Sending Names for the KI Loyalty Survey

If you want to participate in the KI loyalty survey, here are the steps to create a file to send to KI.

Thanks to Kathy Morrison for helping prepare this...

1. Login to YourVirtuoso
   
2. Click on “Reporting” in the top right hand corner and choose “Custom Reporting” at the bottom of the drop-down menu.
   
3. Click on the “Create a Family Report” link.
   
4. On the next screen, click on “Select Families by Enrollment”
   
5. From the next pop-up window, choose the first option to select “has a child enrolled in” anything during “Fall 2008” session. You must choose your “Fall 2008” session from the drop-down list.
   
6. Click OK on the pop-up window, then click Done on the YourVirtuoso screen. This will take you to the next screen.
   
7. Click “Edit Columns” on the next screen which says “Custom Family Report: New Report”
   
8. The next screen provides a list of possible report columns. Click on the “x” to delete the extra columns. Be sure to keep: Family Name, Caregiver Name, Caregiver Email Address. When finished deleting the extra columns, click OK at the bottom of the pop-up window.
9. Click “Generate Report” to see the list of families enrolled in Fall 2008 session.
10. Click on “CSV” link at the bottom of the screen to create an excel spreadsheet on your desktop.
    
11. Once saved, open this file up (excel works best) and review the data for accuracy. If any family has not submitted an email address, then the family should be deleted from this file.
    
12. Add column for your educator number and add to each row in the list. (Note that if you have multiple educators, you can pick them one by one in step 5 and repeat the process)
    
13. Add a title at the top of the file that includes Educator Name, Semester (ie Fall 2008), Semester Start and End Dates
    
14. Save these changes and close the file.
    
15. Email this .csv file to Kindermusik International