In the Users area, District users can export a batch of users in the system that are from the same district. These steps can help if you require a filtered list of users to audit access to the system or other reporting for internal use in the district.
TABLE OF CONTENTS
Before you begin
- This article refers to the Users experience within SchoolCash Accounting and SchoolFunds Online. If your district uses the legacy User Maintenance experience previously available with KEV applications, see District Level - How to Use User Maintenance (August 2013).
- Only District Users can perform the steps described in this article.
- This task relates to batch importing; see Import a batch of new users for a deeper exploration of these steps.
Export a list of users
1. Open the Users area
After logging in to the system, open the Users area.
- In SchoolCash Accounting, click USERS in the left navigation.
- In SchoolFunds Online, click ADMIN > Users.
2. Begin by opening IMPORT/EXPORT
3. Choose a user type to export
Select the Export option associated with District Users or with School Users.
- District Users receive access to all schools in the district with their assigned roles.
- School Users receive access to one or more schools in the district with their assigned roles.
4. Filter the exported users
Using the provided fields, optionally filter for Role, Status, Schools, or Bank Accounts. Click EXPORT to download a file with the selected user data.
5. View the exported user file
Using a spreadsheet application or other similar application on your computer, open the exported file to view the exported user data.