Transcript report

Clicking the Recall / Schedule a saved report definition button at the top of the page takes you to the Report Definitions page, where you can select a previously saved report definition.

Location

Reports > Registration Reports > Transcript

Filters

Customer

    1. Click the Customer  link to pop-up the Customer Search page and then enter some search criteria. The customer search results will be displayed on the Select Customer page.

    2. From the Select Customer page, select the customers.

    3. Click Add All Selected. To remove the customers, you can select the customer in the list box then click Remove at the right side.

Season

    1. Click the Season link to pop-up the Season List page.

    2. From the Season List page, select the seasons.

    3. Click Add All Selected. To remove the seasons, you can select the season in the list box then click Remove at the right side.

Term

    1. Click the Term link to pop-up the Term List page.

    2. From the Term List page, select the terms.

    3. Click Add All Selected. To remove the terms, you can select the term in the list box then click Remove at the right side.

Department

    1. Click the Department link to pop-up the Department List page.

    2. From the Department List page, select the departments.

    3. Click Add All Selected. To remove the departments, you can select the department in the list box then click Remove at the right side.

Activity Category

    1. Click the Activity Category link to pop-up the Activity Category List page.

    2. From the Activity Category List page, select the activity categories.

    3. Click Add All Selected. To remove the activity categories, you can select the activity category in the list box then click Remove at the right side.

Activity Other Category

    1. Click the Activity Other Category link to pop-up the Activity Other Category List page.

    2. From the Activity Other Category List page, select the activity other categories.

    3. Click Add All Selected. To remove the activity other categories, you can select the activity other category in the list box then click Remove at the right side.

Activity Type

    1. Click the Activity Type link to pop-up the Activity Type List page.

    2. From the Activity Type List page, select the activity types.

    3. Click Add All Selected. To remove the activity types, you can select the activity type in the list box then click Remove at the right side.

Activity Site

    1. Click the Activity Site link to pop-up the Activity Site List page.

    2. From the Activity Site List page, select the activity sites.

    3. Click Add All Selected. To remove the activity sites, you can select the activity site in the list box then click Remove at the right side.

Activity Start Date

    1. Click the calendar icon beside the From box and select a Beginning Date of the activity date from the pop-up calendar.

    2. Click the calendar icon beside the To box and select an Ending Date of the activity date from the pop-up calendar.

    3. The Day of Week field beside the calendar icon will automatically be completed.

Options

Activity Status

Choose an option from the Activity Status drop-down list to only include activities with a particular status. The options include:

Residency

Choose an option from the Residency drop-down list to include enrollees on the list based on their residency status:

Customer Name Format

Choose the option from the Customer Name Format drop-down list to list customers by:

Retired

Choose an option from the Retired drop-down list to include customers in the report based on their membership status. The options are:

Include activities with a grade of

Choose an option from the Include activities with a grade of drop-down list to include activities in the report based on their grade status. The options are:

Show Customer Alternate Keys?

Select the Show Customer Alternate Keys? checkbox to include alternate keys and information relating to the alternate keys in the report.

Show Customer Pass Numbers?

Select the Show Customer Pass Numbers? checkbox to include customer pass numbers and information relating to customer pass numbers in this report.

Show Customer Earned Education Unit

Select the Show Customer Earned Education Unit checkbox to display the Education Units:the number of instructional hours a particular course/activity contributes towards a student's credits.

Show Transfer Education Units

Select the Show Transfer Education Units checkbox to display a subsection summarizing the customer's accepted Transfer Education Units on the report.

 

Note: This checkbox can only be enabled only if the Show Customer Earned Education Unit option is checked.

Show Customer GPA

Select the Show Customer GPA checkbox to display the GPA information on the report.

 

Note: This checkbox can only be enabled if the Show Customer Earned Education Unit option and Enable GPATracking registration configuration setting are checked.

Show Participant's Attended Hours

Select the Show Participant's Attended Hours checkbox to display the Activity Hours:the number of hours a participant is enrolled for in the selected activities and the number of hours a participant actually attended the selected activities.

Include Trial?

Select the Include Trial? checkbox to display a list of all enrollees who are registered in trial classes on the roster.

Print Transcripts that Have Changed Since

    1. Click the calendar icon beside the Print Transcripts that Have Changed Since box and select from the pop-up calendar a Beginning Date for the transcripts that have changed.

    2. The day of the week field beside the calendar icon is automatically completed.

Output Type

Choose an option from the Output Type drop-down list to select the output type or format of the report, as selected from a predefined list. The available output types are Adobe Acrobat Reader, HTML, and Microsoft Excel.

Run Report

Click the Run Report button to generate the report.

Save Report Definition

    1. Enter in the Report Title box the desired report title.

    2. Click Save to save the report definition using the current report title entered. If the report title has been changed, the original report title will be replaced by the new one.

    3. Click Save As to save another version of the report definition using a different report title.

    4. Click Recall/Schedule on top of the page to access a previously saved report definition from the Report Definitions page.

Related topics

Return to Registration reports