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Posted April 26, 2022
Follow the steps for Importing New Records when importing Official Reports.  This import expects the import header file as well as all PDF report files in order to perform the import.  Select multiple files by holding down the Shift key, or individual files by holding down the Ctrl key.  Select all files by pressing Ctrl + A.

Field Required Type Sample Values Notes
Household_Id Yes, if Lookup_Household_Name is not specified Identifier "1"
Lookup_Household_Name Yes, if Household_Id is not specified Lookup "Doe Family" If you choose to use this field instead of Household_Id, then the lookup name must be unique in the system
Student_Id Yes, if Lookup_Student_First_Name, Lookup_Student_Last_Name, and Lookup_Student_Birthdate are not specified Identifier "1"
Lookup_Student_First_Name Yes, if Student_Id is not specified Lookup "John"
Lookup_Student_Last_Name Yes, if Student_Id is not specified Lookup "Doe"
Lookup_Student_Birthdate No Lookup "1/1/2000"
Academic_Year Yes Datasource Data "2000/2001" Use the format xxxx/yyyy for the year.
Marking_Period Yes Datasource Data "1" Valid marking periods include 1-4 for quarter, and 1-3 for trimesters.
Report_Kind Yes Datasource Data "Report Card" Valid options include “Progress Report”, “Report Card”, or “Transcript”
Report_Type Yes Datasource Data "Default" Admin > Students, multi-action Archive PDF Reports provides possible values for this field.  “Default” is a predefined option which is always present.
Available_Date No Date "2000/01/01" You may specify a time component for the date.
Report_Description Yes Text "Report Card Mp1" A verbal explanation for the report which may be visible to parents and students.
File_Name Yes File Name "JohnDoe19991101.pdf" The name of the file which corresponds to the row.
Note: Only PDF files are supported. 

See also
Update

Back with the ATLIS Community

1 min read · Updated May 04, 2026

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