Welfare Reports

You can choose to generate a report for specific students or by contact type.


Welfare report for a student

  1. Select the -Reports tab

  2. On the left-hand brown menu, select >Welfare

  3. To generate a report for a specific student, select >By Student

  4. Type in the name of the student in the search field -Students

  5. Select the date from the -Date field. If you need a report for a specific time period, select -Custom from the drop down options in the -Date field, and specify the start and end date.

  6. Select >Generate

  7. You will get a spreadsheet with all the welfare incidents report for the student which you can open up in Excel



Welfare report by Contact Types

To generate reports to see all incidents recorded against a Contact Type (form for specific events/incidents), you choose to view by Roll Class; by Year Level; by Connotation (positive; negative; neutral) or by the types of contact for e.g. Sick Bay; Negative Behaviour etc

  1. Select the -Reports tab

  2. On the left-hand brown menu, select >Welfare

  3. To generate a report for a specific student, select >By Type

  4. On the main page, you can then choose to generate a report for all contact types – this is the default selection. Or you can select the drop down icon from the field -Contact Type: All and specify the Contact Type you want

  5. Then specify whether you want the Report for all Roll Classes; all Grade Years; or by Contact Type.

    • Select -List contacts by Roll Class for a report by Roll Classes

    • Select -List Contact Types by Grade Years for a report for each year level in the school

  6. This will take you to the -Report Options screen. Here you can specify a date range by selecting -Date and selecting one of the options below; or selecting -Specify Range if you want the report for a specific period. Select a shorter period for a report for e.g. a Semester instead of a whole year; as you may experience some slowness if the date range spans a whole year or multiple years as the data has to pulled in from various parts of your school's database. 

  7. The summary of the reports will then be presented in the section below the -Report Options screen

  8. To view the details of the Report select the hyperlinks in the first column for e.g. the Roll Class name; Year Level or name of Contact Type

  9. This will then give you details such as Contact ID, Contact Date, Name of Student, Contact Type, Teacher reporting the incident etc

  10. You can choose to export this report by selecting the icon with CSV on the bottom right-hand corner of the screen

  11. This will then generate a spreadsheet that you can open up in Excel


Note: You can also select the Contact ID numbers which are hyperlinks to the the actual reported Contact Type. Selecting the Contact ID will take you to the specific student's profile in Welfare