The Custom Report School Config page holds your school-wide settings for the shared caregiver reports — report titles, school logo, name formats, theme and progress-table colours, and which assessments appear on the report. These settings apply across the custom reporting suite (Custom Report Design, Custom Report Entry and Custom Report Printing), so you set them once rather than per report. Custom reporting must be enabled for your school — contact support if you don't see it in your menu.
The Custom Report School Config page holds your school-wide settings for the shared caregiver reports — report titles, school logo, name formats, theme and progress-table colours, and which assessments appear on the report. These settings apply across the custom reporting suite (Custom Report Design, Custom Report Entry and Custom Report Printing), so you set them once rather than per report. Custom reporting must be enabled for your school — contact support if you don't see it in your menu.
Open the configuration page
- Go to Reports > Custom Reports > Custom Report School Config > Configuration. You need the Design Reports permission.
- The Caregiver Report / Curriculum Progress Settings page opens, with a Save button at the top. Click Save after making changes — you'll see "Saved successfully" when done.
Screenshot: Caregiver Report / Curriculum Progress Settings page with the Save button
Reporting curriculum options
At the top of the page, choose whether to report against the English or Te Reo Māori curriculum, or both:
- Set Reporting Curriculum to English, Māori, or English and Māori.
- Click Apply Selection. The rest of the page adjusts to show the report titles and assessment options for the curriculum(s) you selected.
Report titles
Set customised report titles (up to 40 characters each). The school name is displayed at the top of the report automatically, so it does not need to be included in the title. Depending on your school's year levels and curriculum selection you may see:
| Setting | Default |
|---|---|
| Mid Year Report Title (Junior) | Mid Year Report |
| End of Year Report Title (Junior) | End of Year Report |
| Mid Year Report Title (Senior) | Mid Year Report |
| End of Year Report Title (Senior) | End of Year Report |
| Mid Year Report Title (Māori) | Mid Year Report |
| End of Year Report Title (Māori) | End of Year Report |
Junior titles appear for schools with Year 8 or below; senior titles appear for schools with Year 9 and above; Māori titles appear when the Māori curriculum is selected.
School logo
Upload a School Logo (large) image to display on the report — maximum file size 4Mb, PNG, JPG or JPEG. If no logo is set here, the school logo from School Settings is used instead.
Name formatting and class options
Select how student and teacher names are displayed and which class grouping is reported:
- Teacher Name Format — First Names Surname, Surname, First Names, Title Surname, or Title First Names Surname.
- Student Name Format — Preferred Name, Legal Name, or Legal Name (including Middle Name).
- Report By — report by your horizontal or vertical class (only the groupings your school uses are offered, shown with your school's own names for them).
Assessments
Configure the assessment data that appears on the reports. The student's most recent assessment of the selected type in the current year is used. For each learning area, pick one or more assessments and optionally add explanatory text (up to 200 characters) to give context to the results:
| Learning area | Available assessments | Shown for |
|---|---|---|
| Reading Assessment | PAT Reading Comprehension, PAT Reading Vocabulary, e-asTTle Reading | Schools with Year 8 or below (English curriculum) |
| Writing Assessment | PAT Writing, e-asTTle Writing | Schools with Year 8 or below (English curriculum) |
| Text Studies Assessment | PAT Reading Comprehension, PAT Reading Vocabulary, e-asTTle Reading | Schools with Year 9+ (English curriculum) |
| Language Studies Assessment | PAT Writing, e-asTTle Writing | Schools with Year 9+ (English curriculum) |
| Maths Assessment | PAT Mathematics, e-asTTle Maths | English curriculum |
| Pāngarau Assessment | PAT Mathematics, e-asTTle Maths | Māori curriculum |
| Te Reo Rangatira Assessment | e-asTTle Writing | Māori curriculum |
Under Assessments – No Results, set the No Results Text displayed when a student has no assessment results (default: "No assessment results have been recorded").
Theme and progression colours
Colour pickers control the look of the shared caregiver report:
- Theme Colour — the colour used for the report's background elements.
- Progression Colours — one colour for each progression step: Emerging, Developing, Consolidating, Proficient and Exceeding. Use Create Colour Gradient to generate a smooth gradient between the Emerging and Exceeding colours: set those two colours first, then click the button.
Curriculum progress table colours
These set the palette for the curriculum progress tables embedded in the reports:
- Header Background Colour
- Year Background Colour and Year Text Colour — for the year level heading.
- Mid-Year Capsule Colour and End-Year Capsule Colour — the capsules indicating the student's mid-year and end-of-year progress.
Screenshot: Progression Colours section with the five colour pickers and Create Colour Gradient button
Print a test report
Use Test Report Printing to check your settings before running real reports. Test reports are not saved against the student.
- Select the Report template to test.
- Select a Student.
- Click Print Test Report — this saves your current selections first, then generates the test PDF.
Related pages
The rest of the custom reporting suite lives alongside this page under Reports > Custom Reports: Custom Report Design (build the reports), Custom Report Entry (teachers enter data), Custom Report Printing (generate output), Report File Management and Comment Bank. The school configuration described here feeds the shared caregiver report layout used by those pages.