Progress Reports

Modified on Sat, Jun 27 at 9:51 PM

Create a progress report and share it as a PDF

Summary: A progress report pulls together a child's lessons, personal growth skills, attendance, and your written reflections over a date range into a single document you can share with parents. From your classroom, open the Progress Reports page and click New Report, give it a title and a date range, then choose which sections to include. After you create the report, you add teacher narrative comments in the Reflections column, preview it, then select the children and click Create PDF to generate the PDF. You can deliver it with the Share PDF action, which sends each child's PDF directly to all their parents and guardians through Classroom Share, or download it to attach to a Montessori Compass message or an external email yourself. Past reports are saved under History and their settings can be adjusted at any time.

Who can do this

Any assigned teacher can create progress reports for the children in their classroom, including adding the reflection comments. Owners and Administrators can do this for any classroom. No special role beyond classroom access is required.

Step-by-step

Open the Progress Reports page. Navigate to your classroom and go to the Progress Reports page.
Start a new report. Click New Report to open the progress report creation page.
Enter a title. Customize the report title.
Choose the date range. Set the start and end dates the report should cover.
Choose what to include. Turn the available sections on or off. See "What you can include in a report" below for what each option does.
Create the report. Click Create. A report is generated on screen for each child in the class.
Review the counts. Each child's row shows how many lessons fall in the date range, how many personal growth skills were recorded, and attendance records if included.
Add your reflections. In the Reflections column, type your teacher narrative comments for each child. The Edit Reflections area has three fields: Student Reflection, Academic Reflection, and Personal Growth Reflection. Fill in the ones you need.
Save the reflections. Click Update to save the comments you entered.
Preview the report. Open the preview to review what the finished report will look like.
Select the children. Check the box next to one or more children's names, or select all.
Create the PDF. Click Create PDF to turn the preview into a PDF. Generating the PDF has a processing delay that scales with how many reports you are creating, so allow extra time when you generate a large batch at once.
Deliver the report. Use Share PDF to send each child's PDF straight to all their parents and guardians via Classroom Share (through the Share PDF Via Messaging modal), or download the PDF and attach it to a Montessori Compass message or an external email yourself.

What you can include in a report

When you create a report, you decide which sections appear. The options are:

Student reflections, the narrative comments teachers write for each child.
Attendance, include or omit the child's attendance records.
Academic summary, the lesson section of the report.
Privately recorded lessons, lessons that were recorded as not shared at the time of entry. Turn this on if you want to include them on this report anyway.
Archived lessons, lessons that have been archived since they were recorded. You can include them or keep them excluded.
Highest or most recent level, choose whether each lesson displays the highest assessment level recorded or the most recent level recorded.
Personal growth summary, the child's social and emotional development.
Archived personal growth skills, choose whether to include skills that have been archived.

Including privately recorded lessons

Some lessons are recorded as private, not shared with parents at the time you entered them. The privately recorded lessons option lets you bring those into a progress report when you want to, even though they were not shared day to day. This is useful when you want a fuller academic picture on the report than what parents have already seen.

Highest level vs. most recent level

For each lesson, you can choose how the assessment level is shown:

Highest level recorded shows the furthest the child has progressed with that lesson.
Most recent level recorded shows where the child stood the last time the lesson was recorded.

How a progress report reaches parents

Once you have generated the PDF, you have two ways to deliver it. You can use the Share PDF action to send each child's PDF directly to all of their parents and guardians through Classroom Share, which opens a Share PDF Via Messaging modal and pushes the report out for you. Or you can download the PDF and send it yourself, attaching it to a Montessori Compass message or an external email, so you control exactly when and how it goes out.

Finding and editing past reports

To revisit a report you have already created, to continue editing it, view it, or generate it again, click History on the right-hand side. This lists every progress report created for the classroom. To change what a report includes, click the Settings wheel, adjust the selections, and click Save.

A few things worth knowing

The report is generated for every child in the class at once, but you choose which children to turn into a PDF.
The Edit Reflections area has three fields: Student Reflection, Academic Reflection, and Personal Growth Reflection.
Reflections are saved with Update before you generate the PDF, so enter them first.
Creating PDFs takes longer the more reports you generate at once, so allow extra time for large batches.
You can deliver a report with Share PDF to send it straight to parents and guardians via Classroom Share, or download the PDF and attach it to a message or email yourself.
You can reopen and adjust a report's settings later from History without starting over.

Activity Reports: share classroom activity with parents
Recording a lesson and selecting its elements
Recording personal growth skills
Sending and attaching files in Messages

Watch the video

Here is a short video covering this topic for additional reference.