Income Form Data

Reports > Eligibility > Income Form Data

The Income Form Data Report presents detailed information on income forms.

A screenshot of the income form data report configuration screen as described on this page.

  1. Name - enter a report name
    Default: Income Form Data

  2. Output - select output format
    Csv, Excel, Html, Json, or Pdf (default)
    Template (not pictured) - select a report template

  3. Reset - click to reset to default options

  4. Person - filter by student(s)

  5. Academic Year - filter by academic year

A screenshot of the demographic parameters of the income form data report as described on this page.

  1. Gender - filter by gender (Male, Female, Non-Binary)

  2. Races - filter by races

  3. Student Tags - filter by student tags

  4. Ethnicities - filter by ethnicities

  5. Allergies - filter by allergies

  6. Include Inactive - check to include inactivated students

A screenshot of the enrollment and application fields on the income form data report configuration screen as described on this page.

  1. Schools - filter by enrollment school

  2. Grade Levels - filter by enrollment grade level

  3. Enrolled On - filter by enrollment date
    Default: Today

  4. Enrollment Start Date Range - filter by enrollment start date range

  5. Enrollment End Date Range - filter by enrollment end date range

  6. Homeroom - filter by enrollment homeroom(s)

  7. Eligibility Statuses - filter by eligibility status(es)

A screenshot of available columns to add to the income form data report as described on this page.

  1. Search - search for available columns
    Note: Columns are defined below

  2. (+) - click or drag and drop to move available sort columns to the Selected Columns field

  3. Drag and Drop to rearrange Selected Columns or click the Trash Can to remove a column from the selected columns field

  4. Group By - choose one of the available column types to insert pages breaks at changes in value of the selected field

  5. Include Total Row - check to include a total row at the bottom of the report

A screenshot of the income form data report sorting options as described on this page.

  1. (+) - click or drag and drop to move available sort columns to the Sort By field
    Note: Columns selected in step 20 are available for sorting.

  2. Drag and Drop to arrange Sort By columns in order of sort priority or click the Trash Can to remove a field

A screenshot of the income form data report output paper format options as described on this page.

  1. Paper Format - choose a paper format
    CR80
    Legal
    Letter (default)

  2. Orientation - choose orientation
    Landscape
    Portrait (default)

  3. Include Header - check to display report header on PDF or header row on CSV

  4. Include Footer - check to display report footer on PDF

  5. Include Filter - check to display selected filters on PDF

  6. Save as Template - click to save the selected filters and columns as a template
    Screenshot of the Edit Tempate modal as described on this page.

    1. Name - enter a template name

    2. Public - check to make the template available to other users

    3. Security Roles - select the security roles that can access a Public template

    4. Cancel - click to return to the previous screen without saving the template

    5. Save - click to save the template

  7. Reset - click to reset to defaults

  8. Request Report - click to request report
    Note: Report will appear in the bell icon when complete

Column Definitions

Column Definition
Academic Year Academic Year
Annual Income Range Income Range selected on form
Current Date Date the report is generated
Date Signed Date Signed of income form
Eligibility Result Eligibility status result of income form
Note: Covert Code if feature is enabled
Household Income Household Income
Household Income Frequency Household Income Frequency
Income Benefit Type Income Form Selected Benefit Type
Income Case Number Income Form Entered Case Number
Income Email Income Form Entered Email Address
Income Receipt Date Income Form Receipt Date
Number of Household Members Number of Household Members
Reference Code Reference Code
Student Date of Birth Student Date of Birth
Student First Name Student First Name
Student Grade Level Student Grade Level
Student Homeroom Student Homeroom
Student Identifier Student Identifier
Student Income Student Income
Student Income Frequency Student Income Frequency
Student Last Name Student Last Name
Student Matched HTML, PDF: Checkmark if a student match was found, blank if not
CSV, EXCEL, JSON: True if a student match was found, False if not
Student Middle Name Student Middle Name
Student School Student Enrolled School
Submitter Email Income Form Email
Submitter First Name Income Form Submitter First Name
Submitter Last Name Income Form Submitter Last Name
Submitter Phone Number Income Form Phone Number