Overview
District Administrators no longer need to send one-off District Catalog item reports to schools.
School Users can run reports to obtain purchase information for students at their school who have purchased a District Catalog item.
Follow the instructions below to run reports for District Catalog items for your school.
Before you begin
- Once the district item has been purchased in SchoolCash Online, it can be seen within SchoolCash Catalog (SCC) reports by a school user.
- This feature is available to users who have access to SCC Reports.
Steps
- Log in to your SchoolCash account, navigate to SchoolCash Catalog (SCC), and select the Reports drop-down menu.
- Select Item Order Report.
- Select the correct year and then select the item you want to view orders for from the Name of Item drop-down list.
- The list includes your school items as well as District Catalog items where purchases have been made by your students.
FAQs
In which SCC reports can school-level users see and access District Catalog items?
Currently, this feature is available in the following five SCC reports:
- Item Order Report
- Item Attachment Report
- Item Option Report
- Forms Report
- Payment Schedule Report
If the District Catalog item is not shared with a school, will school-level users, such as bookkeepers, at that school be able to see this item in SCC reports?
No. School-level users will only be able to see District Catalog items in SCC Reports that have been attached to students at their school.
Will District Catalog items be differentiated from SCC items in SCC reports?
No. District Catalog items appear in the Name of Item drop-down filter within SCC Reports, such as Item Order Report, among SCC items in alphabetical order.
Will only bookkeepers be able to see District Catalog items in SCC reports?
No. This feature is not linked to any specific role or permission. Any user with access to SCC Reports, such as Bookkeeper 100 or Principal 100, will be able to view District Catalog items in SCC Reports that are attached to students at their school only.
Outcome
School users can run SCC reports to obtain purchase information for students at their school who have purchased a District Catalog item.
Troubleshooting
- You do not see a District Catalog item in the Name of Item drop-down list - Confirm that the item has been purchased in SchoolCash Online and attached to a student at your school.
- You cannot access the report - Confirm that you have access to SCC Reports.
- You expect to see a district item for another school - School-level users can only see District Catalog items that are attached to students at their own school.