Where can I access reports?

The SchoolsBuddy Team
  • Updated
Markdown
Quick answer

General reports are under Reception > Reports, fee reports under Fees > Reports and transport reports under Transport > Reports. Each needs the right staff role. Choose your report from the drop-down menu at the top of the page.

  • SchoolsBuddy
  • FAQ
  • Admin

Where can I access reports?

For staff looking for SchoolsBuddy reports and the roles needed to see them.

Report type Go to Who can see it
General reports Reception > Reports Admin or Super Admin staff only
Fee reports Fees > Reports Staff with the Fees role only
Transport reports Transport > Reports The transport admin only

Open reception reports

  1. Select the Reception tab.

    Screenshot: the Reception tab
  2. Select the Reports tab.

  3. Choose the report you need from the drop-down menu at the top of the page.

    Screenshot: the report drop-down menu at the top of the Reception Reports page

Open fees reports

  1. Select the Fees tab.

    Screenshot: the Fees tab
  2. Select the Reports tab.

  3. Choose the report you need from the drop-down menu at the top of the page.

    Screenshot: the report drop-down menu at the top of the Fees Reports page

Open transport reports

  1. Select the Transport tab.

    Screenshot: the Transport tab
  2. Select the Reports tab.

  3. Choose the report you need from the drop-down menu at the top of the page.

    Screenshot: the report drop-down menu at the top of the Transport Reports page

More reports will be added. To ask about a specific report, submit a request.

Still need help?

Submit a request
Share

Was this article helpful?

8 out of 19 found this helpful