How-To Video
To pull up Next Steps for the children attending your Early Years setting, pull up the Next Steps report.
From the homepage, navigate to Reports >Next Steps
Before you can access your report you must set your filters:
Rooms - Select all rooms or by individual
Term - All time or select by individual terms
Custom Date Range - Set a custom date range to override terms
Key Person - Pull up key children to the selected staff member
When you have selected your filters, select Generate
Archiving Next Steps
It is important to complete Next Steps and to Archive them to ensure only relevant Next Steps are visible for your children.
Step 1 - Select the Next Step
Step 2 - Select Archive
To view all Archived Next Steps:
Select Show Archived
We hope you found this article informative. We welcome any questions you might have so please feel free to reach out to us via the Intercom OR email us at support@nurserystory.co.uk if you have any further questions