Generate Preliminary Report Cards

Generating preliminary report cards creates a single RTF document that includes report cards for all students in the run. You can preview that document to determine whether you need to make any formatting modifications or data corrections. You may want to select this method in the following circumstances:

•When the report cards will be viewed only by internal staff

•When the reporting period is still open and you would like a draft copy for preview

•When you need a draft copy to assist in identifying corrections to be made in a teacher's grade book

•When you need a draft copy to assist in looking for formatting issues

•Any time you need to view the formatted report card but do not intend to release it

If you want to run report cards that you intend to finalize, store permanently, and publish to ParentAccess, see “Generate Final Report Cards.”

To run preliminary report cards:

1.On the Principal Home Page, below Report Cards, click Run Report Cards.

2.On the Report Cards screen, select Preliminary, and in the Select a Report Card drop-down list, select the appropriate report card.

Note: Only active report cards display in the list.

3.In the Select Reporting Period for Marks area, select the reporting period(s) whose marks you want to display on the report card.

4.If you select a reporting period with a current comment template piece mapped to it, in the Select a Reporting Period for Current Comment drop-down list, select the reporting period whose comments should display as the current comments on the report card.

5.In the Select a School drop-down list, select the appropriate school.

6.(Optional) In the Enter student selection criteria area, select or enter any or all of the following optional criteria:

•Grade Level – Generates report cards for students in a specific grade.

•Homeroom – Generates report cards for students in a specific homeroom.

•ProgressBook Student ID – Generates a report card for a specific student. If you do not know the student’s ProgressBook ID number, click Search beside the field.

7.(Optional) To make the report card run easy to find in the list of saved report cards, in the Enter a description for your saved reports list field, enter a description.

8.Click Submit.

If the report cards generate successfully, Completed Successfully displays near the top of the screen.

9.(Optional) To view the report cards, click View Saved Reports below the Completed Successfully message. For more information, see “View Saved Preliminary Report Cards.”