Report Configuration
District Administrators can customize the appearance and content of archived evaluation reports. Each report type can have a custom title, additional text, an evidence policy, and specific sections enabled or disabled.
Where: Evaluation Setup > Report Settings
:::tip Configure Early Set up report configuration at the beginning of the school year, before any reports are generated. This ensures all archived reports have a consistent format throughout the year. :::
Report Types
Each evidence collection type generates its own report when archived. The report types available depend on the evaluation program. The most common (TPEP teacher/principal) types are:
| Report Type | When Generated |
|---|---|
| Summative | End-of-year evaluation is completed |
| Observation | Observation is locked/archived |
| Student Growth Goal Setting | Goals are approved |
| Student Growth Achievement | Achievement is approved |
:::note Self-Assessment Reports Self-Assessments are not archived like other report types. Evaluatees can use the Create PDF option to generate a personal copy, but Self-Assessments don't produce archived reports visible to administrators. :::
:::note Mid-Year Reports Mid-Year reports are created as snapshots of the Summative report. See Report Snapshots below. :::
What You Can Configure
For each report type, you can set:
| Setting | Description |
|---|---|
| Report Title | Custom title displayed at the top of the report |
| Additional Information | Extra text displayed at the end of the report |
| Acknowledgment Text (Summative only) | Text shown to the evaluatee when they acknowledge the report |
| Evidence Policy | How evidence is included: None, Curate, or Include All |
| Sections | Which optional sections to include in the report |
| Allow School Override | Whether schools can customize this report type |
Report Sections
Each report type has its own set of sections. Sections fall into three states:
| State | Meaning |
|---|---|
| Required | Always included — cannot be turned off |
| On | Included by default — you can turn it off |
| Off | Available but not included by default — you can turn it on |
Sections are also grouped into Main (primary report content) and Appendix (supplementary details that print after the main report).
:::note Framework Scores visibility The Framework Scores section only appears in a report when that evidence type is scored and scores have been entered. Whether an evidence type can be scored is controlled by an Allow Scoring setting for its module (Observations, Self-Assessments, and so on). For Summative reports, focused evaluations are not scored unless your district enables summative focused scoring. See Scoring and Focused Evaluations. :::
Summative Report
| Section | State | Group | Description |
|---|---|---|---|
| Report Summary | Required | Main | Evaluatee info, dates, plan type |
| Framework Scores | Required | Main | Scores by framework component — shown only when the evaluation is scored (see note above) |
| Evidence Collection Summary | Required | Main | A summary table listing the Observations (by date and title) that have been published and included in the summative report |
| Evidence | On | Main | Evidence aligned to the rubric (governed by the evidence policy) |
| Final Notes | Required | Main | Final notes from evaluator and evaluatee |
| Signature Block | On | Main | A signature line for the evaluator and evaluatee to physically sign when the report is printed |
| Evidence Collection Scores | Off | Appendix | Criterion scores from each Observation |
| Evidence Collection Reports | Off | Appendix | Full Observation reports embedded |
| EOY Conference Prompts | Off | Appendix | End-of-year conference prompts and responses |
| EOY Conference Summary | Off | Appendix | Evaluator's end-of-year conference summary |
| Goals | Off | Appendix | The evaluatee's student growth goals |
Observation Report
| Section | State | Group | Description |
|---|---|---|---|
| Report Summary | Required | Main | Observation date, type, evaluatee info |
| Framework Scores | Required | Main | Framework component scores — shown only when observations are scored (see note above) |
| Evidence | On | Main | Evidence from the observation (governed by the evidence policy) |
| Final Notes | Required | Main | Final notes from evaluator and evaluatee |
| Signature Block | Off | Main | A signature line that can be physically signed when the report is printed |
| Observation Notes | Off | Appendix | Observation notes with coding removed |
| Pre-Conference Prompts | Off | Appendix | Pre-conference prompt responses |
| Pre-Conference Summary | Off | Appendix | Pre-conference evaluator summary |
| Post-Conference Prompts | Off | Appendix | Post-conference prompt responses |
| Post-Conference Summary | Off | Appendix | Post-conference evaluator summary |
Student Growth Reports (Goal Setting & Achievement)
| Section | State | Group | Description |
|---|---|---|---|
| Report Summary | Required | Main | Evaluatee info, dates |
| Framework Scores | Required | Main | Student growth component scores |
| Goals | Required | Main | The evaluatee's student growth goals |
| Evidence | On | Main | Evidence aligned to the rubric (governed by the evidence policy) |
| Final Notes | Required | Main | Final notes from evaluator and evaluatee |
| Signature Block | On | Main | A signature line that can be physically signed when the report is printed |
| Conference Prompts | Off | Appendix | Goal setting or achievement conference prompts |
| Conference Summary | Off | Appendix | Evaluator's conference summary |
Self-Assessment Report (PDF Only)
Self-Assessments are not archived. Evaluatees can generate a PDF copy for their own records, but these reports are not stored in the system.
