Run a platform report
The Reports tab provides cross-module summaries that can be exported to CSV.
Before you start
- Role required: Admin or Moderator (Finance reports are Admin/Owner only)
Available reports
| Report | What it shows |
|---|---|
| Overview | Enrollment totals, attendance rate, outstanding fees, published results count |
| Attendance return | Attendance rate, per-day breakdown, per-student rows |
| Enrollment | Status, gender, year group/form/level and admissions breakdowns |
| Finance | Billed, collected, outstanding, payment methods, aging, outstanding by student |
| Academic results | Result status counts, grade distribution, per-course averages |
Steps
- Go to Platform → Reports.
- Select the report type from the tab row.
- Set the Session and Term filters (required for most reports).
- Select Run report. Results load in the table below.
- To export, select Export CSV. The file downloads with a UTF-8 BOM for Excel compatibility.
Finance report access
The Finance report is visible to Admin and Owner only. Moderators see all other reports but not the Finance tab.