Report Templates
A report template is the design of a report card. It says which pages are printed, which markbook columns appear, and how the page looks. You make a template once, then generate reports from it for many classes. Templates are under Configuration → Reports → Report templates. You need the permission Manage report templates.
Create a template
- Open Configuration → Reports → Report templates.
- Press New report template.
- Fill in Name (for example "Year 7 Term Report"), the Academic year and the markbook templates the report covers.
- Save, then fill in the pages one by one. The Live preview shows your changes as you work.
A new template is a Draft. Its status can be Draft, Active or Inactive. Set a template to Active when it is ready for use.
Basic details
| Setting | What it does |
|---|---|
| Name, Description | How you find the template in lists. |
| Academic year | The school year the template belongs to. |
| Languages | Which languages the template is written for. It only filters the template list when someone generates a report. To offer another language, clone the template and write it in that language. |
| Markbook templates | Which markbook templates the report reads. See below. |
| This report shows | Grades only, Learning outcomes only, or Grades and learning outcomes. |
| Colours and fonts | Primary color, Secondary color, Title font, Body font, Grade style (Solid or Outline). |
| Period label | Show periods as a Short code (T1A) or a Full name (Term 1A) on subject pages and comments. |
One markbook template or several
A school often has one markbook template per phase, for example "Years 7 and 8 (ratings)" and "Year 11 (grades)". The template asks: Which markbook templates does this report cover?
- One markbook template. The report prints exactly that template's columns, values and scales.
- Several. One layout serves several year groups. On the Progress summary and Subject reports pages, the column choices can be different for each markbook template.
If you prefer one report template per markbook template, use One copy per markbook template on the list. MarkBook makes a draft copy for each, with the same layout.
Example
"IB Secondary Report" covers three markbook templates. For the Year 7–8 template you pick Grade shown per period = "Effort". For the Year 11 template you leave it on Automatic, so MarkBook uses that template's first grade column.
Pages (Layout configuration)
Layout configuration lists the pages. Tick a page to include it. Use the reorder icon to change the order. The pages include:
- Cover sheet and Cover letter
- Assessment criteria description
- Progress summary: a table of subjects against periods, with optional Target, Final and Teacher columns
- Subject reports: one block per subject, with teacher comments
- Homeroom adviser comments
- Attendance
- Head teacher comment
- Learning outcomes
On the Progress summary, Columns this report reads limits which markbook columns appear. If every box is ticked, every column of the template is used, including columns added later. Grade shown per period picks the column that fills the T1A, T1B cells. Target shown picks the target column.
A subject block that does not fit at the bottom of a page moves to the next page when Do not break the subject is on.
Learning outcomes on a report
When This report shows includes learning outcomes, a grid prints at the end of each subject: the curriculum statements down the page, the reporting periods across. Under Learning outcomes framework you choose which curricula print. MarkBook proposes them from the linked markbook templates. You can tick or untick to decide yourself.
Options on the Learning outcomes page include Show categories and subcategories, Show a worked-out level on a category (shown in italics so parents know a teacher did not type it), Show outcome codes and Add a column for judgements made across the year.
INFO
If none of the linked markbook templates has a learning-outcomes framework switched on, the screen warns you that no outcomes can reach this report.
Edge cases
- Editing a template changes drafts, not published reports. A published report keeps the version that was frozen.
- Deleting. A template with generated reports cannot be deleted. Archive it instead: it leaves the pickers, and existing reports stay. To delete an unused template you type CONFIRM.
- A template cannot link a markbook template from another academic year.
- Report generation refuses a class that the template does not cover.