BUILDING REPORT CARDS AND TRANSCRIPTS IN THE EDUCATION EDGE

EE Breakout Session 3:

Deadra Elliott, Presenter

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Wireless & Sample Database Access

• Wireless Access:• SSID: K-12• Password: blackbaud

• The Education Edge Sample Database Login:

• Type the URL• Find your user name and

select PC or Mac user • Enter the user name and

password provided • EE7 database password is:

admin

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Learning Objectives

• Review best practices recommendations for managing grading information in The Education Edge

• Review standard Report Cards and Transcripts functionality in the Mail module

• Review other helpful tips for managing Report Cards and Transcripts

NOTE: This session does not include an overview of Crystal Reports.

5

NAME: DEADRA ELLIOTTHOMETOWN: CHARLESTON, SC

WHAT I DO: K-12 CONSULTING MANAGER

BACKGROUND: Blackbaud (16 YRS)- Support, Training, Consulting

INTERESTING FACTS:

• USC GAMECOCKS FAN

• MUSICIAN (PIANO, ORGAN, VIOLIN)

• LOVES TRAVELING & THE BEACH

• FAVORITE CITY: MIAMI, FL

Presenter Bio-Deadra Elliott

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• Standard Report Cards and Transcript forms are accessible from the Mail module (not Reports).

• The Education Edge “pre-configured” database is installed in the Blackbaud hosting environment with sample Report Cards and Transcript templates. No need to start from scratch!

• Forms are reusable and can be shared with other users.

• Skills added in Grading information setup are available in Mail setup options.

• The Education Edge Grades module includes an option to publish Report Cards to the web (NetClassroom module is required). A PDF file is created for viewing in NetClassroom. System settings for NetClassroom are located in the Configuration module.

Did you know?

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• The Education Edge Grades module includes an option to publish Transcripts to the web (NetClassroom or Faculty Access for the Web modules are required). A PDF file is created for viewing in NetClassroom. System settings for NetClassroom are located in the Configuration module.

• Blackbaud offers custom report writing services for Report Cards and Transcripts.

• Custom Report Cards and Transcripts can be saved in the Reports module.

• Add links to frequently used Forms using the Favorites option.

Did you know?

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Secrets of a successful Forms builder…• Document your organization’s Policies and Procedures to include:

• Course records setup, including grading and scheduling info

• Entering grades and comments (for Administration, the Registrar, Faculty, and Advisors)

• Running required Performance and GPA calculations in the Grades module

• Posting grades and comments from Faculty Access for the Web including:

• Comments review requirements for Advisors and other approvers

• Publishing requirements for NetClassroom (Grades module)

Top Design Tips

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• Determine if separate templates are required for each division (Ex: Lower, Middle, Upper).

• Use the “Save As” feature to copy an existing template:

Top Design Tips

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• Run GPA and Performance calculations in the Grades module before publishing templates.

• Define name formats in Configuration:

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It’s Time for Report Cards!

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Building Standard Report Cards• Academic Year• Sessions/Terms • Font

General Info Tab

• Display Fields • Borders• Outside Schools

Details Tab

Summary Notes Tab

• Filter by Student, Grades Levels, Homeroom Teachers, Advisors, Statutes, Courses & Types, Schools, Attributes

Filters Tab

• Freeform Notes, Student Notes • Activities• Test Scores • Attendance, Conduct

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Building a Custom Report Card

•Add, Delete, Update Attributes Attributes

Tab

•Use Address from Student or Relationship Address Tab

Format Tab

•Filter by Student, Grades Levels, Homeroom Teachers, Advisors, Statutes, Courses & Types, Schools, Attributes

Filters Tab

• Sort options • Name formats • Header & Footer Details: General, Format, Student & School, Page Number, Date Fields, Signature

Report Cards Layout

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Report Cards Preview

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Report Cards Exercise

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1. List three formatting options available in Forms setup.

2. A query is required to build a form (True/False).

3. Name the tab that includes an option to change the Font in forms setup.

4. Name the tab that includes the option add a school’s logo to forms setup.

Student Transcripts

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Building a Standard Transcript

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• Tabs contain info for design/setup similar to Report Cards:

Top Transcript Design Tips

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• Confirm critical grades info is configured correctly in Courses:

Top Transcript Design Tips

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• Run GPA and Performance calculations in the Grades module before publishing templates:

XAP Transcript Option

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• Schools in some states require standardized XAP transcripts.

• For example, XAP transcripts are used by Georgia schools that require special transcripts to be submitted for Hope Scholarship applicants. Link to Blackbaud Knowledgebase tip: https://kb.blackbaud.com/articles/Article/43270.

• Creating a XAP transcript file entails selecting the parameters for information to include from Registrar’s Office. You then export the information as a text (*.txt) file that you can upload to XAP.

Transcripts Layout

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Transcripts Preview

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Additional Tips for Report Cards and Transcripts

Knowledgebase tips from www.blackbaud.com:

1. How to Print a Separate Report Card for Each Parent (Article Number 39884)

2. How to print the GPA on report cards/transcripts (Article Number 43177)

3. How to run performance category calculations (Article Number 39923)

4. How to add a school crest or logo to report cards and transcripts in Registrar's Office 7 (Article Number 39410)

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