Where can I access Reports?

Reports are accessed/created from two main locations:

• The Reception Tab
• The Fees Tab if you have the Fees module enabled

Some reports can also be accessed from the Activities & Clubs | Manage tab for Preference Based Containers only and some reports can be accessed from the Transport tab if you have the Transport module.

Please note:

• Reception | Reports are only available to Admin or Super Admin Staff
• Fees | Reports are only available to staff who have either the Fees role and/or the advanced Admin Fees role or Super Admin role

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 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 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