Skip to main content

Configuration: Create a reporting period

This guide will show you how to create a reporting period.

The reporting period is where you will set up your marking scales, add your subjects, link subjects to roll classes as well as add the optional extras like school activities in your reporting period.

Important - Reporting periods are configured in stages. Each stage has a separate guide linked below. All stages must be complete to finalise your reporting period.

Summary of parts

{{table_of_contents}}

Video tutorial

Detailed steps

1. Select academic reports then, select configuration.

Main menu - academic reports - configuration.png

2. Select create academic reports period.

Academic reports - configuration - create academic reports.png

3. Add a reporting period name.

Academic reports - configuration - create academic reporting period - name.png

4. Select a year.

Academic reports - configuration - create academic reporting period - year.png

5. Select a semester.

Academic reports - configuration - create academic reporting period - semester.png

6. Optionally select copy structure from previous assessment period.

This will copy the configuration set up from an earlier reporting period.

Academic reports - configuration - create academic reporting period - copy structure.png

Copy structure from previous assessment period

1. Select the previous year you wish to copy.

Academic reports - configuration - create academic reporting period - copy structure - pervious year.png

2. Select the previous semester.

Academic reports - configuration - create academic reporting period - copy structure - previous semester.png

3. Optionally select previous name.

Academic reports - configuration - create academic reporting period - copy structure - previous name.png

4. Optionally select include objectives and outcomes checkbox.

Academic reports - configuration - create academic reporting period - copy structure - include objectives and outcomes.png

7. Optionally select copy structure from a global assessment period.

This will copy the configuration set up (grades, subjects and general comments) that match the current DoE template.

Academic reports - configuration - create academic reporting period - copy structure from global .png

Copy structure from a global assessment period

1. Select the global reporting period template.

Note - Schools will still need to action the following items:

  • Sync or create activities

  • Set the Principal (only required if using signatures)

  • Auto apply roll classes

Academic reports - configuration - create academic reporting period - copy structure from global - reporting period.png

8. Select create.

The reporting period will be displayed with all stages set as outstanding. Work through each stage to set up your reporting period.

Academic reports - configuration - create academic reporting period - create.png

Grades


In this guide you will learn how to create the marking scale used in your reports, you can have multiple marking scales per reporting period. You can create a marking scale from scratch or if you choose to copy an earlier reporting period, the marking scale will already be available for you to review or edit.

Subjects


In this section, you will create the subject areas reported on for all year groups. You can manually create subject areas that are specific to your school settings or import the subjects from NESA, when importing the subjects all available outcomes will be imported for the subject at the same time.

Roll Classes


The roll classes stage is used to link the subjects to each roll call as needed, for example, all roll calls may need an English subject linked, but only the year 6 roll calls may need a languages subject linked. Subjects can be linked manually or automatically, using the auto-apply choice will link all roll calls (including teacher/s) associated with a specific stage (Stage 1 or stage 2 for example) to any subject set for that stage.

Other


The other stage is used to manage your report activities for example, chess club or peer support, nominate a staff member for the school principal role as well as add any attitudes to learning.

Settings


The settings stage is where you will finalise the reporting period, including nominating a data source for attendance data.

Academic reports - configuration.png
Did this answer your question?