Module: Team, Recruiting, Department
Page: Recruits, Groups, Tournaments, Roster, Student-Athletes
Generating an Export
Filter results to those that you want to include in the export, i.e. grad year, position, etc.
OR select the Saved Search/Group you would like to export
Select Export from the menu at the top, right corner of the list
Default Exports
Full Export
This report provides recruit profile information to include custom fields. This is the most comprehensive export available and can be sorted using the various columns.
Mailing List
This report provides Home Address and High School Address information by recruit and is helpful in creating mailing labels.
Eval Worksheet
This report provides general & team information for all recruits and is typically used to make bulk evaluations. In addition to added evaluations, contact information can be updated and new prospects added to the list to be imported to the ARMS database.
Customized Exports
In addition to the default exports provided, users can create customized exports from scratch or by utilizing the default exports as a template. Customized Exports are managed in the Settings module on the Custom Views page.
Select View to the left of the export you would like to customize
Drag and Drop fields from the left into the column set, drag fields to re-order or drag fields off of the column set to the left menu to remove. Note: you can minimize field options by type, by clicking on the type header (i.e. Personal)
Update the Export Name and Save As if you do not wish to overwrite the existing export.
You can build an export from scratch by clicking the Add New Layout button at the top, right of the page.
All exports generated are stored and saved in the Settings module on the Exports page.
Helpful Hint: When generating an export, provide a brief description of the information included in the report (i.e. 2014 4-5 Star Prospects). This will provide context for what was included in the report when viewing the list of exports at a later time.
To share custom views, except column sets, with the department:
Ensure you have the same Access Role as the users you want to share the customized view with;
Go to the Settings Module;
Select Custom Views, and click on "Add Layout";
Select the layout you would like to add;
Move the desired fields from the Available Fields to the Selected Fields;
Click on Template Access;
Add the Access Roles you want to have viewing capabilities for this custom view.
Note: To edit an existing view select "Edit" next to the view you are changing. Selecting "Save" will override the previous custom view and "Save As" to create a new view. For more information on customization review our Customizing Profile Views article.
Once the custom view has been added to the system, users will be able to switch to the new custom view by going the action toolbar in the athlete's profile and selecting the desired view.