Configure Report Template

It’s easy to create your own template for generating your Learner Observations in PDF.

The quickest and easiest way to do this is to download the Standard Template and modify it to suit your needs (e.g. add your own logo). You can create as many templates as you like!

PLEASE NOTE: The templates are based on Word mail merge documents. You can type in your own standard text e.g. headers, titles and add a logo. The other data (school, learner, observation details) is added from the web suite at the time of report generation by using “field” information in the template. You will see these “fields” enclosed in double angled brackets within the template e.g. <<title>>

Download the Template

    1. In Administration click on the plus icon next to Modules
    2. Click Report Template
    3. Click Download Standard Template

Edit the Template

    1. Open Standard Template.docx in Word
    2. Move, delete and copy the fields as appropriate; you can copy or cut and paste (make sure that you copy the whole field, including the angled brackets)
    3. Add, delete or modify the standard text
    4. Add/remove graphics and logos
    5. Edit the size of images by clicking them and resize the box
    6. Change the font size and style by selecting  fields or text and change the font style
    7. Save your new template with a meaningful name (e.g. “My School Template for parents.docx”)

What the different fields represent:

Template Downloads

Below are some sample templates for you to download – please click to open the file and save it to your computer. You can then edit the template to include your school logo if you wish. Save any changes you make and then upload the new template to your web suite using the below instructions.

    1. Standard Template
    2. No Cover Page Template
    3. More Observations Per Page Template
    4. No Age Bands Template
    5. No Objectives Template

Upload New Custom Template

    1. Click Upload new Custom Template
    2. Drag and drop the document into the upload box or select browse
    3. Click Upload
    4. Your Template Title will automatically set to Custom Template we recommend clicking Rename to give your template a more meaningful so you can easily identify it
    5. Your new template will be available to select from the Setup Filter and Select Template option when generating the Learner Observation