Path: Reporting > Ad Hoc Reporting > Filter Designer
Use the Selection Editor to create static filters that contain specific students, people, or districts. Saved selection filters can be used in reporting tools and other processes, such as attendance tracking, letter generation, and data exports.
Create, organize, and import ad hoc filters for reporting and data searches.Before you start
- Selection Editor filters:
- Include Student, Census/Staff, or District (State Edition only) options. Course/Section is grayed out and not available for selection.
- Can only be saved when more than one person or student is selected. If you only need one individual, search for that person in Census or Student Information instead.
- Are static. Changes to membership must be made manually after the filter is created.
- Set appropriate tool rights. Refer to the Filter Designer Tool Rights article for more information.
Create a student selection filter
Select Selection Editor as the Filter Type.
Select Student as the Data Type.
Click Create. A list of students displays. By default, students are listed by grade, last name, and first name. Active and inactive students are included.
Enter a Selection Name and optional descriptions.Use the search and filtering options to locate students:
- Active Today
- Yes: Displays students with active enrollments.
- No: Displays students without active enrollments. Inactive students are displayed in red.
- Both: Displays all students regardless of enrollment status.
- Grade: Filters students by grade.
- Name: Filters students by last name or first name as you type.
- Sort: Sorts students by grade and name or by name only.
- Active Today
Select students from the All Students list and move them to Selected Students using the right arrow.
Remove students by moving them back to the left list using the left arrow.
Choose where to save the filter:
- User Account to save to your account or a folder.
- User Groups to save one or more copies for user groups. Each group receives its own editable copy.
Click Save.
Enter a Selection Name and optional descriptions.Impact
The filter appears in the Saved Filters list and can be used in reporting processes. The selection remains unchanged until it is manually updated.
Create a Census/Staff selection filter
Select Selection Editor as the Filter Type.
Select Census/Staff as the Data Type.
Click Create.
Enter a Selection Name and optional descriptions.
Search for people to include in the filter:
- Enter part of a name in the Name field.
- Optionally select an existing filter from the Filter dropdown.
- Use both fields together to return only matching records from the selected filter.
Select at least one search category:
- Students
- Staff
- Other People
Click Search. Results are limited to the set search limit selected in System Preferences.
Name: Click on the individual's name to display the Person Summary Report.
Show: Click the relevant label to display information associated with the person, including relationships, teachers, sections, and caseload.
Use the Back to Search or Back to Results links displayed in blue to navigate.
Add individuals from the results using Add, or add all results using Add All.
Remove individuals using Remove or Remove All as needed.
Click Save.
Impact
The filter is added to the Saved Filters list and can be reused in other tools. The selection remains static until manually modified.
Create a district selection filter
State Edition only.
Select Selection Editor as the Filter Type.
Select District as the Data Type.
Click Create.
- Enter a Selection Name and optional descriptions.
Move districts from the available list to the selected list using the arrow controls.
Select a Save To option:
- User Account
- User Groups
Click Save.
Impact
The district filter appears in the Saved Filters list and is available for future reporting activities.
What's next
- Use the saved filter in the Letter Builder to generate targeted communications.
- Use the saved filter in Data Export to export records for selected users.
- Organize filters into folders using the filter management features in Filter Designer.
