TABLE OF CONTENTS
Reports on the Grades Dashboard introduces an all-in-one solution to customize, generate, post, and e-mail Academic Reports. Easily customize a ready-made Template by adding your logo, colors, and messaging. The Report Settings and Report Jobs are by user, but, users can select co-owners to share Reports and Jobs to make it a more collaborative process.
Watch for the release of additional Templates for report card and transcripts.
Select Get Started to choose a template to create the Report. The Create Report window will open. Our first offering is the Template: RC-Course Grades (Portrait). This report will generate a report card with course grades but skills and narratives will not be included.
Report Settings
A new Grade Reports window will open. The Report Settings are used to customize the elements in the template.
Set Font - to customize the Font Properties including color
Report Header
Logo
Recommended dimensions 200 x 200 or less. Maximum size: 100 KB.
Student Information
School Information
Attendance Table
Drag and drop can be used to re-order rows or columns
Minus to delete rows or columns.
Honor Roll Status
Message from the School
Academic Record
Change Theme
Change Theme can be used to change the color scheme. The thumbnail on the right shows where those colors are used. The Text font used throughout the report can be changed from Arial to a font of your choice. In future, we plan to add more granular font settings in the Report Settings screen to give even more control over fonts.
Click on a color to customize it. The color can be selected or use the up down arrows on the bottom right to choose between RGB, HSL, or HEX to manually enter the numbers.
Portfolio & E-Mail Settings
Portfolio & E-Mail Settings should be saved with the task to ensure that when the report is generated, these options are available. If Send E-Mail is selected, click Compose E-mail to add a Subject and E-Mail Body which are both required to save the setting.
Internal Note
Internal Note can be entered to detail the report card process at your school to review next time its run.
Share
Co-Owners can be selected to help with report cards. Co-owners can edit, rename, copy, and run report cards, but only the Owner can delete the report card.
Quick View
Quick View is used to view the report for up to 5 students. Once you have the report the way you want click Save and enter a Report name. Quick View is saved with Report Task.
Reports
Once you've saved your first Report Settings, you'll see the Report you just saved listed in the table. To the left of the Report are 3 action icons: Generate, Edit, Copy
- Generate will open the Report Settings saved previously, click Save & Next to Select Students.
Students can be selected using Grade Level, Saved Views, DB Field(s), Individual Students, Homerooms, Course/Section.
Next-Sort Students By defaults to LAST NAME and
Order defaults to Ascending but these can be changed to your preference.
Click Generate to start the Report Job. Click View Jobs from the Successful message or click Done to do something else while the report is being generated.
- Edit will allow you to return to edit any settings, use Quick View to check the changes. There are also options to Delete or Rename the Report Task. Save As will save a copy of the report.
- Copy is the same as Save As. You can copy the settings and then go back to make edits like change the marking period selection on the Report Header.
Jobs
The status of the last 2 jobs you ran will appear on the Grades Dashboard so for big jobs you can let it run and then check the status here.
View Jobs will bring you to the Report Jobs table. This is where you can manage your report card process. The Status will start at Pending, click Refresh to update the page. The Status will change to In Progress, then Generated (Completed). Once the job is Generated (Completed) you can View the report cards before they are Emailed or Added to Portfolio. Hovering over the information icon displays the status and number of students in the job.
Note: The Portfolio and Email settings need to be set in the task in order for those options to be available.
Click View to open the File Viewer, use the left navigation panel to search for and select specific students. Report Tasks that include Portfolio and E-mail will have buttons to Add to Portfolio and Send E-Mail. These actions are independent so you could Add to Portfolio one day and then wait to Send E-mail another day. Jobs will remain on the table for a month.
If you no longer want the job use the delete icon to delete.
