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Select personalised fields in reports

I run an Outstanding Purchase Orders by Supplier report every week to remind everyone what needs to be GRNd, and spend hours deleting unnecessary columns and manually, line by line, adding in the department/user that created each order. Would it b...
Kath Tooley over 1 year ago in IRIS PS Purchasing 1 Already exists

Option to export or filter from the 'out of school'

It would be really useful to see just our division on the 'out of school' list. This could be be either being able to export the info then I could remove information that isn't relevant to our division, or by having a filter so we can select just ...
Guest over 4 years ago in IRIS Ed:gen & iSAMS / Registration Manager 1 Now

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

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

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

Registration Report Format Improvement

We are finding the new report format for registration reports quite difficult to work with as the reports now take up many more pages. For example, running a "Specific Code Analysis" report, filtering on N codes and grouping by Year produces a rep...
Guest almost 5 years ago in IRIS Ed:gen & iSAMS / Registration Manager 0 In Discovery

Allow Arbitrary Selection of Future Date Filter in Future Absence

When you are on list view in Future Absence, you have the option to select the date range over which you are viewing future absences. However, the second date picker appears to require that you go at least up to the next Monday. So, if you are try...
Sarah Kattau over 3 years ago in IRIS Ed:gen & iSAMS / Registration Manager 1 Now

Amend Booking window for Parents Evening

Please can the booking window for Parents Evenings be amended at any time? I currently have parents evenings open but parents swapping appointments between themselves. If the school have the ability to close the booking window, it allows staff to ...
Guest over 1 year ago in IRIS Parentmail 0