Transcript Templates
When you navigate to Institution Config / Transcripts, you'll arrive at the Transcript Templates tab. This section lists all available templates used to generate official transcripts for your Students. A default template (General New) is included to accommodate standard transcript requirements and is suitable for most institutions. However, if your school needs a more tailored format, you can create and configure your own custom templates to match your specific academic and administrative preferences.
While the default transcript template is often enough for most institutions, you may want to create your own to match specific formatting or reporting needs. Whether you're looking to change fonts, adjust margins, include specific student or program information, or add a custom grading key—creating a custom transcript template gives you full control over how transcripts appear.
In this section, we’ll walk through each area of the transcript template, highlighting the settings that may need extra explanation. You can refer to the images provided to see exactly where these options are located.
To create a custom transcript template, navigate to Insitution Config / Transcripts. Then click New Transcript Template. A popup will appear where you’ll enter a name, an optional description, and choose whether the template applies to All Sessions or the Current Session only.
Once saved, the template will appear in your list. Click the pencil icon to open and customize the template.
This section shows the name, description, and type you entered earlier. You can update them here if needed.
The Layout section controls how the transcript appears visually:
- Font / Font Size: Choose from available fonts and set the size.
- Orientation: Select Portrait or Landscape.
- Display Order: Determine how session data is sorted—ascending (earliest to latest) or descending.
- Margins & Header Size: Set the page margins and top header height in inches.
This section defines what appears at the top of the transcript. You can choose to include key institutional and student information such as:
- Institution name, location, and address
- Student name, ID, address, date of birth, SIN/SSN/NIN, and timeclock hours
- Custom fields you’ve configured
When selecting certain fields, additional label options appear so you can customize how each item is titled.
Choose which program-specific details to display, including:
- Start and expected end dates
- Length, credential, status, and substatus
- Any custom fields related to programs
You can also rename the title of this section if desired.
Enable this section to include any transfer credits a Student has received. Once selected, you’ll have the option to customize the title of this section.
This section covers both course-level and student-level data. You can set custom titles for:
- Courses Title – the heading for the course section
- Final Mark Header – the label used for final grades (e.g., “Grade” or “Final Mark”)
Options here include:
- Course information such as code, dates, hours, credits, and instructors
- Student-level data including absences, attendance percentage, lates, alternate marks, and instructor comments
Define how to handle special cases and statuses:
- Choose whether to display a Course Grade or substitute with Override Text for Withdrawn, Incomplete, Failed, or Active courses
- Indicate repeated courses and label them as needed
- Show Advanced Standing and enter supporting text
Control what summary data appears at the bottom of each session and/or overall transcript:
- Course credits, hours, and distinctions
- Summary marks can be shown as Grade Point, Letter Grade, or both using the alternate field
- Attendance and lateness summaries are also available with flexible display options
Each summary item includes a dropdown to choose if it should be shown by session, overall, both, or hidden entirely.
This section allows you to add a certification area at the bottom of the transcript, including:
- Title
- Certified By name and position
- Signature type:
- None: No signature
- Auto: Pulls a default image from your settings
- Upload: Allows a specific image file to be uploaded
Optional certification notes can also be added.
Add a reference guide explaining the grading structure (e.g., A = 90–100%). You can rename this section and enter any relevant explanation in the text field provided.
Choose whether to include:
- A Date Stamp showing when the transcript was generated
- The User Initials of the staff member who produced it
Once your customized template is ready, click Save at the bottom of the screen. Your new template will be available under the Transcript Templates tab and can be used to generate transcripts for any Student. Keep in mind that you can return to the template at any time to make updates or adjustments as your institutional needs evolve.