Student Cards step-by step 6/17

Dashboard Export

1. All Export/New (will include all types)
2. Select certs from the “choose post type” drop down list
3. Click add filtering options
4. Element > Auth- date of form submission, Rule > equal to or greater than, Value > date of earliest submission
5. Click add rule
6. Click customize Export File
7. Select Student Card1 from the template drop down list, and click continue
8. Name friendly name Run w/ todays date (ie Run062617)
9. Click Confirm & Run Report
10. Click CSV
11. Open the file in note pad ++

Cleaning Export for Card Printing

1. In notepad ++ open a new tab, copy and paste header from run file, in exports, save as >  062617_10GI_DRAFT.txt
2. In notepad ++ click Ctrl F to find trainer
3. Select the lines for the trainer, copy and paste into file for card printing
4. Continue repeating step #3 until completed with all Outreach trainer reports
5. Save and close
6. Open Exports and change file name from 062617_10GI_DRAFT.txt to 062617_10GI_64.txt
7. Test files in Card Exchange software
8. Give the folder of Outreach reports to Trudy for printing