Reports
Reports in the sidebar has six categories, each with its own tabs.
| Category | Reports |
|---|---|
| Enrollment & Census | Enrollment Summary, Classroom Occupancy, Child Roster, Age Distribution |
| Attendance | Daily Summary, Child Attendance, Trends |
| Financial | Revenue Summary, AR Aging, Invoice Detail, Payment Collection, Plan Analysis |
| Medical & Health | Allergy Summary, Immunization Compliance, Medication Administration, Incident Log |
| Staffing | Staff Directory, Time & Attendance |
| Registration & Waitlist | Registration Pipeline, Waitlist Status |
Run a report
Section titled “Run a report”Open a category, then a tab. Most have From and To dates, a Classroom filter and a Status filter; Clear all resets them. Each report shows its own figures, a chart and a table.
Export
Section titled “Export”Export CSV downloads the current table with your filters applied, named after the report and the date. It is disabled when the table is empty.
CSV is the only export — there is no PDF or print view. For a report you have to hand to someone, export the CSV and format it in a spreadsheet.
The ones you will use most
Section titled “The ones you will use most”- AR Aging — who owes what, by how late. Your collections list.
- Child Roster — a full list with dates of birth, classroom and status. The one to print for an inspection or a fire drill.
- Immunization Compliance — who is up to date, due or overdue.
- Incident Log — incidents with severity, status and whether the parent was notified.
- Registration Pipeline — where enquiries are getting stuck, with submission, completion and enrollment rates.
Read these with a few caveats
Section titled “Read these with a few caveats”- Trend charts are built from periodic snapshots, so today’s changes may not appear yet. No trend data available yet means none have been captured.
- Staffing → Time & Attendance lists your active employees, but the hours, breaks and overtime columns are not populated — they show a dash. Use an employee’s own Time & Attendance tab for real hours.
- Enrollment Summary shows Total Enrolled, New This Month, Withdrawn and Waitlisted. There is no net-change figure: a real one needs withdrawal dates within the period, which the report data does not carry, and an all-time withdrawal count subtracted from a monthly intake would be a different wrong number.
- The Staffing category’s description mentions staff-to-child ratios; there is no ratio report. Ratios are on each classroom’s screen.