Reports in ManageBac+ are built from class Gradebooks and report templates. Before reports can be generated, schools should ensure that grades, comments, reflections, and any additional components needed for the selected template have been completed and reviewed.

This article brings together the main report workflows in one place, including locking Gradebooks, proofing grades, designing templates, previewing reports, generating final PDFs, updating individual reports, and configuring related options such as exclusions, reflections, Service Learning, multi programme templates, and student photos.

Overview

The standard report workflow in ManageBac+ follows these stages:

• Teachers enter grades and comments in class Gradebooks.
• Administrators review data and, when needed, lock Term Gradebooks.
• Schools build or edit report templates and configure the required components.
• Reports are previewed, drafted, and then generated for release.
• Schools can view report history, hide reports, update individual reports, or manage exclusions where needed.

Depending on your template design, reports can also include reflections, attendance, Service Learning data, signatures, badges, images, multi programme class data, and student photos.

Key Concepts

Where report data comes from

Report cards pull information from Gradebooks, reflections, attendance, and other configured report components. The final report output depends on both the academic data entered in ManageBac+ and the structure of the selected template.

Teachers enter grades and comments in Gradebook > Term Grades. These values can then be reviewed and edited through Proofing & Review before reports are generated.

What can be included in report templates

Templates can be built from sections and components. Common components include student details, report details, signatures, text boxes, assessment tables, attendance, reflections, Service Learning, project based learning, badges, images, and grade descriptors.

Legacy PDF report content can usually be recreated by adding the appropriate components to one or more template sections.

Assessment display options

Assessment components can show class grades, rubrics, tasks, teacher comments, attendance, and other assessment related information. If students take classes across multiple programmes, additional programmes can be added to the template so that those classes appear on the same report.

Specialised components and resources

Schools can also use Assessment Explanation, Grade Descriptors, attendance related components, and Report Resources such as badges, signatures, and images.

Step by Step Navigation

Enter grades and comments in Gradebooks

1. Teachers navigate to Gradebook > Term Grades in each class.
2. Enter the Comment for the report, using the formatting options where needed.
3. Enter the Grade that should appear on the report.
4. Complete any Custom Rubrics used for additional reporting fields such as predicted grade, effort, or participation.

Report cards are integrated with class Gradebooks, so this should be completed before reports are reviewed or generated.

Lock or unlock Gradebooks

1. Go to School Settings > Academic Terms.
2. Select the relevant programme and open Edit for the required academic term.
3. Tick Restrict teachers from making any changes to the Term Grades to lock Gradebooks.
4. Click Save Changes.

You can also access this control via Reporting > Proofing & Review > Select Programme > Lock Term Gradebooks.

When Gradebooks are locked, administrators still retain editing access for proofing and review.

Proof and review teacher grades

1. Open Reporting > Proofing & Review.
2. Select the required Academic Programme from the dropdown menu.
3. Choose By Student to review one student across all classes, or By Subject to review multiple students by subject and class.
4. Use the Reflections tile to review reflections from students and staff roles.

Any edits made in Proofing & Review also update the corresponding class Gradebook data.

1. To review by student, select the Academic Term.
2. Select the Homeroom Advisor.
3. Select the required student.
4. Review or edit grades and comments across the student’s classes.

To review by subject, click By Subject and select the subject icon required to filter the visible classes and students.

The Reflections tile shows which roles have added comments for each student. A green check indicates that a reflection has been added.

Design or edit report templates

1. Open Reporting > Templates.
2. Select the relevant programme from the dropdown menu.
3. Choose an existing template to edit, or click Add New Template or Add Template from Library.
4. Set the template name, type, background image, report purpose, sections, PDF settings, and any Additional Programmes required.
5. Add components to each section and configure them as needed.
6. Click Save Changes or Save and Next after each adjustment.

Available library types include Progress Report, End of Term Report, Narrative Report, Core Report, and Standard based Grading Report.

Use the following components to recreate common report sections:

• Student Details, Report Details, and Signatures for cover style content.
• Text Box for letters or narrative content.
• Assessment for class grades, rubrics, tasks, attendance, and teacher comments.
• Assessment Explanation and Grade Descriptors for rubric explanations.
• Service Learning, Project based Learning, Reflections, and other programme specific components where needed.

Preview and generate reports

1. Open Generate Reports.
2. Select the correct Term.
3. Select the required Template.
4. Choose the relevant Years, or include non IB grades if needed.
5. Enter the Title for the report run.
6. Choose the Sort Order and file name settings.
7. Set the Preparation Date.
8. If required, choose a Future Release Date and decide whether to Notify parents & students.

Before publishing final reports, schools can use Preview Individual Reports or generate draft reports in bulk.

1. Select Preview Individual Reports to inspect a single student report.
2. Select Generate Draft or Generate Draft with Zip to create bulk draft PDFs without storing them on student profiles.
3. When ready, click Generate Reports to create final reports.

A consolidated PDF is also stored in Reports History after generation.

