How to generate a Profile Request form

How to generate a Profile Request form

A Profile Request is a formal request from one school to another to release learner information such as recent marks, Ed Lab data, and transfer cards. The form is printed and sent to the previous school to gather the required information.

Reports > Learners > Learner Profiles > Profile Request

How do I generate a profile request form?

  1. Select the learner(s) on the left-hand side and click the double arrows to move them to the right-hand side.

  2. Click Preview to view the report as a PDF. Adobe Acrobat Reader is required to view the report.

  3. Print the report by clicking the printer icon, or download it by clicking the down arrow next to the printer icon.

  4. Once downloaded, tick the blocks to indicate what information you require from the previous school, then scan and email the form to that school.

Best practice: Ensure all new learner information is fully entered into the system before printing the profile request.

Frequently asked questions

When should I send a profile request to the previous school?

Send the profile request as soon as the learner is registered at your school. The sooner the previous school receives it, the sooner the required records can be transferred.

Can I generate a profile request for multiple learners at once?

Yes. Select all the relevant learners on the left-hand side and move them all to the right before clicking Preview. Each learner will have their own page in the report.

What information can I request on the profile request form?

The form allows you to tick the specific information required, such as most recent marks, Ed Lab results, and transfer card details. Only tick the fields that are relevant to the learner's situation.

Last updated: April 2026  |  Version 3.0

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