What the Next Steps report shows
Pull a list of open next steps for children, filtered by room, term/date range, and key person—so you can plan learning and follow-up actions.
Where to find it
From the Home screen, go to Reports → Next Steps.
Set your filters
Choose filters, then tap Generate.
Rooms – All rooms or a specific room
Term – All time or a specific term
Custom Date Range – Override terms with exact dates
Key Person – Show only children linked to a selected staff member
Using the report
Review each child’s current next steps and their status.
Click a child to open their profile for more context or to add observations linked to the step.
Archiving Next Steps
Keep the list focused by archiving completed or no-longer-relevant items.
To archive:
Select the Next Step you want to close.
Click Archive.
To view archived items:
Toggle Show Archived to display previously archived next steps.
Tip: Regularly archive completed steps so staff always see what’s active and relevant.