Report Card Builder
Check out our grading guide to help maximize your success with the grading process.
If you are looking for information on entering
Getting started
To begin, navigate to Academics, then choose Grades followed by
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Select + Build a new
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Enter a
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Select a Layout to determine the orientation of your
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Portrait
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Landscape
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Select a Paper size to determine the dimensions of your
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Letter (8.5in x 11in)
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Legal (8.5in x 14in)
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Set the Margin (in inches) for the Top, Bottom, Left, and Right margins. Margins can be set from .1 to 1.5 inches either by entering a number or by using the up and down arrows to adjust the value by increments of .05.
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Select a School. The
If you have more than 6 classifications to choose from, you will have to use the left and right arrows to see all of them.
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Select a Display order, which determines where in the list the
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Select Next to advance to the Design form.
Design form: The basics
The next step after filling out the Getting started form is to set up your template via the Design form.
This form holds rows that contain sections of data. Sections can have widths determined either by percentage, inches, or proportion to other sections in a row. Width determines how many sections can reside by one another, and thus can help emphasize certain sections over others.
For example, a row dedicated as the
When you have filled a row, expand Page elements and drag a new row into the
Dragged sections, when dropped, will produce a prompt where you can customize the specifics of the dropped element, such as column width.
Hover over placed elements to reveal four possible actions:
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Drag (
): Select and hold the drag icon () and then drag the element to a new position in a row. -
Edit section: Modify the dimensions and other details of the hovered element.
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Add column: Add another related element into the hovered element.
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Delete (
) – Delete the element and the elements contained within it. Be careful as this action is irreversible.
Design form: Add a header
The header appears at the top of the
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Student header:
The student header communicates who the
There are two parts to the student header:-
By default, a new
These default fields can be deleted as needed when editing the section. The only field that cannot be removed is student name.
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Drag the student header into
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Under edit student header, you can:
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Add one or more columns to express more data or group it accordingly. Columns appear beside one another in the row. If a column appears outside the section, then expand the section width.
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Determine if you include labels for fields to help students and parents identify what data is being communicated.
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Select student data fields from the drop-downs. These fields populate with data from the student profile. Some fields can have varying formats to display the text differently.
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Only users with special access will be able to see a student's Social Security Number when previewing or printing
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School header:
The school header communicates school address information. Under Edit school header, fill out the school name and address fields, formatting the address field as necessary with line breaks. -
School logo:
The logo field lets you place an image on yourBy default, the transcript template will start with your school's selected default logo.
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Student photo:
The student photo allows you to add student user profile photos to the
Design form: Add details
There are three types of grades that can be put on a
The primary section under Details is the Courses/Groups grid, which displays selected term-specific grades and comments.
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Courses/Groups grid:
The Courses/Groups grid is unique in that when dragged to theUnder Edit course section, follow this procedure:
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Enter a Section header. This is the header to communicate what grades are illustrated below.
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Format either:
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All on one page:
Each grade will appear vertically in the leftmost side of the grid. The corresponding grade for selected terms will appear. -
Separate page for each course
Each course appears on its own page on the
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Select as many Group types as you want to include on your
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Use Display courses in the following order to set a sort order for courses.
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Include skill assessment ratings for each course if your school uses assessment, skill-based grades.
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If selected, enter a Section header to communicate that assessment grades are being displayed (ex. Assessment Performance), and determine whether the Grade value (ex. Exemplary) or Abbreviation (ex. E) displays in the section for each grade.
The following display formats are available: Abbreviation, Grade value, Abbreviation (Grade value), (Abbreviation) Grade value, Grade value (Abbreviation), or (Grade value) Abbreviation.
In order for assessment grades to appear on a printed
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Include comments below each course:
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If you select this option, enter a Section header to convey that the section communicates comments (ex. Comments).
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Label comments with grade plan grade label uses the label associated with the Grade Plan Grade containing the Comments. Otherwise, you can specify a custom name to describe the comment below.
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Select Save
To add Grades:
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Hover over the top of the Courses/Groups grid and select Add column.
