School: Demographics Dashboard

• Select the gear icon to specify the Staff Birthdate field.

  Only custom date fields will appear in the dropdown. 

• Select the number to see a Birthday list report with details. A popup window will open.
• To export the list to Excel or a PDF, select Send to Excel or Print.
• To view a birthday list for a different date, select or manually type in any date.

• Click the gear icon.
• Use or  to move fields to or from the Selected Fields column.
• Click Save to save your changes.

Receive Online Forms: This displays the counts for Student pre-populated Online Forms that are Incomplete, Submitted, Approved, and Deleted.  Select the Expand icon or select one of the counts to open the approval process, which displays the details. Toggle to Staff to see the counts by status.

• Batch Entry Student Data: Displays last Batch Entry Update. Select to view list of the last Batch Entry updates completed. Select a record and click View Log to download the log to Excel. See School Demographics: Batch Entry for more information.
  
• Batch Entry Staff Data: Displays last Batch Entry Update. Select to view list of the last Batch Entry updates completed. Select a record and click View Log to download the log to Excel. See School Demographics: Batch Entry for more information.
  
• Batch Erase for Students of Staff: The option the Batch Erase data is also available for both Students and Staff. See School Demographics: Batch Erase for more information.

Import

• Student Demographic Import: Existing Student data can be batch updated with the Student Demographic Import. Select Logs to view the logs for past imports.
  

  For more information about updating existing Student demographic information, see School Demographics: Student Demographics Import.

• Staff Demographic Import: Existing Staff data can be batch updated with the Staff Demographic Import. Select Logs to view the logs for past imports.
  

  For more information about updating existing Staff demographic information, see School Demographics: Staff Demographics Import.

• Households in School displays the number of households associated with the number of Active Students in the school. Click the number to view the details for each household. A new window opens, displaying the households. On default, the first household is expanded. Click to expand additional household details including the students associated with the contact, their UNID, the school they are enrolled in and the year. The Household List can be Sent to Excel or Printed; however, the Household details (students and contacts) will not be included.
  
• Students Not Yet in a Household displays the students who do not have a Household ID. Click on the number to display the list of students. Click on to assign a Household ID to the Student without leaving the list.