Creating a Custom Report

How to create a Custom Report

Video Guide

 


 

Creating a Report

 

To create a new Custom Report click on the "+" icon in the top right corner of your Dashboard and select "Report":

 

 

When you do so an editing drawer will appear where you can rename and edit the settings.

 


 

Renaming and customising Settings

 

From the editing drawer that appears when you add your new Report, you can rename and add a description of your Report:

 


 

Sharing

 

Using the "Shared With" drop down you can choose who will have access to your new Report:

 

 

  • "Only Me" - This will keep it as a personal Report that only you will have access to.
  • "School Name" - This will allow everyone within your School (who has reporting permissions) to have access to your new Report.
  • "Trust Name" - If you are part of a Trust this will allow everyone within your Trust (who has reporting permissions) to have access to your new Report.


Please Note: If you share this Report across your School or Trust, anyone with permission to edit Reports will be able to make and save changes to your Report.

 


 

Settings

 

From the Report editing drawer you will also be able to choose whether to include certain information:

 

 

If you are part of a Trust, selecting this will include your Central Team Profiles in your new Report.

 

 

Selecting this option will include any error/warning icons within your Report as notes on your Exported Excel Report.

 

When you are happy click "Create" to build your new Report.

 

Now you can Customise your Report.