How to use the Student Overview in Manager

Modified on: Fri, 15 Aug, 2025 at 4:03 PM



Accessing Student Overview & information displayed

  • Log in to Morrisby Manager
  • From the homepage, click ‘Students’ on the left-hand menu
  • This opens the overview page, showing all students linked to your account
  • View Student name, sign-up date, last login, Year group, tutor group, house, education level and Action plan status
  • You will also be able to view Careers and course preferences
  • SEN, EAL, and pupil premium status will also show:
    • ⚠️ Amber triangle = EAL or Pupil Premium
    • E = Education, Health and Care Plan (EHCP)
    • K = SEN support


Searching and Filtering

  • Use the search box (top right) to find a student by name
  • Use the filters (top right) to:
    • Filter by year group, tutor group, or custom groups
    • View by favourite careers, account type, profiling completion, and aspirations
  • Select ‘All Groups’ to return to the full student list

Morrisby - How to use the Student Overview in Manager - Follow this link to view the guide at your own pace.


Navigating Tabs

  • Move between tabs for additional data:
    • Assessment – progress on assessments and questionnaires
    • Tracker – careers-related activities
    • Gatsby Benchmarks – benchmark alignment
    • Essential Skills – skill development
    • Higher – UCAS applications, personal statements, references, predicted grades

Taking action on Student accounts

  • Select one or more students.
  • Click the ‘Actions’ button (top right) to:
    • Assign/remove/add to groups
    • Activate or deactivate profiling
    • Reset assessments or vocab tests
    • Lock/unlock results
    • Generate reports (e.g. select all>Actions>Generate Reports)
    • Download student data (e.g. face-to-face meeting records)
    • Send invite emails to new students
    • Send password reset emails
    • Create recovery codes
    • Email students directly
    • Add or import students
    • Delete or mark students as leavers (contact Morrisby Support if the option is not visible under Actions)


Morrisby - How to use the Student Overview in Manager - Follow this link to view the guide at your own pace.



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