Administrator quick-start (New school)

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If you are installing for the first time then follow these instructions.


1.Go to and click 'Download'.

2.Click 'Download ReportPlus' and follow the prompts to install.  If you have difficulty downloading and have received a CD then insert the CD and use the CD's menu system to install.  A message will confirm when you have successfully installed.  If there are any problems then make sure you have sufficient right to install on your computer.

3.ReportPlus will normally start once installed, if not then click on the ReportPlus icon normally found on your desktop.
More detailed information (with pictures) about steps 1..3 can be found in the Installing section.

4.Once ReportPlus has finished loading you may be presented with a menu that will allow you to validate your licence or use ReportPlus in demonstration mode.  Click the option to validate your licence.
Note: If you are a school that has bought a licence to use ReportPlus then we normally send you a CD - On the back on the CD case you will find your school's licence name and password.  You tell your teachers the Licence Name, but they should NOT be told the password.

5.To validate as the Administrator you should now type in your Licence name and click 'Search', choose the name from the dropdown list of users that is the same as the licence name, this is the 'Admin user'.   Enter the supplied password (case sensitive).  Click 'Validate'.
More detailed information (with pictures) about steps 4..5 can be found in the Entering your licence name section.

6.If we have prepared your layout then you can now import the settings from ReportServer or a file. After importing you can skip to step 11.

7.Enter your school name and add our school logo by clicking the 'Options' icon and selecting 'School', the school logo can be a jpg, png or bmp format image.

8.Click the 'Options' icon, select 'Subjects' and re-arrange, rename, combine and delete subjects into the correct order for each keystage/profile.  A tick on the left of a subject switches it on or off, clicking the green boxes on/off will enable/disable the subject for eache keystage/profile.

9.If you need to, set subject warning and maximum character limits, heights, default grades and grade options by right-clicking a subject name and selecting the relevant item.

10.Customise the design for the front page using the 'Customise Design' section of Options.  You can choose from existing designs by using the pull-down next to each mini page view.  To customise one of the pages, click the edit to the right of the page.  Once in the designer, right-click existing objects to edit their options, left-click an empty area of the screen to add another object.

11.Before you enter your pupils into ReportPlus you should delete our demonstration pupils.  Click the 'File' menu, select 'New set of reports', click 'Yes' to clearing the current set, and if asked, 'No' to using the 'default set'.

12.To enter pupil (and teacher) details automatically we recommend you use a CSV file, in the 'Tutorials' section you can find out how to create a CSV file.  Ideally your CSV file will at least have UPN, forename, surname, gender, dob, year, form, teacher and possibly jobshare columns.  Once you have created a CSV file, click the Wizards icon, select the Pupil wizard.  Once the pupil wizard has started click the CSV button at the top of the screen and find your CSV file.  Once you have left the wizard then you can select different teachers (if you have a teachers column in the CSV file) to see just their pupils.

13.Each member of staff writing reports will need their own unique username and password, even jobshares (do not forget this stage or leave anyone out as it is pretty important).  To create a new username, click the Admin icon then press the 'Create user' button.  We recommend that each user has a different password as this will prevent the teacher accidentally selecting the wrong username when they validate.
The Administrator section shows you how to create a username in more detail (with pictures).

14.Double check all your settings by doing a print preview.  If all looks ok then you can upload the settings to ReportServer for distribution to other teachers.  To upload the settings, click the Admin icon then press the 'Upload settings' button.  You will see a few warnings about overwriting settings on our server, don't panic - just click ok to the messages to continue.  If there is an error uploading then it could be that there is some kind of 'filter' or 'firewall' on your Internet connection, exit Admin then click the Options icon, select 'ReportServer' and change 'Protocol' to 'HTTP', leave the options and try to upload settings again.  Alternatively you can export the settings as a file or to a memory stick.

15.We recommend that you print off the Teacher quick-start guide for each member of staff who uses ReportPlus.  The guide shows them a brief outline on how to get started.  Let them know they can press the Help icon from within ReportPlus to get comprehensive online help.  You could also write the school licence name, their username and the (case sensitive) password on the guide for them if you like. Important: Do not give them your Admin password.

16.Important: All teachers must be using the latest version of the program BEFORE importing your settings.


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