Before your staff can begin to write their reports, it is vital that you set your preferences to customise your reports to suit your requirements. If you require assistance, please contact your Education Consultant who will happily assist you with this.

To do this yourself, you must have an 'Administrator' login, and you will need to go to the Report Writer page under the 'Data Entry' sub-heading in the 'KS1-KS3' section of the left-hand menu.

Once in the Report Writer, click on the 'cog' icon at the top right of the page. 

Here you will find a list of preferences, split into tabs across the top. Under each heading in each tab, you must choose which of the options you would prefer for your report. You can find a detailed explanation of them all below, however exactly which tabs and which preferences you see is determined by previously selected options, so don't be alarmed if some from the list below are missing from your account.

 

Please note: to implement your preferences, you must remember to press 'save' when you have finished selecting them. Best practice is to press the 'save' button any time you are finished with a particular tab.

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TAB 1: General

This section consists of the general setup settings/preferences that you may wish to include/exclude from your reports.

Report Format: Mode

There are 3 options to choose from here: full/compact/hybrid.

Full report mode enables a lengthy, detailed report, including all our default comments for the core subjects, and space to write your own for all your other chosen subjects This is ideal for an End of Year report.

Compact mode will simplify the report into a 'one-page handout' format, designed to give a brief, automated overview. This is perfect for termly reports, or handouts after Parents' Evening. When enabled, it will restrict several of your report preferences that can no longer be used.

Hybrid mode will allow you to pick and choose which subjects contain 'full' comments, and which are in a 'compact' table below. Enabling this option is the most flexible version and will turn on further preferences. You can build a 'full' or 'compact' report using this preference too.

 

Report Format: Colour

Choose whether you wish to generate your reports in colour or black and white. It is worth noting that the black and white option will NOT affect your School Logo image.

 

Report Front Page

Choose whether or not you wish to include a front cover on your report. By clicking display cover page, tab 2 will appear for you to build your front cover. Don't display cover page will exclude this functionality from your reports, along with all related tabs and preferences.

 

Pupil Names (Comments Only)

You have the option here for when default comments and the statement bank are used in the report, whether you want each pupil name to be pulled through as Firstname & Surname (which as a general rule, is more formal but reads less well), or if you would prefer Firstname only (which as a general rule, reads more fluently).

 

Attendance

Display attendance will automatically pull through your live attendance figures from iTRACK into the reports. Don't display attendance will exclude this box.

 

Optional Fields

You have up to 3 optional fields you can use at the beginning of your report, for any purpose you wish.

When show is selected from the dropdown, you will be enabling that box in your report. You can then rename the optional field using the textbox (e.g. Behaviour/Effort). When hidden is selected, the box will NOT appear in your reports.

 

School Logo

You can upload your school logo here by clicking choose file and uploading it. This will then appear in your reports as a header on the body of the report, and on the front cover if you have that option enabled. You can remove it from your Reports by selecting delete logo.

 

Headteacher

(1) You can insert the headteacher name in the textbox, so it will automatically appear on the reports.

(2) You can then upload your headteacher signature by clicking choose file and uploading your signature. This will then appear in your reports in the headteacher comments box, and can be removed from your reports by selecting delete image.

 

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TAB 2: Front Page

This tab will only appear if you have the display cover page preference enabled, allowing you to choose what you wish to include/exclude on your front cover. Please see the key below to know which is which:

Pupil Comment Page

Display pupil comment page enables the functionality to upload a supporting image, which will take up the 'full first page' of the Report after the front cover. This may be a Report slip filled out by the pupil, or perhaps a photo of great piece of work you wish to include, and will automatically format onto the page for you. Don't display pupil comment page will exclude this functionality from your Reports.

 

(1) School Name 

Display school name will show your school name on the front cover, whereas don't display school name will exclude it.

 

(2) Pupil Name 

Display pupil name will show your pupil's name on the front cover, whereas don't display pupil name will exclude it.

 

(3) School Logo 

Display school logo will show your school logo that you uploaded earlier on the front cover, whereas don't display school logo will exclude it.

 

(4) Custom Image 

Display custom image will enable the functionality to upload a default image on the front cover, whereas don't display custom image will exclude it. The image will be formatted automatically and can be edited in the Report Writer, and can be overwritten on an individual report basis if needs be.

 

Default Custom Image

You can upload your default front cover image here by clicking choose file and uploading your image. You can remove it from your reports by selecting delete image.

 

(5) Custom Text 

Display custom text will enable the functionality to add some text to your cover. This may include a school-wide introduction or report name. Don't display custom text will exclude it.

 

Default Custom Text

Once enabled, you can use this textbox to insert the default text you wish to appear on your front cover, which can be overwritten on an individual report basis if needs be.

 

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TAB 3: Results

This is where you can select which pieces of data you wish to pull through from iTRACK onto your reports. The initial grid will look different, depending on whether you have selected full/compact/hybrid mode. For this example, we will use 'hybrid' because the other options are restricted versions of the same table.

• Full reports will only display column 1.
• Compact reports will only display column 2.
• Hybrid reports will display both columns.

Included Subject Results

(1) Display in Full Mode Column 

Use these tickboxes to include that information/data on any subject with a comment box, and it will appear on the left-hand side next to the comment.

