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How can I configure the layout of my school’s progress report as an administrator?

Prerna Singh

Last edited 4 hours ago by Prerna Singh.

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Progress reports on Toddle enable you to record and report a student’s progress and achievements throughout the year, providing valuable insights into their learning journey at school.

As a school administrator, you can configure progress report templates to define the structure, sections, and information included in your school’s reports, ensuring they align with your reporting requirements.

Set up progress report templates

To navigate to Progress reports:

Admin portal → [School] → Reporting setup → Progress report templates

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Here, you can edit existing templates, if any, or create a new one for your school’s progress report sets.

Toddle offers 2 types of progress report templates:

Single grading period report: Reports student progress for one selected grading period.

Multi-grading period report: Reports student progress across multiple grading periods within one report, providing a comprehensive view of student performance over time.

To create a new template:

Click Create report template in the top-right corner.

Select Single grading period report or Multi-grading period report.

Note: The process for configuring the layout of a multi-grading period report template remains the same unless otherwise specified. Refer to

this article⁠

for more details on the Multi-grading period report.

In the modal that pops up, add a name for the template, and map relevant grades for which you intend to use this template.

Click Create.

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Once you’ve created a report template, you can customize it to match your school’s reporting requirements. You can edit the basic details, set up the layout configuration, and adjust additional options under More settings.

You can use the following controls while configuring your template:

Checkboxes: Select or clear a checkbox to include or exclude a section (for example, Cover sheet) from your progress report.

Arrow icon: Click the arrow next to a section to view and configure its sub-sections or fields.

Edit icon: Rename a section by clicking the pencil icon beside it.

Reorder option: Use the ‘Reorder’ button in the top bar to rearrange the order of main sections in your report.

Add section: Inside some sections, you will see the ‘Add section’ option. Use this to add a new sub-section. You can add the following sub-sections:

Fixed text: Use this option to add text that you wish to show on the progress report. Remember that this text is not editable by teachers and will appear as is in all progress reports created using this template.

Fixed image: Use this option to add an image to the progress report. You can easily upload an image from your device, Google Drive, or OneDrive. Just like fixed text, the image you add here will show in all progress reports created using this template and is not editable by teachers.

Teacher comment box: Use this option to add a comment box where teachers can write their comments and add evidence for each student while filling in the progress report.

Tip: The template preview on the right reflects all changes instantly, so you can review the final layout before saving.

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Basic details

Once the template is created, the Basic details section at the top of the template editor shows the template name and the grades it applies to. You can update both at any time by clicking the pencil icon next to the template title.

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Layout configuration

The Layout configuration panel on the left side of the template editor lists all the sections available for your report.

Cover sheet

The Cover sheet is the first page of the progress report. It introduces the report and displays key details about the school, the report, and the student. From here, you can customize both the visual design and the information shown on the page.

Cover design

Use the Cover design option to select a cover layout from Toddle’s pre-designed templates.

Click Select next to Cover design to preview and apply a design to your progress report template.

Background image

You can further customize the selected cover design by changing its background image.

Click on ‘Change’ next to the ‘Background image’ section and choose from one of the images uploaded by Toddle or add your own.

Use the checkbox if you want teachers to update the background image individually while filling out a student’s progress report.

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School information

Choose which school details appear on the cover sheet:

School logo and school name are enabled by default.

Other fields, such as the school address, can be included or excluded as needed.

Use the Additional image option to add an image to the footer of the report.

Report information

The Report information section controls the report-level details shown on the cover sheet.

All the fields are enabled by default. You can choose to include or exclude each of these fields from the template as needed.

These details are automatically populated based on the information entered while creating the progress report set.

Student Information

In the Student information section, you can select which student details are displayed on the report. You can choose from:

Basic details, which include the student image, name, and class name

Additional details, which include fields defined in the School setup, such as Student UID, date of birth, and homeroom adviser

Within Additional details, you can select up to six fields and reorder them using the six-dot drag handle.

Note: The student information shown here is sourced directly from the student details configured in the school roster of your school.

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Cover letter

The Cover letter page introduces family members to their child’s progress report. It includes the main cover letter text and the signatures of the relevant authorities, providing official context for the report.

Cover letter body

Enable or disable the Cover letter body using the checkbox to include or exclude this section from the report.

Use the text editor to write the cover letter content for your progress report template.

Use the formatting toolbar at the top of the editor to format text, add links, or adjust add media attachments as needed.

Tip: If Toddle AI is enabled for your school, you can use the Toddle AI writing assistant to generate or refine the cover letter content. Refer to

this article⁠

to learn more.

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Signatories

In the Signatories section, you can add the name, designation, and upload the signature of the signatories for your report.

Use the checkbox to include or exclude the entire Signatories section from the report.

Use Add signatory to include more than one signatory.

Reorder signatories using the drag handle next to each name.

