This spotlight explains how data managers and school admins can set and standardise default tracker view settings at the whole-school level. The goal is to control which columns staff see in trackers, how key grades display, and how historical data is presented across year groups.
Key Steps
1. Open Default Tracker View Settings 0:19
Go to My School.
Select Default Tracker View Settings at the bottom of the menu.
Use this area to manage tracker display settings for staff across the school.
2. Select the Year Group to Configure 0:27
Choose the relevant year group you want to edit.
Apply settings separately for each year group as needed.
Confirm you are editing the correct cohort before making changes.
3. Set How the Average Displays 0:27
Choose how the average should appear at the top of the tracker.
Select one of the available display formats:
Whole numbers
One decimal place
Percentage
Use the format that best matches your reporting expectations.
4. Configure RAG Rating Display 0:39
Decide how RAG rating should appear.
Choose whether to:
Show it with color shading
Turn it off
Use the available color shading option as configured
Apply the setting consistently so staff see the same visual indicators.
5. Turn Target Grid and Topic Summary On or Off 0:47
Review the top display options for the tracker.
Turn Target Grid on or off depending on what staff need to see.
Turn Topic Summary on or off based on your school’s tracker design.
Keep only the sections that support staff workflow and reduce clutter.
6. Manage Learning Characteristics and Historical Snapshots 0:57
Enable Learning Characteristics if staff need to review snapshot history over the year.
Allow staff to access previous snapshots as data entry points are added.
Ensure historical views are available automatically so staff can reference earlier data without manual setup.
7. Pin Key Grades to the Start of the Tracker 1:14
Choose whether to pin grades to the beginning of the tracker.
This helps staff avoid scrolling to find important summary information.
Pin the grades that are most useful for daily data entry and review.
8. Choose Which Grades to Pin 1:23
Select the grades you want pinned, such as:
Minimum target grade
Current grade
Average unit grade
Teacher predictor grade
Flexi grade
Use multi-pin if more than one grade should appear at the start of the tracker.
9. Control Which Grades Appear in the Summary 1:35
Review the summary section settings.
Choose which grades should be visible to staff.
Remove any grades you do not want staff to see, such as current grades, if they are not needed.
10. Configure Teacher Predictor Grade Visibility 1:42
Open the teacher predictor grades settings.
Select multiple grades if needed.
Decide which predictor-related grades should be visible in the tracker summary.
11. Review Historical Data Entry Points 1:56
Confirm that staff can see the current value they are entering.
Ensure read-only historical values are visible for comparison.
Use historical data entry points to show prior academic year values alongside current entries.
12. Verify Year 13 and Other Advanced Tracker Views 2:03
Check year groups with more complex tracker needs, such as Year 13.
Confirm that previously snapshotted values, such as UCAS grades, appear correctly.
Make sure staff can see:
The current data entry value
The historic value
Any relevant end-of-year or mock exam results
Validate that the tracker supports both current entry and historical reference data.
13. Confirm Read-Only Historical Grades and Entry Columns 2:21
Verify that historical grades are displayed as read-only.
Ensure staff can reference past grades without editing them.
Confirm there is a clear column available for entering the new grade or current value.
14. Override Custom Staff View Settings if Needed 2:31
Use the override option if a staff member has created a custom view.
Apply the whole-school default view to standardize tracker display.
Use this when you want the school-level configuration to take priority over individual settings.
15. Final Review of the Tracker View 2:45
Open a subject tracker, such as Geography, to confirm the settings display correctly.
Check that historical grades appear at the end or in the intended summary area.
Confirm staff have a clear column for current grade entry and can still reference read-only historical data.
Cautionary Notes
Be careful when overriding custom views: this will replace staff-specific settings with the whole-school default.
Check each year group separately: settings may need to differ by cohort.
Verify read-only fields: historical grades should be visible for reference but not editable.
Confirm display choices before saving: incorrect average or RAG settings can affect how staff interpret tracker data.
Tips for Efficiency
Standardise common settings across year groups first, then adjust exceptions.
Pin only the most-used grades to reduce scrolling and improve usability.
Hide unnecessary summary fields to keep trackers clean and easier to read.
Test the configuration in one tracker view before rolling it out school-wide.
Use historical snapshots to reduce manual record-keeping for staff.
