Create and Manage Custom Report Templates

🔐 Account type(s) with default permissions to manage this: Varies by permission

💻 Tier(s) this is available for: Foundation, Essential, Pro

The Report & Parent Letter Gallery lets you customize predefined Report templates and save them as reusable personal or District Templates, so every Report your team generates reflects the data you actively track and the information your district requires.

You can add, remove, and reorder sections in a template, choose which Student Information fields appear at the top of the Report, add custom text sections, and filter the Meetings, Notes, and Standardized Tests sections by date range. When you build a custom template, start from what your team actually tracks in Ellevation. For example, you might remove the Goals or Instructional Supports sections if your team doesn't use them, and add the Language Programs or Meetings/LPACs sections if you do.

⚠️ Warning

Every predefined Report template includes student data from defined time periods by default. The Cumulative Folder Report includes all historical data. Other predefined templates include all non-test data from the current school year, the most recent ELP Test results, and all Standardized Test results stored in Ellevation. See Edit Configurable Sections in the Builder to adjust these date ranges.

💡 Quick Tip: Prepare Your Report Templates for the New School Year

Before you generate Reports at the start of each school year, take a few minutes to confirm your District Templates are current.

• Date ranges for data sections — Review and update date ranges for ELP Tests, Standardized Tests, Goals, EL Services, Language Programs, Classroom Modifications/Instructional Supports, and Designated Supports/Testing Accommodations in any District Templates that include those sections. Get started

Jump to a section:

• Create and Save Customized Reports as Personal Templates
• Edit Your Saved Custom Reports
• Create and Save Customized Reports as District Templates
• Edit Your District Templates
• Hide Ellevation's Predefined Templates
• Edit Configurable Sections in the Builder

To learn more about Reports and Ellevation's predefined templates, see Learn about Reports. To configure Report titles, subtitles, or logos, see Configure Reports & Parent Letters.

Create and Save Customized Reports as Personal Templates

To create and save a custom Report as a personal template:

1. Navigate to Reports in the navigation bar, then select Reports & Parent Letter Gallery.

📝 Select Reports & Parent Letter Gallery to access templates.

2. Hover over the Report template you want to customize in the Templates Gallery. You may see up to three sections:
   • Ellevation Templates — Ellevation's predefined default Report templates.
   • District Templates — customized templates set as district-wide templates, if any.
   • Custom Templates — personal templates you have created, if any.

💡 Quick Tip

Every Report template includes student data from the current school year by default, based on the School Year Start and End dates in your district's Ellevation Account Settings. The exception is the Cumulative Folder Report, which includes all historical student data. See Learn about Reports for a full breakdown of each predefined template.

3. Click the More icon (⋮) on the template you want to use.
4. Select Edit to open the Report Builder in a new tab.

📝 Click the More icon (⋮) on any template, then select Edit to open the Report Builder.

5. Configure your Report. Under Sections in the left panel, you can:
   • Remove sections by clicking the ✕ to the right of each section name.
   • Reorder sections by clicking and dragging the Drag icon (⠿) to the left of each section name.
   • Add sections by clicking + Add and selecting from the list. To add a custom text section, select Custom Text Field at the bottom of the + Add dropdown. In the Add Custom Text Field popup, enter a Section Title and Section Text. All text must use the Latin (Roman) alphabet and Arabic or Roman numerals to display correctly. Once added, a custom section can be reordered like any other, for example as a footer at the bottom of the Report. You can add multiple instances of the same section type, and you can click the Edit icon (✏) to modify a custom section.
   • Edit configurable sections by clicking the Edit icon (✏) next to the section name. See Edit Configurable Sections in the Builder below.
6. As you adjust sections, a live preview of the Report appears in the center of the page. The preview reflects only the first student selected from the Student List.

📝 The Sections panel on the left lets you add, remove, and reorder Report sections. The center panel shows a live preview.

7. Click the grey Save as new button at the top right of the page.
8. In the Save Custom Report popup, enter a name for your Report template.
9. Click the blue Save button.
10. A green confirmation popup appears: Your [Report Name] has been saved! Go to the gallery.
11. Click Go to the gallery to return to your Templates Gallery tab.

Your saved template appears in the Templates Gallery under Custom Templates and is available to select when you generate Reports. To learn how to generate Reports, see Generate Reports.

Edit Your Saved Custom Reports

Custom templates you created appear in the Templates Gallery under Custom Templates. You can edit and save changes to, rename, or delete any template you own.

To edit and save changes to an existing Custom Report template:

1. In the Templates Gallery, click the More icon (⋮) on the template you want to update.
2. Select Edit to open the Builder in a new tab.
3. Configure your Report following Steps 5 through 7 in Create and Save Customized Reports as Personal Templates above.
4. Click the grey Save changes button at the top right of the page.
5. A green confirmation popup appears: Your changes to [Report Name] saved! Go to the gallery.
6. Click Go to the gallery to return to your Templates Gallery tab.

📝 Use Save changes (not Save as new) to update an existing template without creating a duplicate.

Create and Save Customized Reports as District Templates

After you save a custom Report as a personal template, you can promote it to a District Template so everyone on your EL team can access and generate from it. Complete the steps in Create and Save Customized Reports as Personal Templates first, then follow the steps below.

