Body
Overview:
A query is a way to define a custom report in Synergy SIS. Queries can pull together any information in Synergy.
This article will explain:
- How to use queries.
- How to save queries.
- How to run a query for Student Technology Fees.
Using Queries
To generate a query:
- Navigate to the "Query" screen in Synergy.
- Open the "Type in Query" tab.
- Clear the "Query" box.
- If a query has been provided to you, copy and paste the entire value into the "Query" box.
- Click the "Validate" button.
- Select your preferred file type by clicking on "Output Type".
- The default selection, "HTML", will preview the query in Synergy,. This is ideal for quickly referencing information.
- "Excel (XLS)" will generate an editable spreadsheet. This is ideal for administrative work.
- "PDF" will generate a viewable document. This is ideal for sharing information.
- Finally, at the top of the page, click "Execute". This will run the query.
Saving Queries
If you need to run a particular query regularly and wish to save it for later:
- First, fill out and validate your query (see steps 1-5 in "Using Queries").
- Then, give it a "Name" (1), assign it to a "Group" (2), select your preferred "Output Type" (3), and provide a "Description" (4).
- Once that is done, click "Save" at the top of the page.
- To access a saved query later, click "Open" at the top of the page.
Student Technology Fee Query
In order to generate a report of outstanding technology fees at your school:
- Ensure your focus is set to the correct school and year.
- Navigate to the "Query" screen in Synergy.
- Open the "Type in Query" tab.
- Clear the "Query" box.
- Copy and paste the following code into the "Query" box:
- Student R0, K12.FEEINFO.StudentFee R1, K12.ENROLLMENTINFO.StudentSOREnrollment R4, K12.ENROLLMENTINFO.StudentSchoolYear R2 (StudentSchoolYearGU,R1.StudentSchoolYearGU,Outer) COLS R4.SchoolName, R2.Grade, R0.FormattedName, R0.SisNumber, R1.TransactionDate, R1.Description, R1.FeeCode, R1.CreditAmount If R1.FeeCategory ='CB'
- Click the "Validate" button.
- Change the "Output Type" to "Excel (XLS)".
- At the top of the page, click "Execute".
- Download and open the Excel file.
- Once the file is open, press "Ctrl + A".
- Then press "Ctrl + Shift + L" to turn the data into a table.
- Filter the data as needed.
