Adding an export template

Adding an export template to PowerSchool SMS involves selecting the export template, defining permissions for users of the export, and setting export filters.

Adding a Template and Defining Permissions

Before you add an export template to PowerSchool SMS, ensure it has been created and that you know the location of the file. For instructions on creating an export template, see Creating a custom export template [>>].

Export Template permissions default from the general system permissions. For each export template, you can change these permissions so that users of a particular role can modify the template.

To add the template:

[DA]

Setting export filters

The Export Filters page allows you to define the specific data to be exported. The options available in the Export Filters dialog are generated from the Views you selected when you created your export template in Crystal Reports.

For each Data Access View, you can select up to five of the available fields to act as filters for your export. For example, in the sample export you would select the filters Last Name, First Name, Birth Date, and Gender from the School Student View. The Federal Ethnicity Category filter would also be available from this View because the DA_SchoolStudent and DA_FederalEthnicityCategory views were linked during the tasks performed in Creating a custom export template [>>].

To set the export filters:

[DA]