Entering Assessment Data from Excel

You can use the Enter Data area of Insight to upload teacher assessments, tests, targets and other summative assessments from an Excel document. 

Uploading data this way saves you time manually entering assessments which you've already saved to an external Excel document


Navigate to Enter Data, then Excel Assessments to get started: 

Choose your pupils

The first step is to add the names of the pupils you want to enter assessment data for. To do this, simply copy the list of names from your Excel document and paste it into the table in Insight: 

It doesn't matter if the names are in 1 or 2 columns, just copy them exactly as you have them in Excel - Insight will be able to read the list in either format - just be sure not to include any headers!

Once the names have been pasted in, Insight needs to know whether they are listed as Forename or Surname first, so select the relevant option from the drop down list and then hit Next

Insight will then match the pupil names from your list, confirming their date of birth, and year group, as a confirmation that the pupil has been matched correctly:

Any pupils which Insight is unable to find in Insight will be flagged for your review. This may be down to the name only being a partial match, or the list using a "known as" name rather than the pupil's legal name. 

If you're happy for the pupil to be included, tick the "Include Pupil" box, or if it's incorrect, leave this blank to remove the name from the import, then click Next.

Enter your assessments

The next step is to use the drop-down menu to let Insight know which assessment you're entering data for, by filling out the form with the subject, assessment year, term and name and the mark scheme you want to use: 

When you're happy with your selections, click Next.

If you can’t see a mark scheme that you need, email support@insighttracking.com.

Insight will now ask you to copy and paste your list of assessment marks from your Excel document into the table: 

Once you've pasted in your assessments, Insight will let you know if there are any issues with the data, for example if the mark entered is invalid, or if there is duplicate data which has already been entered, etc: 

Once you've checked any errors, and you're happy with the data in the list, click Save Assessment and the data will be entered into Insight. You then have the option to add more assessments for the same list of pupils, or to begin again with a new list of pupils.


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