Filtering Reports by Student Demographics
Most reports in Synergy, including Labels, can have their results filtered by student information. Most fields on the Demographics tab and some fields on the Other Info and Enrollment Info tab of the Student screen can be used to filter reports. For example, if you want to do a mailing to families who students have started in the second half of the school year, you can filter by the Enter Date. The filter is set on the Conditions tab in the report interface. Find the report you want to filter and then follow the steps below.
Click to the Conditions tab.Click the +Add button on the grid (the grid name will vary based on the report you are filtering).
Select a property in the Condition column.
You can search for a property by beginning to type it. For example, typing Enter will bring up a list similar to what is show at right. Note that the letters you type will display in red on the list. If you type the wrong letters, hit the Backspace key to remove letters from your search.
Click a property in the list to select it. If you select the wrong property, you can click it again and hit the Delete key to remove it.
See below for a description of common properties.
Use the Not and Operator columns to determine the logic of your filter.Enter the Value to filter by. If the property being filtered is a checkbox, enter Y for checked and N for unchecked. For example, the screenshot at right filters for Interpreter Needed is checked.
Suggested properties
The following are some properties you might consider using as a filter.
Grade (StudentSchoolYear.Grade) -- most reports have a Grade filter on the Options tab, but if a report is missing this feature you may be able to use the Conditions tab instead.Enter Date (StudentSchoolYear.EnterDate)
Leave Date (StudentSchoolYear.LeaveDate)
Leave Code (StudentSchoolYear.LeaveCode)
ADA/ADM (StudentSchoolYear.ExcludeAdaAdm) -- this field can be used to return concurrently-enrolled students only. Select Condition = ADA/ADM (StudentSchoolYear.ExcludeAdaAdm), Operator = Equal To, and Value = Concurrent.
Home Language (Student.HomeLanguageForAdd)Interpreter Needed (Student.InterpreterNeeded)
Hispanic/Latino (Student.HispanicIndicator)
Resolved Race/Ethnicity (Student.EthnicCode) -- The values that appear under Race on the Demographics tab of the Student screen can be entered here.
Multiple conditions can be added to the grid, but they are additive. The report will be filtered by all conditions added to the grid, for example, if one line is Enter Date Greater Than 1/1/17 and another is Enter Code Equal To R3, the report will return students with Enter Date greater than 1/1/17 AND Enter Code equal to R3. If a result set including students matching ANY of several conditions, the report will need to be run once for each condition.
