Reports Module Help
Generate critical operational data, payroll records, and compliance logs for your center. Learn how to download child emergency records, pull student and staff attendance sheets, calculate payroll data, and run essential health logs for incidents, illnesses, medications, and meal restrictions.
- Orientation to the Reports ModuleThis document provides a concise overview of the Reports module in ChildFriendly, including how to navigate report categories, use filters, customize columns, and export reports.
- How to Download a Child's Portable Emergency RecordThis document explains how to download and print physical emergency forms for individual children and in bulk, so you can maintain a paper backup binder for emergencies when digital access may not be available.
- How to Run the Medical Care ReportThis document explains how to access, filter, review, and export the Medical Care report within the Safety Reports section. Use these steps to quickly view children’s medical and safety information, including allergies, medications, and prohibited meals.
- How to Run Enrollment ReportsUse the Enrollment Reports in ChildFriendly to review current rosters, forecast future enrollment, monitor group and license capacity, globally view family answers to custom enrollment questions and track upcoming registration changes, starts, and ends across your center.
- How to Pull Key Reports for Licensing ComplianceThis article outlines how to access and use key compliance-related reports within the system when responding to requests from licensing or health officers. It covers attendance details, illness and incident logs, medical and allergy care and medication records, emergency information forms, and expiry tracking for staff credentials.
- How to Run the Incident Report LogThis document explains how to access, filter, and download incident or accident reports from the Safety Reports module, and where to view additional attendance details related to each incident.
- How to Run the Illness LogThis document explains how to access, filter, and export the Illness Log from the Reports module. You will learn how to select date ranges, filter by group, review the illness details, and download the report as a CSV file.
- How to Run the Medication LogThis document explains how to access, view, filter, download, and edit information related to the Medication Log within the Reports module.
- How to Run the Meal Restrictions ReportThis document explains how to access, filter, and export the Meal Restrictions report from the Reports module. You will learn how to filter by date, group, and meal adjustments, and how to download the results as a CSV/Excel file.
- How to Run Staff Attendance Reports (Sign-in & Hours)This document explains how to view, filter, review, and export staff sign-in details and daily staff hour summaries within the Reports module. Follow the steps below to generate accurate attendance information and download it for further analysis.
- How to Run Student Attendance Reports (Sign-in, Hours, Absence)This process walks you through how to view and filter student attendance reports, including detailed sign-in records, daily hour summaries, total hours, and absence records. You will learn how to filter by date, range, space, group, and individual student, and how to export data as a CSV file.
- How to Run Payroll ReportsUse the Payroll report in ChildFriendly to verify staff hours, pay rates, and positions against your payroll records. This process shows you how to filter by date, review staff details, customize visible columns, drill into attendance records, and export the data for accounting purposes.
- How to Run Finance ReportsThis document explains how to access and use key reports in the Finance module, including Revenue Pay Summary, AR Aging, Fees Record, Transaction, and Merchant Fee reports. It covers how to filter by period, grouping, and centers, how payment calculations work, how to customize columns, and how to export data for further analysis or import into external accounting systems.
- How to Run the Monthly Claims & Supplemental Fees ReportAt ChildFriendly, we provide regional reports tailored specifically to your state or province, which are typically used for reporting to local authorities. In this video, we'll use Alberta to showcase how these regional reports function. Keep in mind that while they work similarly across all regions, each one is custom-built to meet your local compliance requirements. 📊 Alberta Report Examples Featured in This Guide: Grant & Monthly Claim Submissions Claims Records for Audits Annual Supplemental Parent Fees Historical Archived Reports
- An Overview of the Miscellaneous Reports AvailableThis document explains how to access and use the Miscellaneous Reports in the Reports module, including student and staff birthdays, age changes, certifications, directories, agreements, permissions, and prospective inquiries. These reports support daily operations, planning, compliance tracking, and record-keeping.