Student Browse. Filter Options Creating a Filter Quick Filter

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1 Student Browse Student Browse Locating a Student Student Information Browse Views Chart Options Export Options Printer Friendly Display Processing List Option Filter Options Creating a Filter Quick Filter

2 Student Browse Locating a Student Student Information Browse Views Chart Options Export Options Printer Friendly Display Processing List Options The Student Browse is a place to access student data. It is formatted in a way where you see a table of information and each row of the table is for one student. You can view additional information for a student by expanding the student s record. The Student Browse can be found by navigating to Student Management>Students> Student Browse.

3 Within the Student Browse you will see the students records. When viewing student records in a specific entity, you will see one line of information per student. If you are viewing the records from the District Entity (000), you will see multiple records per student. The multiple records display for students if they have been/are enrolled in more than one entity in the district. You are seeing one line per student per entity of enrollment.

4 Locating a Student There are multiple ways to locate a student in the Browse screen to view their information. Page Display You have the ability to change the number of records that display on the screen. The more records you choose to display could cause the page to load slower. You can use the Navigation Arrows to move you to the next page to locate the student.

5 Lookup You can use the Lookup field to locate a student. The Lookup field allows you to search for a student by Last First Name, Name Key, Social Security Number, Name ID, Login, Other ID, or State ID.

6 Lookup by Letter You can click on the ABC button in the lower right corner of the screen. The alphabet will display after clicking the button. When you click on a letter it will take you to the first student whose last name begins with the selected letter.

7 Student Information You can expand a student s record by clicking on the arrow to the left of their name. When the record is expanded, you can see more details about the student. The areas you will be able to view will depend on your security access. The first box under the student s name has navigation options for working in this expanded area. Expand All You can click on this option to open up or expand all the detail areas under the current student. Collapse All This option allows you to minimize or collapse all the expanded detail areas under the current student. This is especially helpful if you have more than one area expanded and you want all of them collapsed.

8 Modify Details You can use this option to hide certain areas from displaying. It also allows you to modify the order they display. The checkbox to the right of an area allows you to choose if it will display in the Student Browse screen. You can use the arrows on the left to change the display order of the areas by dragging and dropping them to the desired location. The Mark/Clear All Items will check or uncheck the boxes in the Display column. You can use the Reset button to restore everything back to the default settings.

9 View Printable Details You can use this option to create a print screen of all of the details under a student s record. It will print all the visible areas, even if you would have to scroll to see them. You can see multiple areas expanded in the preview screen, along with the scroll bar on the right indicating there are more details below. Click the Print This Page link in the upper left corner to print this information.

10 When you are viewing a student s expanded record, you can see different details. To view those details, you can expand them individually, or keep them collapsed. With each detail area, there will also be functionality based on your security access to either view, edit, add or delete. Down the right side of the screen there are several buttons. The buttons available will depend on security access and the View selected in the upper left corner. The first set of five buttons in the group are used to maintain student records by doing things such as adding students to an entity, deleting students from an entity or editing the selected record s General Profile information. The next set of buttons allow you to access additional details about the selected student s record.

11 Browse Views When working in the Student Browse, or any browse screen in Skyward, you will see a View selection box. Changing the selected View will update the columns of data that display in the browse screen. The Student Browse has views that pertain to the detailed information that you see when you expand an individual student s record. After selecting a new view, you should see the screen refresh and the new columns will display. The button on the right side of the screen may also change with the new View.

12 Chart Options Chart options allows you to create a chart with the Student Browse screen data. The chart will be based upon the View selected. Click on Add Chart to create a new chart. You will determine the information you want to chart in the Column to Graph. The options you see displaying the in the Column to Graph are based upon the View you selected in the Browse screen. After you have configured the chart options, you click on Save And Display Chart.

13 Above is a sample of a chart that has been created to chart the student languages. If you want to see the students that make up that section of the graph, you can click on the bar and an Excel file will be created displaying the students.

14 Export Options Export Options allow you export data from records in the Browse. The information in the Export is based upon the View and Filter selected. You will select the export option and click on Export. After Export completes, you will click Download Exported File to view the file. Above is a sample of the Export file created of the General-Profile.

15 Printer Friendly Display The Printer Friendly Display will show the student records based upon the View and Filter selected in the Browse screen. It will allow you to print any information displaying on the screen. After clicking on the Printer Friendly Display icon in the Browse screen, a second screen will display which will allow you to hide/show specific columns. Once the columns have been determined you can click on Print This Screen.

