Learning Plans Report

The Learning Plans report is designed to provide a hub from which to manage and oversee Learning Plans in your school.


By default, all pupils with current Learning Plans will be displayed, in order of Review Date.

This gives you a clear view of any upcoming work requirements and whether any current Learning Plans have passed their review date.

If you have any Learning Plans missing a review date, these will be displayed at the top of the list.

Clicking a pupil name will open their Pupil Profile with the Learning Plan tab in focus.

Learning Plans always have an Owner, with overall responsibility for that plan. The Plan Owner is shown next to each Learning Plan.

The review date text is shaded to help indicate which plans may require attention:

Red - Past review date

Orange - Upcoming review, 3 or fewer days remaining

Green - More than 3 days from review date

Where a Learning Plan includes targets, these are shown as circles, coloured according to their current assessment review:

⚪ - Not Reviewed

🔴 - Not Met

🟠 - Partially Met

🟢 - Met

At the bottom of the Targets column, a chart gives the overall percentages.

Filtering the display

The standard Filter bar is at the top of the report, allowing the pupils displayed to be filtered according to all the built-in parameters.

Beneath the standard bar are some report specific filter tools.

Show - Choose between showing all Current Plans (default), Archived Plans only or All Plans (Archived and Current). It may be useful to show Archived Plans where you want to review Learning Plan history for a pupil

Owner - Filter all the Learning Plans for the selected Owner

Review Date Range - Choose from common date ranges, to limit the display, or choose a specific start and end date

Downloading Learning Plans

Use the Download button to bulk download Learning Plans.

Download Learning Plans

Clicking Download will download all the Learning Plans you currently have displayed, including any off-screen.

The top two, per Learning Plan, options will download a separate file for each Plan.

The lower two, single, options will include all the Plans in a single file.

Occasionally, it may be useful to specify a few Learning Plans to download for certain pupils.

Click the boxes next to the pupil names for the Plans you want. When you click Download, there will be a new, ticked, section at the bottom corresponding to the number of ticked plans.

When you click Download, only those selected plans will be downloaded.

Just untick the box to download all the displayed plans as normal.

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