Permissions: Data & Reports

• Director
• Finance
• Admin
• Needs: My School
• Phone
• Desktop
• Draft

If you don't see this

• It needs the My School permission. A director grants it under Manage School → Staff → Permissions.

Data & Reports decides which dashboards and report families a staff member can open. None of these are available to Teachers.

Before you start

• Finish Set a staff member's permissions first.

Steps

1. Open My School → Staff, tap the person, and expand Permissions.
2. Open the Data & Reports card.

   Screenshot coming soon01 · /my-school

   The Data & Reports group card

3. Turn each toggle on or off:
   • Network Dashboard: view aggregate data across multiple schools; unlocks Command Center and Legacy Network. Always on for Owner, Administrator, Finance, Regional Manager. Never for Director or Assistant Director.
     • Tuition Revenue: network revenue reports. Always on for Owner, Administrator; starts on for Finance.
     • Network Payroll: network payroll reports; also unlocks the Payroll dashboard. Always on for Owner, Administrator; starts on for Finance.
   • Report Center: access to school reports. Always on for Owner, Administrator, Regional Manager, Director, Assistant Director, Finance.
     • Revenue Reports: revenue and financial reports. Always on for Owner, Administrator, Finance.
     • Enrollment Reports: enrollment statistics and reports. Always on for every role that has Report Center.
     • Classroom Reports: classroom-specific reports. Always on for Owner, Administrator, Regional Manager, Director, Assistant Director.
     • Fee Summary Reports: fee summary reports. Always on for Owner, Administrator, Regional Manager, Director; starts on for Assistant Director.
4. Tap Save.

Tips

• Directors and Assistant Directors cannot be given Network Dashboard. Make someone a Regional Manager if they oversee several schools.