How to create a CSV file (SIMS)
With the correct CSV file, we can add your pupil class lists directly into ReportComplete each year. The procedure is straightforward.
6. Now Double click on UPN so it appears across in the right box, then do the same for Forename, Surname, DOB (optional), Gender, Reg Group, EMail (optional, separate multiple email addresses with a semi-colon), and KnownAs (optional, it's the informal name of the pupil). If you have mixed year classes you may also like to add Year group.
12. Click on 'Run my Report' (second option of 'I would like to'). Excel should now open with the data required. Click 'Save As' and save the file to your preferred location as a CSV (comma delimited, UTF-8 or MSDOS). Now import the file using the student wizard or email the file over to us so we can check it and import it for you.
13. If you wish to create an attendance file later in the year to add pupil attendance figures directly into each pupils report, the process is the same but choose the following fields from under attendance summary: UPN, Present AEA (or attended if AEA not available), Late (optional), Unauthorised, Total Sessions. The 'Authorised' value will be calculated from the other values.
Note: As long as you use the UPN then re-importing will be able to update existing data.