Manage My Templates

If you export the same data frequently, you can create a template so that you don't have to define the fields, filters and Export Options used every time you perform an export. Once you create a template, the template appears on the My Templates tab. From the My Templates tab, you can easily manage your templates.

Note: Your templates are unique to your account and can be used at any school that you can switch to.

Note: Exports are always run within your current school context. Be careful when saving School ID filters as part of a template as this will prevent the export from exporting data at other schools.

Create a Template

Note: Student and staff selections are not saved with a template. If a specific set of student or staff is required for an export, use the column filters.

1. On the start page, choose Special Functions under Functions in the main menu. 
2. Click Importing & Exporting. 
3. Under Data Export, click Data Export Manager. 
4. Prepare the export as needed. All selected Fields, Filters, and Export Options will be saved with the template. Refer to Export Data Using the Data Export Manager.
5. Click Save Template.
6. Enter the template name in the Name field.
7. Enter a description in the Description field.
8. Note the mapped fields that are included in the template.
9. Click Save as New. 

View Templates

1. On the start page, choose Special Functions under Functions in the main menu.
2. Click Importing & Exporting. 
3. Under Data Export, click Data Export Manager. 
4. Click the My Templates tab. 
5. Click the template name to load for export or editing.

6. Use the Schedule icon to schedule the template for export.

7. Use the Delete icon to delete the template.

Apply a Template

Note: Current student and staff selections are not saved with a template. If a specific set of student or staff is required for an export, use the column filters.

1. On the start page, choose Special Functions under Functions in the main menu. 
2. Click Importing & Exporting. 
3. Under Data Export, click Data Export Manager.
4. Click the My Templates tab. 
   Note: Click column headings to sort templates in ascending order. Click again to sort in descending order.
5. Click the name of the template you want to apply. 
6. To continue, see Step 4 of Export Data Using the Data Export Manager.

Create a Template from an Existing Template

Note: Student and staff selections are not saved with a template. If a specific set of student or staff is required for an export, use the column filters.

1. On the start page, choose Special Functions under Functions in the main menu. 
2. Click Importing & Exporting. 
3. Under Data Export, click Data Export Manager. 
4. Click the My Templates tab. 
   Note: Click column headings to sort templates in ascending order. Click again to sort in descending order.
5. Click the name of the template you want to use to create a new template. 
6. Prepare the export as needed.
7. Click Save Template. 
8. Enter the template name in the Name field.
9. Enter a description in the Description field.
10. Click Save as New. 

Edit a Template

Note: Student and staff selections are not saved with a template. If a specific set of student or staff is required for an export, use the column filters.

1. On the start page, choose Special Functions under Functions in the main menu. 
2. Click Importing & Exporting. 
3. Under Data Export, click Data Export Manager.
4. Click the My Templates tab. 
   Note: Click column headings to sort templates in ascending order. Click again to sort in descending order.
5. Click the name of the template you want to edit. 
6. Prepare the export as needed.
7. Click Save Template. 
8. Click Save. 

Delete a Template

1. On the start page, choose Special Functions under Functions in the main menu. 
2. Click Importing & Exporting.
3. Under Data Export, click Data Export Manager. 
4. Click the My Templates tab. 
   Note: Click column headings to sort templates in ascending order. Click again to sort in descending order.
5. Click the Delete icon next to the template you want to delete.
6. Click the Confirm Delete icon.