More settings

Use More settings to control how signatories appear on the cover letter page:

Choose how the name and designation align with the signature (Auto, Left, Right, or Center).

Choose whether signatories appear at the bottom of the cover letter page or immediately after the cover letter content.

Allow teachers to add or update signatories while filling progress reports.

Note: If you disable the Allow teachers to update signatories option after teachers have already made changes, their updates will be overridden by the admin-configured signatories the next time the template is applied.

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Assessment criteria description

The Assessment criteria description section displays an explanation of the grade scales and criteria used to assess students in the progress report. This helps families understand what each grade or value represents.

This section automatically reflects the grade scales configured for the report template.

It displays the corresponding scale labels and descriptors for reference in the report.

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Progress summary

Within Progress summary, you will see the following section configurations:

Progress summary for courses/subjects

Click the arrow next to Progress summary for courses/subjects to open its configuration. From here, you can control which subjects or courses appear in each part of the report. All subjects or courses mapped to the grades selected for this template are listed. For each, there are two independent checkboxes:

Display in ‘Progress summary’- include or exclude the subject or course from the Progress summary section

Display in ‘Courses’/ (or ‘Subjects’)- include or exclude it from the individual Subject/Course report section.

Note: This modal is also accessible from the Subject/Course reports section and from More settings → Courses to display. All three entry points open the same configuration, and any changes are reflected across all of them.

Grade summary

Click the arrow next to Grade summary to select which assessment criteria appear in the progress summary table for courses/subjects. The following criteria are available and pre-selected by default:

Overall score: shows the computed score for the course/subject, based on all assessments recorded for the student.

Note: Overall scores will only appear in the report if your school has score-based grading enabled.

Final Grade: shows the grade calculated using the primary grade scale mapped to the course/subject.

Category Grade and Category Score: shows the grade and numeric score for each assessment category used in your school. These appear as separate columns in the progress summary.

Note: Category scores will only appear in the report if your school has score-based grading enabled for categories; the columns will show in the template preview regardless.

If your school has GPA and Credits configured in Grading setup, the following criteria will also appear in the template:

Grade point: the numeric point value associated with the grade a student achieves in a course/subject (for example, A = 4.0, B = 3.0). This is used as the basis for GPA calculation.

Credits: the number of credits assigned to the course/subject.

Quality points: calculated as Grade point multiplied by Credits. This value is used to compute the student’s GPA.

You can toggle each criterion on or off, reorder them using the drag handle, and edit their display labels using the pencil icon. Use + Manage grade scales to add additional grade scales from your school’s configured list.

Note: Display label edits are universal. Renaming a criterion or grade scale here applies that label across all sections of the report.

Aggregate settings

The Aggregate settings sub-section controls which aggregate rows appear at the bottom of the progress summary table. Aggregate rows show a Total or Average across selected subjects or courses for a given grade scale. These values appears for grade scales that have aggregation enabled in your school’s grading setup. To learn more about configuring score/grade aggregation, refer to

this article⁠

The aggregate settings are split into two groups:

Grade scales: shows Final score and any other grade scales configured for aggregation. For each, you can toggle Total and Average on or off independently. For alpha grade scales (such as letter grades), Total is not available.

GPA and credits: shows aggregate of Credits, Grade point, and Quality points if GPA is configured for your school. Credits and Quality points support both Total and Average. Grade point supports Average only.

Note: Aggregate settings can be configured from here or from the standalone More settings→Aggregate settings section; both control the same settings.

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Level tag

Use the Level toggle to show or hide a student’s level for each subject/course in the progress summary. Levels indicate where a student is placed within a subject/course, for example, Advanced, Standard, or Foundation. You can configure levels for your school from [School name] → Admin portal → Levels.

Note: For existing templates, this toggle is off by default. For new templates, it is on by default.

If a subject/course does not have a level assigned to it, no tag appears for that subject/course, regardless of this setting.

Note: This setting works independently from the level tag setting in individual subject/course reports.

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Teacher names and teacher comment

Use the toggles for Teacher names and Teacher comment for course/subject to control whether teacher names and comments appear alongside evaluation data for that block in the progress summary section.

Homeroom adviser comment

The homeroom adviser comment can be turned on or off within the progress summary. The section label is editable using the pencil icon.

Attendance in progress summary

Toggle Attendance on to include attendance data in the progress summary. From the main Progress summary panel, you can also toggle the following sub-items on or off:

Attendance date range: shows the start and end dates of the attendance period.

Number of operational days: shows the total number of school days in the period.

Click the arrow next to Attendance to open its full configuration:

Enable Attendance (periods) to include the attendance periods table in the report. The label for this field is editable using the pencil icon.

Choose how attendance data is displayed:

Cumulative for all subjects: shows a single overall attendance figure across all subjects.

Separately for each subject: shows attendance broken down by subject.

Both options can be enabled at the same time.

