Creating custom report templates

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.

These reports can either be the standard report templates provided by the system, or custom made. Creating a custom report gives you more freedom over the frameworks you use to assess children, and lets you add or remove certain fields.

Custom reports templates can only be created on the web version via a manager log-in.

Creating a Summative Report Template

1. Hover over your profile picture in the top right.
2. Click on System Settings.
3. Click on Report Templates.
4. In the top right, click Create+ > Summative Report.
5. Give the template a Name and a Summary.
6. You can hide or show sections on the report by toggling the  icon. All underlined fields can be edited. 
7. By default, your Main Framework will have been added to the template. You can delete this framework by clicking the  icon in the top right of the framework section. You can add additional frameworks by clicking + Add Additional Framework at the bottom of this section.
8. Under Parent/Carer Consent, clicking the  icon will remove an option, while clicking the  icon will add an option that you can type in yourself. 
9. Click Save Template when you’re done.

Creating a Transition Report Template

1. Hover over your profile picture in the top right.
2. Click on System Settings.
3. Click on Report Templates.
4. In the top right, click Create+ > Transition Report.
5. Give the template a Name and a Summary.
6. You can hide sections from the report by toggling the  icon. All underlined fields can be edited. 
7. Under Child & Nursery Details, the  icon denotes fields that are automatically filled in using information from the profile.
8. By default, your Main Framework will have been added to the template. You can delete this framework by clicking the  icon in the top right of the framework section. You can add additional frameworks by clicking + Add Additional Framework at the bottom of this section.
9. Transition reports let you add questions and answers about how the child is progressing in certain skills. Click + Add Another Answer to add additional answers to existing questions. Click + Add Another Question to add additional questions. Click the  button to delete whole questions, or individual answers.
10. Under Parent/Carer Consent, clicking the  icon will remove an option, while clicking the  icon will add an option that you can type in yourself.
11. Click Save Template when you’re done.

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