Generating CAS Progress Exports & Reports

The ManageBac+ Team
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Quick answer

Open the year group and select the CAS tab. Select Export to Excel for a spreadsheet, or Generate Reports on the CAS roster for PDF reports for every student. For one student, select Generate Reports on their CAS worksheet.

For CAS coordinators and teachers: track CAS progress, export it to Excel, and create, find and share CAS reports.

Screenshot: CAS tab of a DP year group, with the Year Groups menu open
Where to find it: Year Groups > your DP year group > CAS
I want to Go to
See CAS progress and tools for a year group Track CAS progress
Download a CAS spreadsheet Export to Excel
Create reports for all students Generate reports in bulk
Create a report for one student Generate a report for one student
Find a generated report Find CAS reports

Track CAS progress

  1. Open the year group and select the CAS tab.

  2. Open the Details panel for the CAS tools: Bulk Create Experience, Approve All Experiences, Reset All Progress Indicators, Generate Reports, Manage E-mail Reminders, Submit Term CAS Evaluation, Export to Excel and IB Moderator Access.

    Screenshot: CAS Details panel with Bulk Create Experience, Approve All Experiences, Reset All Progress Indicators, Generate Reports, Manage E-mail Reminders, Submit Term CAS Evaluation, Export to Excel and IB Moderator Access

Export to Excel

  1. Go to Year Group > CAS, open the Details panel and select Export to Excel.

  2. Download the spreadsheet.

The spreadsheet is a copy of the summary worksheet, which you can import into another student information system or analyse further. It has three worksheets:

Worksheet 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 reports in bulk

You can create CAS progress reports at any time, as often as you need. Reports are stored in ManageBac+ and can be shared with students and parents.

  1. Open the year group's CAS roster, open the Details panel and select Generate Reports.

    Screenshot: CAS Reports, Generate Reports tab with the General options
  2. Choose the report start and end dates carefully.

    Screenshot: Generate Reports options: dates, term, report and coordinator names, Show CAS Advisor, Notify Parents and the fields to display
  3. Set the general options:

    • Term, Report Name, Coordinator Name and Coordinator Title
    • Show CAS Advisor to include each student's CAS advisor
    • Notify Parents via e-mail when the report is generated
    • File Name Format: Student ID, or Student ID & Name
  4. Set the custom options:

    • Custom Descriptions: Experience description, Programme description, Learning Outcomes description, Footer.
    • CAS Fields to show: Experience Strand, Learning Outcomes, Reflections, Supervisor Review Comments, Location (In-school or Out-of-school), Hours, Status, Meeting Logs, Progress Descriptors. You can also choose whether to Include Learning Outcomes Section.
  5. Open the Progress Descriptors tab to set custom descriptors.

    Screenshot: Progress Descriptors tab with the descriptors and Edit and Delete
  6. Select Save Changes to keep the template for later, or Generate Report at the bottom of the page to create the PDF reports.

Reports only include experiences, interview notes and supervisor review comments that are added, started and ending between the report start and end dates. To leave an experience out, archive it before you generate the report.

Reports can take up to 30 minutes to generate. You get an email when they are ready.

Download or delete bulk reports

Screenshot: Existing Reports tab with a CAS Progress Report and its download, ZIP and delete icons
Existing Reports tab with a CAS Progress Report and its download, ZIP and delete icons.

Open the Existing Reports tab to find the combined report and a ZIP file of individual PDFs for each student. Use the icons next to a report to download the PDF, download the ZIP file or delete the report. Check this tab after bulk generation to confirm the files were created.

Deleting a report from Existing Reports deletes both the bulk report set and the PDF stored on each student's CAS worksheet.

Generate a report for one student

  1. Open the student's CAS worksheet, open the Details panel and select Generate Reports.

    Screenshot: student CAS worksheet Details panel with Generate Reports
  2. Check the student details, then set the same options as for bulk reports and generate the report.

Find CAS reports

Reports generated for a year group or a single student are visible to the student on their CAS worksheet.

  • On the student's CAS worksheet, open the Documents tab to find the PDF.

    Screenshot: Documents tab on a student CAS worksheet
  • Students and parents can also open reports in Portfolio > Files > CAS.

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