1. In the Templates Gallery, select the Custom Report template you want to promote.
2. Click the More icon (⋮) on that template.
3. Select Promote to district.
4. In the Edit report sharing popup, select District Report. You can only edit report sharing on templates you created.
5. Click the blue Save button. A green confirmation popup appears.
6. Your template is now saved as a District Template and appears under District Templates in the gallery.
   • Promoted templates no longer appear under your personal Custom Templates section.
   • District Templates display the template creator's name below the title. Only the template owner can rename, delete, edit, or promote/unpromote it.

📝 Select Promote to district from the More menu on any Custom Template you own.

📝 Once promoted, the template moves from Custom Templates to District Templates and is visible to all users in the district.

Edit Your District Templates

You can edit and save changes to, rename, delete, or unpromote any District Templates you created. To manage a District Template:

1. In the Templates Gallery, click the Expand icon (›) to expand the District Templates section.
2. Select the template you want to modify.
3. Click the More icon (⋮) on that template, then choose one of the following:
   • Edit — Make and save changes to the template.
   • Rename — Update the template's display name.
   • Delete — Permanently remove the template.
   • Unpromote to district — Remove the template from the District Templates section and return it to your personal Custom Templates section. In the Edit report sharing popup, select District Report to confirm, then click the blue Save button. A green confirmation popup appears. You can only edit report sharing on templates you created.

⚠️ Warning

Deleting a District Template is permanent and cannot be undone. All users in your district immediately lose access to that template. Consider unpromoting rather than deleting if you may need the template again.

Hide Ellevation's Predefined Templates

Once your district has custom Report templates in place, you can optionally hide Ellevation's predefined templates. This reduces confusion for your EL team by surfacing only the templates your district uses. This setting is managed through Ellevation's Permissions page and requires Administrator access.

To hide Ellevation's predefined Report templates:

1. Navigate to the Manage Permissions page:
   1. Click the Admin menu icon (⚙) at the top right of the navigation bar.
   2. Click User Management.
   3. Select Permissions.

📝 Navigate to Admin menu > User Management > Permissions to manage Report template visibility.

2. Find the Reports permissions group by scrolling or using the Jump To list on the left.
3. Click Edit Permissions to the right of the Reports permissions group.

📝 Click Edit Permissions next to the Reports group to manage template visibility by account type.

4. In the Edit Reports Permissions window, under the Ellevation Report Templates column, uncheck the appropriate checkboxes for each account type to hide Ellevation's predefined templates for that account type.
5. Click Save.

📝 Uncheck boxes under Ellevation Report Templates for each account type that should only see custom or district templates.

Edit Configurable Sections in the Builder

Several sections in the Report Builder can be individually configured, for example to filter data by date range or academic period. To edit a configurable section, click the Edit icon (✏) next to the section name in the Builder. Select a section below to learn what you can configure:

• Header, Including Address Labels
• Student Information
• Title
• Standardized Tests
• Language Programs
• Notes
• Meetings
• EL Services
• Test Accommodations
• Goals
• Course Grades
• ELP Tests

Header and Student Information Sections

You can remove, reorder, and add fields in both the Header and Student Information sections.

📝 Drag fields to reorder them or click the ✕ to remove them from the Report header.

In the Header section, you can optionally check Include Address Labels to add the student's mailing address, if stored in Ellevation. Then select from the Address To dropdown:

• Contact 1
• Contact 2
• Guardian
• Emergency Contact

📝 Enable Include Address Labels to add a mailing address block to the Report header.

Address labels appear in the Report header and are formatted for mailing in a standard left-window #10 business envelope.

📝 The address label is positioned to align with a standard left-window #10 business envelope.

Title Section

You can change the default Report Title and Report Subtitle in this section.

To include your official district logo, check Include District Logo. Your district's Ellevation Administrator must first upload the logo on the Reports & Parent Letters Configuration page. See Upload a District Logo to learn how.

📝 Customize the Report Title and Subtitle, and optionally add your district logo.

The district logo appears alongside the Report title on the first page of all generated Reports.

📝 The district logo appears next to the Report title on page one of every generated Report.

Standardized Tests, Language Programs, Notes, and Meetings Sections

For these sections, you can display data stored in Ellevation for all dates, or filter to show data before or after a specific date. In the Edit popup, click the Calendar icon to select your date.

📝 Use the Calendar icon to select a date filter for these sections. The same filter pattern applies to Language Programs, Notes, and Meetings.

EL Services, Test Accommodations, Goals, and Course Grades Sections

For these sections, you can display data for all academic periods, or limit data to one or more specific academic periods. In the Edit popup, select Include only, then choose one or more academic periods from the dropdown list.

📝 Select Include only and choose one or more academic periods to filter data in these sections.

ELP Tests Section

For the ELP Tests section, you can display data for all dates, or filter to show tests before or after a specific date. Click the Calendar icon to select your date, then click the blue Update button to save your changes.

You can also select Last X ELP Tests to display only the most recent tests. Use the More/Less buttons to enter a number. For example, entering 2 shows the two most recent ELP Test results stored in Ellevation in that Report section.

📝 Use the Calendar filter or the Last X ELP Tests option to control which ELP Test results appear in the Report.