Guides > Configuring Settings > How do I add/edit the academic year?

How do I add/edit the academic year?

Overview

Academic Years are used to filter data so that only the most recent information is shown. 

This would generally be set at the start of an academic year and run for a period of twelve months.

It is a straightforward process to set this up and only takes a couple of minutes, but will ensure reports and dashboards show the most recent, up to date information.

Location

Follow these steps to access your academic year settings:

Note that if the Settings menu is not visible, this means that rights have not been given to see that area. If this is a mistake please contact your administrator.

Actions

Adding a New Academic Year
  • To add a new academic year, click Add Item at the bottom of the list.
  • Enter a Title for your academic year, e.g September 2025 - August 2026
  • Enter the Start and End Dates for this academic year, typically these will be the 1st September to the 31st August., but depending on your school's processes they can be different.
  • If you want this new academic year to be the currently active one, turn on 'Set this academic year as the default?'

Note: We advise making the start & end date of your academic year sequential, the current academic year should end the day before the next starts.

Editing an Existing Academic Year

To edit an existing academic year click the Edit Pencil next to the item you wish to change.

  • If you wish to change the title, replace the existing text in the Title box.
  • If you are looking to change the dates of the academic year, edit the date fields accordingly.
  • If you want to make this item the current academic year then toggle on 'Set this academic year as the default?'