| Section | State | Group | Description |
|---|---|---|---|
| Report Summary | Required | Main | Evaluatee info, date |
| Framework Scores | Required | Main | Self-assessment component scores |
| Evidence | On | Main | Evidence aligned to the rubric |
| Signature Block | Off | Main | A signature line for the evaluatee to physically sign when printed |
Evidence Policy
Reports include a single Evidence section that presents both packaged evidence and unpackaged collected items together. How much of that evidence reaches the report is controlled by the report's evidence policy, which you set per report type:
| Policy | Behavior |
|---|---|
| None | No evidence appears in the report. The Evidence section is omitted entirely. |
| Curate | The evaluator selects which packages and unpackaged collected items appear in the report. |
| Include All | Every packaged and unpackaged collected evidence item is included; the evaluator cannot curate. |
:::note A single Evidence section Earlier versions had separate "Collected Evidence" and "Packaged Evidence" sections, each with its own display mode. These are now combined into one Evidence section governed by the evidence policy above. :::
How the policy affects evaluators
The evidence policy you set on a report determines what evaluators can do in the Evidence View:
- Include All — Everything collected is in the report automatically. There is nothing for the evaluator to curate.
- Curate — The evaluator chooses which evidence items and packages are included. (An evaluator may also opt to include all of the evidence for their own evidence collection.)
- None — No evidence section is produced, regardless of what was collected.
:::tip Choosing a policy
- Include All — Use when you want a complete record of all evidence collected.
- Curate — Use when evaluators should select the most relevant evidence for the final report.
- None — Use when the report should not contain an evidence section at all. :::
School Override
If a report type allows school override, School Administrators can adjust the evidence policy (and enabled sections) for evaluations at their school, within what the district permits.
Report Snapshots
Report snapshots allow evaluators to capture a point-in-time copy of the Summative report before the evaluation is complete. This is useful for:
- Mid-year check-ins — Capture progress at the midpoint of the evaluation cycle
- Quarterly reviews — Document status at regular intervals
- Progress documentation — Save the report state before making significant updates
Creating a Snapshot
From the Summative Final Report tab, click Create Snapshot to capture the current report state. Enter a descriptive title (e.g., "Mid-Year Review", "Q1 Progress Report") and click Create Snapshot.
Viewing and Downloading Snapshots
Toggle Show Snapshots to see all saved snapshots. Each snapshot can be downloaded as a PDF.
:::tip Mid-Year Reviews For districts that conduct formal mid-year reviews, create a snapshot titled "Mid-Year Review" to document the evaluation status at that point. The snapshot preserves all scores, evidence, and notes as they existed when captured. :::
Default Report Titles
When a framework is set up, reports are initialized with default titles:
| Report Type | Default Title |
|---|---|
| Summative | eVAL Final Report |
| Observation | eVAL Observation Report |
| Self-Assessment | eVAL Self Assessment Report |
| Student Growth Goal Setting | eVAL Student Growth Goal Setting Report |
| Student Growth Achievement | eVAL Student Growth Goal Achievement Report |
School Override
When "Allow School Override" is enabled for a report type, School Administrators can:
- Change the report title for their school
- Add or modify additional text
- Enable or disable optional sections
- Adjust the evidence policy (within district limits)
School settings override district settings for evaluations at that school.
Tips
- Keep titles concise — They appear at the top of printed/PDF reports
- Use additional text sparingly — It adds to every report of that type
- Consider what's useful — More sections means longer reports; include what evaluators and evaluatees actually need
- Summative reports are the legal record — Consider which sections provide necessary documentation
Related Topics
- Modules and Settings — Other configurable settings
- Evidence View — Working with collected evidence
- Packaging Evidence — Creating evidence packages
- Start of Year Setup — When to configure reports