How to customize transcripts or report cards

To customize the layout of transcripts or report cards and save them for future use, follow these steps:

Step 1: Select "Settings" from the main menu.

Step 2: From the Settings menu, select "Transcripts".

Step 3: The preset template is located at the top, and the customized templates are at the bottom. The preset cannot be removed and is used as a starting point.

Step 4: To create a new template based on the preset, select the preset. Alternatively, to create a new layout from scratch, select "Add a New Template".

Step 5: To edit a saved template, select it. To duplicate a template, select the action menu of the desired template, and select "Duplicate".

Step 6: Enter the desired name for the template.

Step 7: Select whether this will be a single-year layout or a multi-year layout.

Step 8: Select which tracks this layout will apply to. The template will only be available to students of the selected tracks and will be hidden from other tracks' students.

Step 9: Replace the thumbnail image by selecting the default image and uploading your own.

Step 10: Select the page size from the default presets or enter a custom size.

Step 11: Set the margins to adjust the layout of the content on the page.

Step 12: In the "Available Fields" section, expand the desired student tab/menu to view the associated CRM fields, and select the fields you want to include in the transcript.

Step 13: Customize the header, footer, and main section using the HTML editor.

• To customize the header, replace the school logo image and address placeholder text.
• To customize the footer, edit the text or replace it with an image.
• The main section includes student details and class details. You can modify the titles and layout using the editor, and incorporate student custom fields from your CRM.

Step 14: Save the template often and preview your progress after every step by selecting "Reports" from the main menu, then "Transcripts Report", selecting a student from the same track as the transcript, and selecting "Issue Transcript" and the "Preview" option.

• Note: For more advanced customizations, such as portrait layout or single semester layout, you may need to contact technical support for assistance.