The other day, one of our awesome new schools requested a checklist for how to set up report cards. The checklist is such a fantastic idea that we decided to share a step-by-step guide with everyone. So, whether it’s your first time setting up Report Cards, or your umpteenth time, here’s the how-to (with nifty pictures, of course!)

1 – Go to “Report Cards”

2 – Click on “Setup Report Cards”

3 – Click “Create New”

4 – Give your Report Cards a descriptive name

5 – Fill in “Report Card Date”

6 – Use the dropdown menu for “Year/Semester” to select the correct term

7 – Copy setup from a previous term if you would like to use the same formatting as another semester. Press “Ok” when you are done to create the report cards!

8 – Check your Report Cards by opening them in the “Report Cards” list

9 – Enter Custom Marks and Grades in Subject-Based (Report Cards) or directly onto the students’ individual report cards

10 – When all the Report Cards are finished, lock the Report Card

• Locking Report Cards will prevent editing, and no longer update from the Gradebook

• The Report Cards may be unlocked to edit, but they will not update from the Gradebook

• If the Report Cards are locked and Activated, they will be posted to the Students’ records and Parent and Student Portals, if Gradebook/Report Cards is enabled for parents and students

To lock, first go to “Setup Report Cards” and click “Manage”

Then, click the “Lock Report Card” button!

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…and that’s it! Now, you’ve made, filled in, and locked a brand new batch of Report Cards. Won’t the students be so excited to see all their good grades!

Hope this checklist helps you see how to make a new batch of Report Cards! Of course, if you have any questions, feel free to chat in anytime!