INFocus – Enrollment History
Summary (Crosstab)
About This Document
The purpose of this document is to provide the required steps to create to create a report that provides a count by
enrollment action during the course of the academic session (excluding the first day).
Objectives
The objective is to create to create a report that provides a count by enrollment action during the course of the academic
session (excluding the first day). There will be a crosstab by school, grade level and student. The report will also
include a header and export options.
Creating new report
To create a new INFocus report:
In InformationNOW go to Reports | INFOCUS and INFocus should open up in
a popup or new tab. If not, click on the Open INFOCUS button.
The default screen will be the Personal Reports folder.
Hover over the Add icon and select Report which will open a screen to select a
Report Template.
Select a Template
The first step to creating a new report is to select a report template.
Double click on “Crosstab Report” or select and press OK.
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Select the Data Source
Selecting a data source is the second step to creating a report in INFocus.
Select Data Object(s)
The “Select or Modify Data Source” dialog will pop-up to the Add/Remove tab.
Select the following objects:
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Enrollment Transaction
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Academic Session
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Student
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Grade Level
Calculated Columns
None
Set Default Sort Order
Select the Sort tab
Click on the Add a Column button
Column: Academic Session.School (Direction: Ascending)
Click on the Add a Column button
Column: Grade Level.Sequence (Direction: Ascending)
Click on the Add a Column button
Column: Student.Name (Direction: Ascending)
Define Parameters to Filter Data
Next open the Filter tab for 2 parameters.
Click on Add a Parameter to create the first parameter.
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Column: Academic Session.Academic Year
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Operator: Equal to
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Default Value: Specific Value (Leave value field blank)
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Ask in Report: check
•
Caption: Academic Year:
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Control Type: Drop Down
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Display this parameter: Next to the previous parameter
Press “OK” to save and click on “Add a Parameter” to create the next parameter.
•
Column: Enrollment Transaction.Reported Date
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Operator: Not equal to
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Default Value: Other Data Column Academic Session.Start Date
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Ask in Report: Not check
•
Display this parameter: Next to the previous parameter
Add Report Object
By selecting the Tabular Report with Header template, this third step in report design is almost complete.
Click on the Insert tab and click on “Exports”.
Once add to the report layout, Exports icon will be made inactive (grayed out).
Modify Report Object
Modifying the report objects will add the fine details to the report.
Crosstab Configuration tab
Under the Crosstab Configuration tab, add the following columns to the table:
Header Values Column:
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Enrollment Transaction.Enrollment Action Class
Label Values Column:
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Column: Academic Session.School
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Header: School
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Sortable: Check (Optional)
•
Click on Add a Layer button
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Column: Student.Grade Level
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Header: Grade Level
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Sortable: Check (Optional)
•
Press OK
•
Click on Add a Layer button
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•
Column: Student.Name
•
Header: Student
•
Sortable: Check (Optional)
•
Press OK
Values Column:
•
Column: Academic Session.Academic Session Id
•
Aggregate Function: Count
Summary Row
Include: Check
Caption: Total
Aggregate Function: Sum
Note: This is the first opportunity to save and preview report. Save the report or jump ahead
to the Save Report section for instructions. Remember to save often
Export Options
Allows the report users to export the report in the format that report creator allows.
Choose the export options that are preferred.
Most of the other options are self explanatory.
“Searchable Report” opens the report in html on one page. This allows the report user to press CTRL-F to use the
browser’s search function to find a specific record.
“Printable Paging” formats the report to be printed using the web browser. This does not present the most consistent
report across browsers.
Save Report
To save the report open the File tab and press the “Save”
icon or click on the “Save” icon to the right of the screen.
The first time either save icon is pressed, the save dialog
option will be presented.
Report Name: Enrollment History Detail
Report Description: Optional (Enter a report description if the report name is not self explanatory.)
Report Expiration Date: Leave blank
Destination Folder: Optional (Any folders in the personal report folder will be listed here.)
Press OK to save.
Pressing either save icon from now on will save the report without presenting the save dialog option screen.
Note: Remember to save often
Stylize Report
The final step in creating reports in INFocus, is to stylize the report.
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Browse to the Settings tab and click on “Style”
Click on the drop down to browse all of the optional styles.
The report sample uses the Professional style. Use any style that meets personal preference.
Paging allows the report to formatted for landscape portrait as well as selecting a different page size.
Quick Reference Guide
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