Filtering data
Start by narrowing down to the data you want to report on:- Year range — select the academic years to include using the From and To year pickers, such as from 2023/24 to 2025/26.
- Date range — narrow further to a specific time period within those years, such as a term, half-term, or custom dates.
- Categories — include only specific types of concern, or leave blank to include all categories.
- Year groups — focus on particular year groups or compare across the school.
- Student groups — report on specific groups, such as Pupil Premium, SEN, or Children in Care.
Chart types
Toggle between two visualisation styles to find the most effective presentation:- Bar chart — best for comparing categories or time periods side by side.
- Line chart — best for showing trends and changes over time. Enable stacking for a filled area view that shows volume and proportions.
Exporting data
Click Export to download your filtered data as a multi-sheet Excel file. The export includes:- The raw data behind your charts, organised into clear spreadsheet tabs.
- Summary information including the filters you applied and the date range covered.
Saved reports
If you regularly produce the same reports — termly Ofsted preparation, half-termly governor updates, or monthly category reviews — you can save your filter and chart configurations for instant reuse.Creating a saved report
Set up your filters and chart
Apply the filters and choose the chart type that matches the report you want to save.
