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ESI: Reports - Transfer

ESI: Reports - Transfer

These are steps used to generate a list of transfer students who are pending and then processed. This process is based on user permissions.

Step-by-step

  1. Click Reports on the main menu options

  2. Select Process Reports from the File Menu

  3. Click Load>Transfer in the Group: Pending reports section

  4. The following sample report will generate, verify the student appears on the list

  5. Select Processed on the student row after the transfer event for the student has been created in Phoenix

  6. Go to Load>Transfer in the Group: Processed reports section

  7. The student appears on the report

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