Tool Search: Report Setup

Transcripts provide a historical record of a student’s performance in courses. Districts can determine which grade levels to include on the report and choose which credit groups to include, which standards to print, and which GPA calculation(s) to use. Transcript Report Preferences allow users to determine what and how data is reported on printed transcripts.

Screenshot of the Report Setup Editor with Transcript selected as the type. Report Setup - Transcript Preferences

Margin Size

The following table describes the default margin size for transcripts:

Margin	Size
Top	0.5 inches
Bottom	0.5 inches
Left	Grade Group Option: 0.5 inches Term Group Option: 0.333 inches School Year Group Option: .5 inches
Right	Grade Group Option: 0.5 Term Group Option: 0.333 inches School Year Group Option: .5 inches

Transcripts are generated for printing on a standard 8.5in X 11in sheet of paper.

Create a Transcript Report

Select the New icon. A Report Detail and a Report Options table appears.
Enter a Name for this transcript.
Select the Transcript option from the Type dropdown list.
Determine whether or not this report should be available in Campus Parent/Campus Student. If so, mark the Portal checkboxes for Available In.
If desired, enter a Description of this report.
Select all appropriate Report Options for the transcript. Report Options are separated into different sections relating to a specific aspect of the transcript. Refer to the sections below for more information.
Click the Save icon when finished. The transcript is now saved and can be used to generate transcripts from the Transcripts and Transcript Batch tool.

Report Options

The following sections describe all report options. Many of these options can be set to display only those options associated with a certain school by selecting the Filter to selected school checkbox. This filters the standard groups, credit groups and related information to only show those categories associated with the school selected in the Campus toolbar.

See the Transcripts article for more information on how data populates a printed transcript report.

Control whether the Default Transcript Report is available for selection by setting the Enable Default Transcript System Preference.

If the district has enabled the System Preference (see above) not to show the Default Transcript Report option, it can be recreated by marking the options where text appears in the Default column below.

