The aim of this article is to guide you through all the necessary steps to complete the set up of Sisra Analytics for KS3/4 cohorts. Click the links to the full articles for more information on each step (which opens them in a separate tab) if needed, as well as additional optional features that you can set up to get even more functionality from Analytics.

We have also included an interactive PDF checklist at the very end of this article, which you can click to download. This can be handy to tick off each step as you work through.

Step 1 / Student Data Profile

To start, you will need to plan with your SLT which custom student data filters you want to be able to use in your reports to filter your data by (e.g. Disadvantaged, Registration Group, etc.). You will then need to set these up and add them to your Student Data Profile, which is where you define which filters should be included in student data files that you import into Analytics.

• Create and Define Student Filters - You can create these additional filters via CONFIG. > Student Data > Filter Management, and then add these to your Student Data Profile ready for importing your student data. 

Step 2 / Grade Methods

Next you need to plan and set up your grade methods. These are used to tell Analytics what type of grades are going to be uploaded for each qualification, as well as the points and entries each grade is worth (if applicable), to be used in the calculations within the reports. We recommend checking which methods you will require based on your KS3 grading system, and the qualifications your students will be taking at KS4 (such as 9-1 GCSE, BTEC First Award, BTEC Tech Award, etc.)

• Plan and Create Grade Methods - You can create your grade methods via CONFIG. > Grade Methods > KS3/4 Methods > then click Create KS3/4 Grade Method.

Step 3 / Key Stages

By default, Current Yr 7 to Yr 9 will be treated as KS3 in Analytics, whereas Current Yr 10 & 11 will be treated as KS4. If this accurately reflects your school's transition from KS3 to KS4, you don't need to make any changes here and you can move on to Step 4 below. If your key stages are different though (either completely or for a specific cohort), you can change these settings. 

• Define Key Stages- You can edit these via CONFIG. > Settings > Key Stages.

Step 4 / Prepare and import student data

Now it's time to prepare and import your student data files. These are used to import all student details for an individual cohort, including information such as student IDs, names, classes and additional filter values such as Gender, Ethnicity, etc. as defined in your Student Data Profile. This information can be extracted from your MIS, saved into Excel and then directly imported into Analytics. 

• Extract and Prepare Student Data from your MIS - Once you extract the necessary data from your MIS, this will need to be saved in Excel as either CSV, XLSX, XLS or XML before importing into Analytics. 
• Import Student Data - Once you have extracted and saved your data, you can import this via DATA > select Keystage 3/4 and cohort > STUDENTS > Import. Ensure all filters are mapped correctly during the import.

Step 5 / KS2 Core Baselines

Now you have imported your student data, you're ready to upload your KS2 core baselines. These are the official Scaled Scores students have achieved at the end of Y6 (except 24/25 and 25/26 cohorts). These must be uploaded and set up accurately within Sisra Analytics for the cohort you’re working with, to ensure that headline figures are calculated accurately in the reports, such as Progress 8 and Value Added. The articles linked below will help with all of the steps here. 

• Prepare & Upload KS2 Baselines - You will need to locate and save your KS2 data file to Excel (Containing Student ID, Student Name, Subject and KS2 scores), and then upload this into KS2 / EAP > Uploads.
• For 24/25 and 25/26 cohorts, see our guide here for how to set these up without official KS2 data.
• Once you upload the baselines, you will need to set these up on your Baseline Management page via KS2 / EAP > Baselines, explained in the linked article above.

Step 6 / EAPs and EAP Baselines

Next you need to set up your EAPs. An EAP (Expected Attainment Pathway) serves two main functions. The first is to set the grade method used for each qualification, for each year/term, therefore EAPs must be created. The second function is optional and is used to define the grades students are expected to achieve each term. These are used to populate above/on/below track analysis, projections and flight paths in the reports.

