School reports

What you can do

Access & setup

Intended access: Assigned account with the required permissions.

• A school account with the permissions shown below.
• Choose the relevant school, academic session or child before working.

Use the public sample demo to learn this flow. Your assigned ERP account determines access to actual school records.

How the workflow works

1. 01

   Choose the report and reporting context

   A school account with the permissions shown below.

2. 02

   Inspect the totals and available filters

   Fee Summary is part of the documented workflow.

3. 03

   Compare the summary with the underlying records

   Students By Class is part of the documented workflow.

4. 04

   Use the available export or print action when present

   Review the result in the connected record or workspace before moving on.

Rules & current limits

• A summary is only as current as the entered records. Each report uses its implemented date and scope rules.

Source inventory checked on 11 October 2026. Guide availability confirms documentation publication, not certification of every external service or device flow.

API & permissions reference

These are the source-matched API operations connected to this guide. Reading this reference does not execute any request.

Open the actual application

ERP links use your assigned account. Record-specific pages start from the list so you can choose a real record.

Keep exploring