How to search, filter, export, and email

    in Student Health Tracker Tags: Step-by-Step Checklist for Summer

    Whether you need to quickly run a report regarding requirements and export the data, or communicate with a group of parents in one single click, the Student Health Tracker page is your best source to do it all.

    • Step-by-Step Instructions

    Go to Front Desk.

    Go to Student Health Tracker.

    Select the title of the requirement under the Search by Requirement filter (or select the appropriate Tracker/Group under the Search by Tracker filter).

    In the second filter, select the appropriate filter (such as Incomplete), and click Search.

    If you need to communicate with all parents on this list, you can do so by clicking Actions > Send Mass Email.

    This will allow you to customize a message to the parents, and ensure it goes to each parent privately and individually – they will not see any other parent’s email address upon receipt of your email.

    You may also export the search results into an Excel spreadsheet by clicking Actions > Download CSV. You can download either a simple or detailed CSV.

    Once downloaded you can further manipulate the data within Excel by using the filter features available in the application.

    • Tips and Tricks

    For a quick lesson on Excel, view the Excel Basics in 10 minutes or less tutorial.

    • User Permissions Required For This Guide
    Access To Requirements | Access To Trackers and Groups | Student Health Tracker | Student Health Tracker – Send Emails