Creating a Custom Excel Report Utilizing Staff Credential Data

In SchoolFi, the Search Result View can be combined with Staff Credentials data to create custom reports.  To create a custom report, navigate to the Personnel  >>  Analysis >>  Credentials tab. 

There are a number of search parameters that you can utilize the Staff Credentials tab.  You can save your search parameters utilizing the familiar Named Search button (highlighted in purple below).

To integrate the Search Result View with your Staff Credentials Data, navigate to the Search Result View tab, select the Search Result View that you want to intergrade with the Staff Credentials Data and click on the Edit button.  For this example, we will intergrade the Position Information search result view.   

Then in the Security section simply activate the Search Contacts and Address option and save your selection. 

If you navigate back to the Search Result View tab, you will see a check box in the column indicating the Search Result View can be intergraded with the selected tab in SchoolFi.

When you hit the Search button, you will have a custom report that lists the staff members Credential Data along with the contact information from the Search Result View.  The Information highlighted in yellow is from the Credentials Data and the information highlighted in Blue is from the Search Results View.