Sharing Custom Reports with Schools from MAT MIS

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This article explains how Multi-Academy Trusts (MATs) using MAT MIS can use the Custom Report Writer (CRW) Pushdown feature to efficiently distribute custom reports to their schools. Using this feature will significantly help reduce admin time by eliminating the need to create and update identical reports on each school's MIS individually.

Permissions

  • Group: Policy: Administer - Upload a custom report and push down to schools

Requirements

MAT MIS Package: This feature is exclusively available to MATs subscribed to the MAT MIS Plus or Enterprise tiers. If you are unsure of your current package or wish to upgrade, please contact our Partnership Team at customersales@arbor-education.com.

Related Articles

Importing and pushing down a custom report in MAT MIS

CRW Pushdown.gif

  1. Access Custom Report Writer: Navigate to the Custom Report Writer within your MAT MIS. You can do this by going to Analytics > Custom Report Writer.
  2. Share Report with Institutions:
    • Click "Create new report."
    • In the "Create new report" slide-over, you will see a new option: "Share Report with Institution".
    • Upload the report you wish to share (.report file)
  3. Select Schools: Once you've uploaded the report you want to share, choose the specific schools you wish to share the report with.
  4. Assign Business Roles: Select the business roles that should have access to the report.
  5. Set Access Permissions: Define the level of access as "View" or "Edit."
  6. Notification (Optional): Choose whether to notify users about the shared report.
  7. Confirm and Share: Review your settings and confirm to share the report with the selected schools.

FAQs

  • Why can't I upload a different file type?
    • Only .report file types are accepted for upload. This ensures compatibility and data integrity.
  • How can I see all reports I've pushed down?
    • Currently, there is no list of pushed-down reports available within the MAT MIS. We are working on future enhancements to improve visibility.
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