How to run and export a report

What it's for

Most reports work the same way: pick the report, narrow it with filters, switch between a summary and the detail, then export it. This article walks through those shared steps using Daily Attendance as the example.

Where to find it

Reports (under Administration), then choose a report from the left sidebar.

Step-by-step

1. Open Reports and click a report in the sidebar (for example, **Daily

Attendance**).

1. Set the date range using the From and To boxes.
2. Narrow it further with the Location and Classroom filters. The record count

updates as you filter.

1. Switch between Summary and Detail:
   • Summary — totals, rates and charts (for Daily Attendance: Total Records,

Present, Absent, Late, Attendance Rate, plus a status breakdown by classroom).

• Detail — the underlying rows.

1. Click Export CSV to download the data for spreadsheets or your records.

Tips & limits

• The exact filters and columns vary by report, but the pattern — **date range +

filters + Summary/Detail + Export CSV** — is the same across them.

• The two dashboards (Operations and Financial) are live overviews rather than

date-range reports, so they don't all share these controls.

• Export before changing filters if you want to keep a snapshot of a specific range.

Related articles

• Understanding Reports
• Understanding the Finance dashboard