Accelerus Quickstart: Publishing your first reports

Publishing reports in Accelerus is simple. All reports are built up on Microsoft Word templates. Within these templates, you can add any field, whether it’s text, numbers or graphics. These templates can take up entire pages, or parts of pages, which allows you to have multiple people editing each template. For example, a year leader may have a page on each report to give an overview of the school year. With Accelerus, you can ask the year leader to write their template, and slot it in to the report. Powerful styling controls allow you to ensure that each page of the report uses the same branding and text styles.

Run a simple report

The onboarding school has a simple report pre-populated for you.

From the ‘MANAGEMENT’ tab, click ‘Process reports’

Double click the report you want to edit – in this case ‘Page per subject’.

Previous report jobs will show here. You can click any report and then press ‘Download’ to see a copy of the report.

Downloads will be stored on your computer in the normal download location.

Accelerus offers a range of different ways to name files. For example, you can name each file with the Student ID number, which allows for quick importing into iSAMS under each student’s account.

Here’s a simple report:

Editing report templates

Click ‘Report structure’ to view the layout of your report. The report will print each template in the order shown on the screen. The templates themselves can be downloaded from the ‘templates’ menu on the right-hand side.

As a simple example, you might want to change the letter from the headteacher with each report cycle. Simply download the template by clicking it and then pressing ‘Download’. Open it in Microsoft Word, with the Accelerus Add-in enabled.

Note: It’s best to right-click the file and chose ‘Open’, as the files are templates and will otherwise open as new documents.

Within the template, you can insert any fields held in the Accelerus Database. In this example, the student’s name, year group, and pastoral tutor name are displayed in the header. These can be changed by double-clicking the header to edit it, and chosing different fields from the ‘Accelerus Fields’ drop-downs.

Once complete, you can save the template and then upload it back to Accelerus. Any changes will be reflected in future report runs.

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