Friday, June 13, 2008

How do I Archive My data?

To create an archive of your data, you need to create two custom reports.

Under custom reporting, create a new prospect report and select all prospects, then add all available columns to your report and click "generate". If the report looks correct, use the "CSV" button to export it to a file that you can open in excel or import into other programs.

Then do the same with a new family report (some of the columns are redundant, but you can export them all anyway).

The family data will include their balance information, but if you want specific payment and/or enrollment information, you might want to create a payment report or statements for all your families and use the PDF button which will let you save the reports to refer to later.