skyward reports

SKYWARD REPORTS

FOR WEB ACCESS

CHOOSE FINANCIAL MANAGEMENT TAB, ACCOUNT MANAGEMENT, THEN BUDGETARY DATA MINING

YOU MAY CHOOSE A REPORT OR CREATE YOUR OWN BY SELECTINGADD. YOU CAN ALSO CLONE A REPORT FROM AN EXISTING REPORTTO GIVE YOU A HEAD START!!!

NAME YOUR REPORT – EXAMPLEHIGH SCHOOL BUDGET ORSTUDENT COUNCIL. THEN HIT TAB AND IT WILLINPUT THE SAME NAME IN REPORT TITLE – BUT YOU CANCHOOSE TO EDIT REPORT TITILE.THEN – CHOOSE YOUR REPORT TYPE – THIS CAN BE REVENUE/EXPENSE SUMMARY OR REVENUE/EXPENSEDETAILNEXT CHOOSE SAVE AND ADD PARAMETERS

IN THIS SCREEN WE HAVE MANY OPTIONS – PLEASE FEEL FREE TO EXPERIMENT WITH YOUR OPTIONS. ONCE YOU MAKE YOUR CHOICES CHOOSE SAVE AND ADD BREAKS

IN THIS SCREEN YOU CAN CHOOSE HOW YOU WOULD LIKETO SEE THE ACCOUNTS – AFTER SELECTING THE BREAKS CHOOSESAVE BREAKS AND ADD RANGES – REMEMBER YOU CAN EXPERIMENT WITH YOUR REPORT OPTIONS!

THIS SCREEEN ALLOWS YOUTO CHOOSE THE ACCOUNTSYOU WOULD LIKE TO SEE. ONCEYOU MAKE YOUR CHOICES, THENSAVE RANGES AND ADD FIELDS

ONCE YOU HAVE SELECTED FIELDS AND CHOOSE SAVE YOU COME BACK TO THE FIELD SCREEN. IF YOU ARE SATISFIED WITH YOUR CHOICES – CHOOSE SAVE AND BACK

YOU CAN CHOOSE THEORDER TO DISPLAY THE FIELDS. I LIKE THE ORDER ABOVE

THESE ARE THE CHOICES YOU HAVE FOR THE FIELDS AND COLUMNS.ONCE YOU HAVE CHECKED ALL THAT APPLY JUST CHOOSE SAVE.

NOW YOU HAVE A REPORT TO VIEW. ONCE YOU GET BACKTO THIS SCREEN CHOOSE THE BACK ICON AT THE RIGHT TOP OF THE SCREEN.

YOU WILL SEE ALL THE REPORTS YOU HAVE CREATED. NOW YOUARE READY TO LOOK AT YOUR REPORT. SO HIGHLIGHT THE REPORTYOU WOULD LIKE TO VIEW AND CHOOSE PRINT.

NOW YOU ARE READY TO CHOOSEWHAT PERIOD OF TIME YOU WOULDLIKE TO VIEW. ONCE YOU SELECTTHE REPORTING PERIOD JUST CHOOSE PRINT - AND LOOK TO THE LEFT YOU CANMAKE CHANGESFROM HERETO THE REPORT!

YOU REPORT WILL SEE YOUR REPORT PROCESSING

NOW YOU CAN DISPLAY YOUR REPORT

WHAT A GREAT REPORT!!