1. Arbor Help Centre
  2. Reporting and the Custom Report Writer
  3. Fields and Filters by Report Focus

Reporting on Staff

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Anna Lisewycz

This guide will explain the possible reports you could create when using our custom report writer to create a report using the report focus of Staff.

Staff Specific Report Fields

  • Name
  • Legal Name
  • Legal First Name
  • Legal Middle Name(s)
  • Legal Last Name
  • Title
  • First Name
  • Last Name
  • Former Name(s)

Permissions

If you need to give someone permission to create reports or report on certain items, you can follow these instructions.

Top Tip: You may find it easier to click 'Skip setup wizard' after choosing your report focus and title to head straight to the main Edit screen. 

 

Adding a Filter

If you would like to filter your report to look at specific staff details, you can do so by scrolling down to the Filters section.

From the drop-down, select the filter that you are interested in. For example, if you would like your report to only show staff with medical conditions, you could choose the Medical Conditions filter.

 

Select Medical Conditions from the drop-down, and then click the green Add Filter button on the right-hand side.

Then you can set your filter parameters. For example, if you select Filter Condition: Is not empty/blank, your generated report will only show staff with at least 1 recorded medical condition. Click Save to set this filter.

Adding a Grouping

If you would like to sort the data into groups, you can do this by adding a grouping to the report. 

Please be aware that when adding a grouping, you may lose some of the contextual information and end up with just the number of items. 

For example, if you add a grouping of Sex to the report, you will see the numbers of staff of each sex, but you would no longer be able to see the Title of each staff member.

You can see which data will no longer be displayed in the Report Columns section as it adds (Hidden - does not support groupings) after the column name.

 

To add a grouping, scroll down to Groupings. From the drop-down, select the grouping that you are interested in, for example, Sex. You can also start to type the words to narrow down the dropdown. Then click on the green Add Grouping button.

 

Set the parameters, if required, and then click Save.

Adding a Collation

Collating a report allows you to collect results into different sections. This means when you download the report, you can choose how rows are grouped. 

For example, if your report is a list of all staff, but you want them to appear on separate pages depending on the Year Group(s) the staff tutors, you add a collation to do this. 

Collations are not compatible with groupings, so if you added a grouping, you will see a message stating "Sorry - you can't add a collation to this report, as your report is already grouped." You would need to delete your grouping using the bin icon. 

To add a collation, scroll down to Collations and then choose the relevant option from the drop-down menu, for example, Year Group(s) tutored.

Click the green Add Collation button. Set the date range in the slide-over and then click Save.

 

Once you are happy with your report, you can click on the green Save & View Report button. 

 

All Available Report Fields for Staff

To see a matrix of all available report fields and which report types they can be used with, please take a look at this article: What report fields can I use with each report type in the custom report writer?

