Export

The Mail Merge  Export File is a Required field (). The user selects the Mail Merge Export  File, by Left Clicking on the Drop Down List Box (). When this is done a list of available Mail Merge Files, that have been Created making use of the Setup Mail Merge Option, will be displayed. Select the applicable Mail Merge File by Left Clicking on it in the list. Should the user not Select a Mail Merge File and attempts to Process () the information the system will give an indication  () that this is compulsory information.

The Grade is  a Required field ().  The user selects the Student Grade by Left Clicking on the Drop Down List Box (). When this is done a list of available Student Grades will be displayed. Should the user not Select a Student Grade and attempts to  Process () the information the system will give an indication  () that this is compulsory information. Select the applicable Student Grade by Left Clicking on it in the list.

 

The Report Type is  a Required field ().  The user selects the Report Type by Left Clicking on the Drop Down List Box (). When this is done a list of available Report Types will be displayed.

 

Should the user not Select  a Report Type and attempts to  Process () the information the system will give an indication  () that this is compulsory information. Select the applicable Report Type  by Left Clicking on it in the list.

 

 

Should the user select the Report Type to be Cycle - the Cycle Selection Drop Down List Box will be Active. Should the Report Type be either Year or Promotion the Cycle Selection Drop Down List Box will be In-Active. Should the Report Type be Cycle, the user selects the Cycle by Left Clicking on the Drop Down List Box (). When this is done a list of available Cycles will be displayed. Should the user not Select  a   Cycle and attempts to  Process () the information the system will give an indication  () that this is compulsory information. Select the applicable Report Type by Left Clicking on it in the list.

 

 

Note:  The Report Date Field is by default populated with the current date (today). This is the date that will be exported and eventually be printed on the report card. Also known as report issue date.

 

The Report Date is a Required field (). Enter the Date for the Report. Make use of the Date Picker to do this. The Date Picker is displayed by Left Clicking on the Drop Down Button (). When this is done the Date Picker will be displayed. Select the applicable date by Left Clicking on the date in the Calendar.

 

 

Should the user not Select  a  Date and attempts to  Process () the information the system will give an indication  () that this is compulsory information. Select the applicable Report Date by Left Clicking on it.

 

Note:  The Next Term Start Date Field is by default populated with the current date (today).

 

The Next Term Start  Date is a Required field (). Enter the Next Term Start  Date for the Report. Make use of the Date Picker to do this. The Date Picker is displayed by Left Clicking on the Drop Down Button (). When this is done the Date Picker will be displayed. Select the applicable date by Left Clicking on the date in the Calendar.

 

 

Should the user not Select   a Next Term Start Date and attempts to  Process () the information the system will give an indication  () that this is compulsory information. Select the applicable Next Term Start Date  by Left Clicking on it.

 

 

Should the user wants to Include the Number of Days that a Students were Absent, as well as the Conduct Score for the Students, in the Mail Merge Export File, the Conduct and Absent Details Check Box should be Checked. When this is done the Absent Form Date and the Absent To Date Fields will be Active and the user needs to enter Dates for these fields.

 

 

Note:  This field will only be Active if the user has checked the Conduct and Absent Details Check Box.

                          The  Absent From  Date Field is by default populated with the current date (today).

 

The Absent From Date  is a Required field (). Enter the Absent From  Date for the Report. Make use of the Date Picker to do this. The Date Picker is displayed by Left Clicking on the Drop Down Button (). When this is done the Date Picker will be displayed. Select the applicable date by Left Clicking on the date in the Calendar.

 

 

Should the user not Select an Absent From  Date  and attempts to  Process () the information the system will give an indication  () that this is compulsory information. Select the applicable Absent From  Date by Left Clicking on it.

 

Note:  This field will only be Active if the user has checked  the Conduct and Absent Details Check

Box. The  Absent To Date Field is by default populated with the current date (today).

 

The Absent To Date  is a Required field (). Enter the Absent To Date for the Report. Make use of the Date Picker to do this. The Date Picker is displayed by Left Clicking on the Drop Down Button (). When this is done the Date Picker will be displayed. Select the applicable date by Left Clicking on the date in the Calendar.

 

 

Should the user not Select a Absent To Date  and attempts to  Process () the information the system will give an indication  () that this is compulsory information. Select the applicable Absent To Date by Left Clicking on it.

 

 

 

Make use of the General Toolbar to Setup Filters / Selection Criteria to display the list of students for whom the Mail Merge Export should be done.

 

Select the Students that should be included in the Mail Merge Export by Left Clicking on the Student Selection Check Box. When this is done, a Check Mark ()will be displayed. Should the user not Select any Students and attempts to  Process () the information, the system will give an indication  that No Students have been selected.

 

 

Once all Setup Information has been captured the Mail Merge Export File is Created,  by Left Clicking the Process Button (). The Processing Page will be Displayed  while the Export File is being Created.

 

 

Once the Export has been completed, the user will have the Choice to Open or Save the Merge File.

 

 

Left Click the Save Button. When this is done the user will have the following options:

 

 

Select the Save as Option. When this is done the User will be able to Browse to the location where the Mail Merge File should be Saved.

 

 

Note:  The File that is Created is in a CSV format. Do not Save the file in a Different Format as the

Mail Merge to Microsoft Word  only makes use of a CSV file Format.