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Change the reporting defaults

To be able to change the defaults to our personal preferences would be great. To be able to pull Allergy and food preferences on a set report would speed things up for trips and visits
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Student Manager 3 Already Present

So we have many parents (one has asked the question) - she has 3 children, all of which use meals ASC and BSC. She just wanted to know how much TOTAL she owes. I have had to go into 9 different areas!

All parties would benefit. It would dramatically reduce office workload
Guest over 1 year ago in IRIS Parentmail 0

Reports > Staff Export - add columns

We're currently having to manually compile the CSV file to set up parent evenings. The Staff Export report is useful for getting the Staff names and ID numbers in the right order for the import template. However it's missing the staff email addres...
Neil Williams over 1 year ago in IRIS Parentmail 0

Add 'Select All' to Pupils Notes Report

In the Pupils Notes Report window, please add an option for 'Select All' under Note Type. It's a long list of the different types and such trouble to tick them one by one. Thank you.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Student Manager 1

Payment History Report

We are getting more and more SAR requests these days. Families are asking for a full breakdown in CSV format which shows all the payments/transactions made via ParentMail.
Guest over 1 year ago in IRIS Parentmail 0

Changing the default setting when viewing a year groups registration periods from 'All Division' to the relevant division for each year group

Where a school has multiple divisions, and different set times for each division, iSAMS defaults to 'All Divisions'. Every registration period is visible even if not relevant to that year group. As each year group is associated with a particular d...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Registration Manager 0 In Discovery

Ability to Search by Deposit Date

Within Query Builder there is an entry for Deposit Date under the main list of pupil fields. However, this is a legacy field and does not contain the actual deposit information. Although there are a couple of fields listed under Fee Billing, Depos...
Sarah Kattau about 3 years ago in IRIS Ed:gen & iSAMS / Student Manager 0 Good Feature

Providing feedback

I am setting up workflows currently and receiving support from Advantage. I do not always receive the feedback link within the case resolution email. I think it would be good to have a link attached to each case logged via the Iris platform, where...
Guest over 1 year ago in IRIS PS Purchasing 1 Will not implement

Need field for preferred surname as well as preferred forename

Some students commonly use a shortened from of their surname (eg Field-Wilding only normally uses Wilding)Pupil Manager needs a field to store this -we currently put proper surname in official name field and shortened form in surname field but the...
Guest about 16 years ago in IRIS Ed:gen & iSAMS / Student Manager 2 Next

Auto update of initials to include BOTH forename and surname to enable useful [field] options in other areas

It would be very useful if the full initials of each student where updated automatically on entry to allow this [field] to be used within emails/reports etc where the full name of the student should not be divulged BUT allows the student to be ide...
Guest about 3 years ago in IRIS Ed:gen & iSAMS / Student Manager 0 Good Feature