Generating CAS Progress Exports & Reports

The ManageBac+ Team
The ManageBac+ Team
  • Updated

Track CAS Progress and Generate CAS Reports

Learn how to track CAS progress, export CAS summaries to Excel, generate CAS reports in bulk or individually, and access saved reports in ManageBac+.

ManageBac+ provides several tools to help schools monitor CAS progress and generate reports throughout a student's CAS journey. From the Year Group CAS area, coordinators can review progress, export summary data, and create reports for students.

This guide explains the available CAS tracking functions, what is included in the Excel export, how to customise CAS report templates, and where students, parents, and staff can access generated reports.

Year Group > CAS.jpg
The Year Group CAS area includes tools for tracking progress, exporting data, and generating reports.

Overview

The CAS tile within a year group provides a central place for tracking student progress and generating summaries and reports. From this area, schools can access tools such as Export to Excel and Generate Reports, along with other functions including Manage Email Reminders, Submit Term CAS Evaluation, IB Moderator Access, Approve All Experiences, and Reset All Progress Indicators.

CAS Progress reports can be customised, generated, stored in ManageBac+, and shared with students and parents. Reports can be created at any time and as often as needed throughout the student's CAS journey.

Key Concepts / What’s New

CAS progress can be reviewed from the Year Group CAS area, while report generation is available both in bulk and for individual students.

  • The Excel export includes separate worksheets for Summary, Projects, and Experiences by Student.
  • Bulk report generation is completed from CAS Roster > Generate Reports.
  • Individual report generation is completed from a student's CAS worksheet.
  • Report templates can be customised with date ranges, general settings, custom descriptions, CAS fields, and progress descriptors.
  • Only experiences, interview notes, and supervisor review comments that fall within the selected report date range are included in the report.
  • Generated reports are stored in the student's CAS Documents area and can also be viewed through Portfolio > Files > CAS.

Step-by-Step Navigation

Track CAS Progress

Year Group > CAS

  1. Open the relevant year group.
  2. Select the CAS tile.
  3. Review the tools on the right-hand side to monitor student progress and manage CAS workflows.
  4. Use the available options to export data, generate reports, manage reminders, submit evaluations, approve experiences, or reset progress indicators as needed.
Year Group > CAS.jpg
Open the CAS area within a year group to review progress tools and report options.

Export CAS Summary to Excel

Year Group > CAS > Export to Excel

  1. Navigate to Year Group > CAS.
  2. Click Export to Excel.
  3. Download the generated spreadsheet.
  4. Review the worksheets to analyse CAS summary data, student projects, and student experiences.

Clicking Export to Excel creates a spreadsheet version of the summary worksheet. This allows schools to import information into another student information system or carry out further analysis. The export also includes a report on student projects and a complete list of all CAS experiences by each student.

Year Group > CAS > Export to Excel.jpg
Use Export to Excel from the Year Group CAS area to download summary data.

The Excel export includes the following fields:

  • Summary
    • Student ID
    • CAS Status
    • Last Name
    • First Name
    • Email
    • CAS Advisor
    • Homeroom Advisor
    • Outcomes
    • Evidence
    • Meetings
  • Projects
    • Student ID
    • CAS Advisor
    • Last Name
    • First Name
    • Projects (name of the student's CAS project)
    • Experiences (a list of all experiences)
  • Experiences by Student
    • First Name
    • Last Name
    • Student ID
    • CAS Advisor
    • CAS Experience Name
    • CAS Experience Supervisor
    • Start Date
    • End Date
    • Status of the Activity
    • Completed Date

Generate CAS Reports in Bulk

CAS Roster > Generate Reports

  1. Open the CAS roster for the relevant year group.
  2. Click Generate Reports.
  3. Review the report setup screen for bulk report generation.
  4. Continue to the template options to customise the report before generating it.

This workflow is used to prepare reports for all students in the year group in bulk. If you only need to generate a report for one student, use the individual report workflow instead.

CAS Roster > Generate Reports.jpg
Use Generate Reports from the CAS roster to prepare reports in bulk.

Customise CAS Report Templates

CAS Roster > Generate Reports

  1. After opening Generate Reports, review the report template settings.
  2. Select the report start and end dates carefully.
  3. Set the general template options, including term name, report name, coordinator details, advisor display, notification settings, file name format, and signature upload.
  4. Customise the report descriptions and decide which CAS fields should appear in the report.
  5. Open the Progress Descriptors tab to set custom descriptors.
  6. Click Save Changes to keep the template for later use or Generate Report to publish the PDF reports.

