Prepare year-end records

Year-end work is easier when you review connected records before generating final documents. The readiness view helps surface missing or unfinished information.

1. 1

   Open Year-End Readiness

   Choose the student and school year, then review the areas that are ready and those that still need attention.

2. 2

   Finish attendance

   Check missing dates, totals, and notes, then generate the attendance record you intend to retain.

3. 3

   Review courses

   Confirm course titles, descriptions, completion status, final grades, grade levels, and credit values where applicable.

4. 4

   Review supporting records

   Check reading, activities, curriculum, portfolio items, and school identity details.

5. 5

   Create final reports

   Generate the grade report, progress report, course of study, transcript, portfolio, and other documents your family needs.

6. 6

   Assemble a record packet

   Use Record Packet to combine selected records into a single organized package.

7. 7

   Export your data

   Use Export under Homeschool Setup to keep a machine-readable copy in addition to finished PDFs.