Sharing & Sending Templates & Views

There are three ways to extend edited views and templates to staff members.

1. A view you have created can be shared as a saved data view. This will be available to other Data Viewers. A Data Viewer is someone with at least campus wide access to student data. Learn more about roles and rights. 
2. Created views can be sent to specific users.
   • Note: When a view is sent to a staff member, the exact data is sent regardless of the receiving staff member's rights.
3. Views can also be shared as Quick Views. Once added to Quick Views, the view becomes a template that can be applied to the staff member's own data.
   • Note: The Share button only appears once a view has been saved.  The Send button always appears.

Sharing a Data View

When sharing data views, multiple sharing options are available. District Data Viewers will have district level sharing options in addition to the campus. Campus Data Viewers will only have the ability to share with their campus(es).

1. To share a template, the view must first be Saved.
2. Select the Share icon located in the upper-right corner.
3. Select one or more ways to share the view.
4. Select Submit.

Below is a description of the different sharing options.

Sending a View

Send a view to staff members when they need to see the exact test and student data that the sender is seeing.

1. To send a view, select the Send icon located in the upper-right corner.
2. Click the + in the To: field and add one or more staff members.
3. Rename the view and add any notes (optional).
4. Select the Send button at the bottom left corner to send an email, any typed notes, and the saved view to the staff members receiving the view. Note: The staff members will receive the exact view that you see, even if they do not have access to these students.

Viewing a Sent View

The sent view can be viewed by the staff member on the Analyze tab under Received Views. The staff member can print the view; however, the user will not be able to edit or drill down on demographic data. The sent view is viewed exactly as it is shared unless the user already has rights to view the students' data.

Sharing a Quick View 

When creating a new Quick View template, there are different sharing options available. The Quick View can be shared with teachers, district-wide or campus-wide staff. A template can also be shared to yourself in My Quick Views in order to promote your saved view to a Quick View.

• To create a Quick View template, the view must first be Saved.
• Click on the Share icon in the upper right hand corner.
• Select the Quick View sharing option.
• Click Submit.

NOTE: A Quick View should only be created with ONE test in the Tables Tab.  Quick Views work with a multitude of test types, years, subjects and etc. but are built from one starting test.

Below is a description of the different sharing options.