Tool Search: Enrollment Summary Detail Report

The Enrollment Summary Details Report lists student enrollment data using the start and end date of enrollment, enrollment start and end status, and race/ethnicity information.

Screenshot of the Enrollment Summary Details Report, Page 1 Options. Enrollment Summary Details Report, Page 1 Options

Screenshot of the Enrollment Summary Details Report, Page 2 Options. Enrollment Summary Details Report, Page 2 Options

Report Logic

Any student who has an active enrollment in the selected calendar on the Enrollment Effective Date is included in the report. Any further selections of the report options further limit the student population. Enrollment data returns based on the enrollment(s) active on the entered Effective Date.

If a field is selected on the second page (Student Name, Gender, etc.), that information prints on the report. If there is no data associated with a selected field for an individual student, the field displays blank.

The data reported for Calendar, Grade, Start Date, End Date, and Type come from the enrollment or enrollments that are active on the Enrollment Effective Date in the selected calendars.

Name, gender, and race/ethnicity information reports from the student's current identity record reports.

Sorting Logic

The following logic applies to the selected Sort Options:

Option	Logic
Alphabetic	Students print in alphabetical order by Last Name, First Name, Middle Name. Students who may have the exact same identifiers for these fields are ordered in ascending personID order. All names are considered in this alphabetical sort. A last name with a space (Smith Jones) is before a last name with a hyphen (Smith-Jones). This sort logic is in effect even if the name fields are not selected to print on the report.
Grade	Students group by Grade level, ascending. Within each group, students print in alphabetical order as described above. This sort logic is in effect even if the grade field is not selected to print on the report.
Student Number	Students print in order by local Student Number, ascending. If two students have the same Student Number, the student with the lowest personID prints first. This grouping/sorting is in effect even if the Student Number field is not selected to print on the report.
Race/Ethnicity	Students are grouped by their assigned Race/Ethnicity code, ascending. The source (Federal or State) is determined on the first page of the report editor. Within each group, students print in alphabetical order as described above. Students who are not assigned a Race/Ethnicity are in a group at the end of the report. This logic is in effect even if the Race/Ethnicity field is not selected to print on the report.
Calendar	Students are grouped by the Calendar in which they are enrolled as of the Enrollment Effective Date. Within each group, students print in alphabetical order as described above. The calendar name prints before each new group. This logic is in effect even if the Calendar field is not selected to print on the report.

Report Editor

Options	Description
First Selection Page
Enrollment Effective Date	Determines which students are included in the report, based on other chosen report criteria. Only those students who were actively enrolled on that date report. This field auto-populates with the current date, but can be modified by typing a new date in mmddyy format or using the calendar icon to select a date.
Student Selection	Indicates which the students to include in the report. Students can be selected by either a Grade level or an Ad hoc Filter. If choosing grade levels, select one or more grade levels or the All Students option. If choosing an ad hoc filter, only students included in the ad hoc filter are included on the report if they meet other chosen report criteria.
Enrollment Type Selection	Selection determines which enrollment service types report. All options (Primary, Partial and Special Education) can be selected, or a combination of the three. At least one needs to be selected in order to generate the report.
Observe State Exclude	When marked, enrollments marked as state exclude are not included in the report. This only applies to enrollments marked as state exclude, not to calendars or grade levels that may be marked as state exclude.
Race/Ethnicity Selection	Determines which race/ethnicity values to use in the report. Use the radio button to switch between Federal Race/Ethnicity values or State Race/Ethnicity values.
Calendar Selection	At least one calendar needs to be selected in order to report student enrollment data.
Enrollment Status Types	Indicates whether State Start and End Statuses are available for selection, or Local Start and End Statuses are available for selection. These status types are added in the System Administration Enrollment folder.
Enrollment Status Selections	Select at least one Enrollment Start Status and at least one Enrollment End Status. Or, choose All enrollment start/end statuses. Enrollment statuses vary by state.
Second Selection Page
Field Selection	Select which student demographic and enrollment data to include on the report. These options are available on the student Demographics tool: Student Name Gender Student Number Race/Ethnicity These options are available on the student Enrollments tool: Calendar Information Grade Enrollment Start Date Enrollment End Date Enrollment Type
Report Format	The report can be printed in PDF, DOCX or CSV format.
Sort Options	The report can be sorted in one of the following ways: Alphabetical Grade Student number Race/Ethnicity Calendar See the Report Logic section for more information related to these sort options.
Report Generation Options	Use the Generate Report button to display results of the report immediately. Or, use the Submit to Batch option to choose when the report generates. Click the Back button to return to the first page of report options.

Generate the Report

Enter the desired Enrollment Effective Date, or leave as the current auto-populated date.
Determine which students to include in the report by choosing a Grade level or an Ad hoc Filter.
Mark at least one Enrollment Service Types to associate with the student enrollments.
If desired, mark the Observe State Exclude checkbox.
Determine which Race/Ethnicity values to use - Federal or State.
Select the desired Calendar(s).
Determine which Enrollment Status Types to use - State Start/End Types or Local Start/End Types.
Select the desired Start and End Statuses.
Click the Next button.
Select the desired fields to include in the report.
Select the desired Report Format.
Determine how the report should sort.
Click either the Generate Report button or the Submit to Batch button.