Within the Search and Reports page, you can create a variety of custom reports. Each of these reports can be saved for repeated reference at various points in your process to get the must up-to date metrics. When saving a search, the results will update each time you refer back to it. A few useful examples include admissions or enrollment counts, event registration, custom financial reports and directories.
How to Save a Search
Once you've created your search criteria, set your reporting view and/or added additional columns of data to your report, you can click on Save button in the upper right.
You'll be prompted to name your search (1) and set the visibility (2). Here you have two options:
- Private: The search is viewable to your log-in only and no other admins can see the search unless you change the visibility to public.
- Public: The search is viewable to all user accounts that are setup within SchoolAdmin.
Then click 'Save' and your search will be accessible within the 'Saved Searches' tab.
How to Open and Edit a Saved Search
To open a saved search to see updated results such as a current list of Open House attendees or a grouped list of Applicants by their current school, click on Search & Reports (1) --> Saved Searches (2). Within this page, you'll see the columns described below:
Name (3): This is the name of your saved search. You can open the search by clicking on the name.
Report Type (4): This will show you the reporting view of your search, which includes list, list with grouping, summary, or graph.
Date Created (5): This is the date that the search was first created at.
Visibility (6): This will indicate if your search is private (for your eyes only) or public (viewable to all SchoolAdmin Admin/User accounts).
Owner (7): This is who created the search.
Actions (8): Here you have two options:
- Edit will allow you to edit the search criteria, add/remove columns and change your reporting view. Once you update your search and click save, you can update the name and visibility of the search. You also have the option to update the current search or save it as a new search. 'Update this search' will write over the current search and save it. 'Save as new' will create another version of the search and the old version will remain. Make sure you rename your search something unique if you use the 'save as new' option.
- Delete will remove the search from your list. You'll be asked to confirm and click 'OK.'
How to Export Search Results
To provide more flexibility with search results, you can export a current search and/or a saved search to .CSV, Excel or to an import template by clicking on the Export menu in the upper right of the page.
When exporting, you'll be notified that your results are being processed.
Once the export has been processed, you'll be notified that your export is complete with a hyperlink to download it.