Selecting Children for a Report

Selecting Children for a Report


There are two ways of selecting which child/children you wish to run a report for:
  1. Via the Reports Menu page
  2. Via the Reports List page
To select children via the Reports Menu page, do the following:
  1.  On the Reports Menu page, click/tap on the 'Run Report' button on a report tile; this will open the 'Run Report' window:



  2.  Scroll through the list of children and select the checkbox next to the child / children you wish to run the report for.
     Once selected, the child's name will appear as a tag in the field at the top of the window. For example:



    If you want to run a group report, simply repeat this step until you have selected all of the required children.

  3.  Click/tap on the 'Save' button to save your selection and run the report.
  4.  Once the report loads you will be able to view the other reports by clicking/tapping on the report names in the menu bar:



To select children via the Reports List page, do the following:
  1.  On the Observations Menu page, click/tap on the List View button  
     This will open the Reports List page:



  2.  Locate the required child / children by scrolling through the list, using the search tool, or applying a filter to select a specific group of children:



  3.  If you are running a report for an individual child, simply click/tap on the  button at the end of their row in the table to view their reports.
  4.  If you are running a report for a group/cohort of children, select the checkbox next to each child.
  5.  Click/tap on the 'Create Group Report' button at the bottom of your screen:



For more information, please refer to the Reports help video:


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