete Fields button. You can start editing the
ranges by clicking the Edit Ranges button. OR, you can click the Back button and go back to listing of the
reports.
The cloned version of the report has now been saved and you can edit the report as needed.
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From the listing of reports, click the Edit button to change the report that you have just cloned.
Click the Edit button to edit the Report Information.
Navigate to the different areas of the report by clicking the tabs on the left-hand side of the page. Click the
Fields tab to edit the selected fields. Click the Ranges tab to edit the ranges.
Report Examples
Birthday by Month
Use this report to create a list of students with a birthday in a specific month.
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Report Information
Report Name: Name your report with
your campus number in the first three
characters of the name.
Report Title: Title that will print on the
report.
Default Entity: Yes
Click the Save and Add Fields button
.
Selected Fields
Field Areas: Select General
Select the following fields to print on
the report (in this order):
Other ID
Student Last Name
Student First Name
Student Middle Name
Grade
Birthday MMDD
Age
Default Status
Ranges
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Set Low MMDD range to 0401
Set High MMDD range to 0430
Click the Save button.
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Sorting
Click the Edit button.
Select the following fields as sort
fields (in this order):
Birthday MMDD
Student Last Name
Student First Name
Click the Save and Back button.
Address Check
Use this report to find the student
and guardian associated to a
specific address.
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Report Information
Report Name: Name your report with
your campus number in the first three
characters of the name.
Report Title: To change the Report
title that will print on the report, click
Edit. Click the Save and Back button to
return to this page after you change
the Report title.
Default Entity: Yes
Click the Fields button to continue.
Selected Fields
Select the following fields to print on the
report (in this order):
Street Name
(Family/Family1/Address/Street Name)
Street Number
(Family/Family1/Address/Street Number)
Student Last Name
(General/Name/Last Name)
Student First Name
(General/Name/First Name)
Other ID
(General/Other ID)
SUD
(Family/Family1/Address/SUD)
Guardian Last Name
(Family/Family1/Guradian1/Name/
Guardian Last Name)
Guardian First Name
(Family/Family1/Guradian1/Name/
Guardian First Name)
Click the Save and Modify Ranges button.
Ranges
Enter Low/High values for the
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Street Name.
Enter Low/High values for the
Street Number.
Click the Save button.
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Mailing Labels by Grade
Report Information
Report Name: Name your report with
your campus number in the first three
characters of the name.
Report Title: Title that will print on the
report.
Default Entity: Yes
Click the Save and Add Fields button
Selected Fields
Select the following fields to print on the
report (in this order):
Grade
(General/Grade)
Student First Name
(General Gen #1/Name/First Name)
Student Last Name
(General Gen #1/Name/Last Name)
Student Middle Name
(General Gent #1/Name/Middle Name)
Address Line 1
(Family/Family1/Address/AddressLine 1)
City State Zip
(Family/Family1/Address/City State Zip_
Guardian Last Name
(Family/Family1/Guradian1/Name/
Guardian Last Name)
Guardian First Name
(Family/Family1/Guradian1/Name/
Guardian First Name
Click the Save and Modify Ranges
button.
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Ranges
Set Grade Low/High ranges.
Click the Save button.
Sorting
Click the Edit button.
Select the following fields as
Sort fields (in this order):
Grade
Click the Save and Back button.
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Label Format
Template Description:
Name your
template with your campus number in the
first three characters of the title.
Share this template with other users in the
entity: Check this box to share your
template with other users on your campus.
Address Label Setup:
Line 1: Use generic option to type “To the
Parent or Guardian of” on each label.
Line 2: Select Student’s Name
Label Options: Select First Last, Family 1,
All Uppercase.
Click the Save button to save the
template.
Click the Save and Print button to save
the template and print the labels.
Click the Label Setup button to select the
type of label to use.
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Processing Lists
You will need to use processing lists to find students that do not have a certain attribute or characteristic.
There is no way to create a data mining report to find students that do not have an attribute. You can also use
processing lists for ‘and/or’ logic. Using the logic of a data mining report without a processing list will be limited
to ‘and’ logic.
Report of “Not” Having an Attribute
Using a data mining report, you could get a list of students that are scheduled into a Health Fitness class but
you cannot get a report of students that are not scheduled into a Health Fitness class. In order to find students
that are not scheduled into a Health Fitness class, you would need to use a Processing List.
Step 1: Create a data mining report of students that are scheduled into Health Fitness:
Click the Add button and create a report with your campus number as the first three characters in the title.
