# 4. Automated Reports & Alerts

User Type: **Student**
Source: *Mi Digital Academy - Education CRM Features Document*

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## 4. Automated Reports & Alerts

### 4.1 Automated Progress Reports
**What it does:** Generates automated progress reports for the Student: weekly and monthly summaries of their learning (time spent, completion, scores, and trends). The Student can view, download, and share their reports. Reports are generated automatically on a schedule.

**Sub-features:**
- Weekly progress report (time, completion, scores)
- Monthly progress report
- Report generated automatically on a schedule
- View a report
- Download a report
- Share a report (e.g., with a parent)
- Report history
- Report event logging (generated, viewed, downloaded, shared)
- Audit logging of the automated progress reports

**Student User Journey:**
1. The platform generates the Student's weekly report automatically.
2. Student opens "Progress" → "Reports" and views the weekly report.
3. The report shows time spent, completion, scores, and trends.
4. Student downloads the report.
5. Student shares the report with their parent.
6. The report history shows past reports.
7. Student opens Profile → "Activity" and confirms the report events are recorded.

**Rules & Edge Cases:**
- Reports are generated automatically on a schedule (weekly, monthly).
- A report summarizes time, completion, scores, and trends for the period.
- A report can be viewed, downloaded, and shared.
- The report history retains past reports.
- Report events (generated, viewed, downloaded, shared) are logged with the report and the timestamp.
- The automated progress reports is audit-logged with the account, the report, and the timestamp.

### 4.2 Performance Alerts
**What it does:** Sends the Student alerts when their performance crosses a threshold: a drop in scores, a missed study plan, or a streak at risk. Alerts are actionable and link to the relevant area. The Student can acknowledge an alert and adjust their study.

**Sub-features:**
- Alert on a drop in scores
- Alert on a missed study plan
- Alert on a streak at risk
- Alert links to the relevant area
- Acknowledge an alert
- Alert frequency respects notification preferences
- Alert event logging (sent, acknowledged)
- Audit logging of the performance alerts

**Student User Journey:**
1. The Student's score drops below the threshold; an alert is sent.
2. Student opens the alert and is linked to the affected subject.
3. Student acknowledges the alert and adjusts their study plan.
4. A streak-at-risk alert is sent when the Student misses a day.
5. A missed-study-plan alert is sent when the Student falls behind.
6. The alert frequency respects the Student's notification preferences.
7. Student opens Profile → "Activity" and confirms the alert events are recorded.

**Rules & Edge Cases:**
- An alert is sent when performance crosses a configured threshold.
- An alert links to the relevant area (subject, plan, streak).
- An alert can be acknowledged.
- The alert frequency respects the Student's notification preferences.
- Alert events (sent, acknowledged) are logged with the alert and the timestamp.
- The performance alerts is audit-logged with the account, the alert, and the timestamp.

### 4.3 Report Sharing with Parent
**What it does:** Lets the Student share their progress reports and performance summaries with a linked parent. Sharing is controlled by the Student (or the parent, per the platform's rules), and the parent sees the shared reports in their dashboard. This supports the parent-student collaboration.

**Sub-features:**
- Share a report with a linked parent
- Share a performance summary
- Sharing controlled by the Student (or parent, per rules)
- Parent sees shared reports in their dashboard
- Unshare a report
- Share status visible
- Share event logging (shared, unshared)
- Audit logging of the report sharing with parent

**Student User Journey:**
1. Student opens a weekly report and taps "Share with parent".
2. The report is shared; the parent sees it in their dashboard.
3. Student shares a performance summary.
4. Student unshares a report; it is removed from the parent's dashboard.
5. The share status is visible on the report.
6. Student opens Profile → "Activity" and confirms the share events are recorded.

**Rules & Edge Cases:**
- Sharing requires a linked parent account.
- Sharing is controlled by the Student or the parent per the platform's rules.
- A shared report appears in the parent's dashboard.
- Unsharing removes the report from the parent's dashboard.
- Share events (shared, unshared) are logged with the report and the timestamp.
- The report sharing with parent is audit-logged with the account, the report, and the timestamp.