School Admin Permissions Required
Cautionary Notes
Ensure the template name is specific enough to avoid confusion with other report templates.
Double-check whether reports should be merged or kept as individual files before saving.
Confirm the sort order is correct, especially if reports will be distributed externally.
Only enable display options that are relevant; unnecessary fields can make reports harder to read.
If learning characteristics are not used by your school, enabling the option will not add content to the report.
Tips for Efficiency
Use a consistent naming convention for templates so staff can identify them quickly.
Build one template per year group, assessment type, or reporting purpose to reduce editing later.
Save time by starting from an existing template when only minor changes are needed.
Set the most commonly used template as default to streamline future report downloads.
Review the template settings once before saving to avoid repeated edits later.