This lesson reviews how to create a Report Card Template for each set of students to receive a report card. The template will put all the pieces and setup together is one place and the actual PDF final copy of the report card desired.
Where to Start
1. Click Grades.
2. Under Report Card Administration, select Report Cards.
3. You will be taken to the Manage Report Cards page. Click Create Report Card to create your new template. Any you create will be housed in this list.
- Enter the report card Name as appropriate such as Third Grade Trimester 1 or Gr. 3-6 Semester 2. This should match your current and existing template or document.
- Select the report card Type, which defaults to Primary. This means this card is the primary report card for a student. Any additional report cards would be considered Supplemental. An example of this would be if a Third Grader received a grade level report card and an additional report card for English Learner or ELD Progress.
- By default, the selected Site is the District or Organization. Only if the report card is for a specific school site would a site be selected here.
- Enter a Description to provide more details about the report card. This can only be seen on the Report Card List or where you manage all report cards.
- By default, the Academic Year will default to the current academic year, so no need to place it in the title.
- By default, the Session Type is set to Normal school year.
- Select the Grading Period Number to match the designated grading period as created in Step 2 - Set Grading Periods. This is extremely important to match the designated grading period because this is how gradebook and other date defined data is collected on the report card. Report Cards can have the same grading period assigned to them.
- By default, Use at Child Sites is selected to Yes. This means that all sites within the selected District can use this report card.
- Select to confirm the Print Group, which ensures the right document contains the correct data. Print Groups typically match the report card document, created in Step 4 - Create Print Groups.
- Now you will select the Field Groups that make up the entry screen for teachers for the report card. Ciick the check box to select all of the field groups on the report card.
- If you select the Share icon, it will provide a pop-up window of how that specific Field Group was shared to users. This allows for while the report card contains the field group, only users that have this Field Group shared to them, will see it on their individual entry screen.
To review building, managing, and sharing of Field Groups, visit Step 7 - Create Report Card Field Groups.
- For ISI Clients, the ability to Enable Attendance means that attendance fields will be available to pull attendance data automatically for each grading period onto the report card. The fields will be avialable on the mapping step of this process.
- By default, the option to Enable Fill-down for Single Student is set to No. This means you are alllowing for a single value can be filled down for ALL fields, regardless of how you set them up. This is a good thing, unless your report card is specifically allowing for this. In short, keep this to No unless you were otherwise advised in support of your set up.
- When ready, select Create Report Card.
Once a report card is created, you can also adjust or edit the details and information within the Manage Report Cards page.
- Selecting the Name of the Report Card will navigate you to the details page as learned above.
- Select the Print Group name to return to the created Print Group.
- Select the Student Group to return to the created Student Group, if you have access to it.
- Select Shared With Users to review sharing of the Report Card.
- Select a Field Group to review the field group details.
- After each grading period, you will Duplicate a report card for the new grading period. You can visit Step 12 - Create Remaining Report Cards.
Keep in Mind! Making changes to a report card while it is in progress or open for teachers, can result in data loss. If you have any questions, please reach out to Support or your Implementation Manager.
Now that each Report Card template has been created, learn how to Map and Layout the Report Card!