  • Account Balance
  • Advanced Calculation/Formula Column
  • All email address(es)
  • Birth Certificate Document Number
  • Birth Certificate Expiry Date
  • Citizen Nationality
  • Dietary Requirements
  • Driving License Document Number
  • Driving License Expiry Date
  • Email Address (Main)
  • Last Login
  • Meal Account Balance
  • Meal Price Category Statistic
  • National Identity Card Document Number
  • National Identity Card Expiry Date
  • National Insurance Number Document Number
  • National Insurance Number Expiry Date
  • Nationality and Nationality Status
  • Number of current postal addresses
  • Passport Document Number
  • Passport Expiry Date
  • Point Award Count Statistic
  • Postal Address (Country)
  • Postal Address (Full)
  • Postal Address (Line 1)
  • Postal Address (Line 2)
  • Postal Address (Line 3)
  • Postal Address (Move In Date)
  • Postal Address (Postal Code)
  • Postal Address (State)
  • Postal Address (Town)
  • Previous Postal Address(es)
  • Profile Picture
  • Regular meal provision
  • Teacher Number Document Number
  • Teacher Number Expiry Date
  • Telephone Number (Home)
  • Telephone Number (Mobile)
  • Total Detentions
  • Total Internal exclusions
  • Total Permanent Exclusions
  • Total Point Awards
  • Total Suspensions
  • Username
  • Visa Document Number
  • Visa Expiry Date
  • Academic Qualifications: Authenticated By Staff
  • Academic Qualifications: Authenticated Date (blank if expired)
  • Academic Qualifications: Check Clearance Level
  • Academic Qualifications: Evidence Recorded Date (blank if expired)
  • Academic Qualifications: Returned/Issued Date (blank if expired)
  • Address Check: Authenticated By Staff
  • Address Check: Authenticated Date (blank if expired)
  • Address Check: Check Clearance Level
  • Address Check: Evidence Recorded Date (blank if expired)
  • Address Check: Returned/Issued Date (blank if expired)
  • Age (Years) (Staff)
  • Arbor Staff ID
  • Business Roles
  • Character References: Authenticated By Staff
  • Character References: Authenticated Date (blank if expired)
  • Character References: Check Clearance Level
  • Character References: Evidence Recorded Date (blank if expired)
  • Character References: Returned/Issued Date (blank if expired)
  • Children's Barred List: Authenticated By Staff
  • Children's Barred List: Authenticated Date (blank if expired)
  • Children's Barred List: Check Clearance Level
  • Children's Barred List: Evidence Recorded Date (blank if expired)
  • Children's Barred List: Returned/Issued Date (blank if expired)
  • Code of Conduct (Agreement): Authenticated By Staff
  • Code of Conduct (Agreement): Authenticated Date (blank if expired)
  • Code of Conduct (Agreement): Check Clearance Level
  • Code of Conduct (Agreement): Evidence Recorded Date (blank if expired)
  • Code of Conduct (Agreement): Returned/Issued Date (blank if expired)
  • Continuous service start date
  • Contract of Employment Signed: Authenticated By Staff
  • Contract of Employment Signed: Authenticated Date (blank if expired)
  • Contract of Employment Signed: Check Clearance Level
  • Contract of Employment Signed: Evidence Recorded Date (blank if expired)
  • Contract of Employment Signed: Returned/Issued Date (blank if expired)
  • COVID-19 Testing - consented by staff: Authenticated By Staff
  • COVID-19 Testing - consented by staff: Authenticated Date (blank if expired)
  • COVID-19 Testing - consented by staff: Check Clearance Level
  • COVID-19 Testing - consented by staff: Evidence Recorded Date (blank if expired)
  • COVID-19 Testing - consented by staff: Returned/Issued Date (blank if expired)
  • CRB Check: Authenticated By Staff
  • CRB Check: Authenticated Date (blank if expired)
  • CRB Check: Check Clearance Level
  • CRB Check: Evidence Recorded Date (blank if expired)
  • CRB Check: Expiry Date (blank if expired)
  • CRB Check: Reference Number
  • CRB Check: Returned/Issued Date (blank if expired)
  • Curriculum Vitae checked: Authenticated By Staff
  • Curriculum Vitae checked: Authenticated Date (blank if expired)
  • Curriculum Vitae checked: Check Clearance Level
  • Curriculum Vitae checked: Evidence Recorded Date (blank if expired)
  • Curriculum Vitae checked: Returned/Issued Date (blank if expired)
  • Date of Birth (Staff)
  • DBS Check: Authenticated By Staff
  • DBS Check: Authenticated Date (blank if expired)
  • DBS Check: Check Clearance Level
  • DBS Check: Evidence Recorded Date (blank if expired)
  • DBS Check: Expiry Date (blank if expired)
  • DBS Check: Reference Number
  • DBS Check: Returned/Issued Date (blank if expired)
  • Declaration of Gifts & Hospitality: Authenticated By Staff
  • Declaration of Gifts & Hospitality: Authenticated Date (blank if expired)
  • Declaration of Gifts & Hospitality: Check Clearance Level
  • Declaration of Gifts & Hospitality: Evidence Recorded Date (blank if expired)
  • Declaration of Gifts & Hospitality: Returned/Issued Date (blank if expired)
  • Declaration of Personal & Business Interests: Authenticated By Staff
  • Declaration of Personal & Business Interests: Authenticated Date (blank if expired)
  • Declaration of Personal & Business Interests: Check Clearance Level
