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--- powerschool:powerschool:principalsmonthlyreport [2016/05/09 16:30]
lokes
+++ powerschool:powerschool:principalsmonthlyreport [2024/09/03 08:16] (current)
lokes
@@ Line 1: / Line 1: @@
  ====== Principal's Monthly Report  ======
 **Date Due:** The Principal's Monthly report is due the **last day** of each month while school is in session.
@@ Line 16: / Line 14: @@
 **__Instructions for Running Reports__**
-On the PowerSchool start page, select** Enrollment Summary**.  Then select the //View//: **Federal Ethnicity and Race**. This will give you enrollment data
+From the PowerSchool start page, go to **School Enrollment > Enrollment Summary > All > Continue**.  Then select the //View//: **Federal Ethnicity and Race**. This will give you enrollment data
 for the current day.  You will use this report to compare your membership on the Principal's
-monthly report (line 14 in the Principal's report should match the number in your enrollment
+monthly report.  The total of line 14 in the Principal's report should match the number in your enrollment
-summary).  Please do not submit the report unless the numbers match.
+summary.  Note that when comparing line 14 you must add the totals for all columns as it lists some grades separately.  Please do not submit the report unless the numbers match.
 {{:powerschool:reports:enrollsummary.png?800|screenshot enrollment summary}}
 If for some reason, you need to see enrollment data for a previous day, you'll need to go to
-**System Reports** and then select **Enrollment by Date**.
+**Data and Reporting > Reports > System Reports**, then select **Enrollment Summary by Date** under **Membership and Enrollment**.
-{{:powerschool:reports:enrollbydate.png?400|enrollment summary by date}}
+After running the Enrollment Summary, go to **Data and Reporting > Reports > Compliance Reports**, and under
-After running the **Enrollment Summary**, go to **System Reports**, select the **State tab**, and under
 **Local Division Reporting** select **Principal's Report to the Superintendent**.
-{{:powerschool:reports:principalreport042616.png?800|screen shot state report selection}}
 {{:powerschool:reports:principalreportparameters.png?600|set parameters for report}}
@@ Line 64: / Line 58: @@
 **__Instructions for Troubleshooting Reports__**
-If the report totals do not match, the Enrollment Clerk needs to look through the past month changes. Examine each student that was newly enrolled, transferred, or withdrawn since the last report. More than likely a student doesn't have a schedule, an Entry or Exit Code is missing or it could be that the VA Grade Level Code is not accurate for a PK, KG or Post Graduate student. That field is located in the Virginia State Information section of a students Edit Current Enrollment page.
+If the report totals do not match, the Enrollment Clerk should look through the past month changes. Examine each student that was pre-registered, newly enrolled, transferred, or withdrawn since the last report. More than likely a student doesn't have a schedule, an Entry or Exit Code is missing or it could be that the VA Grade Level Code is not accurate for a PK, KG or Post Graduate student. That field is located in the Virginia State Information section of a student's Edit Current Enrollment page.
+For approved pre-registered students that haven't attended yet, there are two solutions to this scenario once the entry date is changed into the future:\\
+- Have SIS support change the Enroll Status to Pre-registered\\
+... or...\\
+- When running the Enrollment Summary, don't select "All" when prompted to Make Current Selection. Click on Continue, then select "All Active Students."
+You can also run the following searches before or after running the Principal's Monthly Report to find potential issues. If the search results in a student list go to their Transfer Info page to correct the errors.
+Adjust the start date of the current school year. For example, the entrydate = 8/9/2023 for these searches:
+  * To find active student enrollment record marked to exclude from state reporting: **S_VA_STU_X.ExcludeEnrollment = 1**
+  * To find active student record(s) missing an entry code: **/entrydate >= 8/9/2023;entrycode =**
+  * To find inactive student record(s) missing an entry code: **/entrydate >= 8/9/2023;entrycode=;exitdate#8/9/23**
+  * To find inactive student record(s) missing an exit code: **/enroll_status#;entrydate >= 8/9/2023;exitcode=**
+  * To find 2023 currently or previously enrolled student record(s) marked to exclude from state reporting (this field is located in the State/Province-VA page): **/EntryDate >= 8/9/2023;ExitDate > 8/9/2023;State_ExcludeFromReporting = Y**
 If you still can't find the discrepancy, partner up to find the missing students. Run the Enrollment Summary and take the Principal's Monthly Report student list to compare the names. One of you will need to read off each individual student side-by-side to see who is missing from the other report.
-**//Regarding any questions concerning the attendance reports please call Karen at X3066.//**
+**//Contact Karen Gilbert at X3066 once you've exhausted all efforts to match the report totals or if you have any other questions concerning the attendance reports.//**

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