Under the SA tab of a year group, you can find functions on the right-hand side to assist with tracking student progress, and generating summaries:

• Export to Excel
• Generate Reports

Depending on the width of your screen, these functions might appear at the bottom of the page. 

Exporting SA Summary to Excel

Via IB MYP Year Group > SA > Export to Excel

Navigate to your Year Group > SA and on the right-hand side click Export to Excel. 

• Summary
  • Student ID
  • SA Status
  • Last Name
  • First Name
  • Email
  • SA Advisor
  • Homeroom Advisor
  • Outcomes
  • Evidence
  • Meetings
  • If hours are enabled in your year group settings, the number of hours by type, Planned vs Completed and Total will also be listed
• Projects
  • Student ID
  • SA Advisor
  • Last Name
  • First Name
  • Projects (Name of their SA Project)
  • Experiences (A list of all experiences)
• Experiences by Student
  • First Name
  • Last Name
  • Student ID
  • SA Advisor
  • SA Experience Name
  • SA Experience Supervisor
  • Start Date
  • End Date
  • If hours are enabled, the number of hours by type and Total will also be listed
  • Status of the Activity
  • Completed Date

SA Progress Reports 

Once you have clicked Generate Reports, you can customize your report template. Making edits here, you can click Save Changes to keep the template for use later, or Generate Report to publish PDF report cards. 

Customizing SA Report Templates

Date Period (Important!)

General Template options:

1. Start and End Date
2. Set Term Name
3. Set Report Name
4. Coordinator Name 
5. Coordinator Title
6. Notify Parents via E-mail upon generation
7. Upload Report Signature
8. File Name Format: Arrange by Student ID or Student ID and Name

Template Custom options

• Custom Descriptions: Optionally set a custom descriptions for
  • Activity description (ie what is an Activity and its aims)
  • Programme description (ie what is SA)
  • Legend, to clarify Outcomes as needed
  • Footer
• SA Fields: Decide to include or not the following fields
  • Activity type
  • Learning Outcomes
  • Reflections
  • Supervisor Review Comments
  • Location (In-school or Out-of-school)
  • Hours
  • Experience Status
  • Meeting Logs
  • Progress Descriptors
• Completion of SA: You can also set a completion status for each student at the bottom, selection from your statuses such as 
  • Satisfactory
  • Unsatisfactory
  • N/A
  • or leave blank

Progress Descriptors

On the additional tab Progress Descriptors, you can set custom descriptors to appear on the reports. 

When you have finished customizing your report, click Generate Report at the bottom of the page. The process of generating reports can take up to 30 minutes to complete. You will receive an e-mail notification when your reports are ready.

Consolidated reports, as well as a ZIP of individual PDFs for each student, can be viewed under the Existing Reports tab. Delete a Report set by clicking the rubbish bin icon. Note, this will delete both the bulk set as well as the report PDF found on student's SA worksheets.

To generate a SA report for an individual student, select the student from the SA roster and click Generate Reports from their SA worksheet. You can view the student you are reviewing prior to confirming generating the report card. 

You are presented with the same customization options as when generating reports in bulk. 

Once the reports have been generated, the PDF will be stored under the Documents section of the student's worksheet. Reports can be individually deleted here by clicking the rubbish bin icon.