How to Add Reports to Member Profiles

How to Add a Report to a Member’s Profile #

1. Open the member’s profile and find the Add Report section 0:00

• Go to the member’s profile.
• Scroll down until you see Add Report.
• This is where you’ll attach a report to the member’s record.

2. Select the report you want to add 0:14

• Click the Add Report button.
• Use the dropdown menu to choose from the reports already added to your system.
• In the example shown, only the Achievement Report is available, so that report is selected.

3. Enter the report title and choose whether parents can view it 0:24

• Type a title for the report, such as Dune Assessment.
• Decide whether the report should be visible to parents.
• Select Yes if you want parents to see it, or No if you do not.

4. Save the report or save and email it to the parent 0:43

• Click Save to add the report to the member’s profile.
• Or click Save and Email to Parent if you want the report sent directly to the parent.
• In the example, the report is saved and emailed.

5. Confirm the report has been added successfully 0:56

• After saving, the system confirms the report was sent to the parent.
• You can also see that the child’s report has been logged in the profile.
• This confirms the report was added successfully.