Via the Overview tab, here is where you can name your template and customise the general layout of your report, enabling various sections & dragging sections around to configure the sequence. You can also choose the page size, orientation and indicate whether or not to show page numbers. 

Each section of the report can then be further customised via the tabs along the tabs at the top. 

Select the Cover Sheet tab to configure what will appear on the cover page of your reports. Here you can define the student fields to include and add report signatures (such as your Head of School or IB Coordinator). 

On the Letter tab, you have the option to write a letter to the parents/guardians. The letter can be written using text or HTML. For HTML, select the HTML radio option and copy-paste your HTML text into the letter text box.

For more elaborate text formatting options, please use the Rich Text Editor option. Click Preview on the left to review how the letter will appear on the PDF report.

Click the Summary tab to select what will appear for each student in terms of grades, teacher or advisor comments, and which rubrics will appear on the report.

The Class Reports option will add one page for each class the student is taking. For Diploma, we recommend this only if the course description and comments are very long. Here, you can also choose to report on additional rubrics.

Select the Grade Descriptors tab to customize your Grade Descriptors and Assessment Explanation - these fields are completely customisable so you can use them to add any other additional assessment information. 

If your school subscribes to the ManageBac Attendance Module, attendance data can also be added to Reports Templates by selecting the Attendance tab.

You can then choose which data you wish to include. Attendance can be shown for Classes or Homeroom. Data will show based on the Academic Term dates or for the whole school year if Show yearly attendance is enabled. Homeroom attendance can be displayed on the Cover Sheet or Summary of Achievement.

Via Settings > Diploma Programme > Assessment > Assessment Models > Term Grades, you can create new rubrics & options, which are completed by teachers together with their term grades.

Click Add Rubric to define your rubric title. There are three types of rubrics & options:


1. Criteria: this is a set of criteria that teachers will select as a dropdown menu (e.g. Effort grades may be set using a range of 5 to 1 with 5 being excellent effort and 1 being the worst).


2. Custom Field: this is a customisable field allowing teachers to enter in any type of text with a defined suffix (e.g. attendance in % terms).

3. Formula: Formulas allow you to calculate a rubric value based on Custom Fields or Criteria rubric values.

After adding the title of the rubric and selecting the type, click Create Rubric.

By hovering over the rubric title, you can see the pencil icon to edit the value and descriptors. After defining your rubric details, click Save Changes.

Once you have added your rubrics, they will be visible from the Term Grades tab, where teachers will be able to enter in values:

Enabling rubrics & options on your report cards is a two-step process:

1. To include the descriptors for the rubrics on the report card, enable the rubric on the Overview tab of the report template. Click Save Changes.

2. To show grades from rubrics applicable to all subjects, enable these rubrics via the Summary tab of the report template. Click Save Changes.

To show grades from subject-specific rubrics, enable these rubrics via the Class Reports tab of the report template. Click Save Changes.

Note that to show subject-specific rubrics on reports, 'Class Reports' must be enabled on the Overview tab of the report template. 

Navigate to Proofing & Review > Select Programme > By Subject. From here you can view and edit grades from all classes by Subject or by Student.

Search By Student to read and edit Term Grades and comments from each of the classes that the student is in. 

To generate your reports, please first confirm the following data:


1. Term: Select a term with the correct grade data.


2. Template: Ensure that your selected template includes your desired information and excludes other information. You can easily adjust your template by clicking Edit Template. You can have an unlimited number of templates.


3. Years: Choose to generate reports for all year levels at once, or specify which years will have reports generated. (This setup allows you, for instance, to generate reports for Grade 9 using one report template, and then generate for Grade 10 using another template.) If you would like to include non-IB grades, tick the checkbox and specify the term.

4. Next, give your report a Title (e.g. First Semester Report).

5. Choose your Sort Order, and indicate what information you want to show in the Report Card file name.

6. Indicate the Preparation Date.

7.  Select a future release date and time if you want to generate the report cards ahead of time and have a scheduled release at a different time. Enabling the Notify parents & students option will also delay the notification emails to be sent until that point in time.

After you have made your selections, preview the reports prior to generating final drafts. Click Preview Individual Report to preview how a student's report will look, or click Generate Draft to generate a draft report of all students in the selected grade level/s.

Once confident that reports are ready, click Generate Reports. A full PDF will also be generated and stored as a master copy in the Reports History. These officially generated report cards provide data for student transcripts.

This will generate a full set of report cards that are stored individually on each student’s profile.

Hide reports from student and parent view via the student’s profile. Click Edit Profile to find the "Hide Reports" option.

In the Report Access section, tick the Hide Reports checkbox and click Save Changes.

Admins and teachers will still be able to view the reports when they are hidden. Only admins can hide or unhide the reports, while teachers will be able to see that the reports have been hidden.

Students and parents will not be able to access the reports tab. Note that reports e-mail notifications will also not be sent to students & parents if their reports have been hidden. 

To unhide reports, untick the Hide Reports checkbox, and click Save Changes.

Students and parents will now be able to access and download any reports as per usual.

Export List of students with Hide Reports enabled

Via Settings > School Directory 

Admins are able to export a student list that shows which students have had their reports hidden.

Select Export Student & Parent information download a record of user information in your School Directory.

The Student and Parent information spreadsheet shows if the "Hide Report Cards" option is enabled per student. 

You can edit values and descriptors for any Rubric via Settings > IB DP > Assessment > Assessment Models > Term. Enable the assessment rubrics for CAS Term Grades by ticking the box for CAS.

You can enable Term Goals and Reflections Questions for response in Student Profiles via Settings > Select Academic Programme > Reflections. The Reflection Question responses can be added to Reports, however, the Term Goals will be view only in Student Profiles.

Students can respond to the term goal and Reflection Questions you added in your account settings via Profile > Reflections. Be sure to Save Changes after responding.

Add the student reflections via the Reports > Manage Templates > Select Template > Overview > Reflections. This will show the Student Responses to Reflection Questions on the Report. It's not possible to include the term goal.