School reports that come from your live records, not a monthly export
Most school reporting is someone exporting three screens into a spreadsheet on the last Friday of the month. By the time the management committee reads it, it describes a school that has moved on — and nobody can quite reproduce how a figure was reached.
SkoolBook ships twenty-five report definitions covering fee collection and arrears, attendance and academic performance, staffing and payroll cost, and group-level comparison. Each is a defined query against your live records, so running it twice a week costs nothing and two people running it get the same answer. They are reached from the section they belong to rather than from one central screen — and a handful of the wider-library reports do not yet have a screen at all, which is worth knowing before you plan around a specific one.
What you get
Fees: collection, ageing and arrears
Daybook, collection summary, outstanding by head and by term, ageing, per-student outstanding, and a concession register — the recurring questions a finance committee actually asks.
Academics and attendance
Section performance, students at risk, sections below an attendance threshold, teacher workload and admission conversion.
Staffing and payroll
Headcount, attendance summary, leave balances, payroll cost, loan outstanding, attrition, and documents about to expire.
A report only opens for the roles it names
Each definition carries the roles allowed to run it. Payroll cost is not something every account can pull just because they found the reports page.
CSV out, for the work that happens in a spreadsheet
Any report downloads as CSV. The point is not to trap you — it is that the export starts from a defined, repeatable query rather than a hand-assembled one.
A value that cannot be shown says so
Where a report includes protected personal data, anything that will not decrypt comes back marked rather than as a convincing blank. A blank in a report is indistinguishable from a real zero, and that is how bad decisions get made.
How it works
- 1
Go to the section you are working in
Fee reports sit inside Finance, staff reports inside People, and the cross-campus ones in the group console — each list shows only what your role may run.
- 2
Set the window
Most take a date range or an academic year; the rest run as defined.
- 3
Read it, or take it away
Results render in the portal and download as CSV for the analysis that belongs in a spreadsheet.
Frequently asked
Can reports be scheduled and emailed automatically?
Not today — reports are run on demand from the portal and downloaded as CSV. Scheduled delivery is a reasonable thing to want and worth raising if it matters to you, but we would rather tell you it isn't there than let you find out in month two.
Are these reports run against live data or a nightly copy?
Live records, at the moment you press run. There is no overnight extract to be out of date, and no separate reporting database to drift away from the operational one.
Are all of them reachable from a screen today?
Not every one. The fee reports and the staff reports each have their own screen, and the cross-campus ones are in the group console. A handful of the wider library — among them teacher workload, inventory consumption and transport utilisation — exist as defined, role-gated reports that are run for you rather than opened from a page of your own. If one of those is central to how you work, say so and we will tell you where it stands rather than let you assume there is a button.
Can we get a report that isn't in the list?
A report is a defined query plus the roles allowed to run it, so adding one is a contained piece of work rather than a new module. Tell us what the management committee keeps asking for.
Who can see reports containing personal data?
Each definition names the roles that may run it, and protected fields are decrypted through the same controlled path the exports use. Access to the reports page is not access to every report on it.