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Learn how creating Ad-Hoc Memberships (groups) can help save time running different reports or pulling data. After creating a Ad-Hoc we will explore different areas where they can be used. The "Ad-Hoc Updates Guide" from the Learning Center accompanies this video.
Recorded date 12/2/25
Clicking a chapter link below will open the video in a new window. Or Hover over the video timeline to view chapters in this window.
0:00 Documentation
05:15 Creating an Ad Hoc Membership
22:43 What can Ad-Hocs Do For You?
24:18 Student Profile Bulk Update
31:46 Update Student Diploma Type, Graduation Date
36:35 Student Membership Copy
39:02 Student Fee Assignment
40:13 Counselor Bulk Assignment
40:53 Homeroom Bulk Assignment
43:21 Transcript (R702)
44:45 Report Card (R700)
45:52 Schedule Cards (R701)
46:49 Honor Roll Report (R303)
48:05 Bulk Transfer
50:11 Copy Ad-Hoc Membership to Membership
54:32 EZ Query
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