STR - Details Listing
Overview
This is a multi-purpose listing allowing you to:
Generate detailed reports (PDF, Word® or Excel®, Screen with Hyperlinks) using filters and search criteria.
Nominate additional fields to include in your report.
Save your report to re-run it later with the same search mode filters and additional fields.
Create reports to be scheduled and distributed using TASS.web User Interface > Bookmarks tab > My Saved Lists.
Another user can't access a report you have created and vice versa. This is because each user’s configuration depends on the individual user's security permissions to determine the fields that can be included.
My Saved Listings
To use a previously saved report, navigate to ‘My Saved Listings' in the top right corner of the screen and select the report you require. ‘My Saved Listings' is only visible if saved reports exist.
To create a new Saved Listing, enter your report parameters, then navigate to the ‘Report Options’ tab. Type a report name or a meaningful description into the ‘Save this Report as’ field, then click ‘GO’.
Saved report names cannot be edited, so please select your report name carefully.
To modify an existing Saved Listing, select from ‘My Saved Listings’, make the necessary changes, then click 'GO'. Ensure that the ‘Save this Report as’ field on the ‘Report Options’ tab is populated with the same report name as the original. This field will automatically populate when a Saved Listing is selected.
To delete a Saved Listing, select the report from ‘My Saved Listings’, then click 'Delete'. A Saved Listing cannot be deleted when it is attached to a current schedule or has run a scheduled occurrence, as the program uses these listings to preserve a record of when and to whom emails have been sent.
Saved Listings can also be viewed, managed, and scheduled in TASS.web User Interface > Bookmarks tab > My Saved Lists.
Selection Criteria
There are ten Selection Criteria categories available. Click the Selection Criteria category on the navigation bar or scroll down the page until you find the required category.
The Selection Criteria fields determine the 'filters' used to select which student details are included in the report. You can use any combination of Selection Criteria categories to select the students for your report.
Search strings entered into the filter fields are case-insensitive.
Wildcards (*) can be used in basic text fields to broaden your search.
e.g. To report on all surnames beginning with 'S', type 'S*' into the 'Surname' field or to report on students with any type of data in the field, simply use an Asterix (*).
Wildcards cannot be used in fields with picklists and dropdown menus.
To set a date value 'Less than and including' or ‘Greater than and including’ a particular date, click the calendar icon next to a date field and select the ‘Date Range’ tool.
Enter a date value into the ‘Start Date’ field to create a report that includes the date value entered and any future date values.
Enter a date value into the ‘End Date’ field to create a report that includes the date value entered and any past date values.
The categories and fields available to you depend on your User Security Permissions.
Selection Criteria Category | Details |
Student Details | Use this category to create a report filtered by an individual Student or multiple Students, Surname, Given Names, Preferred Names, Year Group, Form Class, PC/Tutor Group, House, Campus, Boarder, Religion, Age ... From/To, Date of Birth, Gender, Alternate ID, USI, F.T.E., Multi Parenting Arrangements, Entry Year Group, Date of Entry, Date of Leaving, Next Year, Previous School, Student Cafe Access, Email, Mobile Phone, SMS Flag, Residency Status, Visa Expiry date, Visa Subclass, Date of Arrival in AU, Lives With (OLD), FFPOS, Comparative Reporting, Last Update By, Last Update On. The program will default to include students who are current on the day you run the report. Add multiple student names or student codes to create a report on a custom group of students. |
Student UD | Use this category to create a report filtered by Student User Defined fields set up by your school. The User Defined fields displayed in this section are set up in TASS.web Student Records > Setup Information > Student Records Setup on the ‘User Defined’ tab. UD fields must have a 'Field Label/Description' entered in this setup area to be visible in this Details Listing. |
UD Area / User Defined Fields based on UD Area | Use this category to create a report filtered by User Defined Areas (UD Areas) set up by your school. When a UD Area is selected, you can filter by any UD fields from within the chosen UD Area. When filtering by the UD Area attachment field, select 'Yes' to include students who have an attachment in the selected field or select 'No' to include students who do not have an attachment in that field. |
Testing Type | Use this category to create a report filtered by Standardised Testing Types set up by your school (e.g. NAPLAN, AGAT, PAT, Writing on Demand, ALLWELL, ATSI, PIPS, OLSAT). The Testing Types available to users are managed by TASS.web Student Admin > Student Records > Student Information > Upload Testing Data. When a Testing Type is selected, you can filter by 'Test Years' and 'Year Groups' (for which there are results data). When Testing Type Selection Criteria is used 'Additional Fields' for 'Testing' become available in Report Options. |
Parent | Use this category to create a report filtered by an individual parent or multiple Parent(s), Surname, Status, Parent Lounge Access, Last Update By, Last Update On, Mother/Parent 1 or Father / Parent 2, Name and Occupation. Add multiple parent names or parent codes to the 'Parent' field to create a report on a custom group of parents. The fields used for ‘Mother/Parent 1' and 'Father / Parent 2' are defined by TASS.web Student Admin > Parent Records > Setup Information > Parent Records Setup on the 'Addresses’ tab in the 'Person Position 1' or 'Person Position 2' fields. |
Account Details | Use this category to create a report filtered by: Parent Type, Auto Billing Account, Reminder Notice Level, Building Fund Paid Amount, Charge Interest, and B-Pay Reference Number. |
Parent UD | Use this category to create a report filtered by Parent User Defined fields set up by your school. The User Defined fields displayed in this section are set up in TASS.web Student Admin > Parent Records > Setup Information > Parent Records Setup on the ‘Parent UD’ tab. UD fields must have a 'Field Label/Description' entered in this setup area to be visible in this Details Listing. |
Subjects / Subject Selection | Use this category to create a report filtered by the current Year and Semester, Student Type, Subject, Year Group, or Class. Student subject choices need to be correctly entered into the system for this to work. The Year and Semester fields cannot be changed. They are set to be the Current Year and Current Semester/Term values from TASS.web Student Admin > Timetable > Setup Information > Timetable Setup on the ‘Timetable’ tab. The ‘Semester/Term’ field label is derived from the ‘Description for Semester / Term’ on the Student Records tab in TASS.web Student Admin > Student Records > Setup Information > Student Records Setup. You can use this category to create a report that includes students studying a particular subject, e.g. all Year 11 English students. The 'Date of Entry' field in Student Section Criteria can be used to exclude or include students who have been transferred in from enrolments with a future date of entry, e.g. Students who are starting next year. |
Extra Curricular | Use this category to create a report filtered by Extra Curricular Year, Semester, Activity, Activity Level, Year Group, Unit, Priority, Student Acknowledgement and/or Parent Acknowledgement. The User Defined fields displayed in this section are set up in TASS.web Student Admin > Extra Curricular > Setup Information > Extra Curricular Setup. UD fields must have a 'Field Label/Description' entered in this setup area to be visible in this Details Listing. You can use this category to create a report for students who are involved in a particular Extra Curricular Activity, e.g. all Year 11 students involved in the Choir. Current student extra-curricular choices need to be correctly entered into the system for this to work. |
Events & Payments | Use this category to create a report filtered by students involved in an Event and the current Student Status for the event. Events and Payments are managed by Staff Kiosk Events. |
Report Options
The Report Options section of the Details Listing is used to format your report.
