Travel Schedule Report Window

This window is used to generate counselor Travel Schedule Reports. If no additional select criteria are used, a Travel Schedule Report will be generated for all counselors. The report includes the initials and name of the counselor, travel date, travel begin time, travel end time, source, source type, travel type, action list code, travel item description, and organization.

The report can be further refined by using additional select options in the Additional Options panel on the right side of the window. There are two ways to move the selection criteria from the Additional Options panel to the Selected Options panel:

2. Use the drag-and-drop feature. When you use the drag-and-drop feature, be sure to drop the criteria directly on top of the Selected Options heading.

These additional criteria will be used when the report is generated. Click on the + symbol to view a list of options that can be used as additional selection criteria.

Columns

Organization ID Numbers and names will display on the report if you select the Show Organizations checkbox. If the checkbox is cleared, organization ID Numbers and names are not displayed.

Enter one or more letters in the Last column and press Enter. This will produce a list of all counselors whose last name begins with these letters.

When the Available Counselors list is produced, you may select one or more Initials and then drag the selection(s) to the Selected Counselors area. These criteria will be used when generating the report.

How do I...

1. Open the Travel Scheduled Report window.

2. Select a report format, and enter the subtitle name.

3. Select at least one criterion from the Required Selection group box.

4. If no additional selection criteria are required, you may choose to print or preview the report at this point. However, the remaining steps may be used to customize the report by using more specific selection criteria.

5. If you want to use additional selection criteria:

a. In the ID, Last, First, and/or Middle columns of the Available Counselors group box, enter the criteria and press Enter. This will display a list of all available students meeting the selection criteria.

b. Click on the desired student(s) in the Available Counselors group box, and drag the row(s) to the Selected Counselors group box.

c. To de-select candidates to include in the report, click on the desired row(s) and drag the row(s) to the Available Counselors group box.

6. If desired, click on Additional Options (right panel of window) to produce a list of options that can be used as additional selection criteria.

a. When the proper selection is located, click on it and press Enter to move it to the Selected Options area. You can also click on it and drag it to the Selected Options area. When you drag the additional selection criteria to the Selected Options area, be sure to drop the criteria directly on top of the "Selected Options" heading to prevent a mismatch error.

b. If you want to de-select the criteria in the Selected Options group box, click on it and press Enter to move it back to the Additional Options are. You can also click on the desired row(s) and drag the row(s) to the Additional Options group box.

7. Click Print or Preview to produce the report.

8. If you are previewing, click Page Down to view additional pages.