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