Custom Reports: Parent Access Portal

Modified on Wed, May 31, 2023 at 2:37 PM

Overview

The following are Example Reports that were created using the Genesis Report Writer.

You may Download any of the reports listed, Install them onto your Genesis, and Change/Edit as necessary.


PLEASE NOTE:    These reports were created by customers or Genesis support, and may not do exactly what your district needs, so please read the descriptions carefully. It is also important that you run tests to ensure it's producing the information and results needed. Some editing may be required for the report to work as you need it to, and you can make these changes using the Report Writer. If you are unfamiliar with writing reports in Genesis, it is strongly recommended you watch a Report Writer training video.


READ FIRST - How to install custom reports onto your Genesis System


Parent Access Portal reports available for download:


Report InfoSample Output
Parent Module Usage by Student  - Download Report

Lists parent module accounts by student and includes last login date and time.


Created by: Genesis

Last updated: May 2023


Student Web Access Account Export - Download Report

Exports a student's own email address, with information to both create a "student" web access account and attach the student to the account. Does not export students who either do not have an email address of their own, or do have one but also have a pre-existing web access account.


Created by: Genesis

Last updated: May 2023


Web Access Account Queries by Student  - Download Report

Find students with / without Guardian accounts linked to them, and/or Student accounts linked to them, or untyped accounts. Also find students with no accounts and identify "orphaned" ParentStudent linkage records that no longer connect to an existing web access (ParentUser) account record. The parameters allow you to identify students who:

  • Have Guardian accounts
  • Have no Guardian accounts linked to them
  • Have Student accounts
  • Have no Student account
  • Have either
  • Have both
  • Have no accounts at all linked to them
  • Have "orphaned" ParentStudent records


Created by: Genesis

Last updated: May 2023


Parent Scheduled Conference Signup Report - Download Report

This report lists 'scheduled parent teacher conference slots' - those conference slots that have been tied to a Calendar Event - and shows which students are signed up for each slot. Optionally the report will only display the conferences where students (or their parents) have signed up.

Created by: Genesis
Last updated: May 2023
Parent Bus / Pickup Change Report - Download Report

There is a capability in the Parent Module that allows parents to indicate that:

  • If their student typically rides the bus that they will be picked up by a specific person today
  • If their student is typically picked up that they should ride the bus home today

This report relies on the existence of four User Flags that you must create before the report will be useful. These User Flag fields include:

  • PICKUP - This User Flag is checked for a student if they are on the "permanent pickup" list: i.e. Someone picks them up from school every day.
  • BUS - This User Flag is checked if the student is a "regular rider": takes the bus every day or virtually every day.
  • MAY - This User Flag indicates that the student can be dropped off at their bus stop normally, whether or not someone is waiting there to get them.
  • MAYNOT - This User Flag puts the student on a "may not drop list": The student cannot be dropped off if no one is at the stop to get them.

The Parent Module allows a "regular rider" to be opted out for 'today', meaning someone will pick them up; it also allows a "Permanent Pickup" student to be informed to ride the bus home today. The 4 User Flags are added to enable the robust reporting the attached report provides.


Created by: Genesis

Last updated: May 2023

Parent Form Answer Sheet - Download Report

This report lets you select a particular form that you have parents answering through the portal. It will list the questions and their answers on one page per student. The page has the school, form name, student photo, and other demographics in the header. It will allow up to 30-35 questions on the page. Note: Under the setup of the form you are pulling to this report, you MUST have the "Report Text" filled in for each question that you want to pull to this report. The report will NOT pull the entire text of the question to the parents.

Created by: Greg
Last updated: May 2023
Parent Form Status - Download Report

This report is run for one Parent Form, and lists all students who have the Form published to their record. Will list students who have submitted Form, have not submitted, or all. Students with submitted forms will show date submitted on, and the parent portal user that submitted.

Created by: Greg
Last updated: May 2023
Daily Form Totals by Date - Download Report

This report allows you to see form submission totals for the district, by each school day. This report only runs for the district, and only picks up valid attendance dates for the district, and only days where a form was published.

Note: This report ONLY works with daily Parent portal Forms!


Created by: Greg

Last updated: Dec 2020


Attendance Letter Views in Parent Portal - Download Report

Audit of which specific attendance letters were viewed on the parent portal. Use this report to check whether a parent has viewed an attendance letter or not. This data is tracked normally tracked on the Letters tab of the student's record. This report lists all letters generated for students from the Attendance > Letters screen. Lists the letter, letter date, and information about which guardian last viewed the letter, and when it was viewed.

Created by: Greg
Last updated: Oct 2021
Conduct Letter Views in Parent Portal - Download Report

Audit of which specific conduct letters were viewed on the parent portal. Use this report to check whether a parent has viewed a conduct letter or not. This data is tracked normally tracked on the Letters tab of the student's record. This report lists all letters generated for students from the Conduct>Letters screen. Lists the letter, letter date, and information about which guardian last viewed the letter, and when it was viewed.

Created by: Jan
Last updated: Jan 2023


Conference Slot Status Report - Download Report

List conference slots between start and end dates and show their status, whether they are linked to a Calendar Event or not and other statistics.

Created by: Genesis 
Last updated: May 2023
Parent Scheduled Conference Signup Report - Download Report

This report lists 'scheduled parent teacher conference slots' - those conference slots that have been tied to a Calendar Event - and shows which students are signed up for each slot. Optionally the report will only display the conferences where students (or their parents) have signed up.

Created by: Genesis
Last updated: May 2023
Parent Accounts with No Students - Download Report

Lists parent accounts and the number of student logins which are attached to each.

Created by: Genesis
Last updated: May 2023

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