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Under the Column dropdown menu, select Grade. That data will appear in the Course/Groups grid.
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In Grade plan grade, select the grade plan grade that contains the term grade that you wish to convey on the
if you select a grade plan grade that is attached to multiple grade plans, you will need to select the grade plan you wish to pull the grade from.
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If Assessment grading is selected, select the Assessment grading period that contains the skill-based evaluation you wish to communicate.
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Determine the Format. Use the example to the right of the drop-down to visualize what each option looks like.
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Type in a Column header. For example, if the Quarter 1 or Trimester 1 Grade plan grade is selected, you might type Q1 or Tri 1, respectively.
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The Column width can be used to enforce uniformity or emphasize uniqueness. Disburse evenly with other designated columns causes the column to be proportionate to other columns with the same setting in the grid. If this column should be longer or shorter than others, then specify the width in percentage or inches.
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Suppress column if blank will hide the column if the student does not have a grade recorded for that column. For example, some classes may need a column for a term paper grade, it will only display for students that have a grade recorded for their term paper.
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Include incomplete grades will display an I on the
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Select a decimal precision option from the drop-down. Opt for 0 for a whole number.
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Select Save.
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Optional: Select Copy column to create another column. Use different variables to illustrate different data, and repeat steps 1-10.
GPAs:
Grade point averages (GPAs) can be communicated to parents and students for a specific term or across multiple terms. This includes the
To get started with GPAs, drag GPAs from the leftmost pane into an open row.
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Determine the Section width
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Add a Section header (ex. Grade point averages)
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Under GPAs to include, select a Category and Type from the dropdown menus. Edit the Label if needed.
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Optional: Select + Add a calculation to add another GPA.
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Select Suppress blank GPAs to hide blank GPAs.
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Select Save.
To learn more about GPAs, Create Grade Calculations & Rank.
Academic Performance:
Academic Performance allows schools to calculate honor roll for their students. To learn more about setting up Academic Performance, see here.
Drag the Academic performance selector from the left pane into an open row.
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Determine the Section width.
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Add a Section header.
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Use Select calculations to choose which calculations to include on the
To remove a calculation, select the X.
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Select Suppress blank calculations to hide blank Academic Performance.
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Select Save.
Design form: Add summaries
The following items can be added via the Summary dropdown menu on the left side of the Design form: Attendance, Text area, Student notes, Legend, Awards, and Test scores.
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Attendance:
An attendance summary can be added to communicate tardiness and absences accumulated over the course of a term.Schools can add a Days present category to their
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Daily: The system uses the days the school is considered in session and will subtract a day each time there is an attendance entry.
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Per period: The system will use the days the school is considered in session and will subtract a day each time there is a day with attendance in all class periods.
To get started, drag the Attendance selector from the left pane into an open row.
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Select which Group types to include.
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UnderAttendance categories to include, select which attendance reasons are tallied and communicated in the summary.
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Select Suppress blank/zero count categories if a category should not appear if a student has no attendance reasons associated with their profile.
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Select Save.
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Hover over the attendance summary header and select Add column
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Add one of the three columns:
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Category
The attendance reason to display. -
Number of occurrences
The number of times an adjacent attendance reason has been logged across the selected group types. -
Sum of units
The portion of a school day that a student missed due to an attendance reason. If a student missed an entire course one day, then the Sum of Units would be proportionate to the number of classes missed in a day. For example, when recording attendance Per Section and attendance is calculated using the number of classes in a student's day, if one class out of 4 the student was absent, then the amount of the school day missed is 0.25. Every whole number equates to a completely missed day of school for the recorded attendance reason. Only attendance reasons that are set to Use in Calculations will contribute to this count.Tardy excuse types will not contribute to the Sum of Units column. The number of tardies recorded under selected group types appears in the Count column.
For more information on attendance excuse types, see Attendance Categories.
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Text Area:
Text areas are designed to communicate non-data information to parents and students. Examples of text areas could be a message communicating school policies, the means to contact the administrative office, or a grading scale.To get started, drag the Text area selector from the leftmost pane into an open row.
