How to obtain your Income Form Report

How to obtain your Income Form Report

For more information on RocketScan’s Income Form add-on and its features, please see the RocketScan Income Form Guide.

1. Log in to RocketScan and launch the Admin module.


2. Click on the “Refresh Student Database” button and wait for it to complete (usually takes 90 seconds).


If your system does not have this button, you can go to Administration > Integrations then click on the button that says “update student lookup”.


If there is nothing waiting for validation, you may skip steps 3 and 4.

3. Return to the Launchpad and launch the Validation module.


If prompted, select “Income Forms” and click “Validate”.


 

4. Use the Validation hotkeys to complete the Validation tasks. Ensure that the data in the Data Entry Frame matches what is shown in the Application Image Frame. Click the appropriate button at the bottom of the Summary window (“Complete” or “Send to Hold”) to finish validating a form. Repeat until all forms have been validated.

Forms that are sent to hold do not appear in the Income Forms Reports.


 

5. Return to the Admin module and click on the Reports menu. Select Income Form Reports to launch the wizard.

 

If applicable: update DC and DC-Reduced statuses accordingly on the first screen of the Income Form Reports wizard. Otherwise, click “skip and continue to reports”.


6. Select the desired school year from the “School Years” drop down.


7. Use the “Schools” dropdown to select the school or schools you would like to use to generate the report.


 

8. Select the type of report you would like to run: Current, Full or Not Submitted. Click “Generate Report” to obtain the report with your selected options.

 

9. Give your report an appropriate name and choose a location to save the file. Click “Save”.


 

10. When finished generating your desired report(s), click “Close”.

11. Navigate to the location where you saved your report(s). The report can be opened using a spreadsheet software, such as Microsoft Excel.


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