Reports

Attendance, financial, participant lists, and course statistics reports

The Reports tab gives you everything you need to track finances, attendance, and participant activity. Use the guide below to find the right report for what you need.

Reports you use most often can be pinned to the Dashboard — click the star on the right side of the report name. Pinned reports will be visible as soon as you open the Reports tab.

Finances and payments

Want to compare your school's revenue over recent months or get a quick financial overview? → Monthly Financial Summary

Want to check who paid in a given month or review a participant's payment history? → List of Payments

Want to see who has outstanding arrears and the total amount owed? → List of Arrears

Want to find out which courses, venues, or proficiency levels are most profitable? → Analysing School Income

Want to calculate instructor pay for a given month? → Instructor Salaries

Want to check what discounts have been granted to participants? → Summary of Granted Discounts

Want to see a summary of additional charges added to participants? → Adding an Additional Charge to Participants

Want to check how many times clients have used discount codes? → Summary of Discount Code Usage

Instructors

Want to generate a list of an instructor's classes for a given period? → Instructor's Classes List

Want to check how many hours or classes each instructor has delivered? → Summary of Instructor Hours Worked

Want to see a summary of all substitutions in a given period? → Adding Instructor Substitutions

Participants and attendance

Want to see who attended classes on a given day or during a given period? → List of Clients

Want to check attendance in individual courses? → Attendance Report

Want to monitor how many participants have dropped out of courses early? → Clients Signed Out of Courses Report

Want to check how many participants are enrolled per venue, level, or instructor? → Summary of Clients Count

Want to check how many classes or hours each participant has completed in a given period? → Number of Classes and Hours per Participant

Courses and venues

Want to see how many classes or hours took place in individual courses? → Hours, Classes, and Income in Courses Reports

Want to reconcile with a venue owner or check venue utilisation? → Classes and Hours in Venues Reports

Sign-ups

Want to see how sign-ups for courses are going — how many people signed up and when? → Sign-Up Summary

Want to track sign-up progress for camps and half-colonies? → Camps — Sign-Ups and Management