Only experiences, interview notes, and supervisor review comments that are added, started, and ending between the selected report start and end dates will populate in the CAS reports. To exclude an experience from the report, archive the experience as needed.

Generate Reports tab (Customizing CAS Report Templates).jpg
Review the Generate Reports tab to customise the CAS report template.

General template options include:

  • Term Name, Report Name, Coordinator Name, and Title
  • Whether to include each student's assigned CAS Advisor
  • Whether to notify parents by email when the report is generated
  • File name format, such as Student ID or Student ID and Name
  • Report signature upload

Template custom options include:

  • Custom Descriptions
    • Experience description
    • Programme description
    • Learning Outcomes description
    • Footer
  • CAS Fields
    • Experience Strand
    • Learning Outcomes
    • Reflections
    • Supervisor Review Comments
    • Location (In-school or Out-of-school)
    • Experience Status
    • Meeting Logs
    • Progress Descriptors
Progress Descriptors  tab Templates).jpg
Use the Progress Descriptors tab to set custom descriptors for the report.

When you have finished customising the report, click Generate Report at the bottom of the page. Report generation can take up to 30 minutes to complete, and an email notification is sent when the reports are ready.

Existing Reports tab (Customizing CAS Report Templates).jpg
Review generated files in the Existing Reports tab.

Consolidated reports, along with a ZIP file containing individual PDFs for each student, are available under the Existing Reports tab. Use the icons next to a report to download the PDF, download the ZIP file, or delete the report.

Generate CAS Reports Individually

Student's CAS Worksheet > Generate Reports

  1. Open the required student's CAS worksheet.
  2. Click Generate Reports.
  3. Review the student details shown before confirming the report generation.
  4. Apply the same customisation options available in the bulk report workflow.
 Student CAS Worksheet > Generate Reports.jpg
Generate a report for an individual student from the student's CAS worksheet.

Access CAS Reports

Student's CAS Worksheet > CAS Documents

  1. Open the student's CAS worksheet after the report has been generated.
  2. Locate the CAS Documents section.
  3. Open the stored PDF report.
  4. If needed, open the student's portfolio to access the same report through the files area.
 Student CAS Worksheet > Documents.jpg
Generated PDF reports are stored in the student's CAS Documents section.

Students and parents can also view these reports in the student's portfolio by navigating to Portfolio > Files > CAS.

Portfolio > Files > CAS.jpg
Students and parents can also access CAS reports from Portfolio > Files > CAS.

Tips & Best Practices

  • Use the Year Group CAS area when you need an overview of CAS progress and access to the main administrative tools.
  • Check the selected date period carefully before generating reports to ensure the correct experiences, notes, and comments are included.
  • Save template changes if you expect to reuse the same report structure later.
  • Use individual report generation when you only need to create a report for one student.
  • Review the Existing Reports tab after bulk generation to confirm that the files were created successfully.

Warnings & Important Notes

  • Only experiences, interview notes, and supervisor review comments that fall within the selected report start and end dates will populate in CAS reports.
  • If you want to exclude an experience from a report, archive the experience before generating the report.
  • Report generation can take up to 30 minutes to complete.
  • Deleting a report from the Existing Reports tab deletes both the bulk report set and the report PDF stored on students' CAS worksheets.
  • Reports generated by year group or by student are visible to the student through their CAS worksheet.

Frequently Asked Questions

What does Export to Excel include?

The export includes worksheets for Summary, Projects, and Experiences by Student, along with the related student, advisor, project, and experience fields.

Can I generate CAS reports more than once?

Yes. CAS Progress reports can be generated at any time and as often as needed throughout the student's CAS journey.

Can I generate a report for only one student?

Yes. Open the student's CAS worksheet and use Generate Reports to create an individual report.

Where can students and parents view CAS reports?

They can view reports from the student's CAS Documents section and through Portfolio > Files > CAS.

What happens if I delete a report from Existing Reports?

Deleting a report removes both the bulk report set and the report PDF stored on students' CAS worksheets.

In Summary

  • Use the Year Group CAS area to track progress and access CAS export and reporting tools.
  • CAS reports can be customised and generated in bulk or for individual students.
  • Generated reports are stored in CAS Documents and can also be accessed through the student's portfolio.

These tools help schools monitor progress, manage reporting, and keep CAS records organised in ManageBac+.

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