Exporting Data and Reports in H3

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Presentation transcript:

Exporting Data and Reports in H3 David Huckleberry Roosevelt Room April 20th 2:30pm – 3:15pm

Are you in the right place? Excel Basics Preserving data format by opening the CSV from within Excel, not via double-click Formatting column width Sorting Filtering Need more of this? Go directly to Reagan Brent Meyer – Basic Excel Spreadsheets NOW (You can leave, I understand)

….ok, maybe not, but you can be valuable!! Are you a miner? Knowledge is power Data is Gold! Become a Gold Miner and get rich….. ….ok, maybe not, but you can be valuable!!

“I need to make a mail merge with student data” Why is this important? “I need a class list” “I need to make a mail merge with student data” “I WISH I COULD…..”

Know Where You are in H3 KEY POINT It matters 100% where you are when you start the export, as to what fields you can export

Student Data Layout Do you speak Harmony???? “Ok class, give me the definition of the fields <A_9>, <P_1> & <P_9>?”

Located in the Support Portal as an Excel file Student Data Layout Data Dictionary Located in the Support Portal as an Excel file

Exporting from H3 Know what database to start in Select the documents you want Click ACTIONS and EXPORT DATA Select the fields you want

Exporting from H3 You may use a previously saved template You can save this export as a template Click Export when ready

Students by Grade Filter Student Reports in H3 Students by Grade Students by Grade Filter Students by Homeroom

Attendance Reports in H3 Today’s Absences Absences by Date Attendance Filter

Discipline Reports in H3 Discipline Filter Discipline Last Year

Other Reports in H3 Health - Nurse Visits Classroom – By Homeroom Office Use – F\R Status Office Use – Paperwork Filter Office Use -Registration Forms Filter Extra Curricular Activities

The End Have a great day at the conference!!