Organisation Reports & Setting

All billing activity

Here you can find a report of all of your payments, invoices and bill payers. Each report can be filtered and exported using the Generate CSV button in the top right hand corner. You can also apply payments directly from this page when viewing the list of payments.

Revenue Report

The Revenue report contain both a graph and a table. The graph shows an orange line for your Budget, a solid purple line for Revenue, and a dotted purple line for Projected Revenue across the year. With this reporting feature, you are able to look into past and future years. Also, by clicking 'Download as CSV', you are able to export this data.

The table contains the details of the revenue for the entire organisation as well as each site in your organisation. You can click on the title of each setting to go in to their individual Revenue report.

More on Revenue Reports here.

Occupancy Report

The Occupancy report shows how occupied your settings are in relation to the capacity you have entered in your room and age group settings in each site. You can choose whether you look at Occupancy by Room or Age Group. You can then project your occupancy in each setting.

More on Occupancy Reports here.

Settings

You can create organisational roles and send organisational logins from the organisation settings.