Reporting 2018-03-23T12:48:39+00:00

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

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.

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.