Using the Key Person List
To use the Key Person List, simply select a staff member from the dropdown at the top of the report, and a list of children who are their key children will automatically appear!
More > Reports > Key Person Lists > Select key person from the drop down > Export.
When clicking export you are required to select who you want to download the key person list for or for all key people, select a manager or administrator to send the list to & simply click export. The report will then arrive in the selected person’s inbox.
Top tip: You are able to select unassigned in the key person drop down, this means at quick view you can tell which children need to have a key person assigned!