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How to: Run a Student Query for Conditions and Allergies

Build a filtered student list that surfaces active allergies and conditions, then customize the columns and save it for repeat use.

Overview

Student Queries let you filter your student list down to exactly the population you care about by stacking rules the system uses to search. This is especially useful when you need a clean roster of students with specific allergies, conditions, or both, so you can act on accurate, up-to-date health information.

This article walks nurses and health staff through how to build a student query for allergies and conditions, refine the columns and sorting, and save the report so you can return to it later.

Why use Student Queries?

  • Pull the exact population you need: filter out any student who doesn't match, so your list only shows students with the allergies or conditions you're looking for.

  • Stay current: add an "active" status rule so past or inactive entries never clutter your results.

  • Combine or separate criteria: use AND to require both allergies and conditions, or OR to catch either one.

  • Save time on recurring reports: name, favorite, and share a query once, then reopen it whenever you need it.

Part 1: Start a new student query

  1. On the left-hand side of the page, go to Reporting and Queries.

  2. Hover over the New Query button and select Student Query.

  3. (Optional) Set a visibility for the query. You can leave this blank if you don't need it.

  4. Click OK to load the query rules.

Part 2: Add your allergy rules

Once the query rules have loaded, you'll build your filters by adding rules. Each rule tells the system what to look for in your student list.

  1. Click Add Rule.

  2. In the category field, search for and select Allergies. (This field is type-to-search.)

  3. Choose the type of allergy information you want to pull. To capture every student who has an allergy on file, select the option for any allergen is present. This omits any student who does not have an allergy.

  4. Click Add Rule again and add a rule for Status is equal to Active. This keeps inactive or past allergies off your list.

💡 Tip: If you're only looking for allergies, you can stop here and click Save Changes.

Part 3: Add your condition rules

To include conditions as well, keep going and add another rule.

  1. Click Add Rule and search for Conditions.

  2. Select the specific condition types you want to include (for example, asthma, diabetes, seizure conditions, or anaphylactic conditions). You can select as many as you need.

  3. Add one more rule for Status is equal to Active so only active conditions appear.

Part 4: Choose AND or OR

Once you have both rule groups in place, look at the top of your rules. You'll see a toggle set to AND or OR:

  • AND returns students who have allergies and conditions.

  • OR returns students who have allergies or conditions.

Follow the connecting lines between your rule groups to confirm you're capturing exactly the population you intend. When your logic looks right, click Save Changes to refresh the results list at the bottom of the page.

Part 5: Customize your columns

After your results populate, you can adjust which columns appear.

  1. Add columns by clicking the suggested column chips, or by clicking into the column field and checking the boxes for the columns you want to see.

  2. When adding allergy or condition columns, we recommend also adding the Other Allergen and Other Condition columns. For any entry where "Other" was selected, these columns make sure those values are represented on the report.

  3. Remove any columns you don't need (for example, Student ID or School Name), then apply your changes.

💡 Tip: If you're only querying for certain condition types, you may want to skip the Other Condition column so those unrelated "Other" entries don't show up.

Part 6: Sort and filter your results

You can fine-tune how results display using the cogwheel on each column.

  • Sort a column: click the cogwheel on a column (for example, Last Name) and choose ascending or descending.

  • Filter column values: your Conditions column will show all of a student's conditions on file, even the ones you didn't query for. To narrow it down, click the cogwheel again, check the box to filter the column values, keep only the conditions you built your rule around, and click Save.

Once filtered, your list will show a clean Allergies column (with a place for other allergies, such as a mustard allergy listed under "Other Food") alongside a Conditions column showing only the conditions you selected.

Part 7: Save the report for repeat use

If this is a report you'll return to often:

  1. Rename it at the top of the page so it's easy to find later.

  2. Add visibility to share it with others. For example, add the Nurse role so all the nurses at your school can see it.

  3. Favorite it for yourself by clicking the heart in the upper right-hand corner.

Need help?

If you have any questions or concerns, reach out to us through the question mark in the upper right-hand corner.

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