TracCloudNews28 - Revision history

Redrock: Changed redirect target from TracCloudGuideGlobalLists to TracCloud: Student Lists

2024-11-25T15:35:25Z

Changed redirect target from TracCloud: Student Lists to TracCloud: Student Lists

← Older revision		Revision as of 15:35, 25 November 2024
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	#REDIRECT [[~~TracCloudGuideGlobalLists~~]]		#REDIRECT [[TracCloud:_Student_Lists]]

Redrock: Redirected page to TracCloudGuideGlobalLists

2023-11-14T22:28:14Z

Redirected page to TracCloud: Student Lists

← Older revision		Revision as of 22:28, 14 November 2023
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	~~<div class="category">~~		#REDIRECT [[TracCloudGuideGlobalLists]]
	~~{{TracCloudNewslettersTOC}}~~
	~~</div>~~
	~~==Save a Student List==~~

	Do you frequently need to run reports on or email specific subsets of students? Possibly by athlete status, number of appointments, by major, class, etc. If so, lists provide a way to group those students together so you don't need to search from scratch whenever you need that student population. This newsletter will show how you can create student lists, both "static" and "dynamic."<br><br>

	Static lists are used to group a specific set of students together. After creating a static list, you will be able to add/remove students over time and as needed. Dynamic lists are based on a search, and keep themselves up to date over time. For example, if you create a dynamic list of students with a major of "Mathematics," that list will update itself as new students with that major are imported or as students change majors. Pick whichever method is easiest for you to maintain, they both operate the same after creation, as you run reports on them, send mass emails, etc.<br><br>

	SysAdmins can manage custom lists by navigating to <i>Other > Other Options > Preferences > Custom Lists</i>, and group access can be assigned to these lists, ensuring that only specific user groups (e.g., Consultants, Administrators, Front Desk, etc) can access a certain list.

	~~[[File:6909485.png\|700px]]<br><br>~~

	The easiest way to create a list is from the student listing. Click the "Students" button in your navigation bar, and perform any search. For example, if your objective is to compile a list of all actively enrolled students majoring in "Mathematics," you may use the "Power Search" tool in the hamburger {{#~~fas:bars}} menu and fill out the fields as seen in the screenshot below.~~

	~~[[File:1316732.png\|700px]]<br><br>~~

	Now that your search results are filtered, you can create that list. Click the hamburger {{#fas:bar}} icon > Lists > Create New Dynamic List OR Create New Static List depending on your preferred method. Give it a name when prompted, then click OK.

	~~[[File:9648050.png\|600px]]~~

	~~You’re all set! To learn more please check out our~~ [[TracCloudGuideGlobalLists~~\|student lists wiki page by clicking here.]]~~

	~~<hr>~~
	~~{{NewsletterContactInfo}}~~

	~~[[Category:TracCloud_Newsletters~~]]

Redrock at 20:45, 7 November 2023

2023-11-07T20:45:20Z

← Older revision		Revision as of 20:45, 7 November 2023
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	{{NewsletterContactInfo}}		{{NewsletterContactInfo}}

	[[Category:~~TracCloud~~]]		[[Category:TracCloud_Newsletters]]

Redrock at 21:38, 6 November 2023

2023-11-06T21:38:03Z

← Older revision		Revision as of 21:38, 6 November 2023
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	~~{\| style~~="~~width:100%; vertical-align:top;~~ "		<div class="category">
	~~\| style="width:250px; vertical-align:top; padding:2px 15px 2px 2px;" \|~~ {{TracCloudNewslettersTOC}}		{{TracCloudNewslettersTOC}}
	~~\| style="vertical-align:top; padding:20px 20px 20px 2px;" \|~~		</div>
	~~{\| style="width:100%; vertical-align:top; "~~
	==Save a Student List==		==Save a Student List==

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	{{NewsletterContactInfo}}		{{NewsletterContactInfo}}

	\|}
	[[Category:TracCloud]]		[[Category:TracCloud]]

Redrock: Created page with "{| style="width:100%; vertical-align:top; " | style="width:250px; vertical-align:top; padding:2px 15px 2px 2px;" | {{TracCloudNewslettersTOC}} | style="vertical-align:top; padding:20px 20px 20px 2px;" | {| style="width:100%; vertical-align:top; " ==Save a Student List== Do you frequently need to run reports on or email specific subsets of students? Possibly by athlete status, number of appointments, by major, class, etc. If so, lists provide a way to group those student..."

2023-05-31T20:22:38Z

Created page with "{| style="width:100%; vertical-align:top; " | style="width:250px; vertical-align:top; padding:2px 15px 2px 2px;" | {{TracCloudNewslettersTOC}} | style="vertical-align:top; padding:20px 20px 20px 2px;" | {| style="width:100%; vertical-align:top; " ==Save a Student List== Do you frequently need to run reports on or email specific subsets of students? Possibly by athlete status, number of appointments, by major, class, etc. If so, lists provide a way to group those student..."

New page

{| style="width:100%; vertical-align:top; "
| style="width:250px; vertical-align:top; padding:2px 15px 2px 2px;" | {{TracCloudNewslettersTOC}}
| style="vertical-align:top; padding:20px 20px 20px 2px;" |
{| style="width:100%; vertical-align:top; "
==Save a Student List==

Do you frequently need to run reports on or email specific subsets of students? Possibly by athlete status, number of appointments, by major, class, etc. If so, lists provide a way to group those students together so you don't need to search from scratch whenever you need that student population. This newsletter will show how you can create student lists, both "static" and "dynamic." 

Static lists are used to group a specific set of students together. After creating a static list, you will be able to add/remove students over time and as needed. Dynamic lists are based on a search, and keep themselves up to date over time. For example, if you create a dynamic list of students with a major of "Mathematics," that list will update itself as new students with that major are imported or as students change majors. Pick whichever method is easiest for you to maintain, they both operate the same after creation, as you run reports on them, send mass emails, etc. 

SysAdmins can manage custom lists by navigating to Other > Other Options > Preferences > Custom Lists, and group access can be assigned to these lists, ensuring that only specific user groups (e.g., Consultants, Administrators, Front Desk, etc) can access a certain list.

[[File:6909485.png|700px]] 

The easiest way to create a list is from the student listing. Click the "Students" button in your navigation bar, and perform any search. For example, if your objective is to compile a list of all actively enrolled students majoring in "Mathematics," you may use the "Power Search" tool in the hamburger {{#fas:bars}} menu and fill out the fields as seen in the screenshot below.

[[File:1316732.png|700px]] 

Now that your search results are filtered, you can create that list. Click the hamburger {{#fas:bar}} icon > Lists > Create New Dynamic List OR Create New Static List depending on your preferred method. Give it a name when prompted, then click OK.

[[File:9648050.png|600px]]

You’re all set! To learn more please check out our [[TracCloudGuideGlobalLists|student lists wiki page by clicking here.]]

<hr>
{{NewsletterContactInfo}}

|}
[[Category:TracCloud]]