Prepare and preview term reports

Choose the class and term

1. 1Step 1. Open Year & Records → Report Cards and choose Prepare reports.
2. 2Step 2. Select the academic year, term and class; check the scope before editing.
3. 3Step 3. Review the pupil list and the subjects included for that class.
4. 4Step 4. Follow any readiness guidance back to missing setup, marks or observation ratings.

Complete report details

1. 1Step 1. Review each pupil’s marks or observation ratings and the report calculation.
2. 2Step 2. Check attendance totals and unrecorded days; resolve missing registers through Attendance.
3. 3Step 3. Enter or review the trait ratings and the permitted teacher or headteacher comments.
4. 4Step 4. Save edited remarks and ratings before leaving the preparation tab.
5. 5Step 5. Preview a sample report and check the school identity, pupil name, subjects, scores and comments.

Move from preparation to approval

Return to the class reports or approvals workspace. A complete draft can be sent to the school’s named approvers when approval is required. Use the status and readiness messages for each pupil; a PDF preview is not an official parent release.

If headteacher approval is not required for this term, authorized staff use Issue official report from the preparation workflow. Downloading a preview alone does not issue an official copy; later official corrections use the revision action.

• If a subject has no numeric columns, check whether it uses observations or no assessment.
• If a score is incomplete, correct the source marks rather than entering a report total by hand.
• Find a report searches existing pupil reports; it is not a replacement for class preparation.

Desktop app viewClick to enlarge

Move from preparation to approval

Desktop app view · Example data

100%Fit

Open original