The Lookup Screen

When you open The Home Screen, the Lookup screen is displayed by default beneath The Quickview Dashboard. On the Lookup screen, you can view a table of student or staff demographic data, apply filters to view a subset of the data, and sort the data. You can also switch from the Lookup screen to module-specific screens to view or edit information for a selected student or staff member.

For more information about the features of the Lookup screen, refer to the diagram and table below:

Lookup screen with features marked

Lookup Screen Features
A

Switch between the Lookup screen and module-specific screens to view information about a selected student or staff member.

B

Switch between the Students and Staff database.

C

Search for a student or staff member by the demographic selected on the Lookup screen. Search by the initial characters in the student or staff member's data or a sequence of characters contained therein. For more information, see Find a Student or Staff Member .

D

Click a column header to sort the data and search for a student or staff member by that demographic. You can use the All drop-down lists above the column headers to filter the data. For more information, see Apply a Filter to the Lookup Screen.

E

Sort the data by multiple demographics. For more information, see Sort the Data in the Lookup Screen.

F

Switch between views. For more information, refer to the table in Lookup Screen Views.

G

Apply filters to display a subset of the data. For more information, see Apply a Filter to the Lookup Screen.

H

Create, save, copy, edit, rename, and delete views. For more information, refer to the table in Lookup Screen Views.



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