The iP system allows you to generate reports using the data you have access to. Throughout the system, you'll find Reports buttons that let you export on-screen data into a Word document, Excel spreadsheet, or PDF file. You'll typically find export or print options in the top-right corner of pages.
In this guide, we’ll explore screens that support report creation, with a focus on practical steps for exporting useful data.
Creating a Spreadsheet of Your Data
If you want to create a spreadsheet of the monitoring activities required for the current academic year, you can gather this information from your My Staff page.
Task:
- To generate a report of this information, click on the grey Export button on the right-hand side of the screen.
- When you click export, a pop-up will appear asking you to specify the file type.
- The data tab in the pop-up will allow you to choose if you want to anonymise the data, and or what data to include in the spreadsheet.
Wherever you see an Export button within the iP system, you should be able to generate an external report in the same way as shown here. If you do not require all the information, you can remove ticks against certain columns.
Export Reports
To export a single staff member's Monitoring, Standards or Pay Progression.
- At the top of the Monitoring, Standards or Pay Progression pages, click the plus icon on the filters row.
- Select Staff Member from the drop down filter.
- Click the value drop down and select one of the staff members.
- Click search, this will load all monitoring associated with this staff member,
Note: The Date From and Date To are defaulted to the current academic year.
- You can change these dates and then click search to see how the information changes.
- You can save this filter for next time by pressing on Options, and from the drop down selecting Save Filter.
- Once the information has loaded, click Export.
- From the pop-up select the type of file you require.
- In the Data tab, you can refine the data further by selecting the data fields.
- Also allowing you to anonymise the data, by checking Anonymise Data.
- Click Export once again and this will load in your selected format.