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Pupils and groups

Filter pupils

ReferenceFor class teachers, assessment leads, SENCOs and senior leaders

Filters narrow an assessment page, report or export to the pupils you want, such as one class, pupil premium pupils or an intervention group. Sonar Tracker has two filter designs: the newer Filters panel and an older filter box. They work in the same way, but some labels differ.

Where to find them: select Filters on newer pages, or Active Filters on older pages. The older button shows how many filters are on, such as 2 Active Filters.

Who can use them: anyone who can open the page.

Filters panelOlder filter box
Primary and EYFS Summative Assessment (New)Primary Formative and EYFS Formative
Primary and EYFS Projection PathwayEYFS (2020) Summative 7 Areas of Learning
Statutory assessment pagesPrimary Targets and EYFS (2020) Targets
Newer reports, such as Primary Flight PathScores
Statutory Dashboard and Pupil Overview, in AnalysisClassic reports, such as Primary Age Related Overview

The Pupils list and the group pages also have a filter button, labelled with the number of filters on, such as 1 Active Filter. The first step of the Pupil Data Export Wizard shows the newer filters on the page itself.

The panel slides in from the side of the page. All Filters shows every filter, and Applied lists only the ones that are on, with a count. Your choices take effect when you select Save. Each filter narrows the list further. The pupil count and the summary line above the grid show what applies, such as 28 Pupils and Leavers: Excluded.

The year group or class you chose in Select Pupils appears under Pupil Groups, where you can change it without going back. A year group always means the pupils’ current year group, even when you look at an earlier academic year.

The Filters panel beside the Primary Summative Assessment page, with Year 4 and class 4 Topaz chosen under Pupil Groups, and Clear all and Save at the bottom. Behind it, the page shows 0 Pupils and No Records Found.
The Filters panel. Here, Year 4 with class 4 Topaz matches no pupils.
FilterWhat it does
Pupil GroupsThe first list chooses year groups. The second, Select Class Groups…, chooses classes.
GroupsChooses custom groups, such as an intervention group. See Create and manage groups.
EthnicityChooses one or more ethnic groups, as recorded in your management information system (MIS). Every group is included until you choose.
GenderMale or Female.
First LanguageEnglish or Not English.
Birth TermAutumn (born 1 September to 31 December), Spring (1 January to 31 March) or Summer (1 April to 31 August).
Birth MonthA range of birth months, from one month to another.
School EntryA range of dates on which pupils joined the school.
Attendance (0 - 100%)A slider. Drag its two handles to set the lowest and highest attendance to include.
FilterWhat it does
FocusA three-state option for each of Leavers, EAL (English as an additional language), In Care, Ever In Care, Pupil Premium, FSM (free school meals), FSM6 (free school meals at any point in the last 6 years), Service Child and SEN. See Focus options.
SENChooses pupils by special educational needs (SEN) status: N (no special educational need), K (SEN support), E (education, health and care plan) or S (statement, an older category).
SEN NeedsChooses pupils by type of need, using the codes from your MIS, such as SEMH (social, emotional and mental health).

Each Focus option has three states. Select an option to change its state, and keep selecting until it shows the one you want.

StateHow it looksPupils shown
Not filteredEAL grey, with a dashEveryone, whether or not they have the characteristic
OnlyPupil Premium greenOnly pupils with the characteristic
ExcludedLeavers red, with a crossEveryone except pupils with the characteristic

Every option starts as not filtered, except Leavers, which starts as excluded. That is why the filter button shows 1 Active Filter before you change anything.

Focus options combine with each other and with the other filters. For example, Pupil Premium set to only, with Gender set to Male, shows boys eligible for pupil premium.

The older filter box uses the same three states, shown by grey, green and red icons.

The Characteristics section of the Filters panel. Under Focus, Leavers has a red box with a cross, and EAL, In Care, Ever In Care, Pupil Premium, FSM, FSM6, Service Child and SEN have grey boxes with a dash.
Leavers are excluded by default. The other Focus options start unfiltered.
  1. Select Filters, then the Applied tab.
  2. Select the X next to a filter to remove it, or select Clear all to remove every filter.
  3. Select Save.

After Clear all, check the Leavers option so you know whether leavers are included.

On older pages, Active Filters opens a Pupil Filters box. It offers the same kinds of filter as the newer panel, with fewer Focus options and some different names. Make your choices, then select Apply Filters. Clear Filters removes every filter, and Cancel closes the box without changes.

Filters panelOlder filter box
Pupil Groups (year groups)Year
Pupil Groups (classes) and GroupsPupil Groups: Class and Group
Birth TermSeason, under Birth
Birth MonthBirth, from month to month
SEN NeedsSEN Need
In CareIn LA Care
Service ChildService Children
Ever In Care, FSM6 and SEN in FocusNot available
Clear all and SaveClear Filters and Apply Filters
The older Pupil Filters box over a report, with Year, Birth, Season, School Entry, Attendance, Pupil Groups and Contextual filters. Below them are Focus icons for EAL, Pupil Premium, FSM, In LA Care, Service Children and Leavers, with Leavers in red.
The older filter box on the Primary Age Related Overview report.

On newer pages, choose the class from the Class list in Select Pupils, and leave Year Group empty. The Class list includes empty classes, and a year group and class that do not match return No Records Found.

On older pages, choose the class in Select Pupils, or under Pupil Groups in the filter box.

  1. In Select Pupils, choose the class only, then open the page.
  2. Select Filters.
  3. Under Pupil Groups, choose the year group from the first list.
  4. Select Save.

On older pages, choose the year group under Year in the filter box, then select Apply Filters.

Select Filters, then select Pupil Premium under Characteristics until it turns green, and select Save. On older pages, do the same under Focus, then select Apply Filters.

Select Leavers under Focus until it shows the state you want:

  • grey, to include leavers alongside other pupils
  • green, to show leavers only

Then select Save, or Apply Filters on older pages.

Drag the upper handle of Attendance (0 - 100%) down from 100.0 to the highest attendance you want to include, such as 90. Then select Save.

Attendance comes from your MIS and updates overnight. The filter stays up to date, unlike a group of low attenders, which changes only when someone edits it.

Choose Summer in Birth Term, or in Season on older pages, then select Save or Apply Filters.

Bookmark the page after you filter it. A bookmark saves the page with its filters. See Bookmarks.