CART - Using the Custom Academic Reporting Tool

The 'Custom reports' page allows schools to build and manage academic reports for their specific requirements. 

TIP: To build a single-page "Statement of results" style report enable the 'Subject summary' sub-section under 'Values page' and disable 'Subject pages'.

Custom report permission

The permission 'CUS RPTS: EDIT' is required to access the Custom reports page.

Creating and managing custom reports

Click here for the link to video for CART. Additional information is also available in the 2020.1 release notes accessible through the Home workspace > Help.

1. Go to the Administration workspace > Academic report > Custom reports
2. Click the +  to create a new report; or select an existing report to edit; or click on the copy icon to create a clone of the report.
3. Click on the section you would like to configure (see below list for details of each section)
4. Choose a 'layout' for the section, the layout selected determines which configuration options are available and which data can be included in that section.
   • • General, Header and Footer: the configuration options which apply on each page of the report
     • Contact page: the very first page of the report and is often used for addresses
     • Cover page: the report Cover page, this may include a student photo, school logo, and signatures. Click here for example for merge fields used to display student name on Cover page.
     • Information page: this appears between the cover page and the rest of the report
     • Subject page: data from the reporting section of the marks book, with optional sub-sections; an assessment summary, a syllabus summary, and an affectives summary.
     • Values page: this draws data from 'school values' on the report. This includes attendance, comments and signatures, with optional sub-sections: a subject summary and a table of value results
     • Pastoral page: this draws data from Pastoral care records for example co-curricular activities
     • Back page: the last page of the report 
5. Save the report periodically when happy with changes
6. To preview the report:
   1. Click on the drop down arrow next to the Preview button at the top of the page
   2. Select a student, timetable period and report type. Ensure the student has data entered under the filters or there will be nothing to display on the report!
   3. Click Preview
7. To make the report available on the 'Reporting page' alongside the other report select the section General then toggle on Report enabled
8. Click Save

Deleting a custom report

1. Go to the Administration workspace > Academic report > Custom reports
2. Click on the Bin icon on the report you would like to delete.
3. Click OK to confirm the delete. This cannot be undone!

Are there other layouts available?

The set of layouts is quite limited in this initial release, but will be expanded over time.

Further assistance and training

Professional services is offering training on Custom reports and will also be available to help you with specific reporting requirements.