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NY State Download Search

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Menu path: From the Regulatory menu, choose Downloads, choose Summary, and then select NY State Download Search.

Search for student download records

  1. Select the Regulatory menu, choose Downloads, choose Summary, and then select NY State Download Search.
  2. On the Search page, select the Record Type you want to view.
  3. You may further refine your search by using the Search Criteria panel.
    • The available Simple search criteria will vary depending on the Record Type.
    • The Advanced search lets you search based on download table fields for the selected Record Type. This includes the submission Period.
  4. Click Load.
  5. On the Search Results panel, review data.

Edit source fields using Student Downloads Search

  1. Select the Regulatory menu, choose Downloads, choose Summary, and then select NY State Download Search.
  2. On the Student Download Search page, select the code for the Record Type you want to view. The search will return records where the fiscal year matches the year of the eSchoolPlus environment.
  3. In the Criteria fields, specify the filter you want to use to display records.
  4. Click Load.
  5. In the Search Results, click on the hyperlink of the field you wish to edit to open a dialog window for the appropriate screen. Note that not all fields will be hyperlinked. The screen that opens is dependent upon where the field is located in eSchoolPlus. For example, the Birth Date field will open the Registration page.
  6. Make edits to the desired fields and click Save.
  7. After editing the source data, you will need to re-run the affected download for the change to show in the download table.

Edit download table data using Student Downloads Search

  1. Select the Regulatory menu, choose Downloads, choose Summary, and then select NY State Download Search.
  2. On the Student Download Search page, select the code for the Record Type you want to view. The search will return records where the fiscal year matches the year of the eSchoolPlus environment.
  3. In the Criteria fields, specify the filter you want to use to display records.
  4. Click Load.
  5. To enable manual override editing, click the Edit button located on the field column headers.
  6. Enter the override changes for the selected field.
  7. Click Save.
  8. After saving, the following columns are automatically updated:
    • Override Download = 'Yes'
    • Record Edited = 'Yes'
    • Change Date Time = current date and time when the change was made
    • Change UID = user who made the change

Create a CSV file with search results

  1. Click Export to Excel located at the top right corner of the Search Results panel.
  2. On the Report Options pop up window, use the Column Setup fields to indicate how you want to arrange specified columns within the report. The applicable columns available to set up will vary by each selected record type. Enter the name you wish to use for the report. A default name will populate.
  3. Click OK to create the file.


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