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How to customise student reports
How to customise student reports

A step-by-step guide to setting up a Report Template.

Tobi Davis avatar
Written by Tobi Davis
Updated over 6 months ago

Accessible to School Admins, the Add Report Template feature allows you to customise what data is included on pupils' individual student reports, as well as how the specific file is formatted.


How do I create a Report Template?

  1. First hover your mouse over Reports at the top bar, before selecting Report templates.

  2. Once on this page, you're able to click the blue Add Report Template to begin creating your report. (As pictured below)

Accessing report templates

  • You're able to give your report a name, whether it is for a specific event or to use more broadly.

  • You are also able to select whether to download all of the reports individually or instead as one single file, making the printing process easier.

  • If you select individual files, a box will appear below allowing you to change how the PDFs are named

  • Any or all of the Minimum Target Grade, Current Grade or Average Unit Grade can be hidden from the reports by ticking or unticking the corresponding box.

  • Once the template has been created, the three dots to its right hand side allow you to set it as the default. (As pictured below)

Adding new report

Something to note:

  • The default template will be used whenever reports are downloaded directly from the tracker, or the three dots from the main tracking page.

  • The Downloadable Reports option from the top bar instead lets you choose exactly which template to use.

Downloading reports

Once you have requested the reports, a download link will be sent to your email inbox shortly after as usual.


πŸ“– Pupil Progress Tip

If you have not yet sat an entire Mock series but still wish to send reports home, Hide the 'Current Grade' and Display the 'Average Unit Grade' for an accurate prediction of performance

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