How to Create a Fieldset and Generate a Spreadsheet or Report

Alberto Pina Updated by Alberto Pina

1 Click the Field set menu

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2 Click Manage Field Sets...

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3 Click the fieldset that you want to copy and click Copy.

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4 Click the Owner Type drop down arrow.

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5 Select User or School depending on who you want to access the new fieldset.

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6 Click the magnifying glass to choose the user that you want to assign the field to.

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7 Click Save

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8 The new fieldset will be listed at the bottom of the menu. To add or remove fields to it click Edit.

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9 Choose the field that you want to add or remove. In this case, click add.

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10 You can move your field up or down. For this demo, click Up to move Date of birth the desired location.

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11 Click Save

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12 Click Save again.

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13 Click Field set menu

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14 Click the new fieldset that you created

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15 The field that you added will be listed.

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16 If you would like to download or generate a file/report with the information on your new fieldset, click the Printer icon and choose the desired format. For Excel, choose CSV.

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