Check your records as you go

Records at a Glance shows what is already saved and what you may want to add while the details are still fresh. It is a gentle check-in, not another requirement to keep up with.

1. 1

   Open Records at a Glance

   Choose the student and school year to see what is saved, what is in progress, and what you may want to add when it is useful.

2. 2

   Check attendance

   Look over dates, totals, and notes, then make an attendance record if you need one.

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

   Choose your reports

   Create only the grade report, progress report, course of study, transcript, portfolio, or other documents your family needs.

6. 6

   Make a Year in Review if you want one

   Year in Review is the family keepsake: books, outings, journal notes, photos, and finished work gathered into the story of the year. It is separate from the record check-in.

7. 7

   Assemble a record packet

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

8. 8

   Export your data

   Use Backup & Export under Homeschool Setup for a readable CSV archive, a complete JSON data backup, or a copy of uploaded photos and files in addition to finished PDFs.