Draft, review and publish a student progress report
Updated . Written by the ProgresslyAI team from the current product. Examples use invented records.
A progress report starts as a private AI draft written from the student's recorded skills and attendance. Nothing reaches a family until a staff member saves the text and publishes it. This guide walks through the full cycle and explains which version families see at each point.
Quick answer: on the student's page select Generate report draft, edit the text, select Save draft, then Publish to families. To change a published report, edit, Save draft and Publish changes. To remove it, select Withdraw from family view.
Before you start
- Your school is on Pro or Business. On Starter, the request returns "This AI feature requires the Pro plan. The school owner can upgrade from Billing."
- You are an owner or instructor.
- The student has a current skill tree with up-to-date statuses, and attendance is recorded. The draft uses mastered, in-progress and total skill counts, up to six recently mastered skills, up to six skills in progress, and attendance counts from the last 30 days. It cannot mention anything that is not recorded.
Step 1: Generate a draft
- Open Students and select the student.
- In AI progress reports, select Generate report draft.
The new report is labeled Draft - not shared with families. If the page says AI generation is currently unavailable, you can still review and publish existing reports.
Step 2: Edit and save
Edit the text in Report draft. Check every skill name and attendance statement against the student's record, remove anything a family should not read, and add the next teaching goal. Reports can be up to 20,000 characters.
Select Save draft. Saving does not change what families see. Publish to families is unavailable while you have unsaved edits, so you cannot accidentally publish text you have not saved.
If you no longer want a draft that was never shared, select Discard draft.
Step 3: Publish
Select Publish to families. The label changes to Published to linked families and the report appears for every verified parent linked to the student.
Step 4: Change or withdraw a published report
| You want to | Do this | Families see |
|---|---|---|
| Correct a published report | Edit, Save draft, then Publish changes | The previous version until you select Publish changes |
| Leave a change unpublished | Edit and Save draft only. The label shows Published with a private draft | The previously published version |
| Remove the report from the portal | Withdraw from family view | This report disappears. If an earlier report for the student is still published, families see that one instead |
| Delete a report that was shared | Not possible. Withdraw it instead | Nothing, after withdrawal |
Each publication and withdrawal is kept in the report's history with the date and the staff member's name. Select Older publication changes to load earlier entries.
What families see
Families see only the most recently published report for each student that is still published, alongside skills, the last 15 attendance records and invoices. They never see drafts or report history. See inviting parents if a parent cannot see the report.
Troubleshooting
"This report changed in another window." Someone else saved or published this report after you opened it. Copy any unsaved text, reload the page and apply your edits again.
"Enter a report between 1 and 20,000 characters." The text is empty or too long. Shorten it before saving.
"Previously shared reports retain their history. Withdraw the report from the family view instead." You tried to discard a report that was published at some point. Use Withdraw from family view.
The draft gets a fact wrong. The draft is written from the records available. Correct the skill status or attendance record if it is wrong, then edit the draft text. You do not need to generate a new draft.
Readiness results. On Business, the AI readiness assessment is a separate tool. Its latest result is shown to linked parents as soon as it is requested, without a review step like reports have.