A final review, one step at a time.
A practical checklist for reviewing a psychoeducational report before sharing it. Start with the original records, work through the draft, and finish with the file your reader will receive.
Use this as an editing aid alongside your assessment procedures and professional judgment. Automated checks can flag possible errors; they cannot establish that an evaluation is complete or its conclusions are supported.
All PsychLab resources · Updated October 1, 2026
1. Confirm whose report you are reviewing.
Check the student’s name, pronouns, date of birth, grade, school, assessment dates and evaluation type against the source records. Look in headers, tables and recommendations as well as the main text. Search for leftover names, bracketed notes and unfilled template fields.
The date calculator can help check age at testing. Verify the dates you enter and the age recorded on the original score report.
2. Trace each score back to its source.
Match the test edition, measure, score type, score and percentile to the original score report. Keep standard scores, scaled scores and T-scores distinct. Check descriptive labels and confidence intervals against the publisher’s report and guidance; do not replace them with a generic conversion.
Use the score calculator to explore score metrics and check calculations. Its conversions are a cross-check, not a substitute for the instrument’s norms.
3. Compare tables, graphs and narrative.
Read each results paragraph beside its table and original record. Confirm that names, numbers and descriptors agree. Check graph labels and score scales, and make sure a missing result has not become a zero. Keep observations, reported history and test findings clearly attributed.
If you need a clearer display, the table and graph maker helps organize entered scores. Verify the finished display before copying it into your report.
4. Review the reasoning, then the wording.
Check that the summary answers the referral questions and that each conclusion has supporting evidence. Explain limitations and inconsistent findings. Tie recommendations to the needs described in the report, and define unfamiliar terms for families and other readers.
Report Proof can flag possible inconsistencies and unfinished fields. Review every suggestion against the source; a clean result does not confirm the accuracy of the report. For a second professional perspective, explore report review and consultation at Valentine Psychological Services.
5. Open the file you intend to send.
Inspect the exported Word or PDF file page by page. Check that tables fit, graph labels are readable, headings stay with their text, page numbers make sense, and no comments, placeholders or unintended tracked changes remain. Confirm the file name, version and intended recipients before sharing through your approved process.
Explore a report-writing workflow.
To see how entered scores, tables, figures and draft language fit together, try the AUTOMATA browser demo with fictional examples. Its demo walkthroughs explain what to inspect at each step. Product availability and supported app features are described separately on the AUTOMATA site.
PsychLab provides the free tools and guides. AUTOMATA Reports is the software project. Valentine Psychological Services provides evaluations and professional consultation. Choose the resource that fits the work in front of you.