Exporting Class Rosters to CSV



Exporting Class Rosters to CSV The steps in this article assume that your computer has the standard Schooltool Report Viewer installed on your computer, and that your school has not changed the "Preferred Report Viewer" setting to exclusively default to "PDF" as described in this article: http://www.edutech.org/services.cfm?subpage=2142849


  1. Navigate to your Class list which is visible from the HOME module which is usually the default module you see when you first login


    **HintDepending on the time of year, you may need to mark the "All" radio button to see your class list



  2. From the list of your courses, single click the "Roster" icon that appears to the left of the course you wish to export class rosters for

     



  3. In the upper right hand corner of the roster screen, click the "Print Rosters" button as illustrated below - a report window will pop-up assuming that you don't have your browsers pop-up blocker on:

     



  4. Confirm that the top left hand corner of the screen looks like the image below - if not the report hasn't been generated in the Schooltool Report Viewer, and you won't be able to confine to the next step


     
    **Above is an image of a Schooltool Report generated in the "Schooltool Reports Viewer" - the button highlighted in the image must appear in the top left of the screen in order for you to be able to export the report to a CSV file, which can then be imported into other applications.



    **Below is an image of a Schooltool Report Generated in the Adobe PDF Viewer - the Adobe PDF Viewer does not have the built in capability to convert the report into a CSV file.  If this is what you see, you will NOT be able to continue with this instruction set.
     




  5. In the top left hand side of the screen, click the "Export This Report" button as illustrated below - the "Export" screen will appear

     

    **Hint: If you don't see this button, it's likely that the report didn't generate in the "Schooltool Report Viewer" as needed but in Adobe PDF instead - see the images in the previous step for a comparison of what you should see!



  6. Change the "File Format" field that appears on the "Export Screen" to "CSV" as illustrated below:

     



  7. Click the "Export" button - use the following as a guide when you're next prompted to choose an action


    **Hint: If you aren't presented with any of the following options, and instead a file just automatically downloads, you can then just double click the file to open it.



    • Click Save to save the file to any location on your computer's hard-drive - this may be the best option if you don't need to modify the file for any reason


    • Click Open to open the file in Excel or any other text file reader that's installed on your computer


    • Click Cancel to cancel out of anything you've been doing