Organization reports

Cross-unit financial, enrollment, and compliance reports.

Unit staff generate daily operational reports from their Reports & PDFs page. Admin reports here span all locations.

Organization enrollment summary

Headcount by unit, program, and payment type (private pay, 4Cs, scholarship)

Format: PDF / Excel

Preview & print

Cross-unit financial summary

Revenue collected, outstanding balances, and agency remittance org-wide

Format: PDF / Excel

Preview & print

Outstanding balances (all units)

Every family with balance due — sorted by amount

Format: PDF / Excel

Open in portal

4Cs agency remittance report

Agency charges vs payments across all 4Cs children and units

Format: PDF / Excel

Open in portal

Scholarship utilization

Assigned scholarships, discounts posted, and remaining fund balances

Format: PDF / Excel

Open in portal

Member signed policies (all units)

Policy completion by family and child — 12 policies per child

Format: PDF

Open in portal

Staff roster & portal access

Portal users, roles, unit assignments, and last login

Format: PDF

Open in portal

Application pipeline

Submitted, under review, approved, and pending membership by unit

Format: PDF / Excel