School leadership
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Schogle · Reports & school records
Filters, Excel & Print
Prepare the report in the format needed for a school review.
Reports & school recordsReport · Filters, Excel & Print
Filters, Excel & Print
| Review step | Record context |
|---|---|
| Choose records | Filters, Excel & Print |
| Narrow the scope | Applicable report filters |
| Prepare output | Excel or print |
Filtered recordsExcel / Print
Choose records · Filters, Excel & PrintSample school record
- 01 · ScopeRelevant report filters
- 02 · SpreadsheetExcel export
- 03 · PaperPrint output
Which records should appear in the shared report?
The reviewing team chooses relevant report filters before preparing an Excel export or printout. Narrowing the records and choosing the output are separate steps.
01Report filters
Review report filters with the right scope
Use report filters to review or prepare the recorded information from filters, excel & print. Filtered school report remains the subject of the review, so the output stays connected to the school task rather than becoming a separate register.
- Choose records — Filters, Excel & Print
- Narrow the scope — Applicable report filters
- Prepare output — Excel or print
For school leadership
A report narrowed to the relevant records and prepared for sharing.
Reports & school recordsReport · Report filters
Report filters
| Review step | Record context |
|---|---|
| Choose records | Filters, Excel & Print |
| Narrow the scope | Applicable report filters |
| Prepare output | Excel or print |
Filtered recordsExcel / Print
Choose records · Filters, Excel & PrintSample school record
02Excel export
Review excel export with the right scope
Use excel export to review or prepare the recorded information from filters, excel & print. Filtered school report remains the subject of the review, so the output stays connected to the school task rather than becoming a separate register.
- Choose records — Filters, Excel & Print
- Narrow the scope — Applicable report filters
- Prepare output — Excel or print
For school leadership
Prepare the filters, excel & print records for the next school review.
Reports & school recordsReport · Excel export
Excel export
| Review step | Record context |
|---|---|
| Choose records | Filters, Excel & Print |
| Narrow the scope | Applicable report filters |
| Prepare output | Excel or print |
Filtered recordsExcel / Print
Choose records · Filters, Excel & PrintSample school record
03Print
Review print with the right scope
Use print to review or prepare the recorded information from filters, excel & print. Filtered school report remains the subject of the review, so the output stays connected to the school task rather than becoming a separate register.
- Choose records — Filters, Excel & Print
- Narrow the scope — Applicable report filters
- Prepare output — Excel or print
For school leadership
Prepare the filters, excel & print records for the next school review.
Reports & school recordsReport · PrintPrint
| Review step | Record context |
|---|---|
| Choose records | Filters, Excel & Print |
| Narrow the scope | Applicable report filters |
| Prepare output | Excel or print |
Filtered recordsExcel / Print
Choose records · Filters, Excel & PrintSample school record
Connected school responsibilities
Start with the school question. Find the right record.
Give the reviewing team a relevant record view instead of an unrelated collection of registers.
School administrators
Apply relevant filters
Department leads
Export or print for review
Before your school gets startedA clearer workflow.
A clearer workflow.
A considered next step.
What does filters, excel & print cover?
Prepare the report in the format needed for a school review. Its documented capabilities include Report filters, Excel export, Print.
Who benefits from this workflow?
School leadership, School administrators, Department leads. A report narrowed to the relevant records and prepared for sharing.
What should we confirm in a demo?
Review supported screens, configuration and current availability with your school’s responsible team.
See this workflow with your school in mind.
Review the relevant records, configuration and current scope with our team.