• Plan your EAPs - Decide whether you'll be wanting to use the On Track / Flight Path functionality, and if so, decide what type of grades to use as students' starting points.
• Prepare and Upload your EAP Baselines - Once you have decided on the EAP Baselines you want to use, you can save these to Excel as a broadsheet or grade list in CSV, XLSX, XLS or XML format and upload them via KS2 / EAP > Uploads. 
• Set Up EAP Baselines - Once your baselines have been uploaded, you will need to set these up via KS2 / EAP > Baselines.
• Create your EAPs - Once you have set up your baselines, you can create your EAPs via KS2 / EAP > EAP, and enter the expected grades in each one if you're wanting to make use of the On Track functionality. 

Step 7 / Grades Data

Now that you have created your EAPs, it's time to upload your grades data (such as Targets, Mocks, latest Assessments). Grades data files are used to upload all student grades for the qualifications they are taking. This should include student IDs, student names, qualification names and grades.

This information can be extracted from your MIS, saved to Excel and then uploaded into Analytics. Analytics uses the student ID within student and grades files to link the appropriate students with the correct grades. Therefore, you must be consistent with the student ID used within all files for a cohort.

• Extract and Prepare your Grades Data - Once you extract your grades data you can save this to Excel in preparation for uploading. Analytics accepts broadsheet or grade list files saved as CSV, XLSX, XLS or XML format.
• Upload Standalone Grades (e.g. Targets, Mocks, Exams etc.) - You can upload standalone grades in GRADES > Uploads, then select the appropriate data set (Exams, Targets, Mocks, Data Set 3 to 5). Select the appropriate 'term' the data relates to or was collected within and also the relevant 'Grade Type', then upload your grades file.
• Upload Assessments - You can also upload assessments (data you would like to track over time, such as current working at grades). Assessment cycles in school can be replicated by creating 'collections' in Analytics, within GRADES > Uploads > Assessments.

Step 8 / Matching

The next step is to complete the Matching process, this is important as it tells Analytics information about each qualification. This includes which EAP should be used, to determine the grade method and expected grades for each term (if entered), qualification type, to determine which performance measures it can count towards and which qualifications can count towards subject specific measures, such as Basics, EBacc, Attainment / Progress 8, etc. 

For KS4 cohorts, you can enter the QN codes for each qualification which allows Analytics to automatically check the setup, ensuring they will count accurately towards the reports. 

• Complete the Matching process - This should be completed for all qualifications you wish to include in the reports via GRADES > Matching.

Step 9 / Assign Qualifications to Classes

You must then assign each qualification to the relevant set of classes for Analytics to pull these through for relevant grades. If a qualification is not assigned to classes, all students with grades in that qualification will appear as ‘Not in Class’, preventing class analysis in reports. A set of classes is a group of individual classes taught in a particular subject area. For example, the individual classes 11En1, 11En2, 11En3, etc. could sit within the ‘English’ set of classes, taken from the 'Subject' column of the student data files imported for a cohort.

• Assign Qualifications to the appropriate sets of classes - In STUDENTS > Classes > Assign Quals. Sets of classes will be displayed down the left and unassigned qualifications (taken from the Qualification column in the grades files uploaded) will be shown at the bottom of the page. To assign a qualification to a set of classes, click the + icon next to a set of classes, place a tick next to the relevant qualification/s and click ‘Save’.

Step 10 / Grades Management

Grades Management provides an overview of qualifications with grades uploaded into each data set / assessment, allows you to manage your grades data and performs several setup checks to highlight potential issues which could affect the accuracy of your reports. It’s important to check Grades Management and clear any warning icons shown before publishing the reports.

• Check Grades Management - And address any warning icons that are flagged in GRADES > Grades Management > Manage Datasets > Select Dataset / Assessment.

Step 11 / Publish Reports

Once you have finished setting up a cohort in Analytics, you will need to complete the publishing process to populate the reports. Each area (STUDENTS, KS2 / EAP and GRADES) has a separate publish section, and when you’re publishing the reports for a cohort for the first time, you will need to publish each of these areas in order, to populate the reports. However, this also means that next time you make changes to data in a specific tab, you should only need to publish the respective area. For more information on the publishing process overall, please see the following article: What does publishing mean?

