PIN Report

This functionality is only available to districts that have purchased Campus Point of Sale as add-on functionality.

PATH: Point-of-Sale > Reports > PIN Report

The PIN Report tool allows users to generate a list of PIN numbers, PIN barcode labels and PIN labels for each patron with a POS account within a school or district.

This article includes the following topics:

PIN Report Tool

Generating the PIN Report

The PIN Report generates a list of current patron PIN numbers.

PIN Report Editor
  1. Select PIN Report from the Report Type dropdown list.
  2. Select the Patron Type.
  3. Select an Ad Hoc Filter, if desired.
  4. Select the School of reporting patrons. To generate the report district-wide, select the All Schools option.
  5. Select the School Year.
  6. Select the Grade(s) of patrons included in the report.
  7. Select the Sort Option. See the table below for details about each option.
  8. Mark the Include Account Balance checkbox to include current account balances for each patron within the report.
  9. Select the Account Status.
  10. Select the Report Format.
  11. Click the Generate button. The report will appear in a separate window in the designated format.

The following table describes available field options.

Field

Description

Report Type

The type of report being generated.

Patron Type

The type of patron reporting data.

  • Students - Reports PIN number data for students within the School and School Year options selected. If the student has the No Show checkbox marked on their enrollment or they do not have an Account PIN assigned they will not be included within the report.
  • Staff - Reports PIN numbers for staff within the School selected who do not have an End Date entered on their District Assignment record. Staff with only a District Employment record will only be included on the report if the School field is set to "All Schools"
  • Students and Staff - Reports PIN numbers for students and staff who meet report criteria described in the previous bullets.

Ad Hoc Filter

Filters report results based on fields within the filter. Ad hoc filters are created via the Filter Designer tool.

School

The school reporting patron data. Patrons must have an enrollment or employment record within the school selected in order to report data.

School Year

The year reporting student data. Students must have an enrollment record within the year selected in order to report data.

Grade

Limits report results based on students enrolled in the grade selected.

Sort Option

Determines how patrons are sorted on the report.

  • Patron Name - Sorts data based on patron last name.
  • Account Number - Sorts data based on patron account numbers sequentially, keeping patrons on shared accounts together.
  • Student/Staff Number - Sorts data based on student and staff numbers sequentially.
  • Homeroom Teacher - Sorts patrons based on their homeroom teacher. This option is only available when a Patron Type of Student is selected.

Include Account Balance

Includes the patron's active account balance.
 
For family accounts, if a Sort Option of Patron Name or Homeroom Teacher is selected, an account balance is listed for each patron on the account. If a Sort Option of Account Number is selected, only one account balance is listed for the account.

Account Status

Limits report results based on whether or not the account is active.

  • Active - Only accounts with the Active checkbox marked will report.
  • Inactive - Only accounts with the Active checkbox unmarked will report.
  • All - All accounts, active and inactive will report.

Report Format

The format of the generated report.

PIN Report Example

PIN Report - Sorted by Patron Name with Account Balances Included

The following table describes each report column.

Column

Description

Account #

The patron's account number.

Student/Staff Number

The patron's student or staff number.

Patron Name

The patron's name.

Grade

The grade the patron is currently enrolled in.

PIN

The patron's PIN.

Account Balance

The patron's current account balance. This column only appears if the Include Account Balance checkbox is marked on the report editor.


Generating PIN Barcode Labels

The PIN Barcode Labels report generates a list of PIN barcode labels for affixing to District ID cards and other items used for scanning in a Food Service line.

The report is formatted to print on labels with dimensions of 1" x 2-5/8", such as the Avery 5160. See the Printing Labels article for more information.

PIN Barcode Labels

To generate the PIN Barcode Labels:

  1. Select PIN Barcode Labels from the Report Type dropdown list.
  2. Select the Patron Type.
  3. Select an Ad Hoc Filter, if desired.
  4. Select the School of reporting patrons. To generate the report district-wide, select the All Schools option.
  5. Select the School Year.
  6. Select the Grade(s) of patrons included in the report.
  7. Select Label Row 1 Data. See the table below for more information.
  8. Select Label Row 2 Data, if desired. See the table below for more information.
  9. Select the Sort Option. See the table below for more information about each option.
  10. Click the Generate button. The report will appear in a separate window.

The following table describes available field options.

Field

Description

Report Type

Indicates the report type.

Patron Type

The type of patron reporting data.

  • Students - Reports students with an active (or future dated) enrollment record in the School Year selected. If the student has the No Show checkbox marked on their enrollment or they do not have an Account PIN assigned they will not generate a label.
  • Staff - Reports staff within the School selected who do not have an End Date entered on their District Assignment record. Staff with only a District Employment record will only be included on the report if the School field is set to "All Schools"
  • Students and Staff - Reports labels for students and staff who meet report criteria described in the previous bullets.

Ad Hoc Filter

Filters report results based on fields within the filter. Ad hoc filters are created via the Filter Designer tool.

School

The school reporting patron data. Patrons must have an enrollment or employment record within the school selected in order to report data.

School Year

The year reporting student data. Students must have an enrollment or employment record within the year selected in order to report data.

Grade

Limits report results based on students enrolled in the grade selected.

Label Row 1 Data

Indicates what patron information is reported above the barcode.

  • Last Name, First Name - Reports the patron's last and first name.
  • First Name, Last Name - Reports the patron's first and last name.
  • Account Number - Reports the patron's account number.
  • Account PIN - Reports the patron's account PIN.
  • Birth Date- Only reports student birth date (i.e., the birth date for a staff member will report as "Birth Date: Staff").

