Education Edge PPT for the K-12 2015 UC

2. BUILDING REPORT CARDS AND
TRANSCRIPTS IN THE EDUCATION
EDGE
EE Breakout Session 3:
Deadra Elliott, Presenter

3. #BBK12UC
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

4. #BBK12UC
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. 5
Presenter Bio-Deadra Elliott

6. #BBK12UC
• 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?

7. #BBK12UC
• 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?

8. 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)
#BBK12UC

9. Top Design Tips
#BBK12UC
• Determine if separate templates are required for each
division (Ex: Lower, Middle, Upper).
• Use the “Save As” feature to copy an existing template:

10. Top Design Tips
#BBK12UC
• Run GPA and Performance calculations in the Grades module
before publishing templates.
• Define name formats in Configuration:

11. It’s Time for Report Cards!
#BBK12UC

12. Building Standard Report Cards
#BBK12UC
• 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

13. Building a Custom Report Card
#BBK12UC
• 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

14. Report Cards Layout
#BBK12UC

15. Report Cards Preview
#BBK12UC

16. Report Cards Exercise
#BBK12UC
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.

17. Student Transcripts
#BBK12UC

18. Building a Standard Transcript
#BBK12UC
• Tabs contain info for design/setup similar to Report
Cards:

19. Top Transcript Design Tips
#BBK12UC
• Confirm critical grades info is configured correctly in Courses:

20. Top Transcript Design Tips
#BBK12UC
• Run GPA and Performance calculations in the Grades module
before publishing templates:

21. XAP Transcript Option
#BBK12UC
• 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.

22. Transcripts Layout
#BBK12UC

23. Transcripts Preview
#BBK12UC

24. #BBK12UC
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)

25. #BBK12UC
#BBK12UC
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