Office Web: Reports Summary

Xplor has more than 30 reports available! Select any of the report types below for more information on each report and where to find them.

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Attendance Reports
Report (Location) Summary

Attendance Summary

(Reports > Attendance > Attendance Summary)

  • Child sign in and out times
  • Sign in and out users
  • Total session fee 
  • Generate report based on room, or one or all children
  • Choose any date range

 

Roll Book

(Reports > Attendance > Roll Book)

  • Summary of weekly bookings across one or all rooms. 
  • Useful if you would like to print
  • Choose any date range 

Occupancy Utilisation 

(Reports > Attendance > Occupancy Utilisation) 

  • Find occupancy percentages for your service
  • Divides occupancy percentage by day of week, room and totals the entire service
  • Useful for forecasting child attendances for each day of the week
CCS Reports
Report (Location) Summary

Provider Payments Report

(Reports > CCS Reports > Provider Level > + Select a Report > Payments)

 

  • Detailed information on how much CCS was paid for each child
  • Outlines when the CCS was actually paid
  • Choose any date range

Provider Entitlements Report

(Reports > CCS Reports > Provider Level > + Select a Report > Entitlements)

  • Summary of parent/guardian entitlements for all children
  • Entitlements include
    > hours per fortnight
    > percentage
    > ACCS
    > absence count
    > withholding percentage
    > annual cap reached

Provider ISS Summary Report

(Reports > CCS Reports > Provider Level > + Select a Report > ISS Summary)

  • Provides a summary of an amount that has been paid for a date range.
  • Only report where ISS payments can be found. 

Submissions

 (Reports > CCS Reports > Provider Level > + Select a Report > Submissions)

  • This report is a summary of the status of CCS submissions for a child
  • Choose any date range

Report (location) Summary

CCS Weekly Payments Report

(Reports > CCS Reports > Service Level > + Select a Report > Payments)

  • Detailed information on how much CCS was paid for each child related to a selected week, and when it was related
  • Reports are generated only on a weekly basis

CCS Weekly Submissions Report

(Reports > CCS Reports > Service Level > + Select a Report > Submissions)

  • This report is a summary of the status of CCS submissions for a child
  • Reports are generated only on a weekly basis

ISS Case Claims Payments Report

(Reports > CCS Reports > Service Level > + Select a Report > ISS Case Claims Payments)

  • Summary of how much ISS paid for selected date range
Missing CWA Report
  •  List of parent/guardians who have not signed a CWA through Xplor. 
CCS Notifications Report
  • Keep track of notifications from the government
  • Notifications can include
    > when parents confirm enrolments
    > when enrolments have ceased
    > if the government has recorded a breach
  • Information is generated  up to 90 days prior the date you have selected
Contact Reports
Report (location) Summary

Parent & Child Details

(Reports > Contact Reports > Select Parent & Child Details

or 

Profiles > Children > Top Right > Export > Master CSV)

  •  A report on all child and parent information in one report!
  • All of this information is pulled from Profiles > Children

Child Emergency Contacts

(Reports > Contact Reports > Select Child Emergency Contacts)

  •  A report on all emergency contact details linked with each child and their contact details

Educator Details

(Reports > Contact Reports > Select > Educator Details

or

Profiles > Educators > Top Right > Export > CSV)

  • A summary of all your educators and their contact details.

Educator Qualifications

(Reports > Contact Reports > Select Educator Qualifications)

  • A summary of all educators and their educator qualifications.
Financial Reports
Report (location) Summary

Aged Debtors

(Reports > Financial Reports > Age Debtors > Input Preference > Generate)

 

  • Balance a parent is owing within a date period for families accounts
  • Find out how long debt has been outstanding
  • Reporting parameters include As at date (end of day)
  • Includes:
    > child and parent name
    > total owing (depending on date parameters selected)
    > parent email 
    > parent mobile number
    > inactive and active children
 

Detailed Accounts

(Reports > Financial Reports > Detailed Accounts > Input Preference > Generate)

  • Detailed information on a parent's account transactions
  • Includes a breakdown of
    > daily fees
    > subsidies
    > debits/credits
    > final account balances for the period

Family Reconciliation

(Reports > Financial Reports > Family Reconciliation > Input Preferences > Generate)

  • Details any family fees or discounts less any parent receipts or refunds.
  • Report parameters include Date Range.
  • Useful for keeping track of fees other than booking fees.
  • Includes:
    > session fees
    > other fees (financial fees)
    > payments/refunds
 
Financial Adjustments
(Reports > Financial Reports > Financial Adjustments > Input Preference > Generate)
  • Summarises all financial adjustments applied to accounts at a service level.
  • Preview Summary: totals
  • Export CSV: all raw data
  • Report parameters include Date Range.

Income Summary

(Reports > Financial Reports > Income Summary > Input Preference > Generate)

  • Income summary information on for services and providers.
  • Includes:
    > Financial adjustments
    > CCS
    > Session fees

Parent Transaction

(Reports > Financial Reports > Parent Transaction > Input Preferences > Generate)

  • Different types of payments to the service including all payment methods (manual, or direct debit)

Prior Period Adjustments

(Reports > Financial Reports > Prior Period Adjustment > Input Preferences > Generate)

  • Information on booking revenue for prior periods at a provider level
  • Including
    > gross revenue, discounts
    > net revenue
    > government subsidies 
  • Broken down by care type

Revenue

(Reports > Financial Reports > Revenue > Input Preferences > Generate)

  • Booking revenue at a provider level
  • Includes
    > gross revenue
    > discounts
    > net revenue
    > CCS
  • Broken down by care type.
  • Includes revenue totals for each service.
Service Reports
Report (location) Summary

No Bank Details

(Reports > Service Reports > No Bank Details)

  • Summary of all parent's who have no yet saved their bank details.
  • Includes:
    > parent name
    > email address
    > mobile number
  • Choose the date as of a chosen date

Wait List

(Reports > Service Reports >  Wait List)

  • Summary of children who are on the "Wait List" status
  • Choose the date range
  • Filter by room
  • Includes: 
    > child name
    > child DOB
    > age
    > enrolment start date
    > room name
    > booking days
    > parent details

Active Parents Report

(Reports > Service Reports >  Active Parents Report)

  • Summary of parents who have not yet set up their Xplor account
  • Useful for new services with Xplor
  •  Includes:
    > parent name 
    > indicates if parent has set password
    > indicates if parent has logged in 
Other Reports
Report (location) Summary

Parent Balance Report

(Financial > Parent Accounts >   Top Right > Export > CSV)

  • Provides a summary of parent account balances. 

Bond Payments

(Financial > Bond Payments > Right Hand Side > Export CSV)

  • Report of all bonds that have been received and returned

Birthday List

(Dashboard: "Birthday List" widget)

 

  • Summary of DOB of each child
    • Includes age of each child in months and years