    When creating labels including student birth dates, users are highly encouraged to run the Student and Staff Patron Types separately. Also, users should no include Birth Date for staff labels.

  • Current Balance - Reports the patron's current account balance.
  • Current Grade - Reports the patron's current grade level.
  • School Name - Reports the name of the school the student is currently enrolled in.
  • Student / Staff Number - Reports the patron's student or staff number.

Label Row 2 Data

Adds an additional line of patron information underneath Label Row 1 Data. Options are the same as defined in the Label Row 1 Data column.

Sort Option

Determines how patrons are sorted on the report based on the Label Row 1 Data value selected.

  • Patron Last Name - Sorts labels by last name.
  • Account Number - Sorts labels by account number.
  • Grade - Sorts labels by grade level.
  • School - Sorts labels by school of enrollment.
  • Student / Staff Number - Sorts labels by student or staff number sequentially.
  • Homeroom Teacher - Sorts labels by homeroom teacher. This option is only available when a Patron Type of Student is selected.

PIN Barcode Labels Example

PIN Barcode Labels are generated for all patrons meeting report criteria with label row data based on values entered in the Label Row 1 Data and Label Row 2 Data fields. For more information about programming scanners, see the Barcode Scanner Quickstart Guide (PDF).

Example of PIN Barcode Labels Report

Campus supports the Symbol 2208 Hand Scanner and Code 39 barcodes.


Generating PIN Labels

The PIN Labels report generates a list of PIN labels for affixing to letters and mailing envelopes for correspondence with patrons.

The report is formatted to print on labels with dimensions of 1" x 2-5/8", such as the Avery 5160. See the Printing Labels article for more information.

PIN Labels Editor

To generate PIN labels:

  1. Select PIN Labels from the Report Type dropdown list.
  2. Select the Patron Type.
  3. Select the Grade(s) of patrons included in the report.
  4. Select an Ad Hoc Filter, if desired.
  5. Select the School of reporting patrons. To generate the report district-wide, select the All Schools option.
  6. Select the School Year.
  7. Select Label Row 1 Data. See the table below for more information.
  8. Select Label Row 2 - 5 Data fields, if desired. See the table below for more information.
  9. Select the Sort Option. See the table below for more information about each option.
  10. Click the Generate button. The report will appear in a separate window.

The following table describes available field options.

Field

Description

Report Type

Indicates the report type.

Patron Type

The type of patron reporting data.

  • Students - Reports students with an active (or future dated) enrollment record in the School Year selected. If the student has the No Show checkbox marked on their enrollment or they do not have an Account PIN assigned they will not generate a label.
  • Staff - Reports staff within the School selected who do not have an End Date entered on their District Assignment record. Staff with only a District Employment record will only be included on the report if the School field is set to "All Schools"
  • Students and Staff - Reports labels for students and staff who meet report criteria described in the previous bullets.

Ad Hoc Filter

Filters report results based on fields within the filter. Ad hoc filters are created via the Filter Designer tool.

School

The school reporting patron data. Patrons must have an enrollment or employment record within the school selected in order to report data.

School Year

The year reporting student data. Students must have an enrollment record within the year selected in order to report data.

Grade

Limits report results based on students enrolled in the grade selected.

Label Row 1 Data

Indicates what patron information is reported on the first row of the label.

  • Last Name, First Name - Reports the patron's last and first name.
  • First Name, Last Name - Reports the patron's first and last name.
  • Account Number - Reports the patron's account number.
  • Account PIN - Reports the patron's account PIN.
  • Birth Date- Only reports student birth date (i.e., the birth date for a staff member will report as "Birth Date: Staff").

    When creating labels including student birth dates, users are highly encouraged to run the Student and Staff Patron Types separately. Also, users should not include Birth Date for staff labels.

  • Current Balance - Reports the patron's current account balance.
  • Current Grade - Reports the patron's current grade level.
  • School Name - Reports the name of the school the student is currently enrolled in.
  • Student / Staff Number - Reports the patron's student or staff number.

Label Row 2 Data

Indicates what patron information is reported on the second row of the label. Available options are described in Label Row 1 Data column.

Label Row 3 Data

Indicates what patron information is reported on the third row of the label. Available options are described in Label Row 1 Data column.

Label Row 4 Data

Indicates what patron information is reported on the fourth row of the label. Available options are described in Label Row 1 Data column.

Label Row 5 Data

Indicates what patron information is reported on the fifth row of the label. Available options are described in Label Row 1 Data column.

Sort Option

Determines how patrons are sorted on the report based on the Label Row 1 Data value selected.

  • Patron Last Name - Sorts labels by last name.
  • Account Number - Sorts labels by account number.
  • Grade - Sorts labels by grade level.
  • School - Sorts labels by school of enrollment.
  • Student / Staff Number - Sorts labels by student or staff number sequentially.
  • Homeroom Teacher - Sorts labels by homeroom teacher. This option is only available when a Patron Type of Student is selected.

PIN Labels Example

PIN Labels are generated for all patrons meeting report criteria with label row data based on values entered in the Label Row 1 - 5 Data fields.

Example of PIN Labels with Last Name, First Name, Grade and Account Balance Data

In the example above, labels were generated with  Label Row 1 Data = Last Name, First Name, Label Row 2 Data = Current Grade and Label Row 3 Data = Current Balance.

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