 

(2) Display in Compact Mode Column 

Use these tickboxes to include that information/data on any subject in the compact table, and it will appear as it's own column.

 

- SATs Results: KS1 & 2 Scaled Score

Ticking either of these boxes will include any KS1 and/or KS2 Scaled Score data in your report, and will only appear at the time of year they are recorded: ie. EoY 2 & EoY 6. This will display as shown below in full reports, and as a column in the compact report.

- SATs Results: KS1 & 2 Teacher Assessment

Ticking either of these boxes will include any KS1 and/or KS2 TA data in your report, and will only appear at the time of year they are recorded: ie. EoY 2 & EoY 6. This will display as shown below in full reports, and is unavailable in the compact version.

- Term Results

Ticking here will automatically pull through your data from iTRACK into the reports, and will display as shown below in full reports and as a column in the compact report.

- Previous Result

Ticking here will automatically pull through the data from the start point you selected for your progress period, so you can inform parents of where their child was, and where they are now. This will display as shown below in full reports and as a column in the compact report.

- Term Targets

Ticking here will automatically pull through your target data from the 'Set Pupil Targets' page into the reports for the term you have generated the report for. This will display as shown below in full reports, and is unavailable in the compact version.

- Progress

Ticking here will automatically pull through your progress value from iTRACK, for the progress period (and number of steps) you have selected when generating the report. This will display as shown below in full reports and as a column in the compact report.

- Free Form Textbox (name depends on School Settings)

If you are using the 'free from textbox' in iTRACK, which allows you to record any additional information alongside your data on 'Enter Pupil Results', then you can tick here to include this. Common usages here would be something like 'Effort' or 'Attitude to Learning' and it will be named as whatever your school has set up in iTRACK preferences. It will display as shown below in full reports and as a column in the compact report.

- Test Score (or whatever you have renamed it to)

If you are using the 'Test Score' column in iTRACK (formerly AA), which allows you to record any test data alongside your teacher assessments on the 'Enter Pupil Results' page, then you can tick here to include this.  It will be named as whatever your school has set up in iTRACK preferences and will display as shown below in full reports and as a column in the compact report.

 

Below the grid, there are a series of other preferences as follows:

 

Year 1 - Phonics Check

Ticking here will enable an extra box below the other subjects to include the Phonics Screening Check data in your report, where you can also comment on it. This will only appear for Y1 pupils, or any pupils in Y2 who have resat it.

 

Band Names & Key

Regardless of how many assessment standards (bands) you use in iTRACK, the reports will pull through 'below their year group, working towards within their year, expected and greater depth' data. This language is customisable, so you can give a short name in the textboxes to the left, and a full name to the right. You must do this underneath each of the 4 headings if you wish to rename them.

The 'below' option at the top is particularly important to rename, as it can often be a sensitive area.

• Below PoS Band Name
• Working Towards Band Name
• Expected Band Name 
• Working Above Band Name

You will then see your customised language in your reports.

 

Progress Labels

Similarly to the attainment above, you can customise your progress labels with whatever language you would prefer. The default language is 'below expected, expected and good', however if you use the textboxes to amend this, you will see your customised progress label on your reports.

 

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TAB 4: Subjects

This is where you can select which subjects you wish to include on your reports, which is determined by those that you have enabled on your iTRACK account. If you require more, please contact support or your Education Consultant.

The initial grid will look different, depending on whether you have selected full/compact/hybrid mode. For this example, we will use 'hybrid' again because the other options are restricted versions of the same table.

• Full reports will only display columns 1 & 3.
• Compact reports will only display columns 2 & 3.
• Hybrid reports will display all 3 columns.

Use column 1 for subjects you wish to include a 'full' comments box, column 2 for those that are part of the 'compact' table, and column 3 if you wish to exclude the subject altogether.

 

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TAB 5: Notes & Comments

You can have up to 4 additional comment boxes underneath the subject information on your reports, covering any purpose you like.

 

(1) Custom Notes 1

Selecting display custom notes 1 will give you the 1st customisable box, which you can rename for any purpose in the textbox below. Don't display custom notes 1 will exclude this box from your report.

 

(2) Custom Notes 2

Selecting display custom notes 2 will give you the next customisable box, which you can rename for any purpose in the textbox below. Don't display custom notes 2 will exclude this box from your report.

 

(3) Overall Comment

Allows you to name what you wish to use this box for. You cannot hide this box as a preference, although if it is left blank in the Report Writer, it will not pull through into the final exported/printed/sent version. If you require only 1 additional box, use this one.

 

(4) Headteacher Notes

Selecting display headteacher notes will give you the final customisable box, which you can rename in the textbox below. Don't display headteacher notes will exclude this box from your Report. This is the box includes the functionality to upload a name and signature from the bottom of tab 1.

 

Insert Default Comments

When it comes to the import of default comments, there are 2 options which will pull through onto any 'full' subject, and this preference will only appear when full or hybrid mode have been selected. Insert default comments for end of year only will ensure that any default comments you have set up in your default comments bank will only ever be pulled through into the reports when selecting an End of Year Report. Insert default comments for all terms will pull the default comments through from your bank into every report, regardless of which term it is being generated.

 

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PRESS SAVE!!

Please note: in order to implement them, you must remember to press 'save' when you have finished selecting your preferences.