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Progress report sets

Progress report sets help you manage an entire reporting cycle for a grading period, from setting up reports for teachers to reviewing completion and sharing final reports with students and families.

What can I do on this page?

Use this page to create report sets, review their completion, download and share with family members.

Create a progress report set:

Click Create report set → Single grading period report to set up a new report set for a grading period and add:

Template – Select the template for the report set.

Report title and Subtitle – Add the title and subtitle shown on the cover page.

Grading period – Choose the grading period to map the report set to.

Grades – Select one or more grades that this report set is created for.

Date of creation – Select the date that appears on the cover sheet and footer.

Task deadline – Set a deadline for teachers to complete their entries.

Attendance configuration – Choose between Automatic or Manual attendance entry:

Automatic – Pulls data from the Attendance module in real time. No manual edits allowed.

Manual – Pulls data from the Attendance module only at the time of report creation. Teachers can manually edit this data in the report.

Attendance date range – Select the start and end dates for the attendance data.

Progress report file name – Define the report name format. Type “/” to insert components such as student first name, last name, grade, report title, or grading period (up to seven components).

By default, all students from the selected grades are included in the report set. Click Next to review the list and make edits if needed.

Once done, click Create to generate the report set.

Track report completion in three ways:

Grade-wise tracking:

Open a report set to view a grade-level summary, including:

Total reports created

Reports that are Pending, Locked, or Shared

Number of Excluded students

Use the Actions menu (three dots) at the grade level to:

Edit the student list

Edit the attendance date range

Sync attendance (where applicable)

Student-level tracking:

Click any status count (Pending / Locked / Shared) to open the Student view.

From here, you can:

See each student’s linked classes and report status

Use the Actions menu for a student to:

Lock or Unlock their report

Share or Withdraw a report

Exclude or include the student in the report set

Download an individual student’s report PDF

Click a student’s name to open their full progress report for review or edits.

Report section-wise tracking

Switch to Report section view to track completion by report sections (subjects, courses, homeroom comments, attendance, etc.).

For each section, you can see:

Total students

Excluded students

Reports Pending, Locked, or Completed

Overall completion percentage

Click a section to drill down into student-level completion for that section.

Lock, share, and download reports:

Once reports are ready, you can take final actions in bulk or individually.

Select one or more grades to:

Lock or Unlock reports

Share locked reports with students and families

Withdraw reports that have already been shared

Download reports as PDFs (per student or combined per grade)

Export report data:

Use the Actions menu (three dots) beside a report set to:

Edit report set details

Export report data, including:

Export report data with fields left empty

Export locked report data with completed fields only

Export locked report data in raw format

Export report access history (student and family view timestamps)

Choose file organisation (one file per grade or a single combined file)

Things to keep in mind

You must have at least one report template before creating a report set, since every set is built on a template.

Only admins can lock, unlock, share, or withdraw reports. Teachers cannot perform these actions, but updates reflect instantly on their end.

You cannot delete a report set if any report within it has been locked or shared.

Any updates to the linked template after a report set is created will not retroactively change an existing set unless explicitly synced.

Only locked reports can be shared with students and families.

Students and families receive notifications when reports are Shared.

To edit a shared report, first withdraw it, then unlock it.

To learn more about configuring progress report sets and managing reporting workflows, check out

this article⁠

To learn more about creating and managing the comment bank, check out

this article⁠

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