• Enter a name for the report card (constituents will see this name when they view their report cards).
  • Create a list that will be used to extract grade data.
  • Upload the custom Crystal Report file that will display the grade data.
  • Define the access dates for constituents.


Once managers complete the steps above, they can use the Generate Report Cards task to print the custom report cards. Custom report cards appear in all of the same tasks as non-custom report cards.

Our professional services team can provide assistance with creating your list and/or your report card. Please contact your Account Executive for a quote.