Class Charts knowledge base

How to generate an On-Report Cards report

This guide will explain how to generate an On-Report Cards report.

To start creating your own On-Report Cards reports, click on the Analytics tab at the top of the page.

Class Charts analytics menu tab

You will appear on the Analytics home page. Select the On-Report Cards option from the menu on the left hand side.

Class Charts on reports cards tab

First, select the date range that the report will cover by clicking on the Date range field. A date picker will appear that allows you to select from preset date ranges or a custom range of your choice. Click on the Apply button once you have decided.

Class Charts wellbeing report select dates

To generate a report, a primary breakdown must be specified so that the results can be broken down in to specific On-Report Card categories. Select a breakdown option from the Primary breakdown drop down menu.

Class Charts on report primary breakdown

Once a primary breakdown has been selected, an optional secondary breakdown can be used to further categorise the results of the report.

Class Charts secondary breakdown

If a secondary breakdown has been applied, you can also apply a tertiary breakdown to your report.

Class Charts tertiary breakdown

If the On-Report Cards report is too general for your needs, you can apply various filters that refine the results. To apply a filter, tick a filter option checkbox and select the subcategories of your choice.

Class Charts filter options checkbox

To include archived pupils in the report, tick the Include archived pupils checkbox.

Class Charts include archived pupils

You can then generate your report by clicking the Generate report button, or export the report to an Excel spreadsheet by clicking the Export to excel button.

Class Charts generate report

A generated report will be displayed underneath the report options and buttons.

Class Charts on report card report results

Saving reports

If you find that you are constantly reapplying and running the same reports on a regular basis, you can save the report criteria for easier future use. To do this, set up the report criteria to your desired preferences and click on the Save for later button in the bottom right hand corner of the page.

Class Charts save for later

A popup will appear prompting you to name the report. Enter a name and click on the OK button to save the report.

Class Charts on report saved report popup

Saved reports will appear along the top of the page. Clicking on a saved report will reapply the report’s breakdown and filter options, which can then be tweaked further.

Class Charts generate on-report cards report

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