ParentsEvening: Export Students from Integris

Scope

Steps to export a CSV file with student and parent data from Integris.

Instructions – Creating the Report

1. In RM Integris, go to Reports > Ad hoc Reporting – Simple.

2. Click Ad hoc Reports Manager.

3. Click Create report (plus icon) on the right.

4. In Report Name and Description, type T2P Parents Evening.

5. Tick Share Report with all users.

6. For Report Style, click Export.

7. Click Next.

8. Expand the Personal folder and add the following fields:

   • First Name / Legal Surname / Date of Birth / Year / Class / Reference / Gender

9. Expand the Enrolment Details folder and add the following field:

   • Entry Date

10. Expand the Parent Guardian 1 folder and add the following fields:

    • PG1: Title / PG1: First Name / PG1: Surname / PG1: Emergency Ranking / PG1: Mobile / PG1: Email / PG1: Parental Responsibility

11. Expand the Parent Guardian 2 folder and add the following fields:

    • PG2: Title / PG2: First Name / PG2: Surname / PG2: Emergency Ranking / PG2: Mobile / PG2: Email / PG2: Parental Responsibility

12. Click Next.

13. Under Data Selection Options, untick Class, House, and Student Find.

14. Click Next and Finish – the report has now been created.

Instructions – Exporting the Report

1. In RM Integris, go to Reports > Ad hoc Reporting – Simple.

2. Click My Ad hoc Reports.

3. Select the report T2P Parents Evening.

   • Note: If you did not create the parents evening report yourself and it was instead created by a colleague, you will find it in Reports > Ad hoc Reporting – Simple > Shared Reports.

4. This will show a list of year groups. Click on the hand icon to select them all.

5. Click Generate Report.

6. The T2P Parents Evening.csv will save to your Downloads folder. Open the file in Microsoft Excel.

7. Copy the contents of the spreadsheet from First Name to Entry Date (not including the headings themselves).

8. Scroll down to the bottom of the list and paste from the first empty cell without leaving an empty row.

9. Copy the contents of the spreadsheet from PG2: Title to PG2: Parental Responsibility (not including the headings themselves).

10. Scroll down to first empty cell under PG1:  Title and paste.

11. Delete the headings that include PG2 to remove those empty columns.

12. You will now have a spreadsheet where the top half has your students with their Parent Guardian 1 data and bottom half has your students their Parent Guardian 2 data.

13. Save the CSV file and rename it to include the school name.

14. Read our guide to continue: ParentsEvening: Import Students and Parents.