Matching ID Numbers Using ID Reports

Matching ID Numbers Using ID Reports

Each caregiver, child, and environment profile is assigned a unique DAISEY ID number upon creation. If a user’s organization assigns ID numbers, each profile will have an alternative ID number that may be different. To successfully complete the import process, users need to use an ID report to match these data to corresponding DAISEY ID numbers.

To download an ID report:

  1. Click “Data Management” in the left navigation menu.
  2. Click “Import”.
  3. Click “ID Reports”.
  4. Click the download icon in the “Action” column to download the “Child IDs”, “Caregiver IDs”, or “Environment IDs” data file.

Once the file is open, users can view all children, caregivers, or environments created by their organization.

Child ID report

Child ID report

The left column contains the DAISEY ID.  Users will need to enter the DAISEY ID number on the import template for any activity data.

If a user would like to obtain a spreadsheet of complete profile information, export the profile data instead of pulling the ID report (see Exporting Data).

Note: Some organizations utilize an optional DAISEY feature to share profiles with other organizations under the same grantee. This means that users in those organizations can view profiles created by other organizations in their search grids.

At this time, only profiles created by the current user’s organization will show up in their ID Report. If users need to import data for other profiles they have access to, they will need to export the profile data instead of downloading the ID Report to get an Excel list of all profile IDs viewable in their search grids.