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How to Export and Manage Bulk Pastoral records
How to Export and Manage Bulk Pastoral records

This article will help you export the pastoral records for all your students

Pratik Thakre avatar
Written by Pratik Thakre
Updated over a week ago

Prerequisites: You will have to have admin access or staff access to the pastoral records & the school has a subscription to Unify.

Step 1:
You can access the Insights from the Unify option available on the left navigation panel.

Step 2:
You can click on the Pastoral section from the right corner of the screen (mentioned in the screenshot above)

Step 3:
Select the record types by clicking on the funnel icon, you will have to select the records that you don't require on the report.

Step 4:
Select the duration for the report and click on the download button present on the right-hand side of the screen to get the CSV file

If you have any questions after reading through, click the blue chat icon at the bottom right-hand corner of this page. This will start a conversation with one of Orah's Team

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