Getting Started with the Designer

Cost: Free Admin Only

Course Overview

This course is designed to get you started with the Designer in IRIS Central, so you can create your own custom dashboards and reports for use throughout your school or trust.

Intended audience IRIS Central administrators who create and maintain reports for their school or trust.
Course length 20 minutes
Cost Free

Ready to get started?

Go to: IRIS Central: Get Started with the Designer

Log in with your iSAMS Identity account and start learning today!

Want to know more before starting?

Prerequisites

  • Users must have access to their own IRIS Central system, and know the basics of how to navigate around IRIS Central
  • This course works best on a desktop or laptop PC, but any device can be used
  • A headset or speakers are recommended
  • An iSAMS Identity account — If you do not have an iSAMS Identity account, follow the steps below to create one

Create an iSAMS Identity account

  1. On the course login screen, select Not a Member.
  2. Choose your Account Type.
  3. Complete all details, including work email address and Client Code (CLI).

    If you don't know your CLI number, contact your trust or school administrator, or your IRIS Central account manager.

  4. A verification email is sent to the provided address. Follow the instructions in the email to complete the sign-up process.

Learning Aims

At the end of this course, you will be able to:

  • Create and design reports
  • Publish completed reports

Course Elements

A breakdown of each course element:

  • Create Your Ideal Dashboards — An introduction to dashboards
  • Create a New Report — An introduction to reports
  • Welcome to the Designer — An introduction to the Designer
  • Use the Designer to Build a Report — Tips for building a report in IRIS Central
  • Basic Visualization Options — Tips for formatting
  • An Introduction to Filters
  • Visualization Datapoints — How to bring in data from a range of sources
  • Visualization Chart Type — Customise how your data is displayed
  • Combine Data — Group your data brought in from different sources and customise the data displayed
  • Slicers and Bookmarks — Add filters to your data
  • Drill-through Pages — Choose those report sections users can select to get more information
  • Publish a Report

Further Learning

IRIS Central uses Microsoft® Power BI™ as its reporting engine. We recommend using Microsoft's extensive learning platform to get more out of your IRIS Central reports:

The articles listed will help with the following features of IRIS Central:

  • Working with the Report view
  • Updated Format and Visualization panes
  • Filtering and highlighting in reports
  • Bookmarks and buttons
  • The drill-through feature