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Determine the Section width.
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Enter your desired text, using the included formatting options to style it as desired.
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Optional: Under Insert, select Date/Time to enter the date or time that you inserted the text.
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Optional: Under Placeholder, select Current date to enter a placeholder that will populate with the current date at the time you generate the
The placeholder field will enter the date in your school’s time zone when generating
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Optional: The link icon can be used to direct students and parents to external resources when viewing the
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Select a format option under If the content doesn't fit.
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Select Save.
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Student Notes:
The student notes section allows schools to include specific official note types on the
To get started, drag the student notes selector from the left pane into an open row.
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Determine the section width.
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Select the official note fields to display.
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Select the official note types to include.
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Select Save.
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Legend:
The legend section allows schools to show information about the grade translation(s) on the
To get started, drag the legend selector from the left pane into an open row.
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Determine the section width.
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Select the grade translations to include.
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Select to display abbreviation, grade label, range, numeric equivalent, GPA equivalent 1, or GPA equivalent 2 for each grade translation.
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Select Save.
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Awards:
The awards section allows schools to include school created Awards on the
To get started, drag the award selector from the left pane into an open row.
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Determine the section width.
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Select the awards calculations to include.
Once an Award is added, you can remove it by selecting the x.
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Select Save.
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Test scores:
The test scores section allows schools to include school created test scores on the
To get started, drag the test scores selector from the left pane into an open row.
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Determine the section width.
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Select the test scores to include.
Once a Test score is added, you can remove it by selecting the x.
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Select Save.
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Style form
Once you have filled out the Getting started form and the Design form, the Style form allows you to customize the font style and formatting of each section in the
Select an area in the
In some sections that contain an HTML text field, you can override previously established text color settings by selecting the checkbox Apply to HTML fields.
By default, each page of a
To add a signature line to the end of the
Optionally, if you would like to include an image of a signature above the signature line (for example, the signature of your head of school), select Browse the image gallery. This opens the logo image gallery. For more information about uploading and adding signatures, see the help topic Add a Signature to Report Cards and Transcripts.
The signature line will appear at the bottom right of the final page of each student's
"Inherited" means that the element section is using the same font under Overall style. Consider keeping the font face unedited to enforce uniformity.
Copy a
To get started, navigate to Academics then choose Grades followed by
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Select the context menu
beside a completed -
Select Copy Template
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Follow the steps found in the Create a
Print
Once you have created a report card template, you can generate an individual
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From the persona menu, select Academics.
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Select Grades, then
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Select the context menu beside a completed template.
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Select Print
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Select the Academic year or Session and school level (if applicable) for which you would like to generate
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Select which Students to include:
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All students: Generate
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Selected students based on: Generate
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Optional: If your school is using Holds, select whether you would like to Include on hold students.
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Optional: Select whether to Include withdrawn students.
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Under Display students in the following order, select how you would like to sort the
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Select Print. This process may take some time.
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The
Edit current school year's access
Current school year access determines what grades specific roles can see on this year's
To get started, navigate to Academics then choose Grades followed by
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Select the context menu
for the template. -
Select Edit current school year's access.
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Expand each grade column to add date/time access for parent, student and employee roles.
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Select Save when finished.
Edit next school year's access
Next school year access determines what grades specific roles can see on next year's
To get started, navigate to Academics then choose Grades followed by
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Select the context menu
for the template. -
Select Edit next school year's access.
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Expand each grade column to add date/time access for parent, student and employee roles.
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Select Save when finished.
Edit access
Edit access allows you to edit
To get started, navigate to Academics then choose Grades followed by
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Select the context menu
for the template -
Select Edit Access.
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Select the context menu
for the year. -
Select Edit access year.
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Expand each grade column to add date/time access for parent student and employee roles.
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Select Save when finished.
Delete a
Once a template has been deleted, it cannot be recovered.
To get started, navigate to Academics then choose Grades followed by
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Select the context menu
for the template. -
Select Delete template.