Report Cards_Emailing to Parents

Overview

AE-Connect enables school users to send report cards to parents via email and the parent portal. To do this, the school must first activate the “Send report card” setting in the school settings.

The school also have the option to "Display Report Card on Parent Portal" to show parent the report card on Parent portal.

NOTE: ONLY Parents who have Custodial or Primary Custodial will be automatically turned on when these are selected. Parents who do not have Custodial or Primary Custodial selected in their parent account can be turned on individually.

This guide will walk you through the entire process: activating report cards in the school profile, which enables the feature in the parent accounts, and sending report cards to parents from the report card area.

  1. Step 1 : Enabling "Send Report Cards" in School

  2. Step 2: Enable Report Cards in Parent Accounts

  3. Step 3: Email Report Cards to Parents


Description

Step 1 : Enabling "Send Report Cards" in School

The school user should navigate to School Profile > Settings and toggle on "Enable Display on Parent Portal "and/or "Enable Send Report Cards on Parent Portal" (switch it to blue for on)

This will enable  the school to enable sending report cards  to parents and parent to access report cards on Parent Portal.

The LOCK allows the school to lock these setting so parents cannot uncheck them in their parent portal.

NOTE: ONLY Parents who have Custodial or Primary Custodial will be automatically turned on when these are selected. Parents who do not have Custodial or Primary Custodial selected in their parent account can be turned on individually.

PERMISSIONS

Users who are allowed to email report cards to parents must have SEND REPORT CARDS activated in their permissions. Go to School Profile > Security > select the group that needs to be able to email report cards to parents, then navigate to Report Cards and enable View and Manage for Send Report Cards.


Step 2: Email Report Cards to Parents

Only published report cards can be emailed to parents.

Report cards are sent by grade.

  1. Go to Report Cards.
  2. Publish Report Cards.
  3. Use the action menu to select Preview & Send.
    1. If you do not see Preview & Send, please confirm that Step 1 is complete and/or refresh your screen.
  4. In Preview and Send, you will preview the report cards for the selected grade and send them directly from the model that opens.
  5. Preview & Send will send all report cards that you are currently viewing.
  6. After the message is sent, the SENT checkbox will be checked automatically.
  7. Repeat for EACH GRADE.


Troubleshooting Sending

If the Sent checkbox is not checked, that indicates the report card was not sent to the parents. The user should navigate to the student account and select the option to enable report cards for the student’s parent/guardian. After that, they should return to the report card page and repeat the Preview and Sent steps for the student.


Enable Report Cards in Parent Accounts (if needed)

To receive report cards by email, parents do not need access to the Parent Portal.

Parent accounts are edited within each student profile. Navigate to Parent/Guardian, then use the three dots to make changes to the parent records. Please note that this permission applies per student, not per parent. If a parent has multiple students, you must enable the “Report Card” feature in each student account.

  • .
  • First, ensure that the parent has Receive Notifications turned on.
  • Next, you can Enable Send  Report Cards
  • The school may select Email ONLY.  
    • If parents want to receive report cards via text message, the parent must have access to the parent portal.

The report cards will be sent via email. In addition, families who have access to the Parent Portal will be able to view the report cards through the Parent Portal if Enable Display on Parent Portal is active

⚠️ The emailed report card will include a link, and the link will expire one week after sent.



Video Guide


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