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Creating Report Templates


Via Settings > Reports

By default, a set of report templates will be built-in to your ManageBac account under the Generate Reports tab. You can customize these report templates and create new ones by clicking Edit Template besides the Report Template dropdown menu.

You can also create new templates via the Manage Templates button on the right menu. Click the Add Template button in the right-hand menu to create a new template. To edit a pre-existing template, select the template from the list on the page.

Overview

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. 

Please click here for a tutorial on how to enable Student Reflections that can also be included in the Term Report Card.

Remember to click Save Changes at the bottom of the page.

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

Cover Sheet

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). 

Please click here for a tutorial on how to Display Student Photos on the Cover Sheet of Report Cards.

Once complete, click Save Changes to proceed.

Letter

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

Click Preview to review how the letter will appear on the PDF report.

Click Save Changes to proceed.

Summary

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.

Click here for a tutorial on showing Rubric assessment on reports.

Class Reports

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.

Click here for a tutorial on showing Rubric assessment on reports.

Grade Descriptors

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. 

Once completed, click Save Changes at the bottom of the page. 

Attendance

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.

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