Reports and insight

The Reporting section is switched on for managers and DSLs by default. Ask an admin to switch it on for you.

Each person only counts the young people they can see. Two people with different access will see different totals.

It is the share of planned sessions that were delivered over a rolling six weeks. Press the tile to see each young person and their delivered and missed counts.

Open the young person's record and use the Reports tab. The PDF button on the dashboard is switched off because it needs one report.

Use Export CSV for the cohort attendance figures. For your own selection of fields, use the Builder tab and download the CSV from there.

It is a PDF pack for one commissioner. Managers and admins pick the commissioner and press the Pack button.

It needs the manager or admin role. Ask an admin if you think you should have it.

The preview is kept short so the page stays fast. Press Download CSV to get every matching row.

Yes. Open it from Saved reports, change it and press Update. The same link keeps working.

Choose Weekly under Schedule and add their user ID to the recipients. The CSV is emailed on Mondays.

The box asks for IDs separated by commas, not names. Ask your admin for the ID of each person.

No. Pick the fields you want from any source and the builder joins them for you.

Press its name. It opens in the builder with everything filled in. Make your changes and press Update.

Open the report, set Schedule to Off and press Update. No more emails are sent.

No. A delete cannot be undone, so rebuild it in the builder if you removed one by mistake.

It only shows there when it is pinned. Open it, tick the pin box and press Update.

You see the reports your access allows. Ask the person who made it, or an admin, if you need it.

The tile has nothing to show and says the saved report is missing. Remove the tile or choose another report.

Completed means the team has finished writing. Signed off means a manager has approved it and it is ready to send.

No. After you sign off, you go to a check page where you see who it would reach. Nothing is emailed until you press Send there.

Yes, with Reopen to edit. The report goes back to waiting for sign-off, unless it has already been emailed.

They had a delivered session this half-term but no report has been written. Open the round page if they should not have one.

The people writing the report. It names the parts that need work and what you want done.

Use the Nobody writing them filter to find reports with no writer. Open each one and make sure someone is named.

Yes. Untick them and they no longer need a report. If a draft exists you can delete it from the same row.

They only appear once they have sessions planned in the half-term. Plan the sessions and refresh.

Anyone scheduled to lead or co-deliver three or more sessions with the young person that half-term. You can add or remove people.

After you release, from a set number of days before the deadline. The number is in Report settings.

There is no undo button. You can still untick people and change who writes a summary, so most mistakes can be put right.

It permanently removes everything written in that draft. It never deletes a report that has gone for sign-off.

Open Half-term reports, then Report settings. Under When reports are due pick a date for the half-term and save.

Late prompts and emails follow the deadline you set, so check the new date before you save.

Yes, except the first one. A report that already has words in a section you switch off still shows them.

No. The settings are for your organisation only.

Use Back to the default in the Wording part, or Back to the standard in the Sections part.

Only the people listed on the Late reports email card. If nobody is listed, nobody is emailed.

Check the half-term at the top. Choose the right one and press Show. A report only appears once it has been signed off.

Yes. The parent page says the referrer has not been sent to yet. The report stays in the referrer list until that is done too.

The check page shows what has already been sent and warns you. Sending again reaches the same or new addresses, so nothing is blocked.

The check page lists earlier sends with a link to the copy that was sent.

The card called Also copied shows it. It is set in your organisation's report routing settings.

Press Preview the report before sending on the check page. It shows the report as it will be attached.

It needs the manager or admin role, in your own view. If you are viewing as someone else, switch back first.

Press from on the first node, then link on the second. An arrow is drawn between them.

It ties the node to a saved report so the node shows where its evidence comes from.

No. Deleting a node removes its arrows too, so add it again if you removed the wrong one.

From the report builder. Build and save a report there, then it appears in the metric list.

It is only open to admins. Ask yours if you need a view of it.

They have no postcode, or the postcode could not be placed. Use the missing postcodes window to add or fix it.

No. It sits at the middle of the postcode.

No area is recorded for them and they have not worked with a young person there in twelve weeks. Choose all area choices, or set the area on their record.

They are young people with the flags you chose, such as no recent session or low attendance.

Copy the web address. It keeps your layers, area and flags.

The section is on by default for managers. Ask an admin to switch it on for you. You also need the manager, admin or DSL role.

There is no limit when you build one, but a public page shows only the first twelve and says so.

Yes. Open the dashboard, change the name at the top, and press Save.

KPI shows a single figure. Chart shows a breakdown, up to a set number of groups.

Not on a public page. Any report that groups by something identifying is withheld there.

The editor has no delete button. Ask your admin or the support team if you need one removed.

Anyone who has the address, until you revoke it. It needs no sign-in.

No. The public view only shows counts, and hides groups of fewer than five.

Open the editor and press Revoke token. The link stops working straight away.

Small groups are left out to protect children. A note under the tile says how many.

No. The internal view shows everything you can see. The public one is stricter.

No. Generating again makes a new link, and the old one stays off.

It is for managers, admins and the data-protection lead. Ask one of them, or ask your admin about your role.

Your role cannot use it. The card names who can, so you know who to ask.

Press Safeguarding audit pack, choose the first and last day, and press Download the pack.

Yes. It is written to the audit log, so there is a trail of who made it.

No. It excludes notes and safeguarding detail, and covers one area or commissioner at a time.

It is kept for seven days and then deleted. It is a backup of your whole organisation.

They need the manager or admin role. Anyone else is sent to Home.

There is no current plan you can read for that young person. Either none exists or it is out of your access.

No. The page only shows that one exists. It does not judge whether it is complete or approved.

Open the ILP coverage check, press the young person's name and add the plan in the ILP drawer.

Each count describes the page you are on, not the whole list.

Yes. Active, paused and ended records are all included. Archived ones are not.