16 Processing List Options The Processing list option will allow you to quickly create a processing list of names. You can use exsiting processing lists as well as create processing lists by clicking this option. Adding a new Processing list, creat new processing lists and change names in list can all be accessed from here.

17 Filter Options Creating a Filter Quick Filter Filters are used to control the records that display in the Browse screen. The ranges can only be set on the fields that display in the different columns going across the screen. Filters are tied specifically to the View that is selected, since the view changes those columns. The Student Browse has three pre-defined filters programmed into the software. The predefined filters always display with an asterisk(*). You are not able to edit or delete a predefined filter. You can use these filters as a starting point to create your own filter by cloning it. When you click on the word Filters, you will be able to maintain the filter you have available for this Browse screen and the selected View. Apply Filter This button is used to apply the selected filter to the Browse screen to update the records that are displaying. Add Filter This button allows you to create a new filter from scratch. You will find more information regarding adding a filter within this guide, View/Edit Filter The button s functionality will depend upon the filter that is selected. When a pre-defined Skyward filter or shared filter is selected, the button only has view capabilities since those cannot be modified. If you select a filter in which you created, the button will be Edit Filter and modifications can be made to it. Clone Filter This button allows you to take an already created filter and copy it to create a new one based on how the selected one is setup. This is helpful if you want to take either a pre-defined Skyward filter or shared filter and modify it to meet your specific needs without creating one from scratch. Delete Filter This button will only be active when deleting a filter you created or for a shared filter. This will remove the selected filter from your available list. If you are deleting a shared filter, it will only be removing it from your account; it will not permanently delete it from the system from the creator or others it was shared with. Share Filter You can use this button to share a filter with other users that have access to the screen you are on. You can choose to share it with an individual user or with all users.

18 Creating a Filter You can create a filter by clicking on the Add Filter or Clone Filter. Filter Information Filter Name You will enter the name of the filter that is seen in the filter selection screen. It is a good idea to give your filter a name that helps describe what it will display.

19 Filter Details The details can give you a description of what is displaying. It will display in a tooltip when hovering your mouse over the filter in the selection screen. This is a temporary filter This option allows you to create the new filter, however once you log out of the software, and then log back in it will no longer be available. This is helpful to keep your filters list manageable and not cluttered. Browse Options Number of Locked Columns This option will freeze the number of columns from the left in the Browse that is entered in the box. Those columns will not move when scrolling from left to right. Display Totals Count Only - If you select this option, it will only display the total number of records that meet the ranges set in the filter. No records will display in the Browse screen. Column Display Options and Filters The Column Display Options and Filters is where you control the order of the columns across the screen, set the width and the ranges. Move You will click on an arrow in the Move column to drag a field/column to be displayed in a different order. Display This option allows you to determine the columns that will display in the Browse screen. You will keep the box checked in order for the column to display. Width You can use the Width column to set how much space the column will take up. The percentage is based on the default width. Low/High Values The Low and High Value columns are used to set the ranges that control what records will display. Skyward sorts by defaults of blanks, special, characters, numbers and then letters.

20 Skyward sorts records by each individual column. So if the low and high value of the Last Name range is an A in it, no records will display because most last names are longer than one character. To display all students whose last name start with an A the low value should contain an A and the high value should be AZZZZZZZZZZ. Wide Open ranges are typically blank (low value) to ZZZ s (high value) or 0 s (low value) to 9 s (high value). Wide open ranges will pull any possible record and this is usually the default range for most fields when creating a new filter. Custom Sort The Reset button can be used to set that field back to its default settings. At the very bottom of the filter setup screen is the Custom Sort area. This area allows you to select the field(s) you would like sorted. The custom sort is really helpful if your screen is displaying all possible records based on your filter. Example If you have multiple pages showing 50 records, only the original 50 records will be sorted on that first page. It will not go through all possible records before doing the custom sort. After you have determined the fields and ranges of the filter, you will click Save and Apply Filter. This is a sample of a Filter setup to display just active 9 th grade students sorted by gender.

21 Quick Filter You can create a Quick Filter to determine the records that display on the Browse screen. When using a Quick Filter, it will create a filter for you that will display in the Filters list. You will click on the icon that looks like a funnel. You will set the ranges at the top of the screen. The ranges in the Quick Filter work the same as setting the ranges in the Filter. After the ranges have been set, you will click on the Apply Filter.

22 After you apply the filter, the students displaying will be based upon the ranges selected. In the Filters area, a new filter is created for the Quick Filter you created. If you click on the Filters, you will be able to modify the ranges of Quick Filter.

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