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Run a report in Report Center

  • Director
  • Finance
  • Admin
  • Needs: Report Center
  • Desktop
  • Draft

Report Center builds downloadable reports for one or more of your schools. Reports are grouped into Revenue Reports, Enrollment Reports, Classroom Reports and Tuition Reports, and you only see the sections your permissions allow.

Steps​

  1. On the sidebar, click Report Center.
    Report Center with its report sections
  2. Expand a section. Under Revenue Reports, also expand a group such as Bank & Cash Flow or Accounts Receivable.
  3. Click a report. The Generate report sheet opens with the report's description.
    The Generate report sheet for a report
  4. Under Select schools, click the row, check the schools to include (or Select all), and click Done. Your current school is preselected. A few reports take one school and show Select a school instead.
  5. Under Period, pick what the report asks for: a month, a date range, a date or a year. Reports on live data have no Period.
  6. Fill in Filters or Optional filters if the report has them.
  7. Under Format, choose PDF or Excel. Only the formats the report supports are shown.
  8. Click Generate. The file downloads when it's ready. See Download reports from the Report queue.

Tips​

  • The list of reports follows your current school, shown at the top. Switch schools to see that school's reports.
  • A period that includes today uses today's data, which can still change.

Troubleshooting​

  • "No revenue reports are available for your schools." You don't have any Report Center section permissions at this school. Ask your administrator.
  • Generate is greyed out. Pick at least one school, a period and any required filter.
  • An error appears after Generate. You may lack this report's permission at one of the schools. Remove it and try again.
  • "This report requires a newer app version." Update the Asilo app.