Run the School Year Forecast report

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

If you don't see this

• It needs the Report Center permission. A director grants it under Manage School → Staff → Permissions.
• It needs the Revenue Reports permission. A director grants it under Manage School → Staff → Permissions.

School Year Forecast compares a school year's enrollment and tuition targets with what was actually billed. It is kept under Old Revenue Reports. You'll find it in the Old Revenue Reports group of Revenue Reports in Report Center.

Steps

1. On the sidebar, click Report Center and expand Revenue Reports → Old Revenue Reports.
2. Click School Year Forecast.

   Screenshot coming soon01 · /report-center

   The Generate report sheet for School Year Forecast

3. Under Select schools, click the row, check the schools to include, and click Done. Your current school is preselected.
4. Under Filters, click Select a school year and pick the year.
5. Leave Format on PDF. It is the only format for this report.
6. Click Generate. The file downloads when it's ready. You can also get it later from the Report queue.

Tips

• Who it's for: Owners and directors checking progress against the year's targets.
• Format: PDF only. It has no period: it always uses live data as of the moment it runs.
• Pick one school so the school year list matches that school.