• Publish STUDENTS - Via STUDENTS > Publish Students > Publish.
• Publish KS2 / EAP - Via KS2/EAP > Publish KS2/EAP > Publish.
• Publish GRADES - Via GRADES > Publish Grades > Click 'Publish' next to relevant dataset/assessment. If issues are flagged in the 'Health' tab while publishing grades, we recommend resolving these - Resolve Health Check Issues.

Step 12 / Create Users

Now that the reports are published, you can create user accounts for your members of staff. This will provide them with access to Analytics so that they can log in and view the reports. Once an account is created for a user, they will be emailed a Username and Password to their registered email address.

• Create Custom Authority Groups (if required) - Authority groups are used within Analytics to determine the access levels that each staff member has. 'Admin' (access to all areas, including uploading and managing data and users & embargoed exam reports) and 'User' (access to all reports) are available by default. However, you can create additional groups if required with custom access, for example, you may have user groups for SLT, Governors, etc. via USERS > Groups.
• Create User Accounts - You can either manually create your users via USERS > User List > Create User, or prepare and import CSV file via USERS > Upload Users to create them in bulk.

Step 13 / Data Collaboration (Optional advanced feature for KS4!)

The Sisra Data Collaboration collects anonymised Exam data from schools who have opted in and completed the required setup. This allows us to produce collaboration data for headlines and subject-based figures, which schools can then compare their own performance figures with. This is available to set up for leavers through to current year 10 cohorts. For further information, please see the following article: What is the Sisra Data Collaboration?

• Setting up the Sisra Data Collaboration - You would need to opt into the latest Collaboration event (CONFIG > Data Collaboration), then set up Key Filter Mapping (STUDENTS > Key Filter Mapping) and Matching using QN codes (GRADES > Matching).

Next Steps

And that's it, you've completed the setup! Well done! Below we've provided links to useful articles for further reading, which will expand on other aspects of Analytics such as accessing the reports.

As a Sisra Admin however, if you ever have any questions, our Support team are here to help:

Priority / Complete Tier

For schools on our Priority or Complete support tiers, you can reach us by clicking the 'Resource Centre' icon on the bottom right corner, then 'Contact us' to start a chat in real-time with one of the support team. This is available Monday to Friday, 9am - 5pm (UK time).

Outside of these hours, you can still click this icon to leave us a message, or alternatively email us via sisrasupport@junipereducation.org, and one of the team will get back to you as soon as possible.

On-Demand Tier

Schools on our On-Demand support tier can contact the support team by emailing sisrasupport@junipereducation.org. Please make sure you include as much information in your query as possible, to help the team provide the best possible answer.

For more information on contacting the Support team, see our article - How do I get Support?.

Useful Resources:

• Getting Started for Users - A useful article to share with staff, containing a downloadable PDF handout to guide them through Analytics and the reports from a users' perspective.
• Analysing KS3/4 Reports - A dedicated area of help, with a variety of articles from accessing the reports, to key functionality and FAQs!

Optional Extra Setup & Features for Admins

Below we've outlined some advanced optional extra features you can set up at anytime, to enhance the analysis available in the reports! You may want to book mark these to return to.

• Student Filter Aliases and Tags - You can create aliases for student filter values you import (e.g. 'Female' instead of F') to make the reports more user friendly, as well as 'tag' key groups of students in the reports, allowing them to standout easily in analysis (e.g. Disadvantaged students). 
• Attitude to Learning / Pastoral data - You can import 3 categories worth of additional data into Analytics, such as Homework, Behaviour, Attitude etc. that your school focus on.
• Generate Tracker Reports - You can generate a tracker, allowing you to track performance over time (up to 6 data sets or assessments)!

Thanks for reading!

• GUIDE_KS3-4 Getting Started.pdf4 MB
• Checklist_KS3-4 Getting Started.pdf100 KB

Updated 05 August 2025 15:33