https://help.reportassist.com/index.php?action=history&feed=atom&title=How_to_create_a_CSV_file_%28SIMS%29 2026-05-17T17:44:14Z Revision history for this page on the wiki MediaWiki 1.33.1 https://help.reportassist.com/index.php?title=How_to_create_a_CSV_file_(SIMS)&diff=567&oldid=prev 2021-02-11T11:58:12Z

<p></p> <p><b>New page</b></p><div>With the correct csv file we can add your pupil class lists directly into ReportAssist each year. The procedure is straighforward. <br /> &lt;gallery widths=550px heights=300px perrow=1&gt; <br /> csv_1.png|1. Click on your Sims.net Icon and enter your username and password.<br /> csv_2.png|2. Now go to Reports in the top left and select &#039;Design Report&#039; from the drop-down menu.<br /> csv_3.png|3. Click on &#039;Create a new Report&#039;.<br /> csv_4.png|4. Select Student or Pupil in the drop-down tree then click on Next.<br /> csv_5.png|5. Choose &#039;On roll&#039; in the My report is based on Student/Pupil option then click Next below it.<br /> csv_6.png|6. Now Double click on UPN so it appears across in the right box, then do the same for &#039;&#039;&#039;Forename&#039;&#039;&#039;, &#039;&#039;&#039;Surname&#039;&#039;&#039;, &#039;&#039;&#039;DOB&#039;&#039;&#039; (optional), &#039;&#039;&#039;Gender&#039;&#039;&#039;, &#039;&#039;&#039;Reg Group&#039;&#039;&#039;, &#039;&#039;&#039;EMail&#039;&#039;&#039; (optional, separate multiple email addresses with a semi-colon), and &#039;&#039;&#039;KnownAs&#039;&#039;&#039; (optional, it&#039;s the informal name of the pupil). If you have mixed year classes you may also like to add &#039;&#039;&#039;Year group&#039;&#039;&#039;.<br /> csv_13.png|7. You could also add &#039;&#039;&#039;Present AEA&#039;&#039;&#039; (or Attended if not available), &#039;&#039;&#039;Late&#039;&#039;&#039; (optional), &#039;&#039;&#039;Unauthorised&#039;&#039;&#039; and &#039;&#039;&#039;Total&#039;&#039;&#039; (sometimes called &#039;Possible sessions&#039;) so the same &#039;report file template&#039; can be used to later import [[Adding attendance information|attendance data]].<br /> csv_7.png|8. They should all now be in the right box in a column.<br /> csv_8.png|9. Click on Next.<br /> csv_9.png|10. And Next again.<br /> csv_10.png|11. Tick the box for &#039;Use Effective Date&#039; then Next.<br /> csv_11.png|12. Choose Excel and give the file a name, (eg reports.csv) then click on Next.<br /> csv_12.png|13. Click on &#039;Run my Report&#039; (second option of &#039;I would like to&#039;). Excel should now open with the data required. Click &#039;Save As&#039; and save the file to your preferred location as a CSV (comma delimited, UTF-8 or MSDOS). Now import the file using the student wizard or email the file over to us so we can check it and import it for you.<br /> &lt;/gallery&gt;<br /> &#039;&#039;&#039;Note:&#039;&#039;&#039; As long as you use the UPN then re-importing will be able to update existing data, eg to add attendance data later once reports are near completion.<br /> <br /> -----<br /> <br /> This guide is also available to [http://reportassist.com/downloads/How_to_Create_a_CSV_file.pdf download] in Pdf format.</div>

Anthony