KeepnTrack Tip of the Week

For the week of 04.13.09

People Reports

Overview

Various reports can be generated while in the People menu. To access the reports menu, first use the Person Lookup to create a list to be used in the report.

The Person Lookup interface provides for many different selection criteria. By default you may select by Person ID, First Name, Last Name or Phone. You may also narrow the lookup to only include Student, Staff, Volunteer and/or Vendor by selecting the appropriate checkboxes. In addition you may use the Facility pull down menu to limit the list to one facility.

Finally, there is an Add Selection pull down menu that allows to further define the list by providing additional lookup fields.  Whenever an Add Selection option is selected, new options to help narrow down your search criteria will appear. 

Once you have created a list you then are ready to create the report of your choice. Use the Select a Report pull down menu to choose which report you wish to create. Then you may use the Sort and Format pull down menus to further define the report.