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How to Create a Custom Report to Track Student Mastery by Standard (per Quarter)

This report helps teachers and administrators monitor how many students have attempted and mastered (80% or higher) selected standards, broken down by class. It’s especially useful for weekly tracking, school or class competitions, or progress monitoring. Once created, the report can be reused by simply updating the date range.

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Before you begin, you’ll need:

• A list of standards to track for the reporting period
  • This can be obtained from your PAS plan calendar. From the left nav bar, select a Class → Scroll down to Class menu → Select the PAS plan for the current marking period. Make sure boxes are checked for Past and Future assignments → Scroll through the calendar and jot down all of the standards that were assigned. 
• ⚠️ Current limit: up to 10 standards per custom report. If needed, create multiple reports (e.g., Part 1 / Part 2) 
• 💡 Tip: Create one saved report per grade or reporting period to reuse all year.

Step 1: Open Report Manager

• From the left navigation menu select Reports 
• Click on +Create New Report

Step 2: Create a New Report

SETTINGS -  

• Title: Use a clear, reusable name (Example: “Grade 3 – Q3 Mastery Tracker”) 
• Date Range: Select Custom Date Range (Recommended for weekly editing of dates) 
• Click Apply

STUDENTS -

• Type: School (admin) or Class (teachers)
• Scope: Schools (admin) or Classes (teachers) 
• Select your school(s) or class(es) from the dropdown 
• Click Apply 

FILTERS -

• No changes needed, however you have the ability to:
  • Toggle ON to show withdrawn students
  • Toggle OFF to show rows with no data (outcome is to hide rows with no data)

ADD DATA COLUMN -

• Click Add Data Column
• From the left menu, select the Total Mastery data column. This aggregates mastery across all activities tied to each standard 
• Click Apply

SELECT STANDARDS FOR REPORT

• Keep the selector set to Standards (not Assignments) 
• Use the search bar to quickly find and select standards (example syntax used by your district/content: 3-LS4-2 or SC.3.L.15). To quickly filter, start by typing the grade and domain (e.g., "3-L" or "SC.3.L").
• Select up to 10 standards, in the order you want them displayed 
• Click Apply

Step 3: Review, Download & Save

• Click a class name to drill down to student-level results
• Download as a .csv or .xls file to manipulate data.

 💡 Tip:  For competitions, you can create a Pivot Table to calculate:
               Percent Mastered = Students Mastered ÷ Total Students. 

• Click Save to store the report in Report Manager under My Reports.

Using the Report Weekly

• From the left navigation menu, click Reports, then Report Manager
• Under the My Reports tab, locate the report you created, and click on the View Report icon to open the report
• From the Settings, update the Date Range (e.g., Monday–Friday of the target week)
• Review and evaluate the data