Exports

Overview

Exports enable staff to generate .csv and .tsv files containing various data from SchoolEngage.

Table of Contents

1 Getting Started
- 1.1 Preliminary Steps
- 1.2 Exporting Data
2 Export Methods
3 List of Exports

Getting Started

Preliminary Steps

Required Permissions: To use the export functionality, ensure your account has been granted the “Exports” permission under “Actions.”

Exporting Data

Select the desired export type using the “Type” dropdown.
Enter all required filters highlighted in red.
Enter any optional filters to further refine your results.
Click the “Preview,” “Export,” or “Export TSV” button to generate your report.

Note: The preview option will not display all data for large results. To view all results, please export to either a .csv or .tsv file.

Export Methods

Method	Description

Method	Description
Preview	Generates the export on the current page and displays it in a table.
Export	Generates a `.csv` file with the export results.
Export TSV	Generates a `.tsv` file with the export results.

List of Exports

Export	Description

Export	Description
All application values	Retrieve a list of all application values for a specified form.
Application values	Retrieve a list of application values for the specified form fields.
Application values changed	Retrieve a list of all applications where one of the specified fields has changed since the form's creation. The list of fields is defined by those selected in the form’s Change Tracking tab.
Applications	Retrieve a list of all applications associated with a given form.
Appointments	Retrieve a list of all scheduled appointments for a given event.
Categories	Retrieve a list of all roles associated with a form category, or vice versa.
Email histories export	Retrieve a list of all emails sent for a specified timeframe.
Enrollment Counts	Retrieve the number of students enrolled in each grade at each school for a given form.
Form comparison	Compare the status of two forms for each student who has either form assigned to them.
Forms data mapping	Retrieve a list of all fields for a given form and their associated data mappings.
Forms validation mapping	Retrieve a list of all fields for a given form and their associated input validations (e.g., required, show if, regular expression).
Invitation link users	Retrieve a list of all users and the associated invitation link used to sign up.
Parent portal	Retrieve a list of all students and identify which of their parents have a parent portal account.
Payment charges	Retrieve all charged payment items for a specified timeframe.
Payment failed recurring	Retrieve a list of all failed recurring payments for a specified timeframe.
Payment orders	Retrieve a list of all payment orders for a specified timeframe.
Payment refunds	Retrieve a list of all refunded payments for a specified timeframe.
Predef usage	Retrieve a list of all predefs and the forms associated with each predef.
Schools	Retrieve all schools current in SchoolEngage.
Schools with associated staff	Retrieve a list of all schools and their associated staff members.
SMS histories	Retrieve all SMS histories for a specified timeframe.
Students without assigned forms	Retrieve all students at the specified school who do not have the specified form assigned to them. Also includes: PS Student Number, ASN and grade.
Submission times	Retrieve the submission time of each form. Also includes: approval time, writeback time and any alerts on the application.