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Templates: Manage academic report global templates

This guide will show you how to use a global academic report template.A global set of templates have been created that can be used straigh...

This guide will show you how to use a global academic report template.

A global set of templates have been created that can be used straight away or duplicated and then customised to suit your school's specific needs. Duplicating a global template will create a new version of the template that can be edited to be unique to your school's settings.

Templates are used in academic reports to design the layout of the final academic report, including formatting options.

Summary of steps

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Video tutorial

Detailed steps

1. Select academic reports, then select templates.

Main menu - academic reports - templates.png

2. Search for the template.

Filter the list using the filtering options or search for the form name in the search box.

Academic reports - templates - search.png

Tip – When searching for templates, use the global templates filtering option to: include, exclude or show only global templates.

Academic reports - templates - filtering options - global templates.png

3. Optionally duplicate the template.

A new template will be created, and you will be redirected to the edit page to customise the template.

Academic reports - templates - duplicate.png

4. Edit the template details where needed.

In the template details section.

Academic reports - templates - edit template - details.png

5. Select save changes.

Academic reports - templates - edit template - save changes.png

6. Select save.

Academic reprots - templates - edit - save changes - save.png

7. Select OK.

Random - OK.png

8. Edit the content blocks where needed.

In the templates blocks section.

Section content will vary for each section type.

Academic reports - templates - create template - add section - select block type - general teacher comment - options.png

9. Select save changes.

Academic reports - templates - create template - add section - save changes.png

10. Select save.

Academic reprots - templates - edit - save changes - save.png

11. Select OK.

The template is now saved as a local copy and can be used for the delivery of reports.

Random - OK.png

View

1. Select view.

The template will display with sample data.

Academic reports - templates - view.png
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