  • Declaration of Personal & Business Interests: Evidence Recorded Date (blank if expired)
  • Declaration of Personal & Business Interests: Returned/Issued Date (blank if expired)
  • Disqualification by Association: Authenticated By Staff
  • Disqualification by Association: Authenticated Date (blank if expired)
  • Disqualification by Association: Check Clearance Level
  • Disqualification by Association: Evidence Recorded Date (blank if expired)
  • Disqualification by Association: Returned/Issued Date (blank if expired)
  • Disqualified under the Childcare Act: Authenticated By Staff
  • Disqualified under the Childcare Act: Authenticated Date (blank if expired)
  • Disqualified under the Childcare Act: Check Clearance Level
  • Disqualified under the Childcare Act: Evidence Recorded Date (blank if expired)
  • Disqualified under the Childcare Act: Returned/Issued Date (blank if expired)
  • Duration of Cover Provided
  • Duration of Cover Required
  • Employment Type
  • End Time
  • Ethnicity (Staff)
  • Ethnicity Category (Staff)
  • EWC Registration (Wales): Authenticated By Staff
  • EWC Registration (Wales): Authenticated Date (blank if expired)
  • EWC Registration (Wales): Check Clearance Level
  • EWC Registration (Wales): Evidence Recorded Date (blank if expired)
  • EWC Registration (Wales): Returned/Issued Date (blank if expired)
  • Expected End Date (Staff contract)
  • Faculties
  • First Name (Staff)
  • Former Name(s) (Staff)
  • Gender Identity (Staff)
  • Globally Unique Staff ID
  • GTC Registration (England): Authenticated By Staff
  • GTC Registration (England): Authenticated Date (blank if expired)
  • GTC Registration (England): Check Clearance Level
  • GTC Registration (England): Evidence Recorded Date (blank if expired)
  • GTC Registration (England): Returned/Issued Date (blank if expired)
  • Health Check: Authenticated By Staff
  • Health Check: Authenticated Date (blank if expired)
  • Health Check: Check Clearance Level
  • Health Check: Evidence Recorded Date (blank if expired)
  • Health Check: Returned/Issued Date (blank if expired)
  • Hours of lessons taught (Teaching)
  • House(s) tutored
  • ICT Acceptable Use Policy Agreement: Authenticated By Staff
  • ICT Acceptable Use Policy Agreement: Authenticated Date (blank if expired)
  • ICT Acceptable Use Policy Agreement: Check Clearance Level
  • ICT Acceptable Use Policy Agreement: Evidence Recorded Date (blank if expired)
  • ICT Acceptable Use Policy Agreement: Returned/Issued Date (blank if expired)
  • Identity Check: Authenticated By Staff
  • Identity Check: Authenticated Date (blank if expired)
  • Identity Check: Check Clearance Level
  • Identity Check: Evidence Recorded Date (blank if expired)
  • Identity Check: Returned/Issued Date (blank if expired)
  • Include in School Workforce Census (SWC)
  • Incomplete attendance registers
  • Independent Safeguarding Authority: Authenticated By Staff
  • Independent Safeguarding Authority: Authenticated Date (blank if expired)
  • Independent Safeguarding Authority: Check Clearance Level
  • Independent Safeguarding Authority: Evidence Recorded Date (blank if expired)
  • Independent Safeguarding Authority: Returned/Issued Date (blank if expired)
  • Is Teaching Staff?
  • Job Title(s)
  • Joining Date
  • Keeping Children Safe in Education: Authenticated By Staff
  • Keeping Children Safe in Education: Authenticated Date (blank if expired)
  • Keeping Children Safe in Education: Check Clearance Level
  • Keeping Children Safe in Education: Evidence Recorded Date (blank if expired)
  • Keeping Children Safe in Education: Returned/Issued Date (blank if expired)
  • Last Name (Staff)
  • Leaving Date (Staff contract)
  • Leaving reason
  • Legacy System ID (Staff)
  • Legal First Name (Staff)
  • Legal Last Name (Staff)
  • Legal Middle Name(s) (Staff)
  • Legal Name (Staff)
  • Lesson count (Teaching)
  • List 99: Authenticated By Staff
  • List 99: Authenticated Date (blank if expired)
  • List 99: Check Clearance Level
  • List 99: Evidence Recorded Date (blank if expired)
  • List 99: Returned/Issued Date (blank if expired)
  • Medical Conditions (Staff)
  • Most Recent Position Category
  • Name (Staff)
  • Next of Kin
  • Number of Absences
  • Number of Events Covered
  • Number of Events Requiring Cover
  • Overseas Additional Check: Authenticated By Staff
  • Overseas Additional Check: Authenticated Date (blank if expired)
  • Overseas Additional Check: Check Clearance Level
  • Overseas Additional Check: Evidence Recorded Date (blank if expired)
  • Overseas Additional Check: Returned/Issued Date (blank if expired)
  • Overseas Criminal Record Check: Authenticated By Staff
  • Overseas Criminal Record Check: Authenticated Date (blank if expired)
  • Overseas Criminal Record Check: Check Clearance Level
  • Overseas Criminal Record Check: Evidence Recorded Date (blank if expired)
  • Overseas Criminal Record Check: Returned/Issued Date (blank if expired)
  • Payroll Number
  • Prevent Training: Authenticated By Staff
  • Prevent Training: Authenticated Date (blank if expired)
  • Prevent Training: Check Clearance Level
  • Prevent Training: Evidence Recorded Date (blank if expired)
  • Prevent Training: Returned/Issued Date (blank if expired)
