Create or Update a Student Group Using a Report

For some of the reports that contain lists of students, you can: 

  • Create a static student group using the list of students in the report

  • Add or replace the students in the group with the list of students from the report

For example, you can create a group using the:

  • Prospect Listing Details report (Select the Reports tile > locate Admissions in the tree > select Prospect Listing Details report.)

  • Potential Graduates report (Select the Reports tile > locate Academic Records in the tree > select Potential Graduates report.)

Academy icon   Review the training (Anthology Academy registration and login required):

Creating Student Group from a Report  (2 min.)

Prerequisites

You must have specified the selection criteria for the report. For information about generating the report, see the help topic specific to the report.

The report must contain students. If the reports does not contain students, the Save Student Group button is not available.

You must also meet the following prerequisites for the action you want to take.

Action Prerequisites

Create a student group

You must have Common - Student Group - New authorization.

Add, replace, or delete the students in the student group

You must: 

◦   Have Common - Student Group - Edit authorization

◦   Be the owner of the group or selected for Staff with Access to Private GroupClosed For private groups, specifies the staff members for the campus who can use the group. They can also add or remove students. The staff member that you select must be authorized. when the group was created

The group:

◦   Cannot be expired

◦   Must have the Active check box selected

Access Method

Select the Reports tile > locate the modulename in the tree > select the report that generates a list of students.

Procedure to Create a Student Group

  1. After specifying the selection criteria, click the Save Student Group button. Anthology Student displays save to student group dialog box.

  2. Follow the appropriate procedure.

    Action You Want to Take Procedure

    Create a new student group

    1.  Select the New Student Group option.

    2.  Review, specify, or change the following values.

    Student Group NameClosed The name of the student group.

    3.  Click the Save button. Anthology Student displays a message showing the name of the student group that was successfully created for the generated report.

    Add or Replace the students in a existing student group

    1.  Select the Existing Student Group option.

    2.  In the Student Group NameClosed The name of the student group. field, enter or search the existing student group name.

    3.  Click the Save button. Anthology Student displays a message that the group name already exists.

    4.  Review, specify, or change the following values.

    Append or Replace StudentsClosed Indicates whether you want to append or replace students in an existing student group. The options are Append and Replace.

    5.  Click the Save button. Anthology Student displays a message showing the name of the student group that was successfully updated for the generated report.

Additional Information for Groups

When a group is created using the report, it consists of the following properties:

  • Static student group type

  • Private group visibility

  • Expiration date configured for the campus in Default Number of Days to Retain Student GroupsClosed Specifies the default number of days to retain student groups. (Select the Settings tile > expand System > select Campuses> select the name of an existing campus on the list or click the New button, specify the required information, and save the campus > select the Contact Manager & Admissions tile.)

If you want to modify the default properties of the group or manage your groups, see Create Manual or Edit All Types of Student Groups.