Reporting

Combined graphs

Since our rollout of the Custom Report feature earlier in the year, we’ve been improving the range of reports and charts that you can produce. With the release of CPOMS 4.11, you will now be able to combine multiple groupings of data in the same chart, either as a stacked chart, or combined graph.

combined-graphstacked-attendance

This is a powerful feature that makes it easier for you to view the data that is stored in CPOMS at a higher level. We have also expanded the possible groupings, and you can now produce a combined report on pretty much anything. To use this new feature, you must select Combined Graph as the Report Type.

The Custom Report has been designed to be so flexible as to be able to produce all the reports you would want, including that which you can produce using the Advanced or Incidents tabs currently. For that reason, we will be retiring those two tabs during the spring half term break.

Reports to Excel

As part of our focus on enhancing the Custom Report, we’ve also made it possible to generate ‘Listing’ and ‘Summary table’ type reports to Excel. This enables users to benefit from Excel’s (or compatible spreadsheet applications’) advanced features.

cpoms xls reportTo produce reports to Excel, you should select Excel spreadsheet as Report format. (Only applicable for Listing and Summary table report types.)

Other changes

Planner events

Many CPOMS users have requested the ability to be able to share planner events with other staff. At present, there is only the option of “Public” or “Private”, but in CPOMS 4.11 you can choose staff members by name to share that event with. This means that the planner event will display only display on those staff members’ planner calendar. You still have the option to make the event public, wherein all key-holders will be able to view that on their planner.

Alert groups

Another popular request from CPOMS users was to be able to add users to multiple groups, for the purpose of alerting. This was not possible because a user’s User Group defined what the user could do and see in CPOMS, so it didn’t make sense to be in more than one. When adding an incident you used to have the option to click a User Group and it would add all the users of that group to the alerts list. We’ve added an additional type of group called an Alert Group and replaced these buttons with corresponding Alert Group buttons.

Alert Groups are seperate from User Groups, all the system and category permissions remain associated with User Groups. Alert Groups are solely for your convenience when alerting staff members, and you can configure them however you like, including putting users into multiple different Alert Groups. (Admin > Manage Groups > Manage Alert Groups sidebar)

Contacting CPOMS

You can always contact our Helpdesk by using the Contact Support form at the top of CPOMS for support queries or requesting that information is removed. From CPOMS 4.11 we will be further protecting the security of your data by requiring any users who are requesting changes to CPOMS, for example to have an incident removed or permissions changed, be a member of a User Group that has the Named person (CPOMS support) system permission. This allows the schools to control who can and cannot request changes via our Helpdesk. By default no user groups will have this permission, so an Admin user will need to configure this for a user group via Admin > Manage Users > Manage User Groups sidebar.

As always, if you have any questions or problems with this new release, get in touch with us using the Contact Support facility in CPOMS.