The template builder is administrator-only. Supervisors and monitors can generate and distribute report cards, but they cannot create or edit templates.
Creating or editing a template
Open Templates
From Admin > Report Cards, click Templates. This link only appears for administrators.
Start a new template or edit an existing one
Click New template, or Edit on a template already in the list.
Upload a logo (optional)
Upload a JPG, PNG, or SVG file. Other file types are rejected before upload.
Toggle sections on or off
Turn each of the five sections on or off depending on what the school wants printed.
Reorder sections
Use the up and down arrows to set the order sections appear in on the finished PDF.
Set as default (optional)
Turn on Use as the school’s default template if this template should be used whenever staff generate report cards without picking one explicitly.
The default template cannot be deleted. Its delete button is disabled in the template list until another template is set as the default.
The five sections
A template controls five fixed sections. You cannot add custom sections, only enable, disable, and reorder these:| Section key | Label | What it shows |
|---|---|---|
pace_grades | PACE Grades | The student’s PACE percentages and PACEs completed |
test_scores | Test Scores | Finalized test scores for the term |
attendance | Attendance | Present, absent, and late counts for the term |
goal_check_summary | Goal Check Summary | Goal Check completion for the term |
character_notes | Character Notes | Parent-safe notes only |
Data rules for each section
Term scope
Term scope
Test scores, attendance, and Goal Check Summary are bounded to the selected term. PACE Grades is the one exception: the “Completed” count is labelled “Completed (overall)” because it reflects all-time PACEs completed, not just the current term.
Character Notes are parent-safe only
Character Notes are parent-safe only
Only public notes (notes marked visible to parents) appear in the Character Notes section. Private notes are never included in a report card, at any stage of compilation.
Empty sections
Empty sections
If a section has no data for a student in the selected term, it renders as “No data for this term” rather than being hidden.
Report Cards Overview
What a report card contains and how term data is compiled.
Generating and Distributing
Select a term, review readiness warnings, generate, and send to parents.
Permanent Record
The multi-year academic record, separate from term report cards.
Roles and Permissions
Who can generate, distribute, and configure report cards.