Trust reporting: an overview
A quick guide to our new trust reporting functionality
Our new pre-built trust reporting is designed to give you a bird's eye view of your trust, while also letting you drill down to the school and incident level with simple, straightforward navigation.
We aggregate data each night so that reports are lightning-fast to load.
Our trust reporting works with existing permissions; users only see the school(s) they're linked to, and can only view incident details and export CSVs if they have the appropriate permissions. As ever, super users can do everything.
Video overview
Functionality
Filters at the top of each report allow you to select what data you see. The 'Apply' button turns green when you've made changes you need to save. Filters are preserved for your session, making it easier to stay focused on the task at hand.- Bar charts display high-level data, and you can hover over a bar to see the breakdown
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- Click through at each level to drill down further to the school, the incident and even the audit log, where available
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- CSV exports are available for all tables
Reports currently available
We're working to build out the suite of reports available over the coming months with the first two available now, and the next batch available in time for the new academic year.
| Report name | What it contains | Availability |
| Incident type |
Breakdown of incidents per type per school. Useful for comparing usage across schools and relative proportion of incident types at each site. |
Available now |
| Locations | Breakdown of incidents by your trust's location categories. Helps to identify areas where injuries commonly happen. | Available now |
| What happened next | Breakdown of incidents by whether the person stayed at school, went home or went to hospital. Includes information on RIDDOR and accident investigation status so that serious incidents don't slip through the cracks. | by September 2026 |
| Care plans | Breakdown of care plans with a focus on care plan type (e.g. IHP, allergy plan) and whether they're current or past their review date. | October 2026 |
If you have an idea for a report you'd like to see, you can make a suggestion via our Feature Request form.
We're particularly interested in learning what data relating to medication stock and medication use is most important to users at the trust level.