How to "run" a Search Result View (Custom Excel Report)

You can "run" a Search Result View on the Personnel  >>  Staff  >>  Staff Search tab in SchoolFi.   To search the database for the information contained in the Search Result View simply select the Search Result View and click on the search button.  

Filtering the results on the Search Screen:

You can filter the results that are displayed buy utilizing and individual or combination of the search parameters.  

Limiting the Search Parameters that are displayed:

If you want to hide any of the groupings on the Staff Search Tab, you can uncheck the option and the entire search parameter will be hidden: 

Saving Search Parameters

You have the option of utilizing the Named Search button to save the search parameters on the screen so they can be replicated for future reference.  Named searches are save on the individual users account and can not be shared or accessed by other users.  

To create a Named Search, select the search parameters and/or the Search Result View and click on the Named Search Button:

Enter the name of the custom Named Search and click on the Create Named Search button.

Retrieving or "Running" a Named Search

Click on the Named Search button and in the pop-up, simply click on the Named Search that you want to run.  You will be taken back to the Search Staff tab and the search parameters will be applied.  

Creating the Custom Excel Report

Once the data that you want to report on is displayed on the screen, simply click on the Excel icon and your Custom Excel Report will be generated.