Example: 105 Students in Health Fitness. Select the Individual Course Name(s) for Health Fitness and select
Active for Course Status. In the example, there are 603 students scheduled into the course HLFIT1 at campus
105.
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Step 2: Create a data mining report of all active students on the campus. This will be the final results report,
so name the report accordingly.
Click the Add button and create a report with your campus number as the first three characters in the title.
Example: 105 Students NOT in Health Fitness. In the example, there are 782 active students on this campus.
Step 3: Create a processing list of all active students by using the data mining report created in step 2 named
105 Students NOT in Health Fitness. Select 105 Students NOT in Health Fitness report and click the Print
Using Processing List button.
Step 4: Click the Create New Processing List button. Name the Processing List the same as the report (105
Students Not in HF). Click the Save and Print button. In the example, there are 801, active students at
campus 105. Even though the processing list is named Students Not in HF, the first time the list is created it is
a list of all active students.
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Step 5: Select the 105 Students in Health Fitness Report and click the Print Using Processing List button.
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Step 6: Select the 105 Students Not in HF Processing List and click the Change Names in List button. Select
the Remove names from the 105 Students Not in HF list with names on the 105 Students in Health Fi report
option and click the Print button. This step is removing the students from the list of all active students that are
in Health Fitness. Note: The report results will only be the students in Health Fitness (students that are being
removed from the list). In the example, there are 622 students that are in HLFIT1 on campus 105.
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Step 7: Select the 105 Students NOT in Health Fitness data mining report. Click the Print Using Processing
List button.
Step 8: Highlight the 105 Students Not in HF processing list and click the Print button. Note: In the example,
there are now 179 students listed on the report. These are the students that are not in HLFIT1 on campus 105.
(801 Active Students less 622 Students in HF).
Step 9: Delete all processing lists used in the process. If you need to rerun this report at a later date, you will
need to recreate the processing lists (steps 3 through 8).
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Report Using ‘Or’ Logic
Using a data mining report, you could get a list of students that are in the 4th grade and a list of students that
are 10 years old, but you could not get a list of students that are either in the 4th grade, 10 years old, or both.
To get a list of students that are in the 4th grade or are 10 years old or are both in 4th Grade and 10 years old,
you would need to use a Processing List.
You will need to create three data mining reports to get the final results. One report for each criteria and a final
results report.
Step 1: Create a data mining report of students that are in the 4th grade:
Click the Add button and create a report with your campus number as the first three characters in the title.
Example: 105 Students in 4th Grade. Set the ranges for Grade to be 04 – 04.
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Step 2: Create a data mining report of students that are 10 years old:
Click the Add button and create a report with your campus number as the first three characters in the title.
Example: 105 Students 10 Years Old. Set the ranges for Age to be 10 to 10.
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Step 3: Create a data mining report for the final results.
Click the Add button and create a report with your campus number as the first three characters in the title.
Example: 105 Students 4th Grade or 10 Yrs. Leave all ranges open.
Step 4: Select the 105 Students 10 Years Old report and click the Print Using Processing List button.
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Step 5: Click the Create New Processing List Button. Name the Processing List the same as the report (105
Students 10 Years Old). Click the Save and Print button. In the example, there are 104, 10 year old students
at campus 105.
Step 6: Select the 105 Students in 4th Grade Report and click the Print Using Processing List button.
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Step 7: Select the 105 Students 10 Years Old Processing List and click the Change Names in List button.
Select the Add names to the 105 Students 10 Years Old list with names on the 105 Students in 4th Grade report
option and click the Print button. This step is adding the students’ names on the 10 year old list to the list of
students that are on the 4th Grade report. Note: The report results will only be the students in 4th grade. In the
example, there are 118 students that are in the 4th grade.
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Step 8: Select the 105 Students 4th Grade or 10 Yrs data mining report. Click the Print Using Processing List
button.
Step 9: Highlight the 105 Students 10 Years Old processing list and click the Print button. Remember that
even though the description says 10 Years Old, this processing list now contains all students that are 10 years
old as well as those students that are in the 4th grade because the names in the list were changed in step 7.
Note: In the example, there are now 144 students listed on the report. There are students that are in the 4th
grade and an age other than 10 years old on the report and there are students that are 10 years old and not in
the 4th grade on the report. There are 78 students that are both in the 4th grade and 10 years old.
Step 10: Delete all processing lists used in the process. If you need to rerun this report at a later date, you will
need to recreate the processing lists (steps 4 through 9).
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