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Illuminate Form Letters June 2016 Assessment & Evaluation, Illuminate Bootcamp Contact: Kate Arch, kate.arch@slcschools.org, 801-578-8331kate.arch@slcschools.org
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Outline I.What are Form Letters? Slide 3 II.Where are they? Slide 4 III.How do I make a Form Letter? Slides 5-16 Create a Report, slides 5-13 Create a PDF, slide 14 Combine Report and PDF, slides 15 & 16 IV.How do I share a Form Letter? Slide 17 V.How do I print them? Slide 18 Create a Report Create a Word Document Share Combine
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What are Form Letters? Form Letters are documents used to display information found in Illuminate. Information displayed can be assessment scores as well as student demographics. Form Letters are designed in MS Word and then imported into Illuminate. You get to pick what is put into the Form Letter!
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Where are Form Letters? Open Chrome and go to www.slcschools.org, then click on Employees, Illuminate.www.slcschools.org Open a report which contains a Form Letter. Here is one we can all see: Click on Form Letter found on the top menu bar. Click on Download. Once it is downloaded, it will appear at the bottom left of your screen. Click on the box to open the PDF.
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How do I make a Form Letter? First – create a report to house all of the data you want on the Form Letter. Second – create a MS Word document that will be layout of your Form Letter. Third – combine the report with your layout. Fourth – share the report and this will share the Form Letter. 1. Create a Report 2. Create a Word Document 4. Share 3. Combine
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Click on Reports, Create a Report Title the report. Adding tags will help you search for it later. A screen will display options for your report. Remember, this report will feed the information into your Form Letter. 1. Create a Report
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Let’s look at the options for your report. Categories Categories – these are the assessments and data points you can pull scores/data from. When you select a category, you’ll have options in the next menu over. Type in “demographics” Click on “Students: Demographics”
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Continued Matching Columns Matching Columns will display the columns of information from the category. Remember, this report feeds information for your Form Letter. Type in “id”. Click on “ID: Local Student ID”
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Continued Selected Columns Notice “ID: Local Student ID” is now in the Selected Columns. Click on Save and look at the next screen – that will be the beginning of your report which feeds information into your Form Letter.
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Manage Data Columns This shows you the column you selected. Note you can change the order of columns, delete, and hide. You can also rename columns. Delete “Local” so your column is “Student ID”. When done, click on Save Changes and View Report.
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View Your Report You should have one column in your report. Student ID. From this screen you can Manage Columns – change column names, order, etc. Create Form Letter (we’ll do this in a later step), Edit Title, and more! Let’s go back and add more columns to feed information for your Form Letter. Click on Add Columns.
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Add Columns You are back to the screen where you can select other columns for your report. This example shows the addition of Last Name and First Name of students. Take time to play with the categories and columns. Samples: Type in different Categories such as “Teacher” and “SAGE” When done, click on Save. Wait on the next screen to review columns.
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Manage Data Columns Change column names and order as you see fit. Click on Save Changes and View Report when done.
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Open another window and create a word document. This will be the layout of your Form Letter. Keep in mind the length of the data found in your report’s columns when formatting your word document. Once completed, save the word document as a word document, then save it again as a pdf. Do both saves. File – Save As - PDF 2. Create a Word Document
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Open your report that feeds information to your Form Letter. Click on Form Letter, add. Name the Form Letter. Find the PDF and import it. 3. Combine
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Format the Layout On the left is a list of all of the columns found in your report. To edit a column’s display, select the columns you want to change from the Form Letter on the right. Use your mouse. Hold down a left click and release when you have selected the columns. You’ll know your selected them because their color will be different. Click on You will be able to change justification, font size, etc. Click and drag the columns to the location you want them on your Form Letter. On the right is your Form Letter, as created in MS Word. Click on Save when done.
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Go back to the report that feeds your Form Letter. Click on Share. Select whom you want to share with. Give them Can View & Download. You must share the report to share your Form Letter. Who to share with? Departments, administrators, coaches…etc. 4. Share
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Print your Form Letters Open the report. Click on Form Letter. Download. Edit – allows you to change the PDF feeding the Form Letter. Layout – allows you to change columns and their formatting into the PDF. Edit!Layout!
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