Student Export

Public/School/Student

 

The Student Export generates a spreadsheet containing information regarding the student. The file may be used to generate mail merge documents or letters, or columns may be edited to create a customized excel spreadsheet of student information as needed.

 

Report Options:

 

Name Format 1 & Name Format 2 – Select the formats of the names that will be exported in the columns Student Name Format 1 & 2 and Account Name Format 1 & 2.

 

Address:

• Show Address– Check off the option to export address(es) for the account
• Address Types – Select the address types to export. Ex: Select HOME to export the home address.

 

Payment and Distribution: Show Financial Info– Select True to export column Total Payments with a sum total amount of the payments on the account for the query criteria. In order to use this option, the Financials must be filtered in the query to specify the campaigns or dates, etc. to include.

 

Person TVF: Show Non Custodial Parent Info– Select this option to export each parent on a separate row in divorced family situations. This will not affect students where the parents are on the same account.

 

Phone:

• Show Phone– Check off the option to export phone number(s) for the account, including emails.

• Phone Types – Select the phone types to export. Ex: PHONE, EMAIL.

• Address Types – Select the addresses types for which to export the phone numbers. Ex: Select HOME to only export the phones chosen above for the home address.

 

Student Enrollment Info:

• Show Class Enrollment – Select to export the individual classes the student is enrolled in.

• Term Classes – Select the term of the class enrollments. Ex: Select the current term to export the classes for the current term.

 

Student Info:

·         Term– Select the Term of the students. This is a required prompt. Students who are a student (have a grade record) for the selected term will be included in the export.

·         Division – Select a division(s) to export students for specific divisions only for the term selected.

·         Grade – Select a grade(s) to export students in specific grades only for the term selected.

 

 

Sample Query Criteria:

 

The following query will generate an export of all students for term RG2015 along with all the home, personal and business email addresses for the account.

 

Filter the Student Info to select the term of the student’s grade record. Term [Student Grade] =  RG2015

 

 

Report Options:

 

Under the Phone Simple, select to show phones, select the email phone type, and the home, business, and personal address types.

Under the Student Info, select the Term of RG2015.

 

 

 

Exported Fields:

 

Account #	Student person id	Student first name	Student last name
Gender	Account member type	Date of birth	Firm name
Father name	Mother name	Is deceased	Maiden name
Marital status	Migration id	Memo	Student first name H
Student last name H	Hebrew date of birth	Hebrew date of birth day	Hebrew date of birth long description
Date of birth long description	Hebrew date of birth in English long description	Student name format 1 (selected in report options)	Student name format 2 (selected in report options)
Account name format 1	Account name format 2	Account titles	First name primary
First name spouse	Last name primary	Last name spouse	Mail status
Bar/bat mitzvah date	Parent email	Student grade	Term
Student cell	Student email	Student address type	Student address 1
Student address 2	Student address 3	Student address city	Student address state
Student address zip	Permanent #