Option	Description	Default Report Options
Group Options	Users can group course information by Grade, Term or Year. The Grade option groups all courses and corresponding grades taken while the student was enrolled in a certain grade level together on the transcript. The Term option groups courses and corresponding grades based on the calendar term (quarter, semester, etc.) together on the transcript. The information is first grouped by school name (alphabetically) when there is more than one school with transcript records. The Year option groups courses and corresponding grades based on the selected school year. If a student is enrolled in multiple calendars, this option lists those courses together. If standards are used in the Course Display, they are also displayed by grade, term, or year. School Year Sort Logic with School Name/School Number Grouping Click here to expand... When the School Number and School Name are both NULL, the records associated with those values do not show a value. When the School Number is an In-District number, and the School Name is NULL, the records associated with that value only print the School Number. When the School Number is NOT an In-District number, and the School Name is NULL, the records associated with that value only print the School Number.	Grade
School Year Options	The School Year Options field allows users to designate the last school year from which to report transcript data. For example, if 2018-19 is selected and the student has earlier transcript records from the reporting school, all course grade data from these enrollment records through the 2018-19 report. Any transcript records from school years after 2018-19 are not reported.	N/A
Grade Level Options	The Exclude grades flagged as "Exclude from GPA/Class Rank" checkbox allows users to exclude all GPA-excluded grade levels from factoring into the student's reported GPA/Class Rank. Only grade levels with the Exclude from cumulative GPA/Rank calculations checkbox marked on the Grade Levels tab are excluded. When all transcript course records for a school are from a grade level marked as Exclude from GPA/Class Rank, the school name does not print. This logic applies to all of the Group by options.	N/A
GPA/Class Rank Calculation Options	Class Rank is a mathematical summary of a student's academic record compared to other students in the class. GPA/Class Rank Calculation Options determine how GPA and class rank data is displayed on the Transcript. For each option, the Class Rank and Bonus Points can be selected. When a Weighted GPA or Unweighted GPA option is selected, the Bonus Points and Class Rank checkboxes are available for selection. Selection can be made for Cumulative GPA or Term GPA. When the calendar includes custom GPA calculations, Custom GPA/Class Rank Calculation Options can be selected. These display as User Defined and display the Custom GPA name on the Transcript. See the GPA Calculations in Campus article for detailed information on GPA options. The following options are available: Weighted GPA Unweighted GPA Bonus Points Class Rank All GPA/Class Rank Calculation options can be selected if desired. To NOT calculate class rank for students, see the following settings: To remove a student from the Class Rank, mark the Class Rank Exclude checkbox on the student's Enrollment record. (Student Information > General > Enrollments > General Enrollment Information > Class Rank Exclude) To remove all students in a particular grade from the class rank calculation, mark the Exclude from cumulative GPA/Rank calculations on the Grade Level Setup tool. (System Administration > Calendar > Calendar > Grade Levels) To remove class rank and GPA calculations from Transcript reports, mark the Exclude grades glass as Exclude from GPA/Class Rank checkbox on the Transcript Report Preferences. Note that this option is to not display the class rank on the printed transcript when this option is marked; class rank calculations are still available for the student. (System Administration > Preferences > Reports (Preferences) > Transcript (Type) Other settings that may affect student Class Rank: Enrollment End Statuses related to the successful completion of high school learning (e.g., Graduated students). When an enrollment has an End Status related to Graduated and an End Date, the Class Rank is not calculated for that student.	Cumulative GPA Weighted GPA Class Rank Percentile
Custom GPA/Class Rank Calculation Options	If a school or district uses custom GPA calculations, student data based on these calculations can be selected and reported at the top of the transcript in the Transcript Statistics section. For California districts, see the California GPA Calculations article.	N/A
Course Display Options	Course Display options allow users to select the Course records that display on the transcript based on Credit Groups and Standard Groups. Mark the Filter to selected school checkbox to list only those credit or standard groups associated with the school selected in the Campus toolbar. Choose the desired Credit Groups or Standard Groups to determine which courses to print on the transcript. If a student has any transcript items not assigned to a credit type, those credit types are considered Unassigned Credits. If the Unassigned Credits option is not marked, that course does not print.	All Credit Groups All Standard Groups
Credit Summary Display Options	Credit Summary Display Options determine which credit groups/standard groups report. Users may display both Attempted Credits and Earned Credits for the student's Academic Program or selected Credit Groups. Credit Groups and credit types are established in the Credit Group tool and then assigned to schools using the School Standards tool. If a student has any transcript items not assigned to a credit type, those credit type totals appear as Unassigned Credits and print on the transcript report in a No Credit Name Assigned section. This section will not be displayed if the Unassigned Credits option is not marked. Academic Program Credit Summary Click here to expand... When the Academic Program Credit Summary is selected, the Credit Types only include those items from the Credit Group required in the Academic Program or those that have a Display Sequence value. This option also allows the display of Required, Remaining, and Overflow credits for the Academic Program. Checking the "Include Credit Type overflow logic" option displays information on credits that overflow from one type into another when the requirement for the first credit type is met. Credit types are listed numerically