How to Run Enrollment Reports

Step 1: Open Enrollment Reports

1. In the left-hand navigation menu, go to the Reports section.

2. Click Enrollment Reports to open the enrollment reporting options.

Step 2: Run the Roster Details Report

1. In Enrollment Reports, select Roster Details.

2. Enter the date range you want to review.

3. Select the group you wish to see, or leave the group selection blank to include all applicable children.

   

4. Optionally, select a specific school if applicable.

5. Choose whether to include students who are pending but not waitlisted. These are children with pending registrations who are not on the waitlist but are sitting in the admin dashboard ready to be registered.

6. Click Apply to generate the report.

   

This Roster Details report is your primary detailed roster view. It shows all children in your center for the selected date range, including:

• Number of records (e.g., 83 records)

• Date of birth

• Current status as of today and status as of the filtered date

• Information tags (e.g., missing guardian contact)

• Registered days of attendance

• Age group and program rate

• Registration start and end dates, or withdraw date if entered

Step 3: Customize Columns and Export Roster Details

1. If you do not wish to see all available columns, click the gear icon (settings toggle).

   

2. Uncheck any columns you do not want to display and reorder columns as needed.

3. Once customized, download the report as a CSV file if you wish to export the data.

Step 4: View Group Summary for Capacity and Counts

1. In Enrollment Reports, select Group Summary.

2. Choose whether to include pending but not waitlisted children, as with the Roster Details report.

   

3. Set your date and click Apply.

The Group Summary report provides, as of the selected date:

• Total count of children in your center

• Capacity of each room

• Number of children who will be current

• Number of pending (not waitlisted) children

• Daily average and related metrics

• Results grouped and sorted by group

Step 5: Use License Summary for License-Based Views

1. If you prefer to see data summarized by license instead of by group, select the License Summary report in Enrollment Reports.

2. Run the report for your desired date range and options.

3. Review the results summarized by license type.

   

If your center has multiple license types (e.g., Daycare and Out-of-School Care), the report will divide counts accordingly. If there is only one license (e.g., just Daycare), all results will appear under that license.

Step 6: Review Drop-In Rosters

1. In the Drop In Roster report, you can view all children marked as drop-in.

   

Step 7: Run the Custom Questions Report

1. Select the Custom Questions report in Enrollment Reports.

2. Use this report to view answers to any custom questions added to the online registration form.

   

This is helpful for reviewing additional information collected during registration.

Step 8: Monitor Upcoming Registration Changes

1. Open the Changes report in Enrollment Reports.

2. Set the date range for the period you wish to review (e.g., the next month, two months, or three months) to see all upcoming changes in any children’s registration records, such as any child whose group or rate changes at some point in the selected period.

3. Click Apply.

   

You can optionally customize the columns as before.

Step 9: Track New and Ending Registrations

1. Use the Starting report to see children with new registration recordsbeginning within a selected date range—these may be children new to the center or existing children with a new registration.

   

2. Use the Ending view similarly to see any children who has a registration record coming to an end within the date range.