Templates for Exporting

On this page:

Export information by using a template. Select the template from a list or create a new one. For more information about exporting, refer to Quick Export. 

Database Extensions and Export Templates

Users can add table extension fields to export templates created for the selected table using the following methods for the Data to Export field:

• For Student and Users tables, click Fields and select from the menu.
• For Courses, Historical Grades, and Student Schedules tables, enter the database extension field name manually.

Create an Export Template

If there is no template that you can use to perform the export or no template you can edit to meet your needs, you must create a new one.

1. Navigate to the Export Using Template page. 
2. Choose the type of export from the Type of Export menu.
3. Click Template. 
4. Click New. 
5. Enter a name for the template.
6. Choose the table that will be used in the export.
7. Choose either Delimited or Fixed to determine the length of each field.

8. If you chose Delimited in the previous field, choose the field delimiter. This refers to the item that will separate the fields in the exported data. If you choose Other, enter the delimiter in the blank field. Select the checkbox to surround field values with quotation marks.

9. Choose the delimiter for the end of each record.
10. Select Column Titles to put column titles on the first row.
11. Enter a MIME type. To use the default MIME type, leave the field blank.
12. Click Submit. The Templates for Exporting page displays the new template. Add columns to the template using the procedure Add Template Columns.

Add Template Columns

1. Navigate to the Export Using Template page. 
2. Choose the type of export from the Type of Export menu.
3. Click Template. 
4. Click the # Columns link of the template to be changed.
5. Click New to add a column to the template. 
6. Enter a title for the column.

7. Enter the fields to be included in the export. To insert a PowerSchool field into this field:

   1. Click Fields to view a list of PowerSchool fields.
   2. To narrow the list of fields, enter one or more search terms in the Filter field. Otherwise, leave blank.
   3. Click the field you want to add.

   If you are adding database extension fields for Courses, Historical Grades, and Student Schedules tables, enter the extension field name using the format [extension name].[fieldname].

8. If a record has no data for a particular field, indicate a value to replace the blank field (optional). For example, enter No Data.
9. Enter a column number for this column on the template. All column numbers will have a zero added as a suffix to the column number.
10. Enter the width of the column in characters if using fixed-field lengths instead of field delimiters.
11. Choose the alignment of the column if using fixed-field lengths instead of field delimiters.
12. Click Submit. 
13. Repeat the previous three steps to add additional columns to the template.

14. Click Back to Templates for Exporting. 

The template has been changed. Perform the export by following the instructions in the section Export Using a Template. 

Edit a Template

When you need a list that differs slightly from the list that a template produces, you can easily modify the template to meet your needs.

Everyone who uses the template will view the changes you enter. Contact other users before changing a template that many people use.

On the start page, search for and select a group of students. 

1. Navigate to the Export Using Template page. 
2. Choose the type of export from the Type of Export menu.
3. Click Template. 
4. Click the name of the template you want to edit.
5. Edit the information as needed.
6. Click Submit.

Edit Template Columns

1. Navigate to the Export Using Template page. 
2. Choose the type of export from the Type of Export menu.
3. Click Template. 
4. Click the # Columns link of the template to be changed. 
5. Click the Title of the column you want to edit. 
6. Edit the information as needed. 
7. Click Submit. 

Delete a Template

1. Navigate to the Export Using Template page. 
2. Choose the type of export from the Type of Export menu.
3. Click Template. 
4. Click the name of the template you want to delete. 
5. Click Delete.
6. Click Confirm Delete. 

Delete Template Columns

1. Navigate to the Export Using Template page. 
2. Choose the type of export from the Type of Export menu.
3. Click Template. 
4. Click the # Columns link of the template to be changed. 
5. Click the Title of the column you want to delete. 
6. Click Delete.
7. Click Confirm Delete. 

Export Using a Template

1. Navigate to the Export Using Template page. 
2. Choose the type of export from the Type of Export menu.
3. Choose the template to export from.
4. Click Submit. 
5. Choose File > Save As....
6. In the Save dialog, specify a name, location, and file type.
7. Click Save. Open the file using a spreadsheet or other application.