School List
Connection Card Pro works hard to help you keep as organized as possible, which includes our School List feature to help you keep track of where your children and youth attend school.
You can use this page to manage available school options. New schools will be created automatically when adding new students to your database and entering their school in the student's profile page.
To Add a School to your List
There are 2 ways to add a School to this list:
1) From the menu:
People > People Settings > School List
- Click on “Add New”.
- Fill in the school's name and beginning and ending grades.
- Save
OR
2) While entering a student’s profile information that goes to a different school, just enter that school
name into their profile and it will be automatically added here!
To View Students Connected to a School
You can view the list of students at a certain school by going to the Person page > School Filter from the filters at the top of the person list (which may be in the Icon with 4 menu bars next to Columns) and select a school.
You can also add the School Column to your Person list by clicking on the Columns filter icon and select School and check if you want to save this as your Default before updating, or if you do not want this column on every time and just want to view this column right now go ahead and click “Update Columns”.
To View Your Schools and Students in a Report
Run a Custom Report in Reports > Generate Reports > Custom Reports Tab
- Click on the Custom Reports Tab to create your report by entering your report title, etc. and selecting the fields for your report, such as name and school fields, and any others.
- Choose a breakdown option if desired, such as breakdown by school.
- Choose to sort by a field, such as Name (last only) or any other field, if desired.
- In the Conditions Section, add conditions for what you are looking for, such as Where "School" "Is not blank".
- Select your report format of PDF or Web and click "Generate Report".
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