Introduction
The District-Wide Membership for Direct Cert generates the District-Wide Membership for Direct Cert Student File. This report provides a district-wide overview of student memberships for Direct Certification. It is designed to capture data for active students as of a specified run date, ensuring that each student is represented by a single row in the output.
For guardian-related information, the report leverages Contact Management data, utilizing the Custody and Order (ranking) fields. The report can be generated at both the district and school level.
-
Custody Requirement: The report now only includes contacts who are explicitly flagged with the Has Custody checkbox.
-
Ranking Logic: If a student has multiple contacts with the "Has Custody" flag, the report selects the two highest-ranked contacts based on the Order field (lowest numerical values).
Navigation on the UI
Start Page > Data and Reporting > Reports > State Reports > District-Wide Membership for Direct Cert
Report Requirements
-
The report requires student enrollment data, student demographic data, and guardian/contact data to be up to date.
-
Students and schools must not be marked as State Exclude from Reporting.
-
Contact priority, and the Custody flag must be correctly configured for guardians to ensure the correct guardian is selected.
Student Selection Criteria
The report scans for currently active students or for students active on a date specified at run time. One row is exported for each qualifying student.
A student is included if:
-
The student's
entrydate < exitdateANDentrydate <= reportDateANDexitdate > reportDate. -
The student is enrolled at a school that is not excluded from reporting (
state_excludefromreporting = 0). -
The student is not individually excluded from reporting (
state_excludefromreporting = 0). -
The student falls within the selected school(s) scope.
-
Both current enrollments (from the
Studentstable) and historical re-enrollments (from theReEnrollmentstable) meeting the date criteria are considered.
If a student selection (current selection of students) is provided at runtime, only those students are included.
Report Input
|
Parameter |
Description |
Input Type |
Required |
|---|---|---|---|
|
Select Schools |
Unique identifiers for the set of schools for which to generate report content. Only schools not excluded from state reporting are available. |
School selection (single or multi) |
Yes |
|
Students to Include |
List of students from the current selection feature. If provided, limits the report to the selected students. |
Current student selection |
Yes |
|
Report Snapshot Date |
The effective date being reported to the state. Students active on this date are included. |
Single date picker |
Yes |
Validations
-
School Exclusion: Schools with
state_excludefromreporting = 1are excluded from the report. -
Student Exclusion: Students with
state_excludefromreporting = 1are excluded from the report. -
Active Enrollment: Only students with overlapping enrollment on the Report Snapshot Date are selected (
entrydate <= reportDate AND exitdate > reportDate AND entrydate < exitdate). -
Address: If the student street address is null or the student has declined directory services (
StuDeclDirServ = 1), the school's address is used instead. -
SSN: Only the last 4 digits of the SSN are reported.
-
Legal Name Logic: If any Legal Name field (Legal First, Middle, or Last) is populated in
STUDENTCOREFIELDS, the legal name fields are used; otherwise the preferred/regular name fields are used.
Report Output
The report generates a CSV file with the following file name pattern:
OR_Dist_Wide_Membership_CEP_[SchoolNumber]_[Timestamp].
The output contains one header row followed by one data row per qualifying student, sorted by Legal Last Name then Legal First Name.
|
Item # |
Field Name |
Data Element |
Description |
[Table]FieldName |
Field Type |
Field Length |
|---|---|---|---|---|---|---|
|
1 |
Attending School Institution Identifier |
AttndSchlInstID |
Attending School Institution ID — the school number (or alternate school number if set) of the school where the student is enrolled. |
[Schools]school_number / alternate_school_number |
String |
100 |
|
2 |
District/Local Student ID Number |
DistStdntID |
District Student ID — the student's district-assigned student number. |
[Students]student_number |
String |
100 |
|
3 |
Secure Student Identifier |
ChkDigitStdntID |
SSID with Check Digit — the state-assigned student number. |
[Students]state_studentnumber |
String |
100 |
|
4 |
Social Security Number |
InstStdntSSNLast4 |
Last 4 digits of the student's Social Security Number. |
[Students]SSN (last 4 chars) |
String |
4 |
|
5 |
Legal Last Name |
InstStdntLastName |
Student's Legal Last Name. Uses the Legal Last Name from STUDENTCOREFIELDS if available; otherwise uses the Students table last_name. |
[STUDENTCOREFIELDS]PSCORE_LEGAL_LAST_NAME / [Students]last_name |
String |
50 |
|
6 |
Legal First Name |
InstStdntFirstName |
Student's Legal First Name. Uses the Legal First Name from STUDENTCOREFIELDS if available; otherwise uses the Students table first_name. |
[STUDENTCOREFIELDS]PSCORE_LEGAL_FIRST_NAME / [Students]first_name |
String |
40 |
|
7 |
Legal Middle Name |
InstStdntMiddleName |
Student's Legal Middle Name. Uses the Legal Middle Name from STUDENTCOREFIELDS if available; otherwise uses the Students table middle_name. |
[STUDENTCOREFIELDS]PSCORE_LEGAL_MIDDLE_NAME / [Students]middle_name |
String |
40 |
|
8 |
Date of Birth |
InstStdntBirthDate |
Student's Date of Birth in mm/dd/yyyy format. |
[Students]DOB |
Date (String) |
10 |
|
9 |
Gender |
InstStdntGender |
Student's Gender Code. |
[Students]Gender |
String |
100 |
|
10 |
Street Address |
InstStdntAddress1 |
Student's street address. Falls back to school address if student address is null or directory service is declined. |
[Students]street / [Schools]schooladdress |
String |
100 |
|
11 |
Address Line 2 |
InstStdntAddress2 |
Student Address Line 2. Always null in current implementation. |
N/A |
String |
— |
|
12 |
City |
InstStdntCity |
Student's city. Falls back to school city if student address is null or directory service is declined. |
[Students]city / [Schools]schoolcity |
String |
100 |
|
13 |
State |
InstStdntState |
Student's state from the contact record. |
[Person]state |
String |
100 |
|
14 |
Zip Code |
InstStdntZipCode |
Student's 5-digit Zip Code. Falls back to school zip if student address is null or directory service is declined. |
[Students]zip (first 5 chars) / [Schools]schoolzip |
String |
5 |
|
15 |
Zip Plus Four Code |
InstStdntPlus4 |
Student's Zip+4 extension. Falls back to school zip+4 if student address is null or directory service is declined. |
[Students]zip (chars 6-9) / [Schools]schoolzip |
String |
4 |
|
20 |
Guardian Last Name |
InstStdntGuardianLast |
Last name of the highest-priority guardian/contact based on Custody and ranking. |
[Person]lastname (via StudentContactAssoc) |
String |
Variable |
|
21 |
Guardian First Name |
InstStdntGuardianFirst |
First name of the highest-priority guardian/contact. |
[Person]firstname (via StudentContactAssoc) |
String |
Variable |
|
22 |
Guardian Middle Name |
InstStdntGuardianMiddle |
Middle name of the highest-priority guardian/contact. |
[Person]middlename (via StudentContactAssoc) |
String |
Variable |
|
23 |
Second Guardian Last Name |
InstStdntGuardianLast2 |
Student’s second guardian last name |
[Person]InstStdntGuardianLast2 (via StudentContactAssoc) |
String |
50 |
|
24 |
Second Guardian First Name |
InstStdntGuardianFirst2 |
Student’s second guardian first name |
[Person]InstStdntGuardianFirst2(via StudentContactAssoc) |
String |
50 |
|
25 |
Phone Number |
InstStdntPhoneNumber |
Student's home phone number (digits only, non-numeric characters removed). |
[Students]home_phone |
String |
100 |