Product Highlights

AI Submission & Report Analysis

Agency users can get AI-generated analysis, feedback, next steps, scoring recommendations, and contextual chat directly from submissions, while school users can get guidance and completion checklists before submitting.

Entity Abstraction & Customization

Organizations now have additional control over terminology used for entities throughout the platform. This includes custom titles for Schools/Networks and controls over what parts of the school profile are visible/used.

Other new updates and improvements to check out:

• Weekly Summary Email: This new email notification provides an overview of upcoming reports, past due items, and an summary of report activity.

• Custom dashboards: Addition of embedded Tableau charts which can be configured as defaults by agency and school users.

• CSV exports: Reports Templates, Schools, and School Users can now be exported to CSV for easy data management.

• Submission file uploads: School users can upload files directly from the submission drawer, supporting quicker submission updates.

• Accessibility improvements: Updates throughout dashboards, Board Center, side drawers, tooltips, scheduling, and other components improve keyboard navigation, screen-reader support, semantic structure, and color contrast.

Feature Spotlight – Policy Hub

Policy Hub (in Docket) is a new AI-powered workspace for reviewing, analyzing, and updating policies and handbooks. Users can upload individual policies or full handbooks, automatically organize handbook content into sections, and evaluate documents against applicable laws and internal board policies. Policy Hub identifies potential gaps, surfaces supporting citations, and helps teams understand where policy language may need attention.

The full-screen AI Editor then helps users move from analysis to action in the same workflow. Teams can review suggested fixes, ask AI to redraft language, accept or reject proposed changes, and compare revisions against the original document with redline views. Gap status, suggestions, and editing context persist as users work, making Policy Hub a centralized place to review alignment, draft updates, and manage policy revisions.

New Product Alert – Drive for Schools

With recent updates to report and entity set up, we are excited to announce Drive for Schools. This is the same platform you currently use for compliance and submission management, but configured specifically for internal use by schools. Track internal compliance requirements and recurring tasks like lesson plans, assessments, and more, all in one platform.

Learn more and request a demo here!

Coming Soon!

Applications Redesign & AI

We are cleaning up designs and user experience in the Applications builder, submission window, and review process. Additionally, we are enabling agencies to create custom AI instructions and rubrics in application creation to support analysis and evaluation post submission.

Policy Hub Document Types

In addition to handbooks and policies, we are adding new document types to Policy Hub (contracts, applications). This will allow users to review and analyze a wide range of documents against state and federal law, ensuring you are always in compliance.

Pro User Tip of the Month

As we wrap up rollover and onboarding for existing and new customers, report assignments for the upcoming year are at their peak!

Reports can be assigned to schools in two ways: from the Assigned Reports tab their profile, or from the Report Templates page. Make sure you are using the most efficient method by comparing your number of schools, to your number of reports.

• More reports than schools = assign from the school profile

• More schools than reports = assign from the report template

We’re dedicated to continuously improving Reportwell and enhancing your experience with every update. If you have feedback, feature ideas, or requests, our support team would love to hear from you

Product Highlights

Legislative Updates in Docket

This new Docket feature now provides a complete workflow for reviewing, tracking, and acting on legislative changes. Use it to view new laws, create implementation tasks, and use the bill-specific chat for additional context.

Additional table updates

Our updated tables, with improved accessibility, saved/multiple filters, and export ability have been added to Reports (for schools), as well as Schools/Users and Report Templates (for agencies).

Other new updates and improvements to check out:

• Application review and evaluation improvements: Application workflows received a redesigned evaluation experience, richer activity indicators, stronger autosave protections, Save and Close functionality, and improvements to scoring, assignments, and review feedback.

• Network management improvements: Users can now archive and unarchive Networks, automatically archive underlying schools when a Network is archived, and unassign users from Networks more consistently.

• Accessibility improvements across Drive and Submissions: Updates improved keyboard navigation, table accessibility, drawer focus behavior, color contrast, skip links, and screen-reader support across key areas of the platform.

Feature Spotlight

This month we are highlighting our new Rollover feature, as it supports one of the most important annual workflows for agencies: preparing Reportwell for a new school year. Agencies now have a guided rollover experience that helps them decide how to carry forward report templates, due dates, school assignments, scoring, and other key setup details into the next year.

The new workflow provides teams a structured dashboard, setup wizard, editable draft table, launch summary, and approval process so they can review their rollover before it takes effect. This reduces manual setup work and helps agencies move into the next school year with greater confidence and fewer administrative steps.

Coming Soon!

AI integrations for reports

AI-powered support is coming to Drive workflows, starting with agency-side report template creation, the school-side report side drawer, and AI Assistant integration. These updates will support AI automation for submission completion (schools) and review (agencies).

Upgraded Forms portal

Our current Complaints portal is evolving into a more flexible Forms portal, with complaints available as a default form type. Users will be able to create and publish custom forms for ad hoc submissions, external submissions, and other structured intake workflows.

Pro User Tip of the Month

Leverage submission filters to create a more actionable view

Saved filters are not new, but the new multi-select filter experience that has been brought to both the Reports (schools) and Submissions (agencies) tables makes saved views much more powerful. Instead of filtering one item at a time, users can now build a focused view around the reports that matter most to them.

Our recommended setup to create a clean, actionable view:

• Team Member and/or Category: Depending on how your reports are assigned, filter for your assignments (Reviewer for agency and Owner for school) or the category of reports you oversee.

• Status: Select Incomplete, Pending, and Returned only. These statuses indicate action needs to be taken, while leaving others hidden (Complete, Rejected).

• During the 25-26 to 26-27 rollover period, you may also find it useful to select both years to see reports across both terms.

We’re dedicated to continuously improving Reportwell and enhancing your experience with every update. If you have feedback, feature ideas, or requests, our support team would love to hear from you