Arbor AI: Introducing Smart Reports

Arbor's Smart Reports feature allows you to easily create and share data-rich reports from a template in a simple, editable interface.

By combining your live MIS data with AI-generated analysis, Smart Reports do the heavy lifting of data collation for you, producing comprehensive summaries ready for you to use immediately.

Permissions

• You need the School: General Admin: Export Data permission to generate Smart Reports
• You need permission to view all data areas included in the report. If you don't have access to the data in one of the areas of the report, then the report will not be visible to you, regardless of who generated it.

If you don't have the relevant permissions, ask your admin team to give you permission using these instructions.

Why use a Smart Report?

• Smart Reports are super quick. Stop manually pulling separate metrics from across the MIS. Smart Reports automatically combine live attendance, behaviour, staff, and demographic data into one place.
• Smart Reports make efficient use of your AI Allowance compared to individual Ask Arbor conversations
• Smart Reports don't just display numbers; they use AI to analyse the data, instantly providing written insights and spotting trends you might want to call out to stakeholders or inspectors.

Which Smart Reports are available?

Our first out-of-the-box Smart Report template (the Ofsted Inspection Companion) is already available to all Arbor schools. This library will be expanded in the future.

Where can I find Smart Reports?

Navigate to Reporting > Smart Reports > Manage Reports to see an overview of previously generated Smart reports. 

On the Smart Reports Page, you can find: 

1. All of your existing reports on the 'Active' tab
2. Any archived reports on the ‘Archived’ tab
3. Create a new report

Click on a report to open it with the button on the slide-over.

You can Archive or Restore reports with the Bulk Action.

Creating a new report

To create a new Smart report, follow one of these routes:

• Use the green Create Smart Report button on the Reporting > Smart Reports > Manage Reports page
• Navigate to Reporting > Report Library, then click on a Smart Report template like the Ofsted Inspection Companion. Recognise Smart Report Templates by the AI 'sparkle' icon
   

• Next, follow the instructions on screen to finish your report setup and generate your report with the Create Report button.
   

Viewing and editing Smart Reports

Once generated, Smart Reports can be found on the Reporting > Smart Reports > Manage Reports page.

• Select a report and click Open Report to view it.
• Click on text elements to open a text editor and make changes.
   

• Use the menu on the side to move, add or remove pages.
   

• Save changes or Download your report using the dedicated buttons at the top of the page.

• Edit data elements by using the options that appear when you hover over them.
   

  

   

• Add data items or text boxes to blank pages using the green buttons in the middle of the pages.
   

Data types you can add

Smart Reports are made up of editable sections, where you can add tables, charts, text, or images. These sections pull in live data or allow you to write and edit content directly.

• Premade Data Element: Select from a range of premade data elements to quickly add data to the section you selected.
• Custom Data Element: Select from a number of data types and then customise the data you want to add to the section you selected.
• Arbor National Benchmarks: Add national benchmark data from the Arbor Stats API — attendance, exclusions, suspensions, and demographics compared to national averages.
• Insights with AI: Uses Arbor AI to generate analysis based on selected data. Just select the elements you want to analyse and ask Arbor AI to generate insights.
• Visual Summary with AI Insights: Uses Arbor AI to generate a beautifully formatted summary across your data sections — choose from various layouts, including a highlights digest or a newspaper-style front page.
• Add Data with AI: Use Ask Arbor to generate entire data elements — just type a request or ask a question, and Ask Arbor will try to create data elements to match.
   

FAQs

Do Smart Reports come out of our AI Monthly Allowance?

Yes, Smart Reports use AI features that use a small portion of your Monthly (Free) AI Allowance each time you generate a report.

How much of our Monthly Free Allowance do Smart Reports use?

This varies per report and by the size of your school, but a report like the Ofsted Companion often already uses about the same as a short Ask Arbor conversation.
 

In addition to this, if you have recently generated a Smart Report of the same type, Arbor will remind you of this so you can consider reusing the previous report. 

What happens if we run a Smart Report after our AI allowance runs out?

If you have run out of AI credits at the point at which you generate one of these reports, the report will run without the AI analysis. There are no hidden costs or overages.