To create a new Custom Report click on the "+" icon in the top right corner of your Dashboard and select "Report":

When you do so, an editing drawer will appear where you can rename and edit the settings.

From the editing drawer that appears when you add your new Report, you can rename and add a description of your Report if needed:

Using the "Shared With" drop-down you can choose who will have access to your new Report:

"Only Me" - This will keep it as a personal Report that only you can access.

"Organisation Name" - This will allow everyone within your Organisation (who has reporting permissions) to have access to your new Report.

"Federation Name" - If you are part of a Federation this will allow everyone within your Trust (who has reporting permissions) to have access to your new Report.
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From the Report editing drawer, you will also be able to choose whether to include certain information:

Include Central Team Profiles: If you are part of a federation/trust and have access to the central team profiles, you can choose to include these profiles on the report.
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​Include All Federation Profiles: If you are part of a federation/trust and wish to create a report which includes ALL profiles across the federation, you can select this option on your report.
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Excel Export: Select, or De-Select these options based on what you would like your exported Excel to show.

When you are happy, click "Create" to build your new Report, and keep reading for customisation options!

Once you have clicked "Create", your new Custom Report will open.

You will notice that to start with this Report will show everything including all Profile Types, all Sections and all Fields:
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You will also notice that on any Custom Reports, the AutoSave function is set to "On" by default.

This means that any changes you make while editing this Report will be automatically saved as you go.

To choose which Sections and Fields you'd like to view on your Report you can use the Filter Bar on the right-hand side to select/deselect your chosen Fields.

In the below example, you can see that only the Staff Training Section has been selected, along with Tags, First and Last names:

You could also use the filter bar at the top of the Report to choose which Profile Types and Tags you would like to view, and also if you would like to filter by rating system.

Click 'all profile types' to un-tick any that you do not want to be shown in the report as below, and then click 'Apply':

Click the 'Tags' to select or de-select the tags, and then click 'Apply':

If you need to filter by the rating system, click the '+' symbol to filter:

The below example shows a filtered report, showing any Safeguarding Training for Teaching Staff with an 'Active' or 'Onboarding' tag:
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You can reorder the columns by dragging and dropping the fields from within the Filter Bar:

To reorder whole Sections, click on the Section Header on the Report Spreadsheet and drag/drop it to its new location:

You can edit any column widths by hovering over the column border and dragging it out.

You can Pin columns by clicking on the icon at the right of the Column header and clicking "Pin Column". Then select which direction you'd like to pin it. The columns will then remain visible as you scroll through the rest of the report.

As well as selecting which Sections and Fields you would like to show on your Report, you can also set specific Conditions in order to further customise your view.

This is particularly useful if you need a report for any staff that have undertaken a specific training, or if you need to see a list of staff who started on or after a specified date.

To do so, select Conditions from the Filter bar on the right-hand side of your Report:

You can then select your Conditions and they will be applied to your Report.

When setting a condition, you can switch between Relative, Exact and Field on the final condition selection:

Relative: Will provide a drop-down list of options based on the field type. EG: If 'Start Date' is later than '1 year ago'
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​Exact: Enables you to enter and exact date or text for the condition. EG: If 'Start Date' is '01 Sep 2026'

Field: Allows you to compare your chosen field to another chosen field. EG: If 'Date Checked' is exactly or later than 'Start Date' field

As an example, if you wanted to create a list of staff birthdays that were upcoming next month, the Conditions would need to be as below:

Your Report will now show a live and always up-to-date list of Staff who fall under this Condition:

If you have customised Sign In Central Record to be able to keep track of Staff Training, this feature is also useful to create a live, up-to-date list of staff with different training. An example of this would be DSL-trained staff, and the Conditions needed for this are shown below:

Your Report will now show a live and always up-to-date list of Staff who fall under this Condition:

As well as setting report conditions for who shows on the report, you can also choose to set up report colours to help identify when certain conditions are met. Click Report Colours down the right-hand side to start setting your conditions:

Click Add a condition under the relevant cell colour to set up the cell rule(s). The conditions will work in the same way as above, and you can set multiple conditions if needed.
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In the below example, I have set up a report to show me my reference checks on Teaching and Support staff, colour coded to the following conditions:

Green when: 'Date Checked' is exactly or earlier than 'Start Date'

Amber when: 'Date Checked' is later than 'Start Date'

Red when: 'Date Checked' is empty

This report will now highlight when a reference is missing or comes in late, so I can make sure the profile has the relevant notes or documentation added.

To change the Red/Amber/Green colours, head to Settings > Organisation/Federation > Report Colours where you can select a different shade by clicking on the colour, or reset to default colours:

Once you are happy with your Report click "Export" and once the system has finished building your Custom Report you will be able to click "Download" to view it in Excel.