What is covered in this article?
- Step 1: Admissions > Generate SIS Export
- Step 2: Name and Set Base of Report
- Step 3: Select all Forms to Use in the Report
- Step 4: Add Fields to the Report
- Step 5: Add Transformations to Data Columns
- Step 6: Select Schools to Filter Report
- Step 7: Test/Preview SIS Report
- Step 8: Make Further Edits if Needed
New for the 2020-21 SIS season, schools have to ability to self-configure an export file to move student data from SchoolMint into your SIS. This process of building your export file will leverage the Custom Report Tool. If you haven't used the Custom Report Tool yet, we recommend that you first review this article and/or watch this webinar.
Building Your Export Report
Step 1: Admissions > Generate SIS Export
To get started, go to Admissions > Generate SIS Export and click on the Create New Report button.
Step 2: Name and Set Base of Report
Name your report and select the appropriate report type.
- Student: will generate one row of data per student (from any of your Custom Forms).
- Application: will generate one row of data for every Application.
- Re-enrollment: will generate one row of data per Re-enrollment record.
Step 3: Select all Forms to Use in the Report
Fields that are a part of your custom forms will be the basis for this export report. We recommend using the checkbox to select all of your custom forms so you have all fields available to choose from.
Step 4: Add Fields to the Report
On the field chooser page, click the down arrow next to each Custom Form name to view the list of fields in that form. Drag the desired field into the dotted-outline field "Drop your Fields Here" and input a title in the column header. Be sure to give the column title a descriptive name so it is easy to identify the data.
Click “Add New Column” to continue building out your report by selecting fields, assigning a title and dragging columns into your desired order.
Note: You may also add more than one field to the same column and separate the data by a comma, space, etc.
For any fields that you would like in your export file, but may not be included in your custom forms, you may then review the Core Data tables to find additional field options.
Step 5: Add Transformations to Data Columns
Click Save and Continue to review which fields may require a Transformation. A Transformation refers to specific formatting that is applied to a field so that the data may be received in your SIS. Click Add Transformations to review and apply a list of pre-built Transformations.
Additional information on Applying Transformations may be found here.
Information on building your own Custom Transformations may be found here.
Tip: Email email@example.com to request assistance with building Transformations. Be sure to include your report name, the column name and the required formatting for your SIS. Screenshots are always appreciated!
Step 6: Select Schools to Filter Report
Choose which Schools you would like to include in this export report and Save.
Step 7: Test/Preview SIS Report
To test/preview your report, go to Admissions > Sync to SIS page, select your export report name from the dropdown menu, search for a student and generate the report.
Step 8: Make Further Edits if Needed
To make further edits after previewing your report, return to the Admissions > Generate SIS Export page and click on the pencil icon to enter your report for editing.
Still have questions? Email us at firstname.lastname@example.org.