Apply a Filter to the Lookup Screen

You can apply filters to the Lookup screen to display only the students or staff who fit the chosen demographic criteria.

Apply a Single Filter to a Demographic

  1. On the Shortcut bar, click Home screen icon.
  2. In the upper-left of the Lookup screen, click Students or Staff.

    Students and Staff buttons

  3. In the lower-left of the Lookup screen, in the Current View drop-down list, select the view you want to filter.
  4. Current View drop-down list

  5. Above the column header of the demographic you want to filter, click the All drop-down list.
  6. All drop-down lists

  7. In the All drop-down list, select the singular data you want to filter or one of the following:
  8. (Blanks) View only students or staff without data for the demographic.
    (Custom) Create a custom filter. In the Custom AutoFilter dialog box, input your filter, and then click Done.
    (NonBlanks) View only students or staff with data for the demographic.

    To clear a filter, at the bottom of the Lookup screen, click Delete Filter Icon next to the filter. To clear all filters, in the lower-right of the Lookup screen, click Clear Filters icon Clear Filters.

    When you make changes to a view, in the Current View drop-down list, CUSTOM appears. If you don't want to save the changes, switch from CUSTOM back to the view you were filtering.

  9. To save your changes, in the lower-right of the Lookup screen, do either of the following:

    If you made changes to the Default_Students or Default_Staff view, you can only save your changes to a new view.

    • To save your changes to the current view, click Save View icon Save View As 'View Name'.
    • To save your changes to a new view, click Save View As icon Save As New View, type a name for the view, and then click Save [F10].

In the upper-left of the Lookup screen, above the search bar, you can see the number of students or staff in the filtered view out of the total number in your school.

Apply Multiple Filters to a Demographic

  1. On the Shortcut bar, click Home screen icon.
  2. In the upper-left of the Lookup screen, click Students or Staff.

    Students and Staff buttons

  3. In the lower-left of the Lookup screen, in the Current View drop-down list, select the view you want to filter.
  4. Current View drop-down list

  5. At the bottom of the Lookup screen, click a demographic.
  6. Filters at the bottom of the Lookup screen

  7. In the Filter dialog box, select the check box for the data you want to filter or one of the following:
  8. (Blanks) View only students or staff without data for the demographic.
    (NonBlanks) View only students or staff with data for the demographic.

    Filter Student City dialog box

  9. Click Select.
  10. To clear a filter, at the bottom of the Lookup screen, click Delete Filter Icon next to the filter. To clear all filters, in the lower-right of the Lookup screen, click Clear Filters icon Clear Filters.

    When you make changes to a view, in the Current View drop-down list, CUSTOM appears. If you don't want to save the changes, switch from CUSTOM back to the view you were filtering.

  11. To save your changes, in the lower-right of the Lookup screen, do either of the following:

    If you made changes to the Default_Students or Default_Staff view, you can only save your changes to a new view.

    • To save your changes to the current view, click Save View icon Save View As 'View Name'.
    • To save your changes to a new view, click Save View As icon Save As New View, type a name for the view, and then click Save [F10].

In the upper-left of the Lookup screen, above the search bar, you can see the number of students or staff in the filtered view out of the total number in your school.