Reports in Office

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/Summary

(Reports > Attendance > Roll Book)

• Summary of weekly bookings across one or all rooms
• Allows a user to report on the days children have attended, or are going to attend, based on the Master Roll bookings
• 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
• When running for multiple services, the report has a 10 week limit from the start date.

Recurring Bookings

(Reports > Attendance > Recurring Bookings) 

• Find all occurrences of booking patterns per single service
• Filter by Room and Status (Active, Ended, Upcoming, Deleted)
• This report can be used to track changes for a child's booking pattern

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
• This report provides a single view, in CSV format, of CCS bookings, and whether they've been successfully submitted for the preceding two weeks, within the provider group.
• If there's no enrolment attached to an active child, column D will be blank for that child
• If there are no bookings for an active child, column F will display as 'FALSE' (and column G will be empty for that child)
• If there are bookings for an active child in the report, but submissions failed, column F will display as 'TRUE', column G will display as 'FALSE' and the specific submission error will display in column H.

Enrolments

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

• This report provides a single view, in CSV format, of the enrolment status of all active children within the provider group.
• If the CWA has been signed for a particular enrolment, column I will display as 'TRUE' (and 'FALSE' if this has not yet occurred)
• Column L will show the status of each enrolment. You can determine what each status means, and the steps you need to take here
• Use columns D to H to determine if there are key details missing for a particular enrolment, such as a child's CRN or a parent's DOB

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

•  List of parent/guardians who have not signed a CWA through Home. 

• 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

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.

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

• 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
• can only be generated up until the current date
• 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
• Can only built by month
• if no changes are recorded, it will display as blank
• 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.

Debtors at Date

(Reports > Financial Reports > Debtors at Date > Input Preferences > Generate)

• Gives you a parent's owing balance at any point time time
• Contact details and Account Tags are included

Parent Gap Fee

(Reports > Financial Reports > Parent Gap Fee > Input Date > Export)

Comprehensive Payment Rejections Report

(Reports > Financial Reports > Comprehensive Payment Rejections > Input Dates > Export)

• Displays reasons for payment rejections for the dates selected 
• Includes
  - Payment Day
  - Payment Amount
  - Rejection Type
  - Rejection Reason
• For a full list of rejection reasons and what they mean, please see this article

Sample Comprehensive Payment Rejections Report.csv

Children with Discounts Report

(Reports > Financial Reports > Children with Discounts Report > Input Services and Dates > Generate)

• Children who received a discount within the date range specified
• The discount details for each child.

Sample Children with Discounts Report.csv

Transaction Summary Report

(Reports > Locked Period Financial Reports > Transaction Summary Report > Input Services, Dates, Transaction Types > Generate)

This is a locked-period, multi-service CSV report that summarises the following main transaction types from Xplor: 

• Booking Fees

• Child Discounts

• CCS Payments

• Financial Adjustments

• Gap Fee Adjustments

• Balance Adjustments

• Manual Payments

• Auto Payments

Sample Transaction Summary Report.csv

Parent Bank Details

(Reports > Service Reports > Parent Bank Details > Export)

• Summary of all parents bank details.
• Includes parent who don't have bank details saved 
• 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
• helpful to monitor children who are due to start at your service
• you can send them the enrolment form and set the account to "Active" status
• The date range is based on the enrolment start date indicated on the form completed by the parents.
• If updated by centre admins, this will alter the date
• Because some enrolments do not have an indicated room assignment, we suggest using "All" on the Room filter

Active Parents Report

(Reports > Service Reports >  Active Parents Report)

• Summary of parents who have not yet set up their account
• Useful for new services
•  Includes:
  > parent name 
  > indicates if parent has set password
  > indicates if parent has logged in 

Parent Billing Schedule Report

(Reports > Service Reports >  Parent Billing Schedule Report)

• This report shows the billing frequency of parents and any direct debit fixed limits.
• Includes the parents last scheduled payment
• Filter by Child Status

Medical Quicklist Report

(Reports > Service Reports >  Medical Quicklist Report)

• Lists medical requirements for children, including dietary and allergy.
• Includes emergency contact information.
• Filter by children with or without bookings
• option to exclude emergency contacts and/or medicare and health cover information
• Runs per service
• an excellent resource to have for excursions or other contexts where you may not have access to internet

Re Enrolment Report

(Reports > Service Reports >  Re Enrolment Report)

• displays the status of all re-enrolment requests made in the given date range
• easily manage and track completed and outstanding re-enrolment forms
• 'From' and 'To' dates the generated report is based on is the date the administrator sent the re-enrolment form(s)
• Includes:
• The full name child and the first name of the guardian.
• Status of the re-enrolment
• Status of the re-enrolment
  
  • Pending - The primary carer has yet to complete the form
  • Expired - This re-enrolment is no longer active, as these expire after 7 days
  • Completed - The primary carer has completed the re-enrolment 

Visitor Log Report

(Reports > Service Reports >  Wait List Report)

• obtain a list of all visitors who have signed in at the Hub at your centre for any given date range.
• The report details the following:
• The Visitors'
  • Name;
  • Phone Number;
  • Address;
  • Reason for signing in.
• Signed In and Out Times. 
• The report can be filtered by Service and Date. 

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