Requesting PTO (Parent Teacher Online) report customisations

The PTO report can be customised on request (see Requesting Report Customisations). Please provide sufficient lead time to allow for the report to be developed. Typically, this will be 15 working days from acceptance of the quote.

When requesting customisations please specify the report requirements. Some examples of customisations are as follows:

• Which Contact types to include in report. It's recommended that this be done based on the Email or SEQTA Engage flags which have rules in place (eg. custody rules etc)
• Whether to include enrolments into current subjects, or, all subjects the student has or is enrolled in.
• If an additional column is required for the teacher's email address or other information
• Additional column for Teacher Salutation (pref name or first name)
• Whether to exclude some classes from the report (eg. tutorials, homeroom classes, specific year groups)
• Whether to include both teachers in the report (where it is a shared class)
• Whether to include a column for interview required. This picks up data entered in the reporting section of the Marks book
  
  

Additional information

If there are any customisations which are not possible in the hard coded report there is the option to have a data extract provided. This will be done as a database query, based on the specified requirements.

To enable us to run this query, we require a request to be submitted by your School's SEQTA Technical or Education Contact, via the SEQTA Support Portal.
Upon receiving the request a quote will be provided, taking into account the nature of the request and the scope of work.
Once the quote has been accepted, the resultant spreadsheet will be provided as an attachment within the case.

Please NOTE, there is a minimum delivery time of 15 business days for this Request.