Import and send out External Report Cards

G o to Students > Report Cards and click +Add. Select New External Report Card.

Give the report a title and a date.

You'll then be taken to the External Report Card settings page. You can edit the title and date if needed by clicking on these fields.

You'll need a set of report cards to upload and match to your students. To match each report card to a student, the files should be named in a way that helps Arbor identify the students belonging to the report card. The files must all be named with one of these identifiers:

• Arbor Student ID (e.g. 1234)
• Student Number (e.g 1234567)
• First Name & Last Name (e.g. JamesSmith)
• Initial & Last Name (e.g. JSmith)
• No Identifier, report cards matched manually
• Student UPN (e.g H0000000001234)

Once you have the report cards you'd like to upload, click on the Bulk Upload tab, and click +Add in the Uploads section.

Please note we recommend uploading report cards in batches, as uploading a large number of reports card may take a while.

Choose an identifier that will help Arbor match the report card filenames to the correct student. If your files are named randomly, choose the 'No Identifier' option and you'll be able to match them manually.

Select the files from your computer documents, and click Match report cards.

You'll then be taken to the page where you can match your files. From here you can delete your upload if needed, or click the grey  button to upload more files. You can return to this page by selecting Review Upload from the left-hand menu.

If you go back to the Report Card page, you'll see that your file is marked as In Progress, because you've not yet completed the upload. Click on this to return to matching.

The table on your upload page will suggest matches to you, so you can c heck whether the students matched to the file name are correct. Tick the students to select them, then click the Bulk action button to either Confirm,  Match to another student or Delete.

If there are no matches, you can manually match or delete the files.

If you click Confirm, scroll down to the bottom of the slide over to click the Confirm matches button.

Once you make any matches, you can no longer delete the import.

If matched incorrectly, delete the match and upload for this student again.

If you click Match to another student, select the student to match to in the slide over.

Once you have matched all the students in the file, you'll be able to click the Mark upload as complete button. Make sure this is correct, as you can't change the matches one confirmed.

Your upload will then be marked as Completed.

If you need to delete any files, click into this and use the bulk actions to select Delete.

Go to School > Communications > Templates.

Click on the Report Card Template to see or edit what is contained in the email template.

After making any changes to the text or merge fields, select Save Email Template Changes or Reset Email Template to default to revert this template to the original version we set up.

Click either Email to primary guardians or Email to students.

Use the From drop-down box to select who to send the report card as (providing you are a Permitted Sender).

Choose how to combine the emails, then click Send email at the bottom of the slide over. 

The signature at the bottom of the email is determined by the sender's name and job title. To see how to change this if it's incorrect, take a look at this article.

Tick the boxes next to the students to select, then click the Bulk action button to select the email option.

Use the From drop-down box to select who to send the report card as (providing you are a Permitted Sender).

Choose how to combine the emails, then click Send email at the bottom of the slide over.

The signature at the bottom of the email is determined by the sender's name and job title. To see how to change this if it's incorrect, take a look at this article.