To run admin reports on multiple items of the hierarchy, you’ll need to use folders (formerly known as groups) Please note, Folders are only available for the Schools, Teachers, and Specialists levels of the hierarchy, you cannot create folders for classes, groups, specialist groups, nor students.
To create a folder:
1. Go to your desired level of the hierarchy and select all the entities which you would like to have included in the folder.
2. Once you’ve selected all your desired entities, a folder icon will appear on the bottom bar of the application. Click on it.
3. This will open a window which gives you the option to either add your selected items into an existing folder or into a new folder.
4a. To add your selection into an existing folder, click on the “Select Folder” dropdown, and select your desired folder.
Please note, the folders displayed in this drop-down only consist of folders associated with the level of the hierarchy which you are on, and you cannot have duplicate names of the folders here; however, you can use the same folder name if you are on a different level on the hierarchy.
Once you’ve selected the folder which you wish to assign the items to, click “Add”.
4b. To add your selection into a new folder, start by clicking on the “New Folder” button
Type your desired name for the new folder into the “Folder Name” field, then click the “Add” button
Your new folder will now appear in the folders section of the hierarchy
5. You can rename or remove your new folder by clicking on the 3 dots to the right of the folder name, and then selecting either “Raname” or “Remove”
6a. If you click “Rename” a modal will pop up. Type your new desired folder name in the text field, then click the “Rename” button
6b. Clicking "Remove” will give you a deletion warming modal. If you are sure you wish to delete this folder, click on the "Remove Schools & Delete Folder” button, otherwise, click the "Cancel” button, or the "X” at the top right of the pop up