using the Display Sequence value on the Credit Requirements tab. Credit types that have the same display sequence value are listed alphabetically. Credit types that do not have a Display Sequence value are listed alphabetically after those credit types with a display sequence value. Credit types display even if the student has not yet earned credits for that type. Credit types that do not have a requirement or a display sequence are not listed, but credits from this type are included in overflow logic, if applicable. The Credit Groups options cannot be selected if this option is selected. Things to note: Credits from In-Progress or Planned courses ARE NOT included. When a credit type associated with an Academic Program has a display sequence but does not have credit requirements, that credit type still displays. If the student does not have transcript course records for the credit type or if the student has transcript course records for the credit type and there is no overflow to a credit type that has a requirement, that credit type displays in the correct position (based on the Display Sequence) with appropriate credits earned/attempted (based on options selected). Required/Remaining credits display zero. If credits in the credit type overflow to a different credit type that does have credit requirements, the credit type displays in the correct position based on the Display Sequence in the list with the appropriate number of credits earned/attempted/overflowed. Required/Remaining credits display zero. When a credit type associated with an Academic Program has requirements but not a display sequence entered in the Credit Requirements, that credit type displays on the transcript in the Academic Program Credit Summary. It does not matter if the student has transcript course records for the Credit Type. When a credit type associated with an Academic Program does not have a Display Sequence or Credit Requirements, that credit type does not display on the transcript in the Academic Program Credit Summary, even if the student has transcript course records or if the credits for the course overflow to another credit type that does have a Display Sequence or Credit Requirement. When using the Academic Program display, be aware that any in-progress credits and planned credits based on the student's Academic Plan are NOT included in the earned credit count and ARE included in the Remaining Credits total. When the Group by Term or Group by School Year option is used and Credit Type overflow is checked, the calculation of Remaining Credits includes overflow credits, but the overflow credits column does not display on the report due to space constraints. When a student has earned credits that overflow from one credit type into another, those credits display as positive credits in the Overflow column and are used in the calculation of Remaining Credits for the credit type into which they overflow. This happens whether the overflow happens because it is set on the Credit Type or if it is set on the Credit Rollup Overflow Override on the Transcript Credit record. Credit Groups Click here to expand... When Credit Groups are selected, credit types are sorted alphabetically by Credit Group (if more than one is selected). These display only when the student has earned credits in that type. Choose to display the grand total for all Credit Groups, or to not display the grand total for all Credit Groups. When the choice is to not display the grand total, the Total Credits row does not display, but each Credit Group includes a total. The Academic Program options cannot be selected if this option is selected.	Earned Credits Attempted Credits All Credit Groups (Grand Total) All Standard Groups
Standards Summary Display Options	Standards Summary Display Options determine how standards data is reported on the transcript. Select which standard scores to display (see definitions following) and then select the standards groups to display. These groups come from the Standards Bank and display standards information below the Credit Groups section on printed transcripts. Display All Scores - All scores assigned to the Standard of Learning display on the transcript. Display Best Scores - Only the best score the student received on a Standard of Learning displays on the transcript. Display Most Recent Score Only - Only the most recent score the student received on a Standard of Learning displays on the transcript. Standards display alphabetically by parent name.	N/A
Standardized Testing Display Options	Standardized Testing options allow users to determine what types of tests are displayed on printed transcripts and how Standard Group data is laid out on the transcript. Display Best Score Only - Displays the highest score for each selected test on the transcript. A student may have several scores listed on the Assessment tab that have been taken throughout the year, but only the highest received score prints on the transcript. Display Assessment Code - Displays the code associated with the assessment (created in the Test Setup editor). National Tests - Displays student scores for national tests entered in the Assessment editor. This requires that student scores are listed on the student's Assessment tab. National tests are those assessments that have a Test Type of National Test and a National Code. State Tests - Displays student scores for tests entered in the Assessment editor. State tests are those assessment with a State Code and Test Type defined. District Test - Displays district-specific test scores entered in the Assessment editor and listed on the student's Assessment tab. Standard Test Format - Displays student assessments and assessment scores in a list form (Tests and Strands as List) or in a tree form (Tests and Strands as Tree), where assessments of the same kind (parent tests, child tests, etc.) are indented accordingly.	All Assessment Options
Report Display Options	Report Display Options are an assortment of other useful information users can designate as reporting on a student's printed transcript. These options make the transcript more readable but may also increase the length of it. Choose as many options as desired from the Report Contents, Report Header and Format, Student Information, and Records Transfer Settings. See the Display Options table below for descriptions of these options.	Enrollment History
School Comment	The School Comments field allows users to include a comment that appears at the top of all printed transcripts. School comments can be modified anytime and apply to those receiving the transcript.	N/A

