All Collections
How do I create a report?
How do I create a report?

Learn how to create a Baseline Assessment or a Progress report.

Zi Lewis avatar
Written by Zi Lewis
Updated over a week ago

From the Admin Dashboard, expand Early Years and select Reports.

Click Report templates and Create New Report Template.

Enter the title of the report, for e.g Baseline Assessment, Progress Report, Accident Form, etc

Select which boxes you want to include in your report, those you have chosen will show as Selected.

For a Baseline Assessment template, you would choose all 7 development matters, the Health and Well-being section and Parents Comment box.

Once you have chosen the boxes, click;

Save - if you wish to edit the template later or
- if you wish to assign the report to a child.

Clicking View Example PDF at anytime, will show you a preview of the report, in a separate tab/window depending on how your browser has been set up.

Parents comments

If you wish for parents to add a comment to the report, once they receive the email, select the Parent(s) Comment box.

Did this answer your question?