Creating and filling out reports

Reports are a way for parents to see how a child is progressing. You have a choice between Summative and Transition reports. Transition reports are much like Summative reports, except that they give more of a sense of how a child has progressed since starting at the nursery, and so are useful if a child is moving to a another nursery/starting school and you'd like to share their progress with the new setting.

Reports have to be created on the web version, usually by a manager, but can be edited on either the web or the practitioner app. When a report has been filled out, it can be published to parents. Parents are able to review the report and Complete it to confirm they've seen it.

Creating a report

1. On the web version, click on  Children in the sidebar.
2. Click on a child to bring up their profile.
3. Click on Reports.
4. Click on the Add button in the top left.
5. Under Select Report Type, choose between Summative (EYFS 2012), Transition (EYFS 2012), Custom Report or Transition Custom Report.
   
6. If you select a custom report, under Select Template choose a report template.
   
7. Choose a Name and Date for the report.
8. Click Start Report.

Filling out a report on the practitioner app

1. On the practitioner app, log in as a practitioner to see the list of children you have access to.
2. Tap a child’s picture to select them.
3. Tap the  Reports icon at the top.
4. Tap a report to edit it.
5. Fill out the report.
6. In the framework section of the report, areas and aspects are automatically filled in with assessment levels according to details from observations. These can be edited. 
7. Tap Save to save it as a draft, or Submit for Review for a manager to view and publish to parents.
   

Filling out a report on the web version

1. On the web version, click on  Children in the sidebar.
2. Click on a child to bring up their profile.
3. Click on Reports.
   
4. Click on the name of the report to open it.
5. Fill out the report.
6. In the framework section of the report, areas and aspects are automatically filled in with assessment levels according to details from observations. These can be edited. 
7. Click Save as Draft, or Submit for Review for a manager to view and publish to parents.

Practitioners with Can Publish Observations ticked on their profile will be able to Publish reports directly to the child's parent. 

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