  • Previous Employment: Authenticated By Staff
  • Previous Employment: Authenticated Date (blank if expired)
  • Previous Employment: Check Clearance Level
  • Previous Employment: Evidence Recorded Date (blank if expired)
  • Previous Employment: Returned/Issued Date (blank if expired)
  • Professional Qualification(s)
  • Professional References: Authenticated By Staff
  • Professional References: Authenticated Date (blank if expired)
  • Professional References: Check Clearance Level
  • Professional References: Evidence Recorded Date (blank if expired)
  • Professional References: Returned/Issued Date (blank if expired)
  • Prohibition From Teaching: Authenticated By Staff
  • Prohibition From Teaching: Authenticated Date (blank if expired)
  • Prohibition From Teaching: Check Clearance Level
  • Prohibition From Teaching: Evidence Recorded Date (blank if expired)
  • Prohibition From Teaching: Returned/Issued Date (blank if expired)
  • Prohibition on participation in management (section 128): Authenticated By Staff
  • Prohibition on participation in management (section 128): Authenticated Date (blank if expired)
  • Prohibition on participation in management (section 128): Check Clearance Level
  • Prohibition on participation in management (section 128): Evidence Recorded Date (blank if expired)
  • Prohibition on participation in management (section 128): Returned/Issued Date (blank if expired)
  • QTS Check: Authenticated By Staff
  • QTS Check: Authenticated Date (blank if expired)
  • QTS Check: Check Clearance Level
  • QTS Check: Evidence Recorded Date (blank if expired)
  • QTS Check: Returned/Issued Date (blank if expired)
  • Qualifications Required: Authenticated By Staff
  • Qualifications Required: Authenticated Date (blank if expired)
  • Qualifications Required: Check Clearance Level
  • Qualifications Required: Evidence Recorded Date (blank if expired)
  • Qualifications Required: Returned/Issued Date (blank if expired)
  • Reg. Form(s) tutored
  • Religion (Staff)
  • Right to Work in the UK: Authenticated By Staff
  • Right to Work in the UK: Authenticated Date (blank if expired)
  • Right to Work in the UK: Check Clearance Level
  • Right to Work in the UK: Evidence Recorded Date (blank if expired)
  • Right to Work in the UK: Returned/Issued Date (blank if expired)
  • Sex (Staff)
  • Staff Destination
  • Staff linked to Court Order
  • Staff Number
  • Staff Origin
  • Staff ParentMail Identifier
  • Staff Position Categories
  • Staff Suitability Declaration: Authenticated By Staff
  • Staff Suitability Declaration: Authenticated Date (blank if expired)
  • Staff Suitability Declaration: Check Clearance Level
  • Staff Suitability Declaration: Evidence Recorded Date (blank if expired)
  • Staff Suitability Declaration: Returned/Issued Date (blank if expired)
  • Start Time
  • Timetabled event (Staff timetable)
  • Timetabled location (Staff timetable)
  • Title (Staff)
  • Total Incidents Assigned
  • Total Incidents Reported
  • Total Incidents Resolved
  • Total number of full time equivalent non-teaching support staff
  • Total number of full time equivalent senior leadership staff
  • Total number of full time equivalent staff teachers
  • Total number of full time equivalent teaching support staff
  • Total number of non-teaching support staff
  • Total number of senior leadership staff
  • Total number of teachers
  • Total number of teaching support staff
  • Trained in First Aid: Authenticated By Staff
  • Trained in First Aid: Authenticated Date (blank if expired)
  • Trained in First Aid: Check Clearance Level
  • Trained in First Aid: Evidence Recorded Date (blank if expired)
  • Trained in First Aid: Expiry Date (blank if expired)
  • Trained in First Aid: Returned/Issued Date (blank if expired)
  • Trained in Health and Safety: Authenticated By Staff
  • Trained in Health and Safety: Authenticated Date (blank if expired)
  • Trained in Health and Safety: Check Clearance Level
  • Trained in Health and Safety: Evidence Recorded Date (blank if expired)
  • Trained in Health and Safety: Expiry Date (blank if expired)
  • Trained in Health and Safety: Returned/Issued Date (blank if expired)
  • Training in Child Protection: Authenticated By Staff
  • Training in Child Protection: Authenticated Date (blank if expired)
  • Training in Child Protection: Check Clearance Level
  • Training in Child Protection: Evidence Recorded Date (blank if expired)
  • Training in Child Protection: Returned/Issued Date (blank if expired)
  • Training in Food Handling/Hygiene: Authenticated By Staff
  • Training in Food Handling/Hygiene: Authenticated Date (blank if expired)
  • Training in Food Handling/Hygiene: Check Clearance Level
  • Training in Food Handling/Hygiene: Evidence Recorded Date (blank if expired)
  • Training in Food Handling/Hygiene: Expiry Date (blank if expired)
  • Training in Food Handling/Hygiene: Returned/Issued Date (blank if expired)
  • Unopened attendance registers
  • Vehicle Colour
  • Vehicle Make
  • Vehicle Model
  • Vehicle Reg. Number
  • Vehicle Type
  • Weekly Working Hours
  • Working Days
  • Year group(s) tutored
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