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Data Management Hub

  1. Managing Different Groups
  2. Adding and Editing Your Staff Data
  3. Finding and Organising Your Data
  4. Exporting and Syncing

Staff, Student & Parent data                                                                        

The 'Data Management' hub is where you control all the people data for your school or trust. Keeping this information accurate is the foundation for gaining clear and reliable insights from the platform.

Watch the Home Hub Video Guide for an overview.

This guide explains how to use the key features on this page.

1. Managing Different Groups

At the top of the page, you will find three tabs: Staff, Students, and Parents. Simply click a tab to view and manage the data for that specific group.

2. Adding and Editing Your Staff Data

You have several ways to keep your user lists up to date:

‼️IMPORTANT - You have to follow one of the following ways to remove staff; simply uploading a new spreadsheet and omitting them will not work. 
TOP TIP - Always download your data again after making any changes to ensure the changes have been applied and are as you want.

  • Bulk Delete: Use the DOWNLOAD CURRENT DATA button and put the word delete next to any leavers in the spreadsheet, then re-upload the spreadsheet. Do NOT just delete the rows as this will not work.

  • Bulk Upload: Use the UPLOAD EXCEL button to add or update many users at once using a spreadsheet.

  • Add Individuals: Click the plus (+) icon to manually add a single person to the list.

  • Manual Edit or Delete: In the 'Action' column next to each person's name, use the pencil icon to edit their details or the trash can icon to remove them.

3. Finding and Organising Your Data

To quickly find specific people or organise your view, you can:

  • Use the Search bar to find someone by name or other details.

  • Filter the list by professional role using the Job Role dropdown menu.

  • Sort the data by clicking on column titles like 'First Name' or 'School'. Or for students and parents, sort by column titles such as year group.

4. Exporting and Syncing

  • (Staff only) DOWNLOAD CURRENT DATA: This button allows you to export the current staff list you are viewing into an Excel file.

  • Sync Settings: This button gives you options for managing how your data is synchronised with the platform. Read more in 'Connect your data'.