When Adding a Template, you will be able to customise the following in the new template modal window:

1. The Template Settings: This allows schools to set template configurations and sections that are the basic building blocks of web report templates. 
2. Set the background image that best fits your template.
3. Provide a unique name for the template. The name can not be used for any other template already.
4. Add Additional Programmes if more than one academic programme are to be included.
5. Select whether the Reports of this template are meant to be Final or Interim reports
6. Add as many sections as needed to build the template structure. 
7. Select which PDF Settings apply to PDF copies made with this particular report template and then click
8. Add Template to create the new report template. 

Each Section can include Components by clicking the Add Components button when a Section is selected. Typically, Report Cards in PDF always included a Cover Sheet with certain school specific information. These components have been created for the new report templates and can be found when adding Report Details or Student Details or Signatures to a section. However, where previously these types of content were limited and set to specific parts of the report Template, they are now customisable and can be added to any section at any place within the template. 

Certain Components, like Student Details or Report Details, also come pre-built with different versions in their layout to allow for even greater customisation of the report card template. Remember to click “Save Changes" at the bottom right every time a change is made to components or customisation of those within a section. 

What used to be listed as a separate portion of the report template under "Cover Letter" is now available in any report template section utilising a Text Box component. The text box components all include a full rich text editor functionality so that files, photos, video links or tables can be added to them. 

Text Box components are no longer limited to the Cover Letter portion. They can be added with pertinent information in any Section of the report template. 

All relevant Term Grades information from classes can be included in Assessment components added to any Section. 

Depending on the initial template settings and Additional Programmes added, it would be possible to show the Assessment of classes in multiple academic programmes in the same Assessment Component. 

For ease of viewing the report in a web version, it might be more convenient though to create additional sections, one for each programme and add the Assessment Component to each section, e.g. IB Diploma Section and assessments, IB Career-related Programme Section and assessments, High School Section and assessments, etc. 

Always save any changes made to the customisation left menu via the Save Changes button at the bottom right side of the page before navigating to the next Section. 

The Class Reports option would add one page for each class the student is taking. This was used to allow schools to include more details per each class. Since there are no longer set Sections necessary, the same Class information can now be included in every Assessment  component. It is for example possible to customise what information for each class is visible as well whether Rubrics are to be shown as subject specific or general first. Furthermore, all Assessment components include the ability to show Tasks assessed within the Term. 

To recreate a style of report Section that shows each class as a separate table, select the Show each Class as table box in the Assessment component. 

Additional Assessment component functions include the inclusion of Class Attendance, Class Teacher comments or display of subject group logos or teacher avatar photos.

Select the Grade Descriptors tab to customize your Grade Descriptors and Assessment Explanation has been turned into two separate section components for Assessment Explanation and Grade Descriptors that can be added to any section of the template separately and as needed. 

The Grade Descriptors component now also includes the option to show more than one table per row, so that for example rubrics descriptors can appear side by side instead of on top of each other, reducing the need to scroll up or down in a section. 

If your school subscribes to the ManageBac Attendance Module, attendance data can also be added to Reports Templates by adding either an Assessment or a Homeroom Information component to a report template section.

Class Attendance can be included via the Assessment Component for each class of the academic programmes enabled in the component, and Homeroom attendance can be separately configured for the Homeroom Information component. It is also possible to show Homeroom attendance via a Report Details component. 

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:


• 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).
• 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).
• 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.

Enabling rubrics & options on your report card templates needs to be done either via Assessment components or the Grade Descriptor components. 

Proofing & Review

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. Select the applicable Programme.
2. Term: Select a term with the correct grade data.

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. Template: Ensure that your selected template includes your desired information and excludes other information. You can easily adjust your template by clicking  the Template title to edit. You can have an unlimited number of templates.
5. Next, give your report a Title (e.g. First Semester Report).
6. Select the Report Generation Type you want to produce. Web only reports, PDF only reports or both.
7. Choose your Sort Order, and indicate what information you want to show in the Report Card file name.
8. Indicate the Preparation Date. 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 reports file (PDF version) will also be generated and stored as a master copy in the Reports History. These generated report cards provide data for student transcripts.

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.

Unhiding Reports

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. 

Set an Alias to Show a Custom Term Name on Reports

Via Settings > Academic Terms > "Edit" Academic Year

You are able to set a customised term name to appear only on the report cards assessment page by selecting the "Set Alias for Report Cards" checkbox and adding your preferred "Report Alias". Make sure to Save Changes at the bottom.

Excluding Classes and Students from Reports

Excluding Students & Classes via Insights > Reporting > Generate Reports > Manage Report Exclusions

You can exclude specific students and/or classes from the report generation for reports that use the Multi Curricula report template. Click Manage Report Exclusions on the Generate Reports page to access the "Exclude Classes", "Exclude Students", and "Exclude a Student from a Class" options.

Exclude Classes

To exclude classes, select the programme and grade level of the class(es) that are going to be excluded from report generation. From here, tick the checkbox in the "Exclude" column for the classes that you wish to exclude and Save Changes at the bottom of the page. The classes displayed show several pieces of data related to each class to make it easier to identify the correct class(es) to be excluded.

You can also click on Show Only Excluded Classes to see only the classes that have already been marked as Excluded, and you can uncheck the class(es) that you wish to include back in the report generation.

 

Exclude Students

To exclude students, select the programme and grade level of the student(s) that are going to be excluded from report generation. From here, tick the checkbox in the "Exclude" column for the student(s) that you wish to exclude and Save Changes at the bottom of the page.

You can also click on Show Only Excluded Students to see only the student(s) that have already been marked as Excluded, and you can uncheck the student(s) that you wish to include back in the report generation.

 

Exclude a Student from a Class

To exclude a student from a class, select the programme, grade level and student. From here, you can see the list of active classes of which the student is a member. You can then tick the checkbox in the "Exclude" column for the class(es) that you wish to exclude for the student and click Save Changes at the bottom of the page. 

You can also click on Show Exclusions to see the class(es) that have already been marked as Excluded, and you can uncheck the class(es) that you wish to include back in the report generation.

 

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 Reporting > Templates > Edit Selected Template > Components > Reflections. This will show the Student Responses to Reflection Questions on the Report. It's not possible to include the term goal.