Offboarding: Reports

Modified on Fri, 10 Apr at 11:36 PM

We recommend downloading all available reports covering your first to last day of operation. For a full list of available reports, refer to the Discover: Reports Guide


If you have chosen to Archive your data, you will be able to log in to Discover and run Reports when required. You will not be able to make any changes after your Offboarding date.


Key Reports to Download Include:



Attendances


Navigation: Reports  > Children Reports

Select  > Children Attendance - Parent Verification

Select the Dates & the Report Fields you want to Include in your Report

Select Get Report


OR


Navigation: Reports  > Children Reports

Select  > Children Attendance

Select the Dates & the Report Fields you want to Include in your Report

Select Get Report


Staff and Teacher Information


Staff Details

Navigation: Reports  > Staff Reports

Select  > Staff Details

Select the Dates & the Report Fields you want to Include in your Report

Select Get Report


Staff Rosters are sgned by the relevant Teacher each week so you will have them on file already.


Staff Rosters


Navigation: Reports  > Staff Reports

Select  > Staff Roster Geographical Timetable

Select the Dates & the Report Fields you want to Include in your Report

Select Get Report


Parent and Child Details


Navigation: Reports  > Children Reports

Select Child Details

Select the Dates & the Report Fields you want to Include in your Report

Select Get Report


Closing Account Balances


Navigation: Reports  > Financial Reports Reports

Select Centre Balance

Select the Dates & the Report Fields you want to Include in your Report

Select Get Report


Transaction Records


Navigation: Reports  > Financial Reports 

Select Financial Transactions

Select  Transaction Types & Payment Types that you want to include

Select other optional fields

Select Get Report

Please note: This Report can only be run for 124 days at a time.




Funding Reports


Navigation: Reports  > Financial Reports 

Select Centre Funding Reports

Select  the Funding Period

Select Rate

Select relevant Pay Parity Option

Select the Optional Settings you wish to include

Select Get Report

Navigation: Reports > Children Reports

Select Frequent Absences

Select Month and other relevant Options

Select Get Report


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