How to Add a Custom Column

Custom columns are a great way to personalize your experience on our platform. They allow you to add additional information to your pages and organize your data in a way that works best for you. In this article, we will walk you through the steps of adding a custom column to your student page.

In SchoolSet, custom columns also enable filtering and reporting capabilities, allowing users to organize data more effectively for downloads and broadcasts.

Key Steps

Navigate to Parents > Manage Columns > +Add Column.
Select Create New Column.
Enter the desired column name and choose a field type:
- Dropdown: Allows predefined options for selection.
- Text Field: Enables free text entry for each record.
- Checkbox: Provides a single selectable option.
Add options if the column format requires it.
Save the custom column.

Availability of Custom Columns

Custom columns are a powerful tool that allows you to keep track of specific data for different areas of your organization. This feature is available on various pages within your system, making it easy to manage and access the information you need.

However, it is important to note that filtering by custom columns is only available in downloads and broadcasts, not within lists or labels.

Student List Page

The Student List Page is where you can view and manage all of your students. This page is a great place to keep track of student-specific custom data, such as eligibility for different services.

Parent List Page

The Parent List Page is where you can view and manage all of your parents. This page is a great place to keep track of parent-specific custom data, such as extra phone numbers or additional email addresses.

Family List Page

The Family List Page is where you can view and manage all of your families. This page is a great place to keep custom data that relates to the family as a whole than specific to any individual parent. This could include information such as payment brackets.

Staff List Page

The Staff List Page is where you can view and manage all of your staff members. This page is a great place to keep custom information that relates to specific staff members.

Campaign List Page

The Campaign List Page is where you can view and manage all of your fundraising campaigns. This page is a great place to keep custom information that relates to a campaign in general.

Contract List Page

The Contract List Page is where you can view and manage all of your financial contracts for families. This page is a great place to keep custom information that relates to the financial contract of a specific year for a family.

Collection Page

The Collection Page is where you can view and manage all of your collections. This page is a great place to keep specific information that relates to collections, such as opt-out preferences or collection ratings.

Please note that contract and collection pages share the same custom fields, so if you add a custom field on the contract page, it will be on the collection page with the same data. You can still show or hide specific columns per page of choice

With the availability of custom columns on these various pages, you can easily keep track of important data by filtering, sorting and downloading relevant information and customize your system to fit the needs of your organization. Take advantage of this feature to streamline your processes and improve efficiency.

Cautionary Notes

Avoid overcrowding the system with unnecessary columns.
Ensure that the column name and data format are accurately chosen to match the information being tracked.

Be aware that custom columns are not linked across different pages (aside from Contract and Collection pages), so data must be manually populated for each page.

Tips for Efficiency

Reuse existing columns for data that is used repeatedly.
Regularly review and update custom columns to maintain data accuracy.- Plan the structure and usage of custom columns in advance to avoid redundant data entry.