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Reports Module
Generate and Download/Export Various Reports
Generate and Download/Export Various Reports

Generate reports on child attendance, allergies, amount receivables, and more. Download/Export, email or print reports in different formats.

Maithili avatar
Written by Maithili
Updated over a week ago

REPORTS

Reports Module is the next module. With the help of this module, you can generate reports on child attendance, allergies, amount receivables and more. You can also customize reports for a specific business or regulatory needs. On the website, go to the Reports module to find the following reports.

Generate Reports:

To Generate a specific report,

  1. Click on the Reports tab from the module.

  2. You will see various reports such as:

  • Active Child Report

  • Child Age Report

  • Active Employee Report

  • Child Allergy Report

  • Amount Due Report

  • Child Emergency Report

  • Child Attendance Report

  • Child classroom Report

  • Employee Salary Report

  • Child Collection Report

  • Employee Attendance Report

3. To generate a report, click on the required Reports tab

4. All the reports will be displayed.

5. To filter out a specific group or location, choose the correct filters on the table on the left side of the screen.

6. Click on View Report.

7. This will display the filtered Reports.

Download/Export, Email or Print Reports:

You can also print or download/export each report in Excel, CSV, PDF, Tiff and text formats as well as print them directly from the portal.

Steps to download/export, email or print

  1. Click on the Reports tab from the module.

  2. You will see various reports such as:

  • Active Child Report

  • Child Age Report

  • Active Employee Report

  • Child Allergy Report

  • Amount Due Report

  • Child Emergency Report

  • Child Attendance Report

  • Child classroom Report

  • Employee Salary Report

  • Child Collection Report

  • Employee Attendance Report

3. Once you have filtered and searched the desired reports, the reports will be displayed.

4. To download the Reports, click on the export button.

5. Choose the format and the desired reports will be exported and downloaded into your local hard drive of the system.

6. To print the reports, click on the Print button on the header of the reports. Choose your local Printer and the Reports will be printed.

7. To email the reports, click on the email button on the header of the reports. On the pop-up window, choose the recipients and email the Reports.

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