This is the name of the export template. This will display on the Export List page and will be in the name of the snapshots created.

There are four available options for the snapshot file format: CSV (comma separated values text file), Tabbed (tab separated values text file), Fixed Width (text file) and XLSX (Microsoft Excel 2007+).

There are two options available for data source. The All Students option will start with the entire database of student records, then filter down using parameters from later options. This is the default option. The Event Registration option will cause two things to happen.

First, two more options will appear below: Event and Event Date. The Event option is a listing of all available events to select from. This option is required if the Data Source is set to Event Registrations. The Event Date enables more fine grained selection of event registration data by selecting a particular date within the event series. This option is not required, but will select registrations across all dates in the selected event series. Once an event is selected the exporter will start with only the students registered for the selected event, or a particular event date, and then filter the data further using later options (if they are set). Choosing Event Registration as the Data Source will also include all of the registration details of the selected event in the snapshot. The fields included in the details are: Date (the event date that the registration was for), Time slot, Guests, Attended, Attended Date (Eastern Time), Registered Date (Eastern Time). These fields will always be appended to the end of the snapshot file, after any of the fields selected on the right side of the export template builder.

The Group Filter will additionally filter down the selected Data Source. Any currently saved group can be selected. If a Group Filter is selected, a student record must be in both the Data Source and the group selected from the Group Filter. If the All Records Data Source is selected, then the Group Filter by default selects anyone in the group selected. If Event Registrations Data Source is selected, then student records must have registered for the selected event and be included in the group selected to be included in a snapshot.

In addition to Data Source and Group Filter, it is possible to just select certain stages. If stages are selected a student record must be included in the Data Source, in the Group Filter (if one is chosen) and the stages selected in the Stage Filter.

The Additional Data options allow for the appending of data that are not general fields. The items that can be included in the snapshot are: Interaction rating, the Inquiry (or SEM) Form Submission Date, Application Submission Date, Original Source Name (the first source the student record was assigned), Date student record was created in EMP and Rep Information (that was assigned to the student record). These additional data fields will be appended to the end of the file after all other selected fields and event registration fields. This information can include relevant touchpoints, Notes, and additional data.

Like imports, export snapshots can be set to run on a daily or weekly schedule. Daily snapshots will be created every night at 12am Eastern. Weekly snapshots will be created at 12am Eastern on the same day every week that the export was saved on.

When a snapshot is created, it is always saved and accessible through the Export List page. However snapshots can be additionally sent to a transport location. If a transport is defined in the Transport Manager (see “Transports” on page <?>) it can be selected from this option. If selected, all snapshots from this template will be sent to the transport location. This applies to manually run snapshots and recurring snapshots.

The right side of the export template builder is the Field Options section. This listing of fields contain the same fields shown on any student record page. To include a field in the snapshot, check the box next to the desired field. This will move the field up into the Selected Fields section at the top. After checking off all of the desired fields, it is possible to choose the order of the fields. To do this, click and drag the bi-directional arrow icon of the field until it is in the correct order. The order is determined from left to right, top to bottom. If the Fixed Width file format is selected, input boxes will appear below each selected field to enter the desired character length.

Once done creating or modifying an export template, there are two options to save. The blue ‘Save’ button on the bottom of the template builder will only save the template and not create a snapshot. The ‘Save and Export’ will save the template then create a new snapshot using the new or updated template settings.