Generating Reports

Generating a report creates a draft for each pupil you choose. The draft reads the marks and comments from the markbooks, so it is never out of date while it is still a draft. You need the permission Create reports.

Start from the main class

A pupil has one main class and may have secondary groups (for example an option group). A report always starts from the pupil's main class. If you pick a secondary group, MarkBook refuses and tells you to pick the main class. The report still includes the pupil's marks from their secondary groups.

The New Report dialog

1. Open Reports and press New Report.
2. Setup. Enter Report name, choose the Report template, the Academic year, the Group and the Reporting periods. Leave periods empty to include all of them.
3. Subjects. Tick the subjects to include. If the template has no linked markbook templates, every subject in the group is included.
4. Students. Tick the pupils, or leave the list empty to create a report for All children in the group.
5. Review. Check the count, then press Create reports.

The result tells you how many reports were created and how many already existed ("12 report(s) created, 2 already existed"). A pupil cannot have two reports with the same name.

Under Setup you can also switch parts on or off for this batch, such as Include target, Include cover letter, Include subject reports, Include final grade and Include teacher comments. When the report covers only some periods, MarkBook reminds you to untick what should not appear.

Example

Mr Ionescu creates "Year 7 Term 1 Report" with the template "Year 7 Term Report", year "2026–2027", group "7A" and the periods T1A and T1B. He leaves Students empty. MarkBook creates 28 drafts, one for each pupil in 7A.

Check each draft

Click a row to open Report Details. Teachers can edit the text of a report with Edit report while it is a draft. Look at the checks column in the Draft and Pending approval lists:

Chip	Meaning
Clean	Ready for approval.
Missing marks	Subjects with no marks yet.
Missing comments	Subjects with no comment yet.
Quality failures or warnings	Leftover placeholder text such as TODO.

Hover a chip to see the subjects. Your approval workflow can block submission when marks are missing or placeholder text remains. See Review & Approval.

If a column is waiting for a leader to sign it off, the report lists it as "not signed off yet". The report prints the column as it is now.

PDFs

Each row shows whether a PDF exists. From the row menu you can Preview PDF, Download PDF or Generate PDF. The bulk Actions menu offers Download PDFs and Generate PDFs. Generation runs in the background, and the download starts when the file is ready. If many people ask at once, MarkBook may say that rendering is busy. Wait a few seconds and try again.

A draft's PDF changes when marks, comments or the template change, so MarkBook makes a new one when needed. A published report uses the PDF archived when it was published.

Edge cases

• A pupil with no markbooks still gets a report. It shows no subjects and is not marked Clean.
• A subject removed from the markbook template stops appearing in drafts. Published reports keep it.
• Deleting a draft removes it from every list: use Delete report, or Delete reports for a selection.
• A group the template does not cover is refused. Pick one of the classes its markbook templates cover.

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