ENR - Enrolment Details Listing

This listing can be generated in either of three modes:

A student-based listing using PDF, Excel® or Word®.
A student-based listing that also includes parent address details, as an Excel export only.
A parent-based listing with addresses.

Selection Criteria

This report/export has extensive options that can be selected at run-time.

The 'General', 'Status' and 'UD' tabs allow a range of criteria to be selected that will refine the records that will be included in the listing.
These tabs are similar to those described in Student Admin > Enrolments > Enrolment Information > Enrolments.

General tab notes

The 'Calendar' icon next to the 'Application Date' and the 'Date of Birth' fields look different to the normal calendar icon. This is because this style of date picker allows the entry of a date range, e.g. All future enrolments with an application date between 01/01/06 and 31/12/06.
The 'Entry Year' and 'Points' fields also includes a number range picker.

Testing Type

You can nominate any of the Standard Testing Types (e.g. NAPLAN) that are set up at your school to appear as a selectable tab when running your report/export.
This means that 'Test Years' and 'Year Groups' (for which there are result data) will be available as data filters.

It will also allow you to include the students' testing results on your report/export by selecting them as 'Additional Fields' on the 'Print' tab.

Print Tab

Sort Options

You can elect to sort by:

Surname (the default option).
Date of Application.
Entry Year Group.
Entry Year.
Holding Fee Paid.
Priority Points (Descending).

Report Options

Student Based Listing

Choose this option to generate a listing of enrolled students including their 'Entry Year', 'Entry Year Group' and any other additional fields chosen.

Include Siblings (Excel Only)
Tick this option to display the siblings of enrolled students. Use the additional tick box options to indicate whether the siblings that are included are also 'Enrolment', 'Current' and/or 'Non-Current' students.

Student based Listing with Addresses (Excel Only)

Choose this option to generate a list of enrolled students including their address details.

Primary Copy Address
The default address block (defined in program Student Admin > Parent Records> Setup Information > Parent Records Setup) will be displayed in this field; however, you can change it to any of the other address blocks on the parent record.

Use Communication Rules
Select the preferred 'Communication Rule' to use for this listing.
The program will default to the 'TASS.web Correspondence' rule.

For further information, refer to the 'Addresses & Communication Rules Tab' on the Enrolment 'Detailed Entry' page.

Include Siblings
Tick this option to display the siblings of enrolled students. Use the additional tick box options to indicate whether the siblings that are included are also 'Enrolment', 'Current' and/or 'Non-Current' students.

Parent based Listing

Choose this option to generate a list of enrolled students grouped by family including address details, parent occupations and previous connection.

Primary Copy Address
The default address block (defined in program Student Admin > Parent Records> Setup Information > Parent Records Setup) will be displayed in this field; however, you can change it to any of the other address blocks on the parent record.

One line per Parent (Excel Only)
This option produces an 'Excel® friendly' layout in a 'data dump' type format. It reports a single record for each family line. This format is more suitable for data analysis using spreadsheet-based tools.

Additional Fields

The 'Student Code', 'Surname', 'Given Name', 'Entry Yr Group' and 'Entry Yr' fields are automatically included on each report.

Select any 'Additional Fields' to include in your listing by highlighting them with a mouse click.
The fields that are available for you to include on your report/export are dependent on your security level.

Potentially, fields are available from the following areas:

Student Info
Status Info
Student User Defined
UD Areas (up to 499 areas – each prefixed with 'UD Area')
Billing Flags
MCEECDYA
Medical Info
VSN (Victoria only).
Parent Info
Parent User Defined

Note about Parent Codes:

There are two Parent Code field options:
--Student Info-- 'Student's Parent Code': can be selected for all three Report Options
--Parent Info-- 'Parent Code': can be selected only for the 'Student based Listing with Addresses (Excel Only)' Report Option, when 'Use Communication Rules' is selected.

Holding down the 'Shift' key while clicking on your options permits a range selection, holding down the 'Ctrl' key enables selection of discrete (individual) criterion.

Report Title

This field can be used to enter an alternative name for this report.

Save this Configuration as

The selections you have made can be saved as your own report 'Configuration' profiles. A report 'Configuration' that you create can't be accessed by another user, and vice versa. This is because each 'Configuration' is dependent on the individual user's security permissions that determine the fields that can be included.

Enter your configuration title to save the configuration.

Click here for more information on Saving Configurations.

To use a previously saved report configuration, select it from the 'Use a Previously Saved Configuration' picklist and click 'Next'.

The 'Use a previously saved configuration' picklist will only be available if a saved configuration exists.

To create a new configuration, click the 'Next' button without selecting an option from the 'Use a Previously Saved Configuration' picklist.

Enter your runtime options for the program.

To save the runtime options that you have entered as a re-usable report configuration, enter a meaningful description into the 'Save this Configuration as' field on the 'Process' or 'Print' tab.

You can delete a report configuration by selecting it from the picklist, clicking the 'Next' button, and then clicking the 'Delete' option.

You can modify an existing configuration by selecting it, making the necessary changes to the run-time options, then clicking 'GO' on the 'Process' or 'Print' tab. You need to ensure the 'Save this Configuration as' field is populated with the report configuration name. This field is populated automatically when an existing configuration is selected.