As an administrator, you can customize the file name format of Progress reports (.pdf). This update provides the ability to clearly label Progress reports (.pdf), making them easier to identify and manage. This article will provide a step-by-step guide to using this feature for reports.

From the admin portal, navigate to the 'Progress report sets' for your selected curriculum and click on 'Create progress report set.'

Alternatively, if you need to modify the file name for an existing report set, click on the three-dot menu next to it and hit 'Edit report set.'

After entering the necessary details in the report set creation window, scroll down to the bottom to find the ‘Progress report file name’ section. Here, you can configure the file name format for the report by clicking the ‘pencil’ icon.

💡The file name from the most recently created or updated progress report will be configured by default.

You can define a format for your progress report names by combining various student and report details. As highlighted below, type '/' to insert components such as the student’s first name, last name, grade, report title, grading period, etc. Each component will be automatically separated by an underscore, and you can add up to seven components for the file name.

You can also drag and drop components to arrange them in your preferred order. You will get a preview of what the file name will look like in the ‘Example’ window below. Keep in mind that this preview is just a representation and may not use actual data from the selected components.

Once satisfied, click ‘Save’ and create/update your progress report set.

Once the report name format is updated, it will be reflected in the preview generated using the ‘Print Preview’ option for both teachers and administrators.

The pdf will display the file name based on the specified format, providing clear identification for the progress report.

Additionally, once progress reports are locked, administrators can download them individually or in bulk using the provided icon on the dashboard.

A zip file will be downloaded, containing a folder with each student's file name as per the defined file name format, as shown below.

By following these steps, administrators can ensure that every report is clearly labeled, saving time and reducing errors in report management.

That's all for now. We will continue to innovate and improve to make your Toddle experience better each day!