What it does
Reports lets you create and schedule professional reports for school leadership. The page includes:
- Summary cards — count of reports generated, scheduled exports, recipients, top category.
- Report templates — Executive KPI, Attendance Trends, Fee Collection Aging, MOEY Submissions, and others.
- Recent exports — history of the last five exported files with download links.
- Scheduled deliveries — recurring exports that run automatically and email recipients.
- Academic performance snapshot — grade-level averages.
Who uses it
- Principal / School Admin — generate executive reports.
- Bursar — finance and aging reports.
- Registrar — attendance and enrollment reports.
Common tasks
Generate a quick report
- Click Generate on any report template.
- Choose a timeframe (Last 7 days, Last 30 days, etc.), optional email recipient.
- Click Queue report. The report is generated and emailed (or appears in Recent exports).
Schedule a recurring report
- Click Schedule on a template.
- Pick cadence (e.g. "Mondays at 6:00 AM"), audience, delivery email.
- Click Save schedule.
Download a recent export
In Recent Exports, click the format badge (PDF / CSV / Excel) on the report you want.
Export the dashboard
Click Export Dashboard in the top right for a CSV of all summary metrics.
Change the timeframe
Use the Timeframe dropdown (last 7, 14, 30 days, or Academic Year to Date). Charts and totals update instantly.
View scheduled deliveries
Scroll to Scheduled Deliveries — cadence, next run, recipient count. Click Edit schedule to modify.
Troubleshooting
- Generation is slow — large date ranges can take several minutes; check email for the final file.
- Recipients not getting emails — verify addresses in schedule settings; check email channel in Notifications.
- Template greyed out — some need data first (e.g. MOEY Submissions needs attendance records).
- Export CSV empty — filter by a timeframe with data.
Limits & known issues
- Custom date ranges are not supported — only presets.
- Billing report is "Coming soon."
- Very large datasets (1000+ students) may render slowly — filter by term or grade.