PowerSchool+-+TSF+or+Fee+Reporting

PowerSchool - TSF or Fee Reporting Implemented using Green Bay Diocese PowerSchool database. Created: 11/20/2011, ldf Revised: 11/21/2011, ldf


 * Pre-Requisite**: PowerSchool TSF or Fee Setup & Track


 * Create Spreadsheets for tracking / reporting TSF Hours and/or Fees**


 * Identify ID assigned to each defined Fee(s):**
 * Logon to PowerSchool
 * Select **System** from **Setup** option located on the left of the screen.
 * Select **Direct Database Export (DDE)** function
 * Select Current Table: Fee (146) using dropdown arrow
 * Search Fee Row 1:
 * Search Fee: SchoolID
 * Specify: '='
 * Specify: # (school # assigned in PowerSchool)
 * Select SEARCH ALL xxx RECORDS IN THIS TABLE.
 * The search results will produce a number of fee records for the school specified.
 * Select Table View.
 * View the **Fee Type Name** column to locate the fee(s) for which reporting is desired.
 * Identify the associated numeric **Fee Type Id** of the desired fee type.


 * Select Fee Data for reporting:**
 * Select **System** from **Setup** options located on the left of the screen.
 * Select **Direct Database Export (DDE)** function
 * Specify options:
 * Current Table: Fee (146)
 * Search Fee (row 1):
 * Fee_type_ID (select from dropdown)
 * '=' (select from dropdown)
 * Fee Type Id (# of fee to be reported)
 * Search Fee (row 2):
 * SchoolID (select from dropdown)
 * '=' (select from dropdown)
 * # (school # assigned in PowerSchool)
 * Select SEARCH ALL XXXX RECORDS IN THIS TABLE.


 * Extract desired information for the report:**
 * Select EXPORT RECORDS
 * Enter the desired PowerSchool fields in the LARGE white box (one per line).
 * [01]LastFirst
 * [01]grade_level
 * [01]mother
 * [01]father
 * Fee_Category_Name
 * Fee_Type_Name
 * Fee_Amount
 * Fee_Paid
 * Fee_Balance
 * The fields prefixed by [01] reside in PowerSchool table 1. The other fields are located in the PowerSchool FEE table.
 * SUBMIT


 * If using Mozilla/Firefox:**
 * **Opening student.export.text** pop-up is displayed, select **Save File**.
 * Open file using Microsoft Excel.
 * Sort, format data in spreadsheet as you require.


 * If using Internet Explorer:**
 * File download pop-up is displayed, select **Save**.
 * Specify a file location and **Save**.
 * Download is complete. Click **Open Folder**.
 * Select the student.export file with right click.
 * Select **Open With**.
 * Select Microsoft Excel (or equivalent software)
 * Sort, format data in spreadsheet as you require.