Customized Report Development

Qmlativ provides an integrated reporting tool, called the Report Writer, designed to allow districts the ability to create complex reports. This tool is used by the report designers to create all the standard/canned reports that are available within the system. This reporting tool has access to all fields defined in the database including any district-created custom fields.

The district can create any new report, and that report can be made available within the reporting area of any component of the solution. The district can clone and modify any of the standard/canned reports that are available and make any necessary modifications. The modified report can then be made available within the reporting area of each component, and in addition, the existing standard/canned reports provided by schoolAbility can be removed from that area.

The reporting tool uses a drag/drop design with full formatting capabilities for each field. Additional capabilities include but are not limited to Calculated Fields, Prompt Fields, and Environmental Variables. The reporting tool is also used to create data files for export. File formats include CSV, Excel, XML, Fixed Width and JSON. Each report and/or export can be set up as a scheduled task and notifications of completion can be included. Scheduled tasks also provide an option to use FTP and/or SFTP to send the file to other locations.

A simple Data Mining tool is also available to allow for easy report creation. The data mining tool contains many of the common fields accessed by users. In addition, when viewing data on any browse/list screen throughout the solution, there are options to export data to Excel, and a Quick Report feature which will take the fields that are displayed on the screen and create a reporting tool report which can then be modified with all the features listed above as needed.

Standard Reports

The following is a list of canned reports that can be generated by Qmlativ. This is not all-inclusive but is a sample of our pre-built reports. The district can clone and modify any of these standard/canned reports and make any necessary modifications using the report writer.

Account

  • Account Activity Detail
  • Account Audit File (AuditWare)
  • Account Audit File (EdMIS)
  • Account Detail
  • Account Update Register
  • Balance Sheet Detail by Fund
  • Balance Sheet Summary by Fund
  • Bank Reconciliation Report
  • Budget Summary
  • Cash Receipt Detail Export
  • Cash Receipts
  • Checks Issued
  • Invoices by Account
  • Journal Entries
  • Payroll Accounting Update Register
  • Revised Budget with Previous Five Years of Fiscal Year Activity
  • Qmlativ Created Accounts
  • Trial Balance
  • Trial Balance – Annual
  • Trial Balance – Monthly

Accounts Payable

  • Accounting Update Register
  • AP Check Register with Fund Totals
  • AP Check Vouchers
  • Credit Card Transaction Report
  • Invoice Listing
  • Vendor Invoices
  • Vendor Payment by Account
  • Vendor Summary Report

Accounts Receivable

  • Aging Days Summary
  • AR – Receivable Report
  • Email Accounts Receivable Invoices
  • Email Statement of Account – AR
  • Print Accounts Receivable Invoices
  • Statement of Account – AR

Activity

  • 5Lab – Activity
  • Activity Event Participation Report
  • Activity Event Participation Report (Activity Access)
  • Activity Report by Activity
  • Activity Report by Student
  • Activity Requirements Report
  • Activity Requirements Report (Activity Access)
  • Activity Roster
  • Activity Roster (Activity Access)
  • Attendance by Activity
  • Attendance by Activity (Activity Access)
  • Field Trip Roster
  • Student Activity Award Report

Asset

  • Additions/Disposals
  • Depreciation History

Benefit Management

  • Covered Dependents
  • Employee Plan Summary
  • Premium Status

Budgeting

  • Budget Version Detail
  • Proposed Revised Budget

Employee

  • EBC ACT System Demographic Export
  • EBC Demographic Export
  • Employee Deductions and Benefits Control Records
  • Employee Enrollment Comparison
  • Employee Incomplete Wellness Screenings
  • Employee List
  • PEIMS Employee Verification
  • Time Tracking Employee Setup

Federal Reporting

  • ACA Dependent Report
  • ACA Employee Report
  • ACA Verification Report
  • Current Employment Statistics Report
  • Social Security Number Verification Service Report
  • Vendor 1099 Verification

Health

  • Employee Incomplete Wellness Screenings
  • Wellness Screenings – Failed
  • Wellness Screenings – Incomplete

Online Form

  • Online Form Change Requests

Payroll

  • Assignment Pay Types
  • Check History Detail
  • Check Transaction Register
  • Deduction & Benefit Verification For Payroll
  • Documentation of Time
  • EBC ACT System Payroll Export
  • EBC Transaction Export
  • Employee Deductions and Benefits Export
  • EPARS 3rd Party Report
  • Gross To Net Checks
  • Hours Worked
  • Omitted Deductions & Benefits
  • OMNI 3rd Party Retirement Report
  • Pay Gross and Benefit Summary by Employee
  • Pay Gross and Deduction Summary by Employee
  • Pay/Ded/Ben by Code
  • Pay/Ded/Ben by Employee
  • Payroll Accounting Update Register
  • Payroll Comparison
  • Payroll Comparison Export
  • Payroll Payments by Account Number
  • Payroll Run Check Listing with Total
  • Payroll Summaries
  • Retro Pay Verification
  • Time Off Transactions Associated to Payroll Run
  • TSA Demographic
  • TSA Historical
  • W2 Box 14 FFCRA Amounts (1)
  • Wage Distribution
  • Wage Statement

Position

  • Approval Filter Verification
  • Assignments
  • Employee Contracts
  • HR Account Distribution Comparison
  • Position Breakdown
  • Position Budget
  • Purchasing Ship To Addresses
  • Email Purchase Orders
  • Print Purchase Orders
  • Purchase Order Listing
  • Purchase Orders by Account
  • Receiving Report

Reporting

  • Security Group Membership (By Name)
  • Security Group Membership (By Security Group)
  • Security Group Role Permissions
  • Users Without Security Groups

Time Off

  • Employee Summary Time Off Balances
  • Employee Summary Time Off Balances in Days
  • Employee Time Off Balance
  • Employee Time Off Balance Days
  • Time Off Transaction Approvers
  • Time Off Transaction List
  • W2 Time Off With Pay Rates

Time Tracking

  • Timesheet Submission Approvers

Vendor

  • Vendor 1099 Verification
  • Vendor Mailing Labels
  • Vendor Payment by Account
  • Vendor Totals

Warehouse

  • Pick List
  • Receiving Report
  • Stock Status
  • Stock Transaction List by Type
  • Stock Value
  • Warehouse Received / Invoiced Audit
  • Warehouse Request