Create a Cross Customer Report
Cross Customer or Cluster Reports are used when there is more than one school included in the report. For example, a report in which five schools are part of a Multi-academy Trust. Therefore, these reports are only available to users logged into a Multi-School Account.
How to Create a Cross Customer or Cluster Report
Select Multi School
from the initial Testwise options rather than logging in as an individual school.
Note: If that option doesn't show on your login page for Testwise, your account does not have Cross Customer Reports available.
Click Create report
on the Insights and Management page. This can be found under 'New Report'. This will display the Create New Report page.
Note: This page is used to generate Excel, PDF and HTML reports.
Enter a report name and select the product that the report will be based on. The list will automatically reflect those products for which there is valid data.
Note: The report name must not be in use already. Each new report must have a unique name within the Testwise account.
Depending on the product selected, it may also be necessary to select the product level.
Select the required report type (e.g. Cluster Report or Cross Customer Excel Report).
Use the Calendar icon
in the 'Date Range' field to provide a time period in which the report will run from and to.Select the schools to be included in the report (multiple are permitted).
Select the year groups that will be included in the report (multiple are permitted).
Note: All students selected must have taken the same level of the test in order for the results to display together.
Other mandatory fields may also be required to generate the report. There may also be fields that can refine your report further if required (e.g. Assessment Format, Indicators and Custom fields).
Note: Fields marked with an asterisk (*) are mandatory.
Select whether you want to Include Deactivated Students in the report.
Click Preview
to display the Report Summary. This is where you can view the report parameters that you have selected.
Click Edit Report
if you wish to amend your selections for the report.
Click Generate Report
and if necessary, select the file format of the generated report (PDF/Excel). If the report is in PDF/Excel format, they will be downloaded. If the report is online, a new tab will open containing your report content.The generated report will now be available for download in Downloaded Reports. This is where you can view all previously created PDF and Excel reports.
Note: Reports can take between 15-30 minutes to fully populate. Reports run before that time may exclude students.