Using the Key Person List
To use the Key Person List, simply select a staff member from the dropdown at the top of the report, and a list of children who are their key children will automatically appear!
More > Reports > Key Person Lists > Select key person from the drop down > Export.
Key Person List export options
When you export your key persons list, you have the choice to export all key persons or selecting a single key person. The export can then be sent to a manager or administrator. This will be sent directly to that persons email as a CSV file.
Top tip: You are able to select 'unassigned' in the key person drop down, this means at quick view you can tell which children need to have a key person assigned!