SchoolSuite - Sims User Export

If you need to extract a list of all the students from SIMS into a format suitable for use with SchoolSuite Bulk User Import Wizard, the following instructions may be of assistance. This step-by-step walk through will allow you to create a Comma Separated Values (CSV) text file that can be used by the Bulk Import Wizard to bulk create curriculum user accounts.

Please note this guide is based on an older version of SIMS and exporting staff and student details from SIMS.NET will be a very different process to the one shown here.

			Start RepGen Lite Load the RepGen Lite the SIMS report generator. If the RepGen icon is not visible within the SIMS Launcher Module, it can often be made visible by selecting ‘View Accessible Modules’ from the Modules menu.
			Pupil Detail Reports When the report generator has loaded select ‘Pupil Detail Reports’ from the Focus menu.
			Select the School List report definition Once the Pupil Detail Report Browse window is displayed, scroll down the list of reports and highlight the ‘School List in Alphabetical order’ then click the ‘View/Edit’ button.
			Change the default Report Definition The Report Definition form for the School List in Alphabetical order report will be displayed, to produce a report suitable for creating user accounts the default field details for the report will need to be changed.
			Reorder the Report Definition fields Remove the ‘Reg. Group’ field by highlighting it and pressing the button. Move the ‘Year’ field to the top of the list by highlighting it and pressing the button until it is the first field in the list. Once the Report Definition contains only the Year, Surname and Forename fields (in that order) the purpose of the ‘Year’ field needs to be changed, press the button to edit its purpose.
			Change the Year field's purpose To change the purpose of the report's year field highlight ‘Print and Sequence Column’ from the Purpose Browsers description list and press the 'Select' button.
			Print the Report Definition When the Report Definition contains the only the Year, Surname and Forename fields (in that order) and the purpose of each has been changed to 'Print and Sequence Column' you can run the report by pressing the button.
			Confirm the Report Criteria When the Report Criteria form is displayed press the ‘OK’ button.
			Export the Report If the preview is okay you can begin to export it by pressing the button.
			Export as CSV File Select ‘Comma separated files’ in the save file type drop down list and enter the file name to export the report to and press ‘OK’ when ready.
			Create a Staff Details report When the report has been exported you can close the report generator and repeat the process to generate a Staff detail report.
			Adjust the report as required in a spreadsheet The resulting CSV file can now be opened usinig a spreadsheet spplication like Microsoft Excel. The columns can be manipulated to produce a single file to import from or you can cut and paste all the students from a given year into separate CSV files to be imported individually.

08/03/2008 13:59