This guide contains a sample to assist with creating a custom report and form letter to distribute Parent Portal access keys to parents.
Where to Start
This guide assumes you have already imported or manually added parent portal accounts to Illuminate. To do this, see the guides Importing Parent Portal Accounts (for DnA Users) or Manually Managing Parent Portal Accounts (for DnA Users).
1. Create a Custom Report
Create a custom report with the columns from the following categories and filter as needed:
Students: Demographics
- ID: Local Student ID
- Student Name (Last, First)
- Current Grade Level
Enrollment
- Enrollment is Current?
Roster
- Roster is Current?
- Teacher is Current?
Teachers/Users
- User Name (Last, First)
Parent Portal
- Parent Last Name
- Parent First Name
- Parent Access Key
- Parent is Registered?
To review this process, see the guide Create a Custom Report Overview and the guides in Edit & Manage Custom Reports.
Can't find the Parent Portal columns? Contact your Customer Success Manager or the Support team to install and share these columns.
Create a custom report with the columns from the following categories and filter as needed:
Students: Demographics
- ID: Local Student ID
- Student Name (Last, First)
- Current Grade Level
Enrollment
- Enrollment is Current?
Roster
- Roster is Current?
- Teacher is Current?
Teachers/Users
- User Name (Last, First)
Contacts - Advanced
- Contact Last Name
- Contact First Name
- Contact Access Key
- Contact is Registered?
To review this process, see the guide Create a Custom Report Overview and the guides in Edit & Manage Custom Reports.
2. Add a Form Letter
Map the columns from your custom report onto your Parent Portal form letter. To review this process, see the guide Add a Form Letter to a Custom Report.
Next Steps
Ready to sign up and log in to Parent Portal accounts? Use the guides Register for an Account and Log in to an Account.
To learn more about the Illuminate Home Connection Portal set up, see the guides under Parent Portal for DNA.