Home Basics Export Builder
Export Builder PDF Print E-mail
Basics

Here is one way of exporting a list of a teaching group to Excel.

  •  open the Finder form e.g. by selecting Current Pupils – view only
  •  select the Academic tab under Search Criteria
  •  select your teaching group in the Groups box (you will discover rapidly the quickest way of finding it)
  • click on the Export Builder button. This opens a new form as shown below if no previous exports have been created. Otherwise click on the New Record button New record buttonand a blank record will appear. 

  • Give the export a name so you can find it again and (if you wish) an explanatory note. If you wish to include parent data (addresses, etc) as well as pupil data then select the plus parents option in the Export type drop-down. Parent data includes telephone numbers and this can be tailored to produce, for example, only the Priority 1 telephone number.
  • Now from the drop-down lists of available fields, select the fields you want to display in your report. For example, having selected all the pupils from Year 7, we want to display their surname, forename, date of birth, house and tutor sorted by tutor and house. For each field you require select it from the dropdown list and then click the Add button. After making the appropriate selections the form would look as in the figure below.


Click the Export button and you get your data in a new Excel worksheet ready for further processing.

Note: the view as shown here is with the option switched on to view (and change!) export formats created by other users. To limit the view to just the ones created by you, select the Just mine option from the Filter buttons. Some users prefer not to let others see and edit their formats. The data manager can set an option so that users only see formats they have created themselves. This is now the default option.

Last Updated on Monday, 25 April 2011 11:14
 
Copyright © 2012 SchoolBase Help. All Rights Reserved.
Joomla! is Free Software released under the GNU/GPL License.