1) You can make templates of all the information in this area so that you can simply choose it very quickly. This is where they will show up to choose.

2) This is where you can choose the date filters. You can choose what the date filter is. You can choose course dates, or roster dates such as when the student was added to the roster. You can then choose the date range of whatever filter you specified.

3) Select course is where you can type in and choose courses that you want to filter the information by. You can type in the course name/number. Courses will appear, click on the ones you want to add. If they are highlighted in the box area, it will filter by them.

4) This area was custom made for a specific client, you can ignore it.

1) You can either have this report simply show you all of the information on the webpage, or you can have it create a .csv file for you that you can download and open in Excel or another program.

2) This checkbox will ignore the cancelled courses/students/registrations from the report. It will not show any of the cancelled information.

3) On the next  step, if you ONLY choose fields from one of the databases (Students, Courses, Course Roster, Transcripts) then you can chose the corresponding button here and ignore everything else to make it faster.

This is where you will choose all of the fields that you want. There is a high number of fields from the different databases. Student information, Course information, Roster/Registration information, and Transcript information. You can choose them on the left side and add them to the right to use. Most of the fields are self explanatory, of you have any questions you can ask us in a ticket by emailing [email protected]

1) This is the email address that the report will be emailed to if you choose that option. You can enter in any email address.

2) You can choose how you receive the .csv file export. Email the file is the most used one.

3) You also have the option to create a report that sends out automatically every-night. You can choose what days of the week you want this report to be sent. Checking the checkbox in this area will give you the report from the last time the automatic report was sent. It may take a day or two for the report to correctly start showing only the data you want.

4) This is where you can create the template we talked about before. You can name the template here. You can create a new one, or override the one you are already working on.

5) This is where you would either save the template, or process the request of a one time report, or begin the nightly routine.

If you have any questions on this feature or want more information, you can send in a support ticket at https://gosignmeup.zendesk.com/tickets/new or email [email protected]