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Creating a SEND Report


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In this tutorial I will talk you through the steps of how to create a report using the SEND template. 

The Reports feature will be enabled by default on your account, so if you want to create a new report, click on the "Reports" button (1) on the top bar. You'll be automatically taken to your "Overview" page (2) which will show a list of the recent Reports. To start creating your SEND report, click on "+ SEND Report" on the list on the right-hand side (3). 




Once you have confirmed the template you'd like to use and selected the child you are writing the report for, you will be taken to this screen: 




Be sure to give your report a title (1). Reports cannot be saved without a title. You can set the report's status and date from the Options box (2). 

This first section of your SEND Report will be relevant details about the child (3). "Date of Entry to Setting", "Date of Birth" and "Age" will be filled in automatically.  You can choose whether to add the "Class" and "Teacher". 

There is a section for you to record an overview of the child's playing, learning and thinking (4). This can be general, but you may want to refer the Characteristics of Effective Learning here. 

Throughout the report you can choose to 'hide' certain sections or fields (5). If they are hidden, they will not show up in the finished report. Also, if any of the boxes contain no text they will be hidden by default on the completed report. You can un-hide them whenever you're editing the report. A hidden section looks like this:




After filling in these details, you can start working through the different areas of learning for the SEND framework. 




The assessments will be automatically filled in from the child's most recent Summative Assessment data. If you want to use data from a different period, click the blue "Fill Assessments" (1). You will see this box appear where you can select a different year and/or period.




Each area of learning starts with a section for "Staff Notes" (2) before displaying the assessment data for the aspects within that area. 

Under each aspect you will see the stages at which you assessed the child (Stage).

The number of statements you have assessed from that stage compared to the total (Proportion of Statements).

The "score" which is calculated by using the refinements. Emerging is 1, Developing is 2 and Secure is 3. This is then shown against the Max Score for that aspect. (Score / Max Score) 

Lastly, you'll see the score as a percentage (Percentage Score)

If you ever need to see the observations that contribute to this assessment score, simply click the "Observations" button (3) next to the aspect title.

Before moving on to the next area of learning, there is a box to write the child's Next Steps (4). 


After you have reviewed each area of learning and you're happy with the content, there are a few more details to consider. 




(1) is for you to include any pertinent information from the child's IEP if they have one. 

(2) is for any comments from external professionals involved in the child's development. 

(3) is for any additional information not relevant to any other section. 




You can also use the 'Media' section at the bottom of the page to add any supporting documents, photos, videos or audio files. You can do this by clicking ‘Add Files’(1), selecting the files from your computer, and then clicking ‘Start Upload’ (2).

You can also remove any files you have added using the Delete button (3), or you can change the order of the files using the arrows on the right (4). Your order will be honoured once saved, but do note that documents show up in a different section to photos, videos and audio files. 

Once you're happy with everything, click 'Save Report' or 'Save and Add Another' and you're all done! (5)

You will see the finished version of the Report where you can add any comments. You can make reports visible to parents by following this tutorial


Go back to Main Tutorials Page


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