Analytics & Reports

Use Analytics & Reports to see key numbers at a glance and create simple reports you can share. This guide explains only what you click and see.

Open the analytics dashboard

1. Open your dashboard.
2. Select Analytics.
3. Choose the area you want to view (Students, Financial, Academic).

Read the dashboard

• KPIs: Small cards show totals and rates (e.g., students, attendance, payments).
• Charts: Lines, bars, or pies that show trends over time.
• Tables: Lists with details you can sort.

Filter your view

1. Pick a date range.
2. Choose filters like class, subject, campus, or status.
3. Apply filters to update the charts and tables.

Tips:

• Clear filters to return to the full view.
• Save time by reusing common date ranges (Today, Last 7 Days, This Month).

Build a report

1. Open Reports.
2. Choose a report type (Students, Attendance, Grades, Payments).
3. Select the columns you need.
4. Add filters (date, class, subject, status).
5. Preview the report.
6. Save it with a clear name.

Export or share

1. Open a saved report.
2. Choose Export and select a format (PDF, Excel, CSV).
3. Download the file or share it with your team as allowed.

Schedule a report (if enabled)

1. Open a saved report and choose Schedule.
2. Select how often to send (daily, weekly, monthly).
3. Choose recipients.
4. Save the schedule.

Personalize your dashboard

1. Add or remove widgets to focus on what matters.
2. Resize or move widgets to arrange your screen.
3. Save your layout.

Common views to check

• Students: enrollments, attendance, progress.
• Financial: payments received, outstanding balances.
• Academic: grade trends, course completion.

Privacy and access

• View only what your role allows.
• Share reports only with people who need them.
• Do not include sensitive details unless required.

Troubleshooting

• If data looks outdated, refresh the page.
• If a report is empty, remove filters or widen the date range.
• If you can’t export or schedule, check your permissions.