The Primary Overview report gives the user the ability to look at different assessment results in the Primary Tracker on one screen. This report can be used to combine multiple assessment types and statutory results on one report.
This article covers the following in relation to the set up and functions within the Primary Overview
Pre Requisites
IMPORTANT: before accessing the Primary Overview please check either Summative, EYFS Summative or Standardised Tests assessment sheets set up and have Student data inputted against at least two Assessment Points.
- See here for guidance on setting up Summative, EYFS and Standardised Tests assessment sheets and for further analysis in Primary Tracker.
Permissions
Access: The minimum permissions required to access the Primary Overview is found in the Analysis Module>Primary Tracker of Config>Setup>Roles & Permissions.
Report Parameters
Go to Modules>Analysis>Primary Tracker>Primary Overview
In this example we want to analyse Year 6 Summative Data. We have Year 6 Summative Assessments sheets set up for both Year 6 Tutor Groups and one for the Year Group as well, plus we have data in the system against the Students.
When you first open the Primary Overview the screen will be blank as per the example below
From here you can choose the following:
Fields marked with an asterisk * must be completed to Run Report.
- Templates: once you have created a map you have the option to Save As in order to use the Template again
- Master Group* : choose from either Tutor Group, Class, Report Group or Year Group
- From and To* drop downs will populate if you choose a Master Group associated with a Year Group
- Subject*: Choose from the drop down, these are defined when you set up the relevant assessment sheet
- Tracker Type* : choose from Summative, EYFS Summative or Standardised Tests
- Sub Groups : you can choose more than one group by clicking on the choices for example if you wanted to just see the Boys choose Boys in the Sub Groups
- Statutory Results ; choose from EYFS, Phonics, KS1 Reading, Writing, Mathematics and Science
In the example below we have chosen
- Master Group = Year 6
- From = 6 Baseline, To = 6 Summer Mid Term
- Tracker Type = Summative
- Subjects = Reading
- Statutory Results = Phonics
- Ticked to Include Interim Assessments
When you are happy with your choices click Run Report.
The grid will populate with the assessment information including any grade colour coding.
In addition tick to include the following information/columns as required Include Interim Assessments, Show progress in steps, *Use Targets, Grade totals & info and Percentages & info
*Please note if ticking Use Targets note that Targets are set in Modules>Assessment>Summative Target Setter.
Click Run Report.
In the example below Show progress by steps, Use Targets, Grade totals & info and Percentages & info have been ticked.
Scroll down to the bottom of the Primary Overview to see the Grade and Percentage Totals & Info
The columns in the Primary Overview can be filtered, right click on the column header to Filter
In the example below we have filtered by Gender = M and Ethnicity = White British. Filtered columns are coloured Purple.
In addition use the Sub Groups to filter the report without adding columns if required. In the example below we have chosen Girls and PP
Click on any column header to sort the column
Save Templates
To save a Primary Overview Template click Save As
Then type in the Template Name as required and click Save
Then access the saved Template from the Templates drop down
Additional Functions
Use the three icons on the top-right for the following three functions
- Set Academic Year
- Add/Remove Additional Columns
- Export
Select Academic Year : click the Egg Timer Icon and then choose the relevant Academic Year from the drop down. Click Confirm.
Click the three vertical bars to add/remove additional columns to the Primary Overview
In the example below FSM and Gender have been added
Use the top right Export icon to Export the Primary Overview
The Export will be saved locally to your PC in Excel format.
