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Students: enrollment, details & reports

Find, enroll, update and review students, including every student-detail tab and export controls.

For: Organization Admin, Teacher

Reviewed 2026-10-25

You may not see every control shown. Your role, custom permissions, assigned records and plan apply. All screenshots use sample data in Light mode with Emerald.

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Search, filter and switch views

Students lists the records available to your role. Use search and academic/status filters before creating a new record. Cards and Table are alternate presentations of the same permitted results; pagination controls which records are loaded, not your role.

Open a student to review their report. Admin has organization-wide management access. Teacher access can be narrower and mutation or export actions can require a custom permission. Students use their own academic report rather than this directory.

Steps

  1. Open Students from the organization menu.
  2. Search by the displayed identity or enrollment information and choose the relevant filters.
  3. Open the intended record; check the enrollment number to avoid changing a similarly named student.
Organization Admin view · Light / Emerald · Sample data. Controls vary by role and permissions.

Enroll a student

The add form collects identity, contact and academic enrollment details. Link the student to the correct batch, class and subjects; these relationships determine which academic content and reports the student can access. Additional personal and emergency-contact fields should contain accurate information provided by the institution.

Use the registration email intended for this student's account. A duplicate active account email is rejected. Deleted student or teacher accounts use the application's deleted-email handling so a legitimately removed email can be reused; do not delete a valid account just to bypass enrollment problems.

Steps

  1. Choose Add student and complete the required personal details.
  2. Select the correct academic grouping and subjects, then review all sections.
  3. Submit once and wait for success. Confirm the student appears in the intended class.
Organization Admin view · Light / Emerald · Sample data. Controls vary by role and permissions.

Profile tab: personal and emergency details

Profile separates student identity, contact, enrollment and emergency-contact information. Authorized managers can use Edit to correct a record and Delete to remove it through a confirmation. This is a management view, not a self-service form for the student.

Sensitive details, staff notes and emergency data are not promised to every Teacher or Student. Students opening their own report can receive a different set of tabs instead of the staff Profile view. Read the report's permission state rather than assuming every viewer should see all fields.

Steps

  1. Open the student and select Profile when available.
  2. Use Edit only if the intended field and record are correct.
  3. Review the values and save; use Delete only after confirming the organization's record-retention decision.
Organization Admin view · Light / Emerald · Sample data. Controls vary by role and permissions.

Academics tab: enrollment and subject progress

Academics shows the subjects linked to the student with class/batch context and curriculum progress. Follow a subject link to inspect chapters, topics, assignments and resources. The same student can have multiple linked academic contexts.

A subject missing from this tab usually needs an enrollment or scope review. A teacher's report can be limited to shared assigned subjects, so it may not reproduce Admin's entire view. Progress describes curriculum state and is not the same measure as the student's assignment marks.

Steps

  1. Open Academics and confirm the expected subjects and classes.
  2. Follow a subject link to review the associated work.
  3. Ask an authorized manager to correct enrollment if the expected subject is absent.
Organization Admin view · Light / Emerald · Sample data. Controls vary by role and permissions.

Reports tab: attendance, submissions and marks

Reports combines attendance and assignment outcomes for the visible academic context. Use All time, Last 30 days, Last 90 days or Last year where offered. Changing the report period refreshes metrics and rows; it does not delete older attendance or submissions.

Interpret unsubmitted, submitted and evaluated work separately. A zero score is a valid result and must not be read as missing data. Assignment completion, submission rate and average marks measure different stages of the workflow. Empty charts may simply mean that no matching records exist in the selected period.

Steps

  1. Select Reports and choose the time period.
  2. Compare summary values with the detailed assignment and attendance rows.
  3. Open related academic work before requesting a correction to a reported value.
Organization Admin view · Light / Emerald · Sample data. Controls vary by role and permissions.

Leave tab and student exports

Leave lists requests associated with the student, including date ranges, scope and decision status. Leave reasons or review explanations can be restricted even when a viewer can see a status. Applying for leave and approving leave are separate actions.

Student exports are available from authorized directory/export controls, not as a way to bypass field permissions. Choose the intended scope and filters and inspect the downloaded file. If the export control is absent, a teacher may need the Students export grant; if an empty file is produced, confirm the academic filters and selected population.

Steps

  1. Select Leave to review pending, approved or rejected requests.
  2. For exporting student data, return to the directory and choose the available export action.
  3. Keep downloaded personal information in an approved private location.
Organization Admin view · Light / Emerald · Sample data. Controls vary by role and permissions.

Export student records to Excel

Export opens a dedicated scope/date dialog. Review the academic filters and whether the export is for a directory population or one person's detail context. Select the available full or custom date range, then download the Excel file.

A custom range needs a valid From and To date with the end not before the start. Inspect the result before sharing. Exported personal information should remain in an institution-approved private location.

Steps

  1. Choose Export from the permitted student screen.
  2. Review scope and choose the date range.
  3. Select Download Excel and inspect the workbook.
Organization Admin view · Light / Emerald · Sample data. Controls vary by role and permissions.

Enrollment fields and dependent academic selectors

Basic Information includes the profile image, full name, email and phone, followed by Batches, Classes and Subjects. Academic selectors depend on the selected parent context. Selecting a batch narrows class choices; class choices narrow subjects. Review the selected chips before saving.

A profile photo is optional and uses the validated crop workflow. Name and email identify the account; enrollment should use the intended email, not a temporary shared staff address. Changing a parent academic selection can require choosing the correct descendants again.

Steps

  1. Complete identity and contact information.
  2. Choose the required batch selection before the dependent classes/subjects.
  3. Check all selected chips and save only the intended enrollment.
Organization Admin view · Light / Emerald · Sample data. Controls vary by role and permissions.

Show More Details: additional student information

Show More Details expands additional fields rather than opening another tab. These include gender, a specified value when Other is chosen, date of birth, joining date, department, city, state, country and staff notes. Use the actual joining date rather than the day a correction is made.

Enter optional information only when needed for the institution's work and provided accurately. Date of birth cannot be a future date. If validation finds an error in a collapsed optional field, the form can expand the details to reveal the problem.

Steps

  1. Choose Show More Details in Add/Edit Student.
  2. Complete or correct the relevant optional fields.
  3. Review field errors before saving.
Organization Admin view · Light / Emerald · Sample data. Controls vary by role and permissions.

Emergency Contact Information

The expanded form has an Emergency Contact Information section with contact person, relation, primary phone, additional phone and email. These describe the emergency contact, not the student's own sign-in identity.

Confirm the relationship and contact values through the institution's approved process. A change here does not change the student account email or create an account for the guardian.

Steps

  1. Expand Show More Details and scroll to Emergency Contact Information.
  2. Enter the contact's name, relation and available communication details.
  3. Save the student and verify the permitted Profile view.
Organization Admin view · Light / Emerald · Sample data. Controls vary by role and permissions.