4.DATE CRITERIA – enter a date range or select an option within the dropdown (e.g. “This Year”)

 

 

5.USER CRITERIA – select “Users” in the dropdown

 

 

6.Click the selection icon  Search icon

 

 

7.Enter the search criteria in the Select User window for the individuals you want to include in the report and click Search

 

 

8.From the search result click the   icon next to each individual you would like to include in the report.

 

 

NOTE: You may continue the search and selection process until you have selected all desired individuals. 

 

 

9.Once the selection process is complete click the DONE button at the bottom of the Select User window.

NOTE: Selecting CLOSE will result in LOSS of selections and you will need to repeat the process. 

 

 

10.PROCESS REPORT - scroll to the bottom of the screen to the Process Report section and enter a name for your report in the Report Title textbox

 

 

11.Click Process Report.

 

 

12.The page refreshes and the report is queued for processing.

NOTE: It may take 2-3 minutes to process the report.

 

 

13.You may continue to navigate through Spillett Leadership University while the report processes.

 

 

14.After waiting a couple of minutes either return to the Transcript Status Report page from the landing page, or if you remained on the same page simply refresh your browser screen.

 

 

15.Once processed, the report will provide an option to export the report to Excel so you may view or save it locally.

 

 

 

 

 


 

16.Click the Excel  icon to open the report in Excel.

 

NOTE: Once created, you may return and rerun the report at any time, simply click the   button to refresh with the latest data and once processed export to Excel.