Create a Progress Report

The progress report feature is a convenient means of providing parents with a comprehensive summary of their child's classroom activity over a period of time (i.e. fall semester, spring semester, etc.)  The progress report instantly compiles all of the record-keeping data that teachers have entered for each student within the selected dates.  Progress Reports are dynamic, meaning they will display the most up-to-date information available in the system. This means that lessons that are back-dated and fall between the start/end dates will be displayed on the progress report. You can also create a report with an end date that is in the future, and any lessons recorded up to that date will be included, regardless of the date the report was generated. A date range can be any length you desire.

To create a new Progress Report, please follow these steps:

  1. Go to <More> and select Progress Reports from the listed options. Then click the "Create Report" button at the top of the page. Please note: If you do not see your classroom listed in the dropdown filter in the upper right, it is because you do not have any existing Progress Reports in the system. Simply select your classroom from the dropdown menu on the Create Progress Report template. Once the report is created, your classroom name will appear in that dropdown menu.
  2. Enter the title of your report. Tip: It is a good idea to include the Classroom name in the title of the report so that you can easily identify them in the Student's Profiles.
  3. Select your classroom.
  4. Set the date range using the calendar icons for Start/End Dates.

*This is all that is required to create the report. However, you may also choose to select a Skills Report Template, a Summary Template, and/or an Assessment Scale for the Sub-categories at this time, or you can add them later. It is important to note that once these items have been selected and the report created, you can not change them. You can choose not to display any of them, as outlined below, but you will not have the option to choose a different template. If you decide you want to change the template, you will need to create a new progress report and archive the previous one.

You now have enhanced flexibility in the items you wish to display in the Progress Reports. Listed in the "Display Options" section of the "Create (or Edit) Progress Report" screen, is every item that could potentially be displayed. Default settings will DISPLAY all components of the Summary Tab and the Academic Tab, and NOT DISPLAY the Skills Report Tab or the Standards Report Tab. You can now customize whether you want to display/not display individual components of a Tab, or the Tab as a whole, by checking/unchecking the boxes next to each item. These display options can be edited at any time. It is important to remember that even if a Curriculum Category is checked to display on the report in general, the system will only do so on the individual reports if there is a minimum of 1 lesson recorded in that category for the student. So, there is no need to worry that empty categories will be displaying to parents. We recommend checking all the categories unless you specifically DON'T want to display a section of the curriculum in which something has been recorded.

   5. Click the "Create Report" button.  

Tip: It is recommend that you view the report and confirm it looks the way you want before you begin entering specific personal information. It is a good idea to set up a parent account and attach it to a child so you can view a test Progress Report from the parents' perspective. You can also experiment with the PDF format, checking and unchecking different features until you get it exactly the way you want.

Once your Progress Reports have been created to your satisfaction, you can begin customizing each student's report. Start by clicking the name of the report. You will be presented with a list of all your students and a workflow for each report. Click the "Edit report" link to the right of one of your students to open up their report and customize it with personal comments and assessments. Once you have finished the edits you want to make, click the "Ready to Publish" button. This is simply a way to bookmark the reports that are complete to help you keep track of the work you have already done. However, you are able to make changes to the reports at any time, even after they have been "Published to Parents." 

Below are some samples of each section of a Progress Report as it would appear on the web, outlining some ways in which you can customize these to communicate more specific and personal information about each student. 

Summary Tab

Academic Report Tab

Skills Report Tab

Standards Report Tab

The PDF version of a Progress Report will look different. So, if you intend to convert your reports to PDF, please take a few minutes to test out a variety of options to decide which items you wish to include in the final version of your reports.

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