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Record Manager Reports Overview

Updated

Record Manager Reporting gives you a quick overview of the records made in your selected date range. You can use this feature to check the general details of records made during a specific time and export the data as a Report.

Reporting Sections

There are three sections on the Reporting Page:

  1. Safeguarding Concerns
  2. Behaviour Incidents
  3. Referrals

Exported Report

You can export a report to a CSV file for a more detailed view of the records.

The Exported Report will have the following headings, which you can use to sort your report:

  • Record Id - The ID number of the record in Record Manager.
  • Record Type - Whether the record is a Concern, Incident or Referral.
  • Incident Date - The date when the record occurred.
  • Title - The title of the record.
  • Status - The current status of the record (as of the date you exported the report).
  • Category - The category or categories of the record. See Record Manager categories.
  • Created By - The person who reported the record.
  • Created Date - The date the record was created.
  • Student details:
    • UPN - The student’s Unique Pupil Number (UPN).
    • Name - The student’s name.
    • Tags - Any tags associated with the particular student.
    • Gender - The student’s gender.