Reports: Analysis Reports

Modified on Fri, 17 May at 3:23 PM

Analysis reports in Discover are Pivot-table based and offer an extensive variety of fields and formats.

If you have any difficulty viewing the tables, it may help to move some fields from columns to rows and vice versa.

Please note: Due to the large volume of information available in these reports, the samples supplied here are not representative of all data available for each report.

Name & Location	Summary & Notes	Download Format	Sample
Child Analysis Reports > Analysis Reports > Analysis Reports > Child Analysis *Optional Group-Level Report	Pivot report for Child Details. Fields include: Group Centre Custom Fields Service Type Region Name Child ID Leaving Reason Transition State Child Name Enquiry Status Primary School Ethnicity Iwi Languages Gender Age Holiday Allocated Year/Month Applied Year/Month Left Year/Month Starting *Note:* Data for this report is drawn directly from the Child Profiles	PDF	Sample Child Analysis Report
Management Analysis Reports > Analysis Reports > Analysis Reports > Management Analysis *Optional Group-Level Report	Pivot report for Centre/Group Management information. Fields include: Group/Centre Year Debt data Custom Fields Enquiries/Waitlist Invoices Payments Wages Bookings Late/Early Drop off/Pick up New Enrolments/Leavers Tours Staffing/Teaching/Reliever minutes Overstaffing Funding Hours Occupancy Families Staff Weekly Attending Children *Note:* This report should be run week-by-week only. If the Week field is removed and swapped for monthly, the report will no longer be accurate.	Copy/Paste	Sample Management Analysis Report
Attendance Analysis Reports > Analysis Reports > Analysis Reports > Attendance Analysis *Centre-Level Report	Pivot report for Attendance information. Fields include: Centre Year Age Room Child Name Child ID Week # Day of the Week Enrolment Type Attendance Status Invoice Value Attending Hours Invoice Value Attending Hours Booked Hours Session Type	Copy/Paste	Sample Attendance Analysis Report
Charge Type Analysis Reports > Analysis Reports > Analysis Reports > Charge Type Analysis *Optional Group-Level Report	Pivot report for different types of Charges in Discover Fields include: Group Centre Year Fee Type Service Type Custom Fields Region Week # Donation status *Note:* The data contained in this report is for actual invoiced amounts.	Copy/Paste	Sample Charge Type Analysis Report
Centre Funding Analysis Reports > Analysis Reports > Analysis Reports > Centre Funding Analysis *Optional Group-Level Report	Report for overview of funding in a year-by-year view. Fields Include: Centre Funding Over 2 Funding Under 2 Funding 20 ECE Funding Plus 10 Total across Centres *Note:* This report is a mixture of actual and forecasted data. Data further in the past will be more accurate.	Excel	Sample Centre Funding Analysis Report
Group Funding Analysis Reports > Analysis Reports > Analysis Reports > Group Funding Analysis *Optional Chain -Level Report	Report for overview of funding in a monthly view. Fields Include: Group/Centre/Chain Funding Over 2 Funding Under 2 Funding 20 ECE Funding Plus 10 Registered Ratio Total	Excel	Sample Group Funding Analysis
Child Analysis V2 Reports > Analysis Reports > Analysis V2 Experimental Prototypes > Group Funding Analysis *Optional Chain -Level Report	Report for Child Details. Fields include: Centre Custom Fields # Children Service Type Region Name Leaving Reason Enquiry Source Enquiry Status Primary School Ethnicity Iwi Languages Gender Age Year/Month Applied Year/Month Left Year/Month Starting	Excel	Sample Child Analysis V2
Charge Type Analysis V2 Reports > Analysis Reports > Analysis V2 Experimental Prototypes > Charge Type Analysis V2 *Optional Group-Level Report	Report to show values of fees charged and discounts month-to-month Fields include: Group Centre Region Year Amount Fee Type Service Type Custom Fields Donation status Total	Excel	Sample Charge Type Analysis V2
Management Analysis V2 Reports > Analysis Reports > Analysis V2 Experimental Prototypes > Management Analysis V2 *Optional Group-Level Report	Pivot report for Centre/Group Management information. Week/Month/Year views. Fields include: Group/Centre Year Debt data Custom Fields Enquiries/Waitlist Invoices Payments Wages Bookings Late/Early Drop off/Pick up New Enrolments/Leavers Tours Staffing/Teaching/Reliever minutes Overstaffing Funding Hours Occupancy License Size Weekly Attending Children *Note:* This report should be run week-by-week only. If the Week field is removed and swapped for monthly, the report will no longer be accurate.	Excel	Sample Management Analysis V2
Roster Analysis Reports > Analysis Reports > Analysis V2 Experimental Prototypes > Roster Analysis *Optional Group-Level Report	Pivot report for Roster information. Date/Month/Year views. Fields include: Group/Centre Year Cost/Hours Paid Task Payroll Code Payroll ID Staff Name Task	Excel	Sample Roster Analysis Report
Financial Transaction Analysis Reports > Analysis Reports > Analysis V2 Experimental Prototypes > Financial Transaction *Optional Group-Level Report	Pivot report for Roster information. Date/Month/Year views. Fields include: Group/Centre Year Region Service Type Custom Fields Is Reversed Special Transactions Transaction Subtype Transaction Type *Note:* This report is a record of actual transactions and does not include projected data.	Excel	Sample Financial Transaction Analysis
Monthly Invoice Forecast Analysis Reports > Analysis Reports > Analysis V2 Experimental Prototypes > Monthly Invoice Forecast Analysis *Optional Group-Level Report	Pivot report for Invoiced amounts. Group/Centre Year Region Service Type Custom Fields Charge Discount Invoice Type Item Description Item Type	Excel	Sample Monthly Invoice Forecast Analysis
Attendance Analysis V2 Reports > Analysis Reports > Analysis V2 Experimental Prototypes > Attendance Analysis V2 *Service-Level Report	Pivot report for measuring attendance. Centre Year Month Day Day of Week Week # Booked Hours Attending Hours Age Attendance Status Enrolment Type Room Session Type Invoice Amount	Excel	Sample Attendance Analysis V2

Reports: Analysis Reports

Child Analysis

Child Analysis V2