View reports and download report history

1. To view a single student report, open the student profile and click Reports.
2. To access previously generated files in bulk, open Reports History.
3. Use the three dot menu to download a zip file containing the individual student reports from that run.

Hide or unhide reports for students and parents

1. Open the student profile and go to Reports.
2. Click Edit Profile.
3. In the report access area, tick Hide Reports Tab from Student and Parents.
4. Click Save Changes.

When this setting is enabled, administrators and teachers can still view reports, but students and parents cannot access the Reports tab and notification emails will not be sent.

To unhide reports, untick the same setting and save again.

To export a list of students with this setting enabled:

1. Go to Settings > School Directory.
2. Select Export Student & Parent information.
3. Review the spreadsheet to identify which students have report hiding enabled.

You can also set a custom term alias for reports via Settings > Academic Terms > Edit Academic Year.

Manage report exclusions

1. Go to Insights > Reporting > Generate Reports > Manage Report Exclusions.
2. Choose one of the available exclusion options:
   • Exclude Classes
   • Exclude Students
   • Exclude a Student from a Class
3. Select the relevant programme, year, and where needed the student.
4. Tick the Exclude checkbox for the required record.
5. Click Save Changes.

This option is available for reports using the Multi Curricula report template.

Update an individual report

1. After correcting the student’s grade data, open Insights > Reporting > Generate Reports > Update Individual Reports.
2. Select the Programme and Academic Term.
3. Select the student and the specific Report Card to update.
4. Download the existing report if you want to confirm that you have selected the correct one.
5. Select the updated Report Card Template, Report Title, Preparation Date, and file name options.
6. Preview the updated version.
7. Click Update Individual Report to replace the report on the student profile.

Enable Service Learning assessment

1. Go to Settings > [Programme] > Assessment > Assessment Models > Term.
2. Enable the required Service Learning rubric by ticking the SL option.
3. Open the SL tile and use the blue pencil icon to edit rubric values or descriptors if required.
4. Click Save Changes.

To enter Service Learning marks and comments:

1. Go to Year Groups > Select Year Group > SL.
2. Click Submit Term Grades.
3. Enter marks and narrative comments for each student.

To display Service Learning on reports, open Reports > Templates > Select Template > Service Learning and enable the required options.

Add term reflections to reports

1. Go to Settings > Select Academic Programme > Reflections.
2. Enable the required term reflection questions.
3. Students can then respond via Profile > Reflections.
4. To display these responses on reports, add the reflections component in Reports > Templates > Select Template > Reflections.

Term goals are view only in student profiles and cannot be displayed on reports. Reflection question responses can be displayed on reports.

Create multi programme report templates

1. Open Reporting and select the template you want to edit, or create a new one.
2. Go to the template settings.
3. Add the required Additional Programmes.
4. Save the template.

This allows students assigned to one year group to have classes from other programmes shown on the same report, where relevant.

Display student photos on reports

1. First bulk upload student profile photos via Settings > Import Manager > Students > Import Student Photos.
2. Upload a zip file in which each photo file name matches the student ID.
3. Photos should be in PNG, JPEG, or JIF format, ideally 300 by 300 pixels and under 1 MB.
4. Then open the report template and edit the Student Details component.
5. Tick Student Photo.

Tips & Best Practices

• Complete all Gradebook entries before building final report runs.
• Use Proofing & Review before locking Gradebooks and before generating final reports.
• Save template changes frequently with Save Changes or Save and Next.
• Preview at least one individual report before running bulk final generation.
• Use draft reports when testing a new template or checking a large report run.
• For reports that need classes from more than one programme, configure Additional Programmes in the template first.
• Upload badges, signatures, and images to Report Resources before placing those components in templates.
• Use a report alias in Academic Terms if the displayed term name on reports needs to differ from the system term name.
• When using student photos, ensure the file naming matches student IDs exactly to avoid missing images.

Warnings & Important Notes

When Gradebooks are locked, only teachers are restricted. Administrators still retain full editing access for proofing and review.

Draft reports are not stored on student profiles and are not visible to students or parents. They are available through Reports History.

Report generation jobs are processed individually and may take longer during busy reporting periods.

When reports are hidden from students and parents, report notification emails are also suppressed.

Updating an individual report replaces the report on the student profile, but it does not update the consolidated PDF or transcripts. To print the new version, download it directly from the student profile.

Classes do not need to be unarchived in order to update a previous report card.

Term goals can be viewed in student profiles, but only reflection question responses can be displayed on reports.

In Summary

• Reports in ManageBac+ depend on accurate Gradebook data, reflections, and correctly configured templates.
• Administrators can review, lock, preview, generate, hide, exclude, and update reports through the reporting workflows.
• Templates can be customised with components for assessment, attendance, reflections, Service Learning, images, signatures, badges, and student photos.

With the right template structure and review process in place, ManageBac+ allows schools to generate flexible and consistent reports for a wide range of reporting needs.