The essentials on one page: what Report Builder does, where to find it, and the steps from designing a report to delivering it to caregivers.
For step-by-step instructions on every task, see the Report Builder User Guide.
What it is
Report Builder is Edge's new tool for caregiver progress reports, designed around the Ministry of Education's 2026 reporting-to-parents requirements. In one place, you can:
- design a branded report by dragging elements onto a canvas;
- have teachers fill in comments and ratings on a live view of each student's report;
- moderate reports, approving them or sending them back with a note;
- generate PDFs, publish them to the caregiver portal, email them to caregivers, or download them to print.
Results, progress descriptors, attendance, NCEA, Student Voice and groups are pulled live from Edge, so teachers only type what's genuinely new: comments and judgements.
Where to find it
| Screen | Menu | Teacher Home | Who |
|---|---|---|---|
| Report Designer | Reports › Report Builder › Report Designer | n/a | Design Reports permission |
| Report Data Entry | Reports › Report Builder › Report Entry | Results & Reports › Report Data Entry | All staff (their own classes) |
| Moderation and Generation | Reports › Report Builder › Moderation and Generation | Results & Reports › Report Moderation & Generation (or Report Generation) | Moderators: everything. Teachers: generate, download and email for their own classes |
Approving, requesting changes and publishing need the Report Moderator permission or Report Master role.
The workflow
1. Set up and design
- Reporting Configuration: school colours, cover style, font, margins and principal signature. Do this once.
- New Report, Use Edge Template (copy a starter) or Duplicate.
- Report Details: name, reporting period, year levels, name formats, double-sided or A5 booklet.
- Report Layout: drag elements or a Prebuilt layout (such as MoE – Progress & Achievement), configure each one, and check it with Preview and Sample data.
2–3. Enter and submit
- Choose a Report and your Classes, then open a student's card.
- Fill in the sections tagged Your input. Use the comment bank where offered and watch the character counter.
- Autosave, or Save. Move on with Next Student.
- Submit for Approval, or tick several cards and click Submit selected for Approval.
4. Moderate
- Choose the report, then open a class.
- Click Review report (magnifying glass) and fix typos in place.
- Mark as moderated, or Request changes with a note. The teacher is emailed.
- The first approval locks the report design. A designer can Unlock it.
5–6. Generate, publish, email, print
- Generate (gears) creates and stores the PDF. Staff only.
- Publish (bullhorn) shows moderated, generated reports on the caregiver portal. Unpublish hides them again.
- Email (envelope) sends moderated reports to caregivers. It doesn't need publishing, and generates PDFs first if needed.
- Print: download a PDF or ZIP and print it from your PDF viewer.
Every action works on one student, a whole class or year level, or several ticked rows through the With selected menu. Email all approved reports sends the lot.
Statuses
Not started → In progress → Submitted → Moderated, or Changes requested and back to Submitted. Separately, each report can be Generated (PDF stored, staff only) and then Published (visible to caregivers).
Good to know
- Reports show current data. Each PDF is built from the current design and current Edge data, so generate PDFs once results are final.
- Regenerating a published report replaces what caregivers see straight away.
- Requesting changes on a published report unpublishes it. The PDF is kept.
- Approved reports are read-only for teachers. A moderator can send them back.
- Long jobs run in the background. Tick Email me when this is done, or find them later under Recent exports (kept 7 days).
- Sharing: every report is shared across your school. Starter reports come from Edge's library through Use Edge Template. There is no school-to-school sharing.
- Sent emails appear in Admin › Import/Export › Email Logs under Report Builder Reports.