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Progress Reports

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Applies To:    Enterprise   


Progress Reports

Prints client progress reports and report cards.  Report format is designed to display addresses aligned for #10 window envelope.  Note:  This report uses a temporary data table to run the report for faster performance.  The function at Admin Menu >> Client Functions >> Recalc Report Cards must be run to make sure the temporary table has the latest new and modified client records.

  • Report Type:  Choose the maximum date for the Progress Report or Report Card desired.
  • Sort Order:  Choose the sort order.
  • Attendance Format:  Choose to display absent and tardy counts as Actual, Credit, Both, or None.
  • Template:  Choose to print the report format or labels.
  • Family Filter:Display Salutation:  Choose how to display the name in the address location.
    • When not set to "Client Only", all Client Family records are used.
    • When set to "Family Mail Only", only those Client Family records tagged as Receives Mail = All or Progress are used.
    • When set to "Family Mail w/Client", those Client Family records tagged as Receives Mail = All or Progress are used as well as those Clients without a Family record.
    • When set to "All Family", all Family records are used regardless of the Receives Mail field value.
  • Display Address:  Choose which address to display.
  • Display Grades:  Choose to display grades.
  • Display Grade Categories:  Choose to display up to the five available grade categories and respective grades or not.
  • Display Comments:  Choose to display comments.
  • Display Final Exams:  Choose to display up to five final exams from Final Report Card record.  Only final exams tagged as Display = Yes on record will display.
  • Display Parent Conference:  Choose to display job title for Parent conferences as noted in progress record.
  • Display Signature Line:  Choose to display Authorized Signature line at bottom of report.
  • Display Course Stats:  Choose to display Assignment Enrollment Status and Start/End Dates.

 
 
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  1. Rick Stern

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