How-to guide
Read and export academy reports
Check scope and definitions before drawing conclusions.
For Authorised managers and finance staff
Before you start Report access follows your role, academy and enabled modules.
Read a report#
Open Reports for the correct academy. Choose the period and available filters.
- Check the report's date range and population.
- Review attendance, finance or operational measures in their own units.
- Open the underlying records to investigate an unexpected total.
- Export the permitted report and protect it as academy data.
Interpret carefully#
A missing or incomplete period is not the same as zero activity. Attendance rates depend on the included records and their state. Outstanding fees are not revenue received, and approved payroll is not settled payroll.
Exports describe the records available at the time. Keep their period and context when sharing them with authorised colleagues. Multi-academy views avoid adding unlike currencies and do not infer financial allocation to an offering without supporting records.