What reports are available within SchoolsBuddy

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

Correct as of April 2020

Please note, it's possible that not all of these reports will be available to all schools.

All Groups Active & Archived - View details of all groups, whether they are Available for Sign Up, On Hold, Archived or Active and whether they have Signups or not.

Attendance Dashboard (By Student & Group) - 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.

CCA Fees Billing Check - To check the difference between the amount Charged and the Amount not yet Billed.

Class Homeroom Lists And Students With No Events - 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.

ECA/CCA Catalogue + Staff & Location Checker - List of Groups / Clubs per container
Useful for sending onto prospective parents or sharing with a marketing team.

CCA Catalogue - List of Group / Clubs per container

Email Templates HTML Viewer - 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.

Fixture & ECA Student Count Analysis - View which students are confirmed attending events.

Parents Evening / PTC Booking / Appointment Lists - View statistics of the number of booked appointments by Container.

Parents Evening / PTC overviews - View statistics of the number of booked appointments (and by year/grade).
Track and compare PTC/Parents evenings across a school year

Parent Teacher Conference Summary (24 Hr Update) - View statistics of the number of booked appointments by Container.

Pupil Premium & SEN Summaries - Summary of number of children who qualify for Pupil Premium or who are classified as SEN.

Student groups by Container - A live view of which students are in which group 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 Selections/allocations by Container - Check student preference selections for containers and also allocation results
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 NOT live. Once you have allocated your students and generated events this report will not be updated past that point.

Finance CCA / Activities Overview - Overview of Fees Charged, Amount Received and Balance Outstanding by Container and payment method.

Students Groups With Transport Options - View details of activities that have transport options.

 

Fees tab reports

Correct as of April 2020

Please note: In order to access the Fees reports you must first be assigned a Fees Admin role.

Cash Position (Wallet/Credit Balances) - Shows the Wallet and Voucher balances as well as the balances of Students.

CCA Fees Billing Check - To check the difference between the amount Charged and the Amount not yet Billed.

Email Templates HTML Viewer - 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 - See a summary about a specific trip. Total charged, received and outstanding

Events Attended But Not Billed - View students that have been attended but NOT billed yet.

Finance Dashboard - Main report used for reconciling payment providers. Multiple tabs to view a group summary, event summary, billing/group code summary and more. 

Finance CCA / Activities Overview - Overview of Fees Charged, Amount Received and Balance Outstanding by Container and payment method.

Finance Summary By Student - Check outstanding fees for a particular student(s)

Finance Summary by Container - Check outstanding fees for a particular container(s)

Parents Evening / PTC Overviews - View statistics of the number of booked appointments (and by year/grade).
Track and compare PTC/Parents evenings across a school year