Attendance categories

Select which attendance categories appear in the report (for example, Present, Excused or Tardy). Categories can be reordered using the drag handle.

Note: Selecting or deselecting categories here does not affect the attendance data itself or the overall presence figure. It only controls which category columns appear in the report.

Attendance display settings

Display attendance data in: choose between Percentage or Absolute numbers.

Consider attendance marked during: choose Homeroom periods only or All periods.

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Custom sections

Use + Add section to include additional content in the progress summary:

Fixed text: admin-authored text that appears in all reports and cannot be edited by teachers

Fixed image: admin-uploaded image that appears in all reports

Teacher comment box: a field teachers can fill in for each student

Course or subject reports

Use this section to configure the details shown for each subject/course in the report.

Default layout

The Default layout defines the structure of course/subject reports for all courses/subjects in the template. From here, you can:

Choose which sections appear in every course/subject report, such as department, level, teacher names, course description, covered units, grade summary, standards, skills, and teacher comments.

Add new sections using Add section, such as fixed text, images, or teacher comment boxes, which will then appear across all courses/subjects.

Click the icon at the top to open the Courses to display modal. Use it to control which subjects or courses appear in the progress summary and which have an individual report page, all from one place.

Note: This is the same modal accessible from the Progress summary section and from More settings → Courses to display.

Any changes made in the Default layout are automatically applied to all courses/subjects, unless a course/subject has been customized individually.

Tip: Use this layout when you want to maintain a consistent structure across all courses/subjects in the template.

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Course-wise/subject-wise customisation

Course/subject-wise customisation lets you override the Default layout for specific courses/subjects in the template.

From here, you can:

Select an individual course/subject and customise its report layout independently.

Include or exclude sections such as department, level, teacher names, course description, covered units, grade summary, standards, skills, and teacher comments for that specific course/subject.

Add new sections (for example, fixed text, images, or teacher comment boxes) that apply only to the selected course/subject.

Note: Any changes made here affect only the selected course/subject and do not impact the Default layout or other courses/subjects in the template.

Courses/Subjects with custom settings are marked with a dot indicator, making it easy to identify which courses/subjects differ from the Default layout.

When a section has been customised for specific courses/subjects, the number of overridden courses/subjects is shown next to the section name. Clicking this label opens a confirmation modal where you can reset changes for all overridden courses/subjects at once.

Note: Resetting overridden courses/subjects only affects the courses/subjects that were previously customised. Other courses/subjects and the Default layout remain unchanged.

After customizing a course/subject layout, click the three-dot menu next to its name to:

Bulk apply the current configuration to other courses/subjects, or

Reset to the default layout to revert the course/subject back to the default setup.

Tip: This option is helpful when most courses/subjects follow a common structure, but a few require specific configurations.

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Homeroom adviser comments

This section will have an overall comment for the student by their homeroom adviser. Toggle Display homeroom adviser name to show or hide the adviser’s name alongside the comment.

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Attendance

In the Attendance section, you can control how a student’s attendance data appears in the progress report. These options are driven by the attendance settings already configured in the Admin portal.

Under Display attendance on, select the pages where attendance data should appear:

Separate page: adds a dedicated attendance page to the report (enabled by default)

Progress summary page: includes attendance within the progress summary

Note: The attendance settings configured under Progress summary page here are in sync with the attendance configured directly within the Progress summary section. Changes made in either place are reflected in both.

Courses/Subjects reports: includes attendance within each individual course/subject report

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Click the > arrow next to any option to configure its settings individually.

Separate page and Progress summary page

When Separate page or Progress summary page is selected, configure what attendance data is shown:

Attendance date range: Choose to show or hide the 'Attendance date range' in your report. The date range displayed is based on the dates defined during report set configuration.

Number of operational days: Choose to display the 'Number of operational days', which refers to the total number of working days in your school within the selected attendance period.

Overall presence: Show the student’s overall attendance as a percentage. You can rename this label using the pencil icon.

Show attendance: Show attendance cumulatively for all subjects/courses, separately for each subject/course, or both.

Under Attendance categories, select which categories appear in the report (for example, Present, Excused, Unexcused, Tardy). Categories can be reordered using the drag handle.

Note: Selecting or deselecting categories does not affect the attendance data or the overall presence figure. It only controls which columns appear in the report.

Under Display settings, choose the format (Percentage or Absolute numbers) and whether to consider attendance marked during Homeroom periods only or All periods.

Attendance in subject reports

When Subject reports is selected, click the arrow to configure what attendance data appears on each individual subject or course report page.

Under Attendance categories, select which categories to display. Categories can be reordered using the drag handle. Category selections do not affect overall attendance data.

Under Display settings, choose the format: Percentage or Absolute numbers.

Note: If you create a multi-grading period report template, you will see an additional option to choose whether you would like to display the attendance data per grading period or across grading periods

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