How-to guide
Reports
Dashboards, KPIs and reports.
A task-focused guide: follow the steps when you need to get something done.
The Reports screen gives administrators, accountants, teachers and staff a picture of the school.
The Overview dashboard
The Overview is a single-glance principal dashboard:
- Headline KPIs (enrolment, attendance, collection).
- An attendance status donut.
- A fee-collection split donut.
- GPA-by-class bars.
- 30-day attendance and collection trends.
- A performance watch donut and attendance-by-class table.
Other reports
- Attendance reports — per class, per student, per month.
- Fee/collection reports — totals, dues and payment trends.
- Marks/result reports — results by class and term.
Who sees what
- Administrators and accountants — the full financial and operational picture.
- Teachers — reports relevant to their classes.
- Staff — operational reports.
Exporting
Attendance rosters export to CSV (with every field) directly from the attendance screen; other screens export as applicable.
Tips
- Check the Overview dashboard at the start of each week for a quick health check.
- Use the collection trend to spot fee arrears early.