Skip to content
Navigate to user name settingsUnderstand the two configuration sectionsSelect a predefined display formatCreate a custom name formatFrequently asked questions
Web & Mobile- Controls how names appear across the web platform and the teacher, student, and family apps.Reports & Transcripts- Controls how names appear in downloaded report PDFs, transcripts, and exported progress report spreadsheets.
Click 'Edit' in the top-right corner of the section you want to update.Use the dropdowns to set the display format for each user type. The options shown in each dropdown reflect the name components available for that specific user type. Not all formats are available for all user types.Review the name preview on the right to confirm how the name will appear.Click Save to apply your changes, or Cancel to discard them.
In the relevant dropdown, scroll to the bottom and select Create a custom name order. A dialog box opens.In the dialog box, type / to see a list of available name components for that user type.Select a component to add it to the format. Components appear as tags in the format builder.Rearrange components by dragging and dropping them into your preferred order.
How can I set up the display name format for students, staff, and family members in Toddle?
Last edited 36 days ago by Prerna Singh.
The User name settings page allows you to control how names for staff, students, and family members are displayed across Toddle. You can configure name formats separately for the web and mobile platform and for printed or downloaded reports and transcripts, ensuring consistency with your school's naming conventions.
In this article:
Navigate to user name settings
To begin, navigate to Admin portal → Other settings → User name settings
Understand the two configuration sections
The User name settings page is divided into 2 sections.
Note: Changes made in each section apply only to that context. Updating the Web & Mobile format does not affect how names appear in reports, and vice versa.
Select a predefined display format
Each section allows you to configure name display formats for 3 user types: staff, students, and family members. To begin editing:
Note: The default name format for all user types is First name Last name. For schools that have previously configured this setting, existing formats remain unchanged.
Create a custom name format
If the predefined formats do not meet your requirements, you can build a custom format by combining available name components in any order.
5. To remove a component, click the x on its tag.
6. A live preview at the bottom of the dialog shows how the name will appear with your chosen format.
7. Click Save to confirm the custom format, or Cancel to discard it.
Note: Only newly generated or downloaded reports and transcripts will reflect an updated Reports & Transcripts format. Previously downloaded or printed documents are static files and will remain unchanged.
We hope you found what you were looking for. Explore other articles for more!
Frequently asked questions
Q. Why is the middle name not appearing even though I included it in the format?
A name component only appears in the displayed name if that field is populated in the user's profile. If a student's middle name has not been entered in their profile, it will not appear in the display name even if the format includes it.
Q. Why does the exported spreadsheet follow the report format instead of the platform format?
Exported progress report spreadsheets always follow the Reports & Transcripts configuration, since they are part of the reporting output. The Web & Mobile format applies only to the platform interface.
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (
CtrlP
) instead.