SchoolLeader has over 150 reports that are accessible from the Central Report Manager. Many of these reports are also accessible directly from within the FrontDesk Folders, where they are most likely to be needed (e.g. printing Account Statements directly from the Payment Account Tab). You can always select and produce ANY report available in SchoolLeader from this Central Report Manager window.
In addition to the standard reports, SchoolLeader also can support third party Report Designers that can be used to develop your own customized reports. This feature is discussed in greater detail in the chapter Using a Report Designer.
To access the Central Report Manager from the top tool bar, click on the Central Report Manager Icon . Alternatively, you can , click on REPORTING from the main menu, then choose View Reports from the dropdown menu.
The Central Report Manager organizes the available reports with the same easy-to-use "folder" concept that is used throughout SchoolLeader. All of the reports are categorized and grouped in the main folders (Activities, Students, Guardians, etc.).
To view what is inside a folder double click on the folder icon.
The folder will open up and display its contents. The contents of a folder may be other folders or it may be reports. You will need to continue to double click on each selection until you reach the report you need.
A folder looks like a Windows Folder, and a Report looks like a piece of paper.
To execute a report:
"drill down" through the folders by double clicking on the folder name until you find the report you need
highlight the report, and then press the "Run Report" button, or
double click on the report. SchoolLeader will begin building the requested report based on your selection criteria.
You will be prompted to set your printer options. Many schools have more than one printer networked, so some reports may be directed to a high speed laser printer, whereas other reports may be printed to a local printer. Click on OK or Cancel.
You will be prompted to PREVIEW FIRST? Click on YES or NO.
The report will be displayed in a Report Viewer:
The top tool bar of the Report Viewer allows you to:
Export reports (first toolbar icon) to various formats (PDF, Excel, Email, etc.)
Print Report to a printer (Second toolbar icon).
Refresh the Report (double loop back icon) to refresh the contents of the report.
Change the Zoom factor. Click on the down arrow next to the displayed percentage to increase or decrease the appearance of the report (if you can't read the report, then increase the number; if the report is too big, then decrease the number.)
Scroll through Report Pages. Click on the right and left arrows to scroll through the report pages. This is particularly useful if you have a large report and only want to view certain pages. The arrows with the lines will bring you to the first and last pages of the report.
Find Text. Click on the binoculars to locate specific text in the report.