Reports
Over the next few months, we are rolling out a feature that reduces long report wait times and improves system stability and performance by running large reports in the background. You can keep working on other tasks while reports run, and you will be notified once results are ready — or if there was a report issue. Completed reports are available for download for five days, after which they must be rerun. A new menu option, Generated Reports, will be available in the Reports menu.
From the Reports menu, select the Program option.
Operational Reports
Room/Program Report- this is a shortcut and will open the Reports > Room/Program screen so users are able to search for specific reports.
Current Week Roster Report- Excel- This report is useful if the AM/PM feature is set on the room or child schedules, this report will display child name, grade, program and day scheduled.
Current Week Roster Report- PDF- This report is useful if the AM/PM feature is set on the room or child schedules, this report will display child name, grade, program and day scheduled.
Current Month Roster Report- Excel- A roster that will display the scheduled children for a month at a time. This report will not display date ranges, but will display Center, Category, Program, Family, Student, Grade, Physical Room Number and scheduled days.
Available Merged Documents- this will open a document that contains any student/child documents that have been merged together from the Online report option under General reports on the Reports > Room/Program screen.
Executive Reports
Room/Program Count- This option will link out to the Room/Program Count screen, the export will open a Weekly Room Count Report. The view can be selected as Scheduled (acutal students/children) or Available (capacity)
Category Program Count- view currently registered to pending students for each room by day
Program/Room Pending- view a list of pending students by category/program and site.
Weekly Reconciliation Report- a shortcut to the Attendance > Reconcile screen where users can see schedule to attendance by child and classroom for a specific day.
Registration Information Report- view all registration information- from the portal or new registration page by a selection of criteria.
Category/Program Trend Report- This screen allows users the ability to see trends in programs or categories over a set time frame.
