Sonar Tracker: How do I filter pupils?

Overview

This article explains what filters are, and how to use them to limit which pupil records are selected for use when entering assessment data, reporting or conducting detailed data analysis. Filters are used to show a subset of pupils based on contextual data. 

Filters are simple and easy to use. If you can use them in one place, you can use them everywhere.

We are currently in the process of changing the look and feel of our filters. Newer reports and assessment pages include our new look filters. We will change the look of the filters on the original reports in due course. The filters work in the same way but look a little different; therefore, visuals and descriptions are provided for each version of the filters in this article.

The following buttons are used to access the filters:

Filter button Filter version
mceclip0.png Original filters
mceclip1.png Original filters (where filters have been set)
New filters

Select a tab to find out more about each version of the filters:

  • Opening original filters

    Select Filters to view the Pupil Filters pane.

    mceclip0.png

    Often, filters are pre-applied when you run a report or tool (to show a specific year group for example). The number of pupils in the filtered list is displayed in the window after selecting the filters.

    mceclip1.png

    To view the filter tool select either Filters or Active Filter (depending on which is displayed):

    Filters30001.png

    Applying original filters

    Multiple focuses and filters can be combined, for example, select Male and Pupil Premium to show Pupil Premium boys.

    Year Select the year group or groups
    Birth Choose the specific month range, e.g. born between September to December inclusive, or choose the season of birth (see below)
    Birth Season

    Select one or more Birth Seasons from:

    Season Child born between Reaches compulsory school age on
    Autumn 1 September and 31 December 31 December
    Spring 1 January and 31 March 32 March
    Summer 1 April and 31 August (summer born) 31 August

    Multiple selections can be made.

    School Entry Select a date range between which the children started in this setting.
    Attendance Select an upper and lower attendance range. All pupils whose attendance percentage falls between the two values will be displayed.
    Pupil Groups Select from the class groups and any saved pupil groups that have been created.
    Contextual Select the different Gender, First Language, SEN and SEN Need filters. These filters relate to non-assessment-based pupil characteristics.
    Focus filters

    These filters allow combinations to be applied. Select the different focus filters from EAL, Pupil Premium, FSM, In LA Care, Service Children and Leavers. Toggle between the individual filters to include or exclude from the view:

    Filters10001.png

    The Leavers filter is set to be excluded by default. When set to grey they will be included, when set to green the cohort will be exclusively leavers.

    Clear filters Select to clear all filters.
    Cancel Select to cancel any changes you have made in the form without saving your changes. 
    Apply Filters Select to save your filter choices for the information displayed.

    Demonstration

  • Opening new filters

    Select Filters to view the Filters slide-out on the right of the page. The filters will look similar to these:

    Often, filters are pre-applied when you run a report or tool (to show a specific year group for example). The number of pupils in the filtered list is displayed after selecting the filters.

    Applying new filters

    Multiple focuses and filters can be combined, for example, select Male and Pupil Premium to show Pupil Premium boys. After selection, select Save to apply the filters. The following filters are available for selection: 

    Pupil Groups Select one or more Year Group(s).
    Class Groups Select one or more Class Group(s).
    Groups Select one or more saved groups that have been created.
    Ethnicity Select one or more ethnicities to filter by specific ethnic backgrounds. Pupils from all ethnicities are displayed by default.
    Gender Select from Male and Female.
    First Language Select from English or Not English.
    Birth Term Select from Autumn, Spring or Summer.
    Birth Month Select a range using From... and To... select pupils born within a specific month or a period of months.
    School Entry Select a date range using the start and end date filters to select pupils whose admission date was within the selected range.
    Attendance Use the control to select the attendance range for pupils:
    Characteristics

    Select Characteristics to view Focus, SEN and SEN Needs filters (explained below):

    Focus

    These filters allow combinations to be applied. Select the different focus filters from Leavers, EAL, In Care, Ever In Care, Pupil Premium, FSM, FSM6, Service Child and SEN. Toggle between the individual filters to include or exclude from the view:

    The Leavers filter is set to be excluded by default. When set to grey they will be included, when set to green the cohort will be exclusively leavers.

    SEN

    Select the SEN category from:

    • Select All - select all SEN categories.
    • N - No Special Education Need - Pupil has been categorised as having no special education need.
    • E - Education, Health and Care Plan - Pupil has been categorised as having an Education, Health and Care Plan (EHCP).
    • K - SEN Support - Pupil has been categorised as requiring SEN support.
    • S - Statement - Pupil has been categorised as having a Statement.
    • N A - Not applicable - not category.
    SEN Needs

    Select one or more SEN Needs from:

    • Select All - select all SEN Needs.
    • SPLD - Specific Learning Difficulty.
    • MLD - Moderate Learning Difficulty.
    • SLD - Severe Learning Difficulty.
    • PMLD - Profound & Multiple Learning Difficulty.
    • BESD - Social, Emotional and Mental Health.
    • SLCN - Speech, Language and Communication Needs.
    • HI - Hearing Impairment.
    • VI - Vision Impairment.
    • MSI - Multi-Sensory Impairment.
    • PD - Physical Disability.
    • ASD- Autistic Spectrum Disorder.
    • OTH - Other Difficulty/Disability.
    • SEMH - Social, Emotional and Mental Health.
    • NSA - SEN support but no specialist assessment of need type.
    • DS - Down Syndrome.
    • NA - Not applicable.

    Removing filters

    Select Applied from the Filters slide-out to view the applied filters, then:

    1. Select the X next to an individual filter to remove it.
    2. Select Clear all to remove all filters selected.
    3. Select Save to apply the selected filters.

Training

Looking for training to help you enter assessment data into Sonar Tracker?

Select to view Sonar Tracker courses in the Juniper Training Centre.

Updated