At SchoolsBuddy, we are constantly updating and creating reports for our schools so please check in on this article from time to time to see any updates.
Reports can be accessed from the 'Reception | Reports' tab or from the 'Fees | Reports' tab. Some reports can also be accessed from the 'Activities & Clubs | Manage' tab for Preference Based Containers only
Reception tab reports
Last Update: January 2022
Please note, not all reports may be available for your school. Contact SchoolsBuddy if you are interested in a report you don't have access to currently.
All Groups Active & Archived (102) - View details of all groups, whether they are Available for Sign Up, On Hold, Archived or Active and whether they have Signups open or not. See which staff members lead groups.
Attendance Dashboard (By Student & Group) (112.1) - View the most recent absentees (filter by grade/year and event type), check to see which staff members are not taking attendance registers, and view the students who have attended the most. Also check the attendees of future events like school trips, so you can make provisions.
CCA Fees Billing Check (101) - To check if any students that have joined a club after it was billed need to be charged still.
CCA Catalogue - List of Group / Clubs per container.
Class Homeroom Lists And Students With No Events (107.2) - View upcoming or past events for students which can be filtered by Class/Home Room. The schedule can be shown for past or future days/weeks/months or years. See which students don't have any events upcoming.
Custom Data (500) - This report shows any data that is captured from a form that is either linked to a container or not linked to a container.
ECA/CCA Catalogue + Staff & Location Checker - Export details of Groups / Clubs per container
- Useful for sending onto prospective parents or sharing with a marketing team. Check activity programmes to make sure clubs don't have clashing locations, and staff aren't responsible for more than one group at the same time.
Email Templates HTML Viewer (106) - View the templates of emails which are sent out to parents / students / staff. Please contact SchoolsBuddy Helpdesk if you would like these to be changed.
Event Consent (109) - Shows summaries and details of events requiring parent's consent.
Event List with Group Filter (215) - View a daily event list of students and also shows cancelled events and cancelled bookings.
Finance CCA/Activities Overview (104) - Overview of Fees Charged, Amount Received and Balance Outstanding by Container and payment method.
Fixture & ECA Student Count Analysis (113.1) - View which students are confirmed for the most sports fixtures, and what % attend fixtures by grade and by gender.
Minutes Attended (Exit Mark Required) (201.1) - Shows the number of minutes attended per student for events.
Parent Student Export (001) or Student Parent Export (001) - Shows a list of students and up to 2 parents with contact details.
Parents Evening / PTC Booking / Appointment Lists - View statistics of the number of booked appointments by container, download or print schedules for all teachers and see which students' parents have not booked appointments.
Parent Teacher Conference Details (114.1) - View statistics of the number of booked appointments by container, download or print schedules for all teachers and see which students' parents have not booked appointments.
Pupil Premium & SEN Summaries - Summary of number of children attending groups who qualify for Pupil Premium or who are classified as SEN. (Report dependent on SchoolsBuddy having access to this data - please contact us with any queries.)
Staff Export (002.1) - Shows details of staff and their roles within your organisation.
Student Count by Groups/Class/Events per Container (301) - Shows the number of classes per course/group and the number of students in each class/event per course/group.
Student groups by Container (118.3) - A live view of which students are currently groups, organised by container. View/sort by student name or activity group.
One of the most commonly used reports. Can be used for importing back into MIS/SIS systems
Student Parent Export with Group Filter (210) - Shows a list of students and up to 2 parents with contact details and can be filtered by group.
Student Selections/allocations by Container (119.1) - Check student preference selections for containers and also allocation results. Check historical selections in order to give preference to students that missed out previously.
This is often used prior to 'generating events' as a final check (while not necessary some like the overview the spreadsheet can provide).
Please note: This report is only live until the events have been generated. Once you have allocated students and generated events this report will be finalised.
Student Transport Preferences (401) - View details of the transport preferences for students.
Transport - Students not expected with No later preference (4031) - Shows students who have been removed from the Primary timeslot but have no 'later' timeslot transport option.
Transport Attendance (412) - Shows the attendance for Transport events for the last 45 days
Fees tab reports
Last Update: January 2022
Please note: In order to access the Fees reports you must first be assigned the Admin role.
Accounts Overview (124.1) - Shows the Student and Parent Accounts overviews.
Cash Position (Wallet/Credit Balances) (105) - Shows parents' Wallet and Voucher balances as well as the balances of Student's accounts.
CCA Fees Billing Check (101) -To check if any students that have joined a club after it was billed need to be charged still.
Email Templates HTML Viewer (106) - View the templates of the emails which are sent out to parents / students / staff. Please contact SchoolsBuddy Helpdesk if you would like these to be changed.
Event (School Trip) Finance Reports (103) - See a summary about a specific trip. Total charged, received and outstanding
Events Attended But Not Billed - View students that have attended events but have NOT been billed yet.
Finance Dashboard (123) - Main report used for reconciling payment providers. Multiple tabs to view a group summary, event summary, billing/group code summary and more.
Finance Event Detail Report (A103) - Shows details for individual events
Finance Summary by Container (104) - Overview of Fees Charged, Amount Received and Balance Outstanding by Container and payment method.
Minutes Attended (Exit Mark Required) (201.1) - Shows the number of minutes attended per student for events.
Parent Wallet Transaction (125) - Shows the transactions in and out of the parent wallet.
Student Count by Groups/Class/Events per Container (301) - Shows the number of classes per course/group and the number of students in each class/event per course/group.