Overview
The Principal's Monthly Report (PMR) provides attendance and membership information used for North Carolina state and federal reporting. PMR data is also used to determine funding based on Average Daily Membership (ADM).
The PMR is completed for 9 school month reporting intervals during the school year. Each reporting period includes a series of reports and data validations used to review attendance, membership, enrollment, and related student information before the PMR is submitted.
PMR Resources and Requirements
The School Attendance and Student Accounting (SASA) Manual is the authoritative source for North Carolina student accounting requirements and policy. Refer to the SASA Manual for policy requirements related to the Principal's Monthly Report (PMR), attendance, membership, enrollment and student accounting.
Refer to the NC Principal's Monthly Report Extract | Infinite Campus article for technical specifications and system information related to the PMR reports, including report options, data elements, calculations, and the generation, review, and submission functionality.
The NCSIS Knowledge Base provides North Carolina specific guidance for completing the PMR process, reviewing reported data, identifying potential data issues, and correcting source data.
PMR Reporting Information
The PMR includes several measures used to report school attendance and membership:
- Average Daily Attendance (ADA) measures student attendance during the school month.
- Average Daily Membership (ADM) measures student membership during the school month.
- Membership Last Day (MLD) reports membership information for the last day of the reporting interval.
- Grade, Race, and Sex (GRS) provides membership information by grade level and demographic group.
The PMR Summary provides school level totals for the reporting period. Supporting PMR extracts provide additional calendar and student level information that can be used to verify the reported totals and investigate unexpected data.
PMR Reporting Population
PMR reporting uses enrollment, calendar, and school information to determine which students are included in the reporting population.
Students must meet applicable PMR reporting requirements, including requirements related to:
- Enrollment
- Grade Level
- Admission Status
- Enrollment Status
- Calendar Configuration
- School Configuration
Summer school calendars are excluded from PMR reporting.
Note: A student may have an enrollment during the school year but not meet the requirements for inclusion in PMR reporting. Use the Review Students Not Included in PMR extract when an expected student does not appear in PMR.
PMR Data Validations
PMR Data Validations identify records that require correction or review. Validations run as part of the PMR generation process.
| Severity | Meaning | Action |
|---|---|---|
| FATAL | Identifies an issue that prevents the PMR from successfully generating. | Correct the identified issue, then rerun the validation. |
| WARNING | Identifies data that may affect the PMR reporting and requires review. | Investigate the reported data and correct it when inaccurate. |
| INFO | Identifies a condition that should be reviewed for accuracy or awareness. | Verify that the reported condition is accurate or expected. |
Note: A WARNING or INFO validation does not necessarily indicate that the reported data is incorrect. Review the identified record before making changes.
PMR Reporting Process
Complete the PMR process in the following order:
- Generate the PMR - Generate the PMR Summary for the applicable school month.
- Resolve validation issues - Correct FATAL validation issues and review WARNING and INFO validation results.
- Review PMR data - Review calendar, membership, attendance, and supporting student level information.
- Verify the PMR Summary - Confirm that school level PMR totals are supported by the reviewed data.
- Submit the PMR - Complete the required reviews and submission process.
Important: A PMR Summary total that appears reasonable, does not confirm that all underlying student data is correct. Review the supporting PMR data before submitting the report.
PMR Data Review
PMR extracts provide summary, student level, and calendar information that can be used throughout the PMR review and troubleshooting process.
| Report | Information Provided | Use |
|---|---|---|
| Month Summary | School Month dates, instructional days, and instructional minutes | Review calendar information when PMR results indicate additional calendar review is needed. |
| ADM Summary | Student level membership ADM | Review individual membership and reconcile ADM. |
| ADA Summary | Student level attendance and ADA | Review individual attendance and reconcile ADA. |
| Student Day Detail | Daily membership and attendance calculations | Investigate the instructional day contributing to an unexpected ADM or ADA result. |
| Day Detail | Daily calendar and instructional information | Identify the calendar date and instructional information represented by each PMR day. |
| ADM 10-Day Violation Detail | Student level violation information | Review students whose membership is affected by the Ten-Day Rule. |
| Students Not Included in the PMR Summary | Students excluded from the PMR population | Determine why an expected student is not included. |
| PMR Summary | School level PMR totals | Complete the final reconciliation of reviewed PMR data. |
PMR data should be corrected in the applicable source record. Depending on the issue, review the student's enrollment, schedule, attendance, or the applicable calendar information.
Next Steps
Begin with Generate Principal's Monthly Report (PMR) for guidance on starting the PMR process.
After the PMR generates successfully, follow Review Principal's Monthly Report (PMR) Data for the recommended data review workflow.
