Operational Reporting Training

Zuhal Cetinkaya

June 21, 2022 14:50

This service is suitable for all Schools.

This is a one-to-one session, which is delivered to your School only by one of our Trainers.

Operational Reporting

Session Title	Description/Content	Approx. Duration (in Mins)	Who is the session for?
Reporting in Arbor	This session will give you an overview of the in-built reporting functionality in Arbor including: School Reporting, Enrolment Statistics, Year Group Reporting, Form Reporting, Student Demographic Reports, Derived Indicator Reports and Medical Reports.	45	Headteacher SLT
Custom Groups and User Defined Fields	Aim to guide the users through how to create Custom groups which can be used to manage groups of students, guardians or staff for specific purposes, such as filtering on our in-built reporting pages or easily contacting them. Aim to guide the users through how to create User Defined Fields which lets you track extra information on a student, staff or guardian profile.	30	Head Teacher SLT
Introduction to Custom Report Writer	Aim to guide the users through how to use Arbor's Custom Report Writer to create basic yet bespoke reports. This session includes: Choosing and identifying Data Sets available, Creating a Custom Report, Adding Filters, Adding Groups, Importing, Exporting and Scheduling Reports. Please share any specific reports you would like ahead of the training to your trainer and they will choose at least one report to create during this session as they train you.	60	Headteacher SLT
Extended Custom Report Writer	Aims to build upon the introduction to Custom Report Writer guiding the users through: Complex Filters, Conditional Formatting, Formulas, Exporting Data via Live Feed, Using Mail Merge within Custom Report Writer.	45	Headteacher SLT

Please note: The timings above are approximate. Actual timings will depend on the requirements of your School.

How to book if you have already purchased this service?

Once you have purchased this service and are ready to book, you will receive an email from your Project or Account Manager containing a booking link or links for this service.
We recommend that you use the agendas to see which members of the team should join. Once you have used the link to register for the training (more instructions on how to do this below), you will receive a confirmation which will come via an email with your joining details and a calendar event. You can then click the zoom link to join the session at the specified date and time.

How do I complete the booking for this session?

Step 1 - Click on the booking link within the email you have received from your Project Manager or Account Manager

Step 2 - Select the Date and time of the session you wish to book and click confirm.

Step 3 - Complete the fields below and click Schedule Event. The booking email will contain your booking reference number. (Please ensure that you specify in the Training Session Name section that you are booking Operational Reporting)

Step 4 - Your training has now been booked. You should receive a confirmation email and a calendar invite for this session. (If you need to cancel/reschedule your training, the calendar invite will contain the links to do this - please ensure you cancel or reschedule the session at least 24 hours before your session is due to start or you may be charged.)

Not purchased this service yet?

If you are interested in purchasing this service, please contact your Account Manager via accountmanagers@arbor-education.com

Before you join the session

1. Check you are able to access the session by ensuring Zoom.us is whitelisted at your school and is not blocked by any filters on the device(s) you are joining from.
2. Test your Speakers and your microphone so you can clearly hear the Training and communicate with the trainer for any questions.
3. Where possible, set up a second device or tab so you can log in to the test site and take part in activities to help consolidate your learning. If you can't do this during the session, you will find some activities in the Post Training Activities Tab above to complete afterwards.
4. Put a sign on your door or find a quiet place to join the session from. It's important you are given time to focus on the training without distractions where possible as we will be covering a lot of core content throughout the session. But don't worry, we have scheduled breaks so you can grab a cup of coffee and be back in time for the next bit of training!

Resources you may want to check out before the session

In-Built Demographic Reporting
Enrolment Numbers & Demographics for Student Groups
Students
Create and use Custom Groups
User Defined Fields
Introduction to Custom Report Writer

Log into the Test Site to try out these activities after the sessions

Reporting

Locate the reports for your EAL, SEN and FSM students.
Create a Custom Group.
Create a User Defined Field.

Custom Report Writer

Create an attendance report for attendance overall, grouping by year group.

Extended Custom Report Writer

Create an attendance report and add conditional formatting for 95% and above as Light Basil Green.

How do I access a recording of the training?

Your Arbor Trainer will send you a follow up email once each session has finished, with a copy of the recording. You will also find useful links to any resources to help consolidate your learning.

We aim to send all follow up emails within 5 working days of the session.