Individual Reconciliation Report

This report is used to download the individual student information reconciliation report for all districts sending students to the charter school. If your Focus district contains multiple Pennsylvania districts, there will be separate reports for each PA district.

Charter School Reports Setup

To correctly generate the Charter School Reports, the following fields must be set for the students via Students > Student Info > Enrollment:

  • District Sending to Charter: Conditional for Charter Schools. Set the district code for districts who contract with the charter school to educate the student. 
  • Charter Per Diem Rate: Conditional for Charter Schools. Enter the per diem rate for the student whose resident school district contract with the charter school to educate the student.
  • Notification Form Sent to SD: Conditional for Charter Schools. Select the check box if the Notification Form has been sent to the student’s resident school district.
Student Info
Individual Reconciliation Report

1. From the Pennsylvania Reports menu, click Individual Reconciliation Report.

Individual Reconciliation Report

2. Select the Reconciliation Timeframe (From - To) by using the month, day, and year pull-downs or by clicking the calendar icon. By default, the timeframe is set to the current month to date.

Individual Reconciliation Report

3. Click Print Report.

The report is generated as a PDF document and is automatically downloaded to your computer. If there are multiple sending districts, each district’s invoice prints on a separate page.

IndividualReconciliation.pdf

The report displays the following information:

  • PASecureID: Student’s PA Secure ID.
  • Student Name and Address
  • Date of Birth
  • Grade
  • CS Student Enrollment Notification Form Sent to SD: This column uses the Notification Form Sent to SD field on the student’s enrollment record. 
  • First Day Educated: This column uses the Enrollment Date field on the student’s enrollment record.
  • Last Day Educated: This column uses the Drop Date field on the student’s enrollment record.
  • Aggregate Days Membership: Using the attendance calendar and the timeframe, the number of session days.
  • Special Education Student: Indicates if the student is a special education student.
  • Date of IEP Current: If the student is a special ed student, the effective date on the student’s current Special Education record is displayed.
  • Date of IEP Prior: If the student is a special ed student and has more than one Special Education record, the effective date on the student’s previous Special Education record is displayed.