Can I change how staff names and roles appear on a report card?

This article explains how to customize staff names and roles on report cards in Arbor. Users can change the format of names to initials or hide first names using Custom Report Cards. However, certain roles like Head of Year cannot be altered in standard report cards. Custom Report Cards allow for more flexibility in displaying staff roles and names.

You may wish to change the format of a staff members name on a report card, for example to hide their first name but keep their full surname or to show only their initials. 

Can we change the name format for staff?

By default:

• The standard report card will show names in the format J.Bloggs.
• The long report card will show names in the format Joe Bloggs.

To edit the name formats, you could do this using Custom Report Cards, by changing the name format.

Showing a staff members first name as an initial e.g. A Smith

It is only possible to hide the first name of a staff member, but keep their full surname if using a standard report card, not a long one.

Here is some guidance explaining how to set up a report card in Arbor.

Teacher names will then show like this on the Report Cards: 

Showing both a surname and a first name as an initial e.g. AS

In either standard or long report cards you can choose to show names as initials only. You do this by selecting Teacher Initials > Yes under the General tab within the report card. 

The staff members names will then show like this: 

Changing the format of a staff members role title

You may wish to change the format of a staff members role, e.g. Head of Year displaying as Pupil Engagement Officer instead.

It is not possible to change Head of Year or Head of House to be another role using standard report cards.

This can be done using Custom Report Cards. When creating the Report Card Layout, name the staff members role as you would like it to display and insert the merge field for the value as it appears in Arbor: 

This would then appear in the report card like so: 

Removing staff

It isn't possible to remove a role from a default report card, such as the Head of Year or Head of House.

You could need to instead create a Custom Report Card.