Overview
The Student Assessment Report module uses the following terms and definitions.
Report Type: A model of report that determines the number and style of questions and the overall layout.
Report Template: The specific wording of the questions and the subject or ensemble that it relates to.
Report Session: A reporting period (such as a semester) and the set of reports that are generated for that period.
This step presumes you have already chosen a Report Type. If you have not yet done that, see Choose a Report Type for guidance.
See Manage Assessment Reports for an overview of the whole module.
Set Up Report Templates
Go to Common Tasks > Assessment Reports > Set up or edit templates.
Create the First Template
Select the green + button to create a new Template.
Select a Subject or an Ensemble from the dropdown lists.
Select the Report Type you chose earlier.
This is where you choose the main content of your Reports. Fill in the text in the subheadings, field names and value lists. The layout you see on the screen will depend on the Report Type you've chosen.
Once you have created one Template, you can copy it again and again for the other Subjects, so it's worth checking and testing this one to get it right.
To see the Template in use:
Find a student who is enrolled in the Subject you've used for this first Template.
Go to the Reports tab in their Students record.
Select the green + button to create a new record
Select or enter the Subject
The status of the Report should change from "ERROR" (meaning no Template found) to "Not Started"
Select the grey Edit button to see how the report will appear. Both you and the music teacher will see it looking like this. Either you or the music teacher could fill it out.
Once you have edited and refined the Template as much as you want to, it's best to delete these test reports. If you created them all in the same Students record, you can just delete them all from this window.
Create More Templates
Select the green Duplicate selected subject to create a new Template for each Subject and Ensemble you need to report on. If you later try to create a Report for a Subject that doesn't have a Template, it will cause an error (which is fixable, but it's more convenient to avoid it at this stage).
Edit Templates
Any change you make in a report template applies only to the one subject or ensemble that template is allocated to.
If you want the change to apply to other templates as well, you can either:
Change each template as needed, or
Delete the old template/s, duplicate your updated template, and allocate it to whichever subject/s it needs to apply to.
Apply Changes to the Current Report Session
*New in 2026!* From version 9.278 onward, if you have made changes to your report templates after generating the report session, you have a Relookup button that will apply the changes to the current session.
The other option is to delete the current session and set it up again with the new templates.
Note on Navigation
The blue Change view button displays the templates as a list.
To go back to the main Reports Setup screen, select this button in the navigation bar at the top of the screen.
Once you have set up all your Templates, you're ready to create a batch of blank reports for your music teachers to complete.
See Generate New Report Session for guidance.