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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 Settings > Reports tab. You can customize these report templates and create new ones by clicking Edit Template in red besides the report name.

Click on the Manage Templates button on the right menu to begin creating your report templates. To create a new template, click on the Add Template button in the right hand menu. To edit a pre-existing template, select the template from the list on the page.

On the ManageBac form that appears, you can name your report, indicate which sections you wish to include in your report, and hover over each section and drag and drop to adjust the sequence. Finally, choose the page size, orientation and indicate whether or not to show page numbers. Remember to click Save Changes.

On the right hand menu, you will see the parts of the report template you can further customize.

Cover Sheet

Select the Cover Sheet tab to choose what will appear on the cover page of your reports. Here you can define the student fields to include, add report signers (such as your Head of School or IB Coordinator), and specify your logo preferences. Once complete, you can click Save Changes, or Next to proceed.

Letter

On the Letter tab, you can write an optional letter to the parents/guardians for the current term. To choose who the letter is from, check Signer One. You can select up to 3 signers. Once complete, you can click Save Changes, or Next to proceed.

Summary

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

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. You can also choose to report on additional forms of assessment.

Grade Descriptors

Select Grade Descriptors tab to customize your explanation of grading. You can also customize the Grade Descriptors Title. ManageBac has a preset explanation that can always be reset by leaving this page blank. Once completed, don't forget to click Save Changes at the bottom of the page.

Attendance

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

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.

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