Where can I access Reports?

Reports are accessed/created from two main locations:

• The Reception Tab
• A preference-based container
• The Fees Tab if you have the Fees module enabled
• The Transport Tab if you have the Transport module enabled

Please note:

• Reception | Reports: only available to Admin or Super Admin Staff
• Preference-Based container | Reports: only available to Admin or Super Admin Staff
• Fees | Reports: only available to staff who have either the Fees role 
• Transport | Reports: only available to the transport admin

To access reports from the Reception tab:

1. Click the 'Reception' tab
   
   
   
   
2. Click the 'Reports' tab
3. Select your required report from the dropdown menu at the top of the page.  Please note, more reports will be added and you may ask about specific reports here.
   
   

To access reports from a Preference Based Container:

1. Click on 'Activities & Clubs'
   
   
   
   
2. Click on 'Manage' for a Preference Based Container
   
   
   
   
3. Click on 'Reports'
   
4. Select the required report from the dropdown box. Please note, more reports will be added and you may ask about specific reports here. 
   
   

To access reports from the Fees tab:

1. Click the 'Fees' tab
   
   
   
   
2. Click the 'Reports' tab
3. Select your required report from the dropdown menu at the top of the page.  Please note, more reports will be added and you may ask about specific reports here
   
   
   

To access reports from the Transport tab:

1. Click on 'Transport'
   
   
   
   
2. Click on 'Reports'
3. Select your required report from the dropdown menu at the top of the page.  Please note, more reports will be added and you may ask about specific reports here
   
   

Click here to see which reports are available within SchoolsBuddy