Display Options

Option	Description
Report Contents
Course Display	Selection determines how courses are displayed on the transcript. Information displays based on entered data in the Courses editor. Options are: Course Number and Course Name State Code and Course Name Course Name Only
Enrollment History	Lists all enrollments for the student. This option displays at the top of the first page of the transcript.
No Show	Indicates all students who have the No Show checkbox marked on the Enrollment tab. This option can only be selected if Enrollment History is also selected.
Attendance	Displays the student's attendance. When selected, choose one of the following: Daily Exact: Reports student attendance based on Daily Exact attendance calculations. Daily Approximation (Half/Whole Day): Reports student attendance based on Whole Day/Half Day attendance calculations. Attendance prints on the transcript when the Calendar is assigned a Type of I: Instructional or NULL. This is set on the Calendar tab.
In-Progress Courses	In-Progress Courses are courses for which scored grading tasks and / or grading standards have not been posted. Assignments and other course work are used to calculate the In-Progress grade. A course is considered to be in progress until midnight of the entered end date of the course. This could be the end of the term or the date the student dropped the course. If a student drops a course on the September 19, the student is still actively enrolled (on the roster) of the course until midnight on September 19. At 12:01am on September 20, the student is no longer actively enrolled in the course. Click here to expand... A course is four terms long, and it is currently Term 2. Scores have been posted to the transcript for term 1. A credit is earn for each term (if passing scores are achieved). One credit is listed on the student's transcript for the term 1 score. When In-Progress Courses is marked, two credits display as In-Progress - one for the first term and one for the second term. When In-Progress Courses AND Include Future Courses is marked, four credits are listed as In-Progress - one for each term until the end of the course. So, a course for that grading task is still in progress until the last day of the last term. So IP is always a sum of posted credits and IP until that course is completed. A course is considered to be In-Progress until the last day of the last term for that grading task. In-Progress is always a sum of posted credits and In-Progress credits until that course is completed.
Exclude Previous Years	Displays when the In-Progress Courses checkbox is marked. In-Progress scores from previous school years are not listed on the printed transcript when this option is selected. When a course number or course name is changed on the Course/Course Master editor, but the student has an entry on their transcript using the previous course number/course name, manually entered transcript entries may print as In-Progress. To prevent this, mark this preference.
Include Future Courses	Displays when the In-Progress Courses checkbox is marked. Future courses (those that begin in future terms) are listed on the printed transcript when this option is selected. Future courses include those in any future calendar within the current year. Courses for future school years do not display. A school may have a standard school year calendar that begins August 31 and ends June 15 and a separate calendar for Summer School that begins June 18 and ends August 15. When this preference is marked, courses for students enrolled in the Summer School calendar are included on the transcript.
Report CTE Program	Displays data for an Academic Program with a Program Type of CTE and a Student Status of Concentrator, Participant, or other CTE Student Status options for the particular district or state. A student may have more than one CTE Academic Program.
Student Status	Droplist appears when the 'Report CTE Program' option (above) is selected. This supports the ability for users to report a CTE Academic Program on transcripts.
Activity Courses	Lists the activities in which the student is involved, as identified by courses that have a value in the Activity field on the Course editor.
Immunization	Lists the student's immunization records. This appears as a separate page of the transcript.
Report Comments	Displays any report comments established for the student in the Report Comments tab.
Standard Rubric	Displays the rubric tied to standards reported on the transcript.
Docufide Compatible	When selected, the District Number, School Code, and State ID labels display as DCODE, BCODE, and UIC, respectively.
Report Header and Format
No Shading	No shading appears on the printed transcript. This is available with the Group by Grade format only.
Accreditation	Lists the Accreditation Status of the school. This is entered on the School Information editor.
District Name	Indicates the name of the district above the school name in the header.
District Number	Reports the District Number of the district the school generating the transcript exists within. District Numbers are reported from the State District Number field found on the District Information tab.
Blank Header	Displays no information at the top of the report. The Official Transcript and the District Name fields cannot be selected when this is selected.
