Export Reports for Sending and Hosting

From AFSWiki

This is a Tutorial Only for Exporting Reports for Sending and Hosted Students. You will not be able to produce these reports on this website. After reviewing the instructions log into Global Link to produce the actual reports.

Contents 1 Background: 2 How to run the Sending Participant Export: 3 How to run the Hosting Participant Export from the Participant Screen. 4 How to run the Hosting Participant Export from the Service Case Screen

Background:

1. There are 3 new exports on Global Link – 2 for Hosted Students, and 1 for Sending Participants:

   

   

How to run the Sending Participant Export:

1. Use the Participant Application Tab (Under Incoming Info From Customer)

   

2. Enter the Search Criteria to specify which students you are interested in exporting and Click on the Search Button.

   

3. Click on the "Export to Excel" Button.
4. Click on the New - Sending Participant radio button, then click OK.

   

5. Depending on which browser you are using, you will get a prompt, asking if you would like to open or save the file. You now have an excel file with a log of information about each sending student.

   Tip: You may prefer to open the exported report first to see if it contains the information you wanted. Then if it is you can save the report from the open Excel screen.

   

How to run the Hosting Participant Export from the Participant Screen.

1. Use the Hosted Participant Tab (Under Incoming Info From Partner)

   

2. Enter the Search Criteria to specify which hosted students you are interested in exporting, then Click on the Search Button.

   

3. Click on the "Export to Excel" Button
4. Click on either of the radio buttons on the next screen depending on whether you wish to see all placements for students or only the current placements.

   

5. Depending on which browser you are using you will get a prompt asking if you would like to open or save the file. You now have an excel file with a lot of information about each hosted student.

   Tip: You may prefer to open the exported report first to see if it contains the information you wanted. Then if it is you can save the report from the open Excel screen.

   

How to run the Hosting Participant Export from the Service Case Screen

1. Use the Service Case Tab (Under Search)

   

2. Under "Service Type" - Select Hosted Pax

   See blue box below. DO NOT SKIP THIS STEP!

   

3. Click on either of the radio buttons on the next screen depending on whether you wish to see all placements for students or only the current placements.

   

4. Depending on which browser you are using you will get a prompt asking if you would like to open or save the file. You now have an excel file with a lot of information about each hosted student.

   Tip: You may prefer to open the exported report first to see if it contains the information you wanted. Then if it is you can save the report from the open Excel screen.