How to create a CSV file

Comments (...)

You will to first design/create a report using your school management system.
 
csv1
Click 'Reports', then 'Design Report'.

 

csv2

The Report Designer window will appear, click 'Create a new report'.

 

csv2

You will need to select where the data will come from for your report, click 'Pupil'...

 

csv4

...Then click 'On Roll' and 'Next'.

 

csv5

Choose the data fields you would like in the report, we recommend you include the UPN...

 

csv6

...Surname, Forename, Date of Birth (DOB), Gender (Sex), Year Group (Year), and Reg Group (Form or Class).  If you miss out UPN then a reference number will be created that is a code based upon the pupil's forename, surname and date of birth.
 
If you want to include attendance data then add the fields: Sessions or Possible, Attended, UnAuthorised and Late.  No need to include Authorised as this data will be calculated by ReportPlus.

 

csv7

If you want the teacher to be automatically added and linked to their pupils then also include Class Teacher.  If there are any jobshare teachers then they can use a Jobshare field if you like - you shouldn't try to merge two teacher names into one as the final results may be unexpected.  When you have finished adding the fields, click 'Next'.

 

csv8

Choose a filter...

 

csv9

...a sort method...

 

csv10

...and an effective date...  You can usually just click 'Next' to skip!

 

csv11

Choose 'Excel' format...

 

csv12

...and preview the report.

 

csv13

Excel will open and you will be able to see the pupil data (our example screen-shot is blank, but yours should have data).

 

csv14

Now click 'File', then 'Save as'.  Type in a filename and change the 'Save as type' to 'CSV (Comma delimited)' - some versions of Excel may call this 'CSV (MS-DOS)'.

 

Comments (...)

Created with Help & Manual 6 and styled with Premium Pack 2.0