Custom Tracking Item Report

Customer wants a Standard Report that they can print out for licensing needs that will display all of the tracking items and information that they track.

Customer has licensing requirements for all of the information that is captured on their enrollment form - when they print the email for a newly submitted registration it does not have several required fields and the formatting is difficult to read. Data Viewer is unable to show payer, authorized pick up and child information into one printable view, and there is a limit on how many categories can be selected in a Standard Report.

Existing report "Child: Information Sheet w/ Categories (Landscape)" is an excellent baseline for their requirements, but they need to be able to select up to 30 categories of Tracking Item / UDF instead of the 4 that the root report allows users to select. This would allow them to choose all of the TI/UDF categories that they use on their enrollment form.

Further, they also need a signature line and most recent enrollment/withdrawal dates displayed on the report itself.

Child: Information Sheet w/ Categories (Landscape) expanded

• Module/Asset – FD/FA/AG/MT/AT/ED/PR/EL

  • FD

• Desired Fields – Names, DOB, Tracking/UDF, Timecards, etc.

  • Same as existing report format

• Parameters/Filters – Date/Visibility/Enrollment Status/Tracking/UDF, etc.

  • Same as existing report parameters except:

    • Needs additional Tracking and UDF options (all available options instead of just 4)

  • Headers/Footers

    • Same as existing report format

  • Formatting - layout, grouping, drill down, etc.

    • Same as existing report format

  • Most relevant existing report(s)/Data View(s)

    • Child: Information Sheet w/ Categories (Landscape)

  • Reasons the request is being made, including why existing reporting does not currently meet those needs

  • Scope – School, Corp or both

    • School

  • Whether a Data View or Crystal Report is preferred

    • Crystal Report