Features
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      1. Knowledge Base Class Manager
      2. Features

      Navigating the Reports Section

      Comprehensive insights for your school's operations

      The Reports section in Class Manager offers a wide range of detailed insights into your customers, students, staff, classes, billing, and more. Each report is designed to give you a deeper understanding of various aspects of your business, making it easier to manage and optimise your processes. Here's an overview of the key reports available:

      Customer Reports

      • Customer Overview
        Gain general insights into all your customers at a glance.

      • Customer Emergency Contacts
        View emergency contact information for all your customers.

      • Customer Satisfaction (CSAT)
        Review and track responses to your CSAT surveys.

      • Active Portal Customers
        See which customers have an active login for the customer portal.

      • Inactive Portal Customers
        Identify customers without an active portal login.

      • Inactive Customers with Pending Enrollments
        View customers who are inactive but still have pending enrollments.

      • Active Customers with Pending Enrollments
        See active customers with pending enrollments.

      • Custom Attribute Report
        A detailed view of custom attributes assigned to customers.

      • Customers Billing Address
        Access a list of customers along with their billing addresses.

      • Customers Contact Address
        View contact addresses for all customers.

      • Customers Using AutoPay
        A list of customers who are enrolled in AutoPay.

      • Customers Not Using AutoPay
        Identify customers who are not using AutoPay.

      • Customers Email and Phone
        View customer email and phone information (including inactive customers if toggled).

      • Notes
        Track notes associated with each customer.

      • Active Customers
        A list of all customers with the "active" status.

      • Inactive Customers
        View all customers with an "inactive" status.

      • Customers Without Invoices
        A list of customers who do not have any invoices on file.

      • Invalid Phone Numbers
        Identify phone numbers that cannot be used for SMS due to formatting issues.

      • Customer Tag Report
        View customers by the tags applied to their profiles.

      Student Reports

      • Birthdays Today/This Week/This Month/Next Month
        Easily access a list of students with birthdays within specific time frames.

      • No Birthdays
        See students without recorded birthday information.

      • Student Attendance
        A detailed view of student attendance records.

      • Student Absences
        Filter and view a list of student absences.

      • Inactive Students
        Access a list of students marked as inactive.

      • Active Students
        View a list of students with the "active" status.

      • No Classes
        See which students are not enrolled in any active or upcoming classes.

      • Custom Attribute Report
        A list of students with assigned custom attributes.

      • Student Emergency Contacts
        View emergency contact details for all students.

      • Student's Customer Billing Address
        Access the billing address associated with a student's customer.

      • Student's Customer Contact Address
        View the contact address associated with a student's customer.

      • Students Without a Customer
        Identify students who are not linked to a customer account.

      • List of Classes
        View all classes attended by each student.

      • List of Seasons
        A detailed view of the seasons attended by each student.

      • Notes
        Track notes related to each student.

      • Age & DOB
        View student age and date of birth information.

      • Gender
        Access student gender details.

      • Students with an Inactive Customer
        Identify students who are linked to inactive customers.

      • Students with Trial Customers
        View students associated with trial customers.

      • Student Tag Report
        A list of students by tags applied to their profiles.

      • Student Detailed Tag Report
        View detailed reports of students by their classes and applied tags.

      • Student Details (Extended)
        Access a full list of student details, including all key information.

      Staff Reports

      • Staff Classes
        Filter and view the classes assigned to specific staff members.

      • Custom Attribute Report
        A list of staff members with assigned custom attributes.

      • Notes
        View notes related to staff members.

      • Invalid Phone Numbers
        Identify staff phone numbers that cannot be used for SMS due to formatting issues.

      • Staff Tag Report
        View staff members by their applied tags.

      Class Reports

      • Class Absences
        See a list of classes with recorded student absences.

      • Lesson Size
        Filter and view class sizes for specific lessons.

      • Lesson Date & Time
        Access all lessons along with their dates, times, staff, and location details.

      • Registration Status
        View the registration status for all your classes.

      • Incomplete Registers
        Identify classes with incomplete registers for better management.

      • Lesson Trials
        See an overview of trial lessons happening within a specified period.

      • Pay As You Go
        View lessons booked on a Pay As You Go basis.

      • Class Tag Report
        A list of all classes with tags applied to them.

      Billing Reports

      • All Invoices
        View all generated invoices for your customers.

      • Outstanding Invoices
        Access a list of customers with outstanding invoices.

      • Outstanding Debt
        See all outstanding debt with corresponding customer information.

      • Payments Overview
        Review all payments received from customers.

      • Credit Overview
        Track all credits issued to customers.

      • QuickBooks Invoice Export
        Export invoices in a QuickBooks-compatible format.

      • Xero Invoice Export
        Export invoices compatible with Xero accounting software.

      • Customers and Saved Cards
        View a list of customers along with their saved card details.

      • Payment Allocation Report
        Review payment allocations to specific invoices.

      • Payment Allocation Detailed Report
        Access detailed reports on customer payments and invoices.

      • Income by Class
        Track income by class based on approved invoices.

      • Invoice Income by Month
        View monthly income totals based on invoices.

      • Payment Income by Month
        View monthly income totals based on payments.

      Messages Reports

      • Failed Message Recipients
        View a full list of recipients who did not receive messages.

      • Invalid Emails
        Identify all invalid email addresses in your system.

      • Text Receiving Consent
        Review SMS preferences of all your customers.

      Point of Sale Reports

      • Product Overview
        View a list of all products with SKU and pricing information.

      • Product Orders
        Access reports on all product orders made by customers.

      • Product Stock Level
        View stock level details for all your products.

       

      With these powerful reporting tools in Class Manager, you can gain deeper insights into every aspect of your business, helping you stay on top of customer interactions, student performance, staff management, billing and more. Regularly reviewing these reports can help you make data-driven decisions to optimise your school'd operations.