School CEEB Code	This code is entered on the School Editor and stands for College Entrance Examination Board. It is a national identifier for high schools.
GPA Max	Marks courses with a GPA Max Value greater than the entered GPA value in the display preferences.
Official Transcript	Prints a notice that this report is the official documentation of the student's school records. This is often required for college admissions.
School Code	The state assigns this code to a school for identification purposes. It is entered on the School Editor as the State School Number.
Official Signature	Prints a line where the principal or superintendent can sign the student's transcript on the bottom of each page.
Student's Phone	Prints the phone number assigned to the student's household.
Student Information Student picture, Race/Ethnicity, Place of Birth, and Guardian options are only available when in the Group by Term or Group by School Year format, not for the Group by Grade format.
Student Picture	Prints the student's picture, which is uploaded and viewable on the Summary tab.
State ID	Prints the state ID number assigned to the student. This number may be different from the student number.
NCES Grade	Prints the Federal NCES Grade for a course.
Race/Ethnicity	Reports the student's race/ethnicity as entered on the Demographics (or Identities) tab.
Counselor	Prints the name of the counselor assigned to the student via the Team Members tab.
Diploma Date	If populated, the Diploma Date entered on the student's Graduation record reports.
Guardian	Lists the designated parents or guardians as noted on the student's Relationships tab.
Place of Birth	Prints the Birth Country from the Demographics tab. In most areas, this is an optional entry for demographic data, and only prints on the transcript if there is demographic data to print.
SSN	Reports the student's complete Social Security number (XXX-XX-XXXX). Tool rights are necessary for this field to print.
Diploma Type	If populated, the Diploma Type entered on the student's Graduation record reports.
State Seals	State seal information is added to the student's Graduation record and displayed on the transcript when selected. This option is only available for those states where State Seal functionality is available.
Legal Name	When selected, the student's legal first name, legal middle name, and legal last name print if entered in the Protected Identity information and if the user has tool rights to Protected Identity Information If the legal first name or legal last name is not populated or if the user does not have tool rights to this information, the student's first name and last name reports from the First Name and Last Name fields on the student's current Identity record. Tool rights are ignored when viewing the Transcript on Campus Student/Campus Parent.
Gender	When selected, prints either the student's entered Gender Identity or the Legal Gender assigned in the Protected Identity information and if the user has tool rights to Protected Identity Information. If the legal gender is not populated or if the user does not have tool rights to this information, the student's gender reports from the Gender field on the student's current Identity record. Gender does not report on the Immunization page. Tool rights are ignored when viewing the Transcript on Campus Student/Campus Parent.
Principal	When selected, prints the school principal's name as entered on the School Information editor.
Expected Graduation Year	When selected, prints the student's expected graduation year when a Diploma Date is not entered on the student's Graduation record. This mostly applies to students in grades 9-11. The Date First Entered the 9th Grade value (from the Graduation record) plus four years displays. That value can be modified to indicate a different year than originally expected based on the 9th-grade entry date. When both the Diploma Date and Expected Graduation Year options are selected, the Diploma Date displays preferentially. That means that when a student has both a Diploma Date and a cohortYearNGA value, only the Diploma Date displays (this would generally be 12th graders). The Expected Graduation Year prints in place of the Diploma Date when both are selected, and the student does not have a Diploma Date.
Records Transfer Settings
Default for Transfer	When marked, this indicates the transcript is the default transcript sent when performing a records transfer via the National Records Exchange or Student Records Transfer. Only one transcript report per school can be marked as Default for Transfer.

Transcript Print Examples

Screenshot of an example printed transcript with highlighted options chosen on the Report Preferences. Transcript Options in Transcript Header

Screenshot of transcript options for course display Transcript Options for Course Display

Screenshot of transcript options for attendance, assessments and credit summary Transcript Options for Attendance, Assessments and Credit Summary

Screenshot of Immunization Record Transcript Options Immunization Record Transcript Options

Transcript Report Preferences

Margin Size

Create a Transcript Report

Report Options

Display Options

Transcript Print Examples

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