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Report Builder

Report Builder is Edge's new tool for caregiver progress reports, designed around the Ministry of Education's 2026 reporting-to-parents requirements. In one place, you can: - design a branded report. - teachers enter data. - moderate reports. - generate PDFs.

The workflow

1. DesignReport Designer
2. EnterReport Data Entry
3. SubmitReport Data Entry
4. ModerateModeration
5. GenerateModeration
6. Publish / EmailModeration

1. Set up and design

  • Reporting Configuration: school colours, cover style, font, margins and principal signature. Do this once.
  • New Report, Use Edge Template (copy a starter) or Duplicate.
  • Report Details: name, reporting period, year levels, name formats, double-sided or A5 booklet.
  • Report Layout: drag elements or a Prebuilt layout (such as MoE – Progress & Achievement), configure each one, and check it with Preview and Sample data.

2–3. Enter and submit

  • Choose a Report and your Classes, then open a student's card.
  • Fill in the sections tagged Your input. Use the comment bank where offered and watch the character counter.
  • Autosave, or Save. Move on with Next Student.
  • Submit for Approval, or tick several cards and click Submit selected for Approval.

4. Moderate

  • Choose the report, then open a class.
  • Click Review report (magnifying glass) and fix typos in place.
  • Mark as moderated, or Request changes with a note. The teacher is emailed.
  • The first approval locks the report design. A designer can Unlock it.

5–6. Generate, publish, email, print

  • Generate (gears) creates and stores the PDF. Staff only.
  • Publish (bullhorn) shows moderated, generated reports on the caregiver portal. Unpublish hides them again.
  • Email (envelope) sends moderated reports to caregivers. It doesn't need publishing, and generates PDFs first if needed.
  • Print: download a PDF or ZIP and print it from your PDF viewer.

Every action works on one student, a whole class or year level, or several ticked rows through the With selected menu. Email all approved reports sends the lot.

Statuses

Not started → In progress → Submitted → Moderated, or Changes requested and back to Submitted. Separately, each report can be Generated (PDF stored, staff only) and then Published (visible to caregivers).

Good to know

  • Reports show current data. Each PDF is built from the current design and current Edge data, so generate PDFs once results are final.
  • Regenerating a published report replaces what caregivers see straight away.
  • Requesting changes on a published report unpublishes it. The PDF is kept.
  • Approved reports are read-only for teachers. A moderator can send them back.
  • Long jobs run in the background. Tick Email me when this is done, or find them later under Recent exports (kept 7 days).
  • Sharing: every report is shared across your school. Starter reports come from Edge's library through Use Edge Template. There is no school-to-school sharing.
  • Sent emails appear in Admin › Import/Export › Email Logs under Report Builder Reports.