Reporting
Dashboard
Revenue summary bar chart – Displays current enrollment revenue and class details.
Instant Alerts – For waitlists, absences and birthdays in the next 10 days.
Aged Accounts – Under 30, 30–60, 60–90, 90+ “past due” family listings
Key metrics – Enrollment, class efficiency, drops, revenue, profitability and aged accounts.
Task lists – Create “to do” lists and check off completed tasks.
Staff announcements – Post announcements using different colors and fonts.
Financial
Aged fees – View which fees are past due with a family subtotal.
Revenue summary – Displays current enrollment revenue and class details.
QuickBooks – Track revenue by day for each category and payment type and send daily revenue totals to QuickBooks.
Paid fees – View paid fees for any date range, including tax.
Advanced transaction search – Select search criteria for reconciling revenue reports, searching for specific transactions or listing ePayments payments.
Deposit slip report – View payments in any date range organized by payment method.
Payment method summary – Payment totals organized by payment method.
Class
Online registration report – Displays most recent online registrations.
Absences/Make-ups – View absences/make-ups for any date range with student and class information.
Advanced Class Search – Find a listing of classes matching any search criteria.
Enrollment Detail – Displays student contact, emergency, and special needs information and much more.
Enrollment Snapshot – View current class sizes with projected tuition totals.
Family
Top 100 customers – View your Top 100 customers by revenue.
Source report – Scans families for “how did you hear about us” information with totals for each source so you always know which marketing methods work.
Advanced family search – Use multiple criteria to search for families.
Family address listing – Find home addresses, phone numbers, email addresses and source info.
Family mailing labels – Print Avery 5160 mailing labels with family information.
Family ePayment listing – List families set up with ePayments billing. Ability to search for missing or expired credit cards.
