Exporting Data from MMS Generations

by Thomas Steele | October 29, 2014 2:26pm

You can export data from MMS into an Excel spreadsheet for further manipulation or used in a mail merge.

In MMS Generations,

  1. click School School Management Reports > Precision Report Writer (Design Mode).
    Exporting Data from MMS Generations 1[1]
  2. Click OK to the MMS Previous Report Writer splash screen.
  3. Choose the school year(s) from which the data will be filtered. Typically, this is the current school year. Click OK.
  4. Click the St. Joseph, York directory.
    Exporting Data from MMS Generations 2
  5. Click New to start a new report.
  6. Choose a Request Type and Layout Style. Click OK.
  7. Provide a Name for the report.
  8. Provide a Description for the report.
  9. Click Data Items to select what fields to utilize.
    1. Double-click on the data field(s) you wish to include in the report.
    2. Click OK.
  10. Click Output.
    1. Set your output type to Report Columns.
    2. Set your output location to Send To File…. A Save As dialogue box will appear.
    3. Click the Save in drop-down and choose T on [computer name] (where [computer name] is name of the computer you are currently working on).
      Exporting Data from MMS Generations 3
    4. Enter the name of the file in the Save Request textbox.
    5. Click Save.
    6. Set your output type to Spreadsheet Excel XLS –File Only.
    7. Click OK.
  11. Either run or save the report.
    • Clicking Run will initialize the report and will save the Excel file in your T: drive where specified.
    • Clicking Save as will allow you to save this report for future use. Ensure the Name and Description is correct and click OK.
    • Clicking Save will save the report, “as is” in the St. Joseph, York directory.

 

NOTE: To see directions on using mail merge in Microsoft Word, see this Knowledge Base article.

Endnotes:
  1. [Image]: http://itkb.sjy.org/?attachment_id=2570

Source URL: http://itkb.sjy.org/?p=2561