Sort by / Then by |
| Choose the order in which data will be displayed in your report/export. Click to toggle the 'alphabetical sort order' icons. Click the 'Include Subtotals' icon to toggle it on or off. This feature is available for PDF, Excel, and Word reports. It is not available when ‘Screen with Hyperlinks’ is selected. The report will subtotal based on the first 'Sort by' option selected. Click the 'include page break' icon to toggle it on/off. It becomes available when 'Include Subtotals' is selected. | ||||||
Export To |
| Select the export 'destination' of the report. The 'Screen with Hyperlinks' format is best if you need to drill down and find further information. Transfer Note (WA) is only available to schools with 'Company Information' set to Western Australia and SMTP Emails enabled. Click here for more information about Transfer Notes (WA). Refer to 'How to enable SMTP emailing and setup Communication Log Permissions' for more information on how to enable SMTP Emails. Select ‘Transfer Notes (WA)’ to send a templated email with a Word Merge File/PDF attachment of the WA Transfer Note to the 'Previous School' for the students selected. You can edit this email template and add or remove a Word Merge File on the Email Templates tab of TASS.web System Admin > Utilities > Email Settings. Email Templates are only visible to users if a template has been setup and is assigned to Category: Transfer Notes (WA) (TFRNWA). Keywords for Transfer Note (WA) Word Merge FileThe following keywords can be used for keyword substitution in the Word Merge File:
Where PS = Previous School. Keywords for Transfer Note (WA) Email Message and TemplateThe email message section contains a 'Froala' toolbar with formatting tools, a picklist of keywords that can be used for keyword substitution, and a preview icon. The following keywords can be used for keyword substitution in the email message:
When the individual emails have been generated and sent to their recipients, a copy of the attached PDF 'WA Transfer Note' will be logged in the Communication Log of the Student Record. Refer to How to Generate Emails for more information. | ||||||
Formatting Options | Show Table Borders Alternate Row Colours | The 'Table Borders' and 'Alternate Row Colours' options can enhance the readability of the reports. These options are not available if the listing destination is Excel®. | ||||||
Include Photos | Tick this checkbox to include student thumbnail photos in your report. | |||||||
Student Name Format | Choose how you would like student names to display on your report. Options are Given Names, Preferred Name or Both. | |||||||
Page Orientation | Select your preferred page orientation; 'Portrait' or 'Landscape'. | |||||||
Include Columns | Tick this checkbox to add 5 additional blank columns to your report. | |||||||
Attendance | Include Attendance Status * Attendance Date | Tick the 'Include Attendance Status' checkbox to include information about a student’s attendance status on a certain date. e.g. Present or Absent from School. The 'Attendance Date' field will default to the current date, but this can be changed this to a different date if required. | ||||||
Additional Fields |
| Select the additional data fields to include in your report by highlighting them with a mouse click. Hold down the 'Shift' key to select a range of fields; hold down the 'Ctrl' key to select multiple individual fields. The additional fields available to you depend on your User Security Permissions. The Boarder and Boarder UD fields will only display when the school is a Boarding school, and the user has ‘View’ permission for Boarders. State-based Student IDs are available in the Student Info area for QLD, NSW, VIC, TAS and WA schools. When a UD Area attachment field is selected, the export will display the field description with a "Y/N” file presence indicator. “Y indicates that the student has an attachment, and “N” indicates no attachment. | ||||||
Report Title | This field can be used to enter an alternative name for this report. The default title is 'STUDENT DETAILS LISTING'. | |||||||
Save this Report as | If this field is populated with a value and you click 'GO', the current report configuration will be saved as the report name entered in this field. When this field is used, the report configuration will be saved to the ‘My Saved Listings’ drop-down in the top right corner of the screen and can also be viewed, managed, and scheduled using TASS.web User Interface > Bookmarks tab > My Saved Lists. | |||||||
Click ‘GO’ to generate and export your report.
The default fields automatically included in the report are: 'Student Code', the selected ‘Student Name Format’ (Given Names, Preferred Name or Both), ‘Surname’ and 'Year Group'.