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Assigning students/cohorts to a Report Format

In this section we will learn how to assign students to a report format. This is an essential step to ensure that the studnets get assigned to the appropriate report format for them. If you do not complete this step, no studnets will appear in the dashboard when you go to write your reports. Depending on how many report formats you have set up, you might assign your whole school to a report format, or you might assign your Primary School Students to one format and your Secondary Studnets to another format and your students with indavidualised Learning Plans to another format. You can decide to add multiple studnets to a report format or singular student/s to a report format.

Remember that each format will get its own cover page and covering letter. We will explain how to set these up in the chapter Finalising & Printing Reports.

Navigate to the Report Design page

Navigate to the Report Design page

Select the report you would like to edit

Select the report you would like to edit

Select the report format you would like to add students too

Select the report format you would like to add students too

Navigate to the Manage Student tab

Navigate to the Manage Student tab

Click on the Select Student or Cohort option

Click on the Select Student or Cohort option

Select:

  1. Choose cohort to add a whole cohort of students at once
  2. or select student to add one student

Using the Cohort select or find the cohort of students you would like to include in the report and click Select

Using the Cohort select or find the cohort of students you would like to include in the report and click Select

Finally click the "add student(s) from "...." to this format button

Finally click the "add student(s) from "...." to this format button

The students have now been added to the report format. Repeat this process until all students have been added to the correct format

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