[{"data":1,"prerenderedAt":636},["ShallowReactive",2],{"docs-nav":3,"docs-finance-report-exports":400},[4,11,16,23,28,34,40,45,51,56,63,69,75,81,87,92,98,103,107,113,117,121,127,133,139,145,150,156,162,168,173,178,184,188,193,199,204,209,214,219,223,229,233,237,242,248,253,258,263,267,272,278,283,288,293,298,304,308,313,317,323,327,332,337,343,348,353,359,364,368,372,376,381,385,390,395],{"path":5,"title":6,"navTitle":7,"group":8,"order":9,"description":10},"\u002Fdocs\u002Facademic","Academic Calendar, Terms & Sessions","Academic Calendar","School Setup",10,"Set out your school year (sessions, terms, term dates, holidays and events) and let 1410SMS work out the teaching days behind it.",{"path":12,"title":13,"navTitle":13,"group":8,"order":14,"description":15},"\u002Fdocs\u002Fappearance","Appearance & Dark Mode",40,"Every user picks light, dark, or match-my-device for the portal from the sidebar. The choice is per person and per device, and never changes what anyone else sees.",{"path":17,"title":18,"navTitle":19,"group":20,"order":21,"description":22},"\u002Fdocs\u002Fattendance","School Attendance Tracking","Attendance","Academics",50,"Mark roll calls per class daily, view weekly attendance trends, generate absence reports, and calculate per-student attendance rates.",{"path":24,"title":25,"navTitle":25,"group":20,"order":26,"description":27},"\u002Fdocs\u002Fattendance-analytics","Attendance Analytics",60,"School-wide attendance at a glance, with per-class absence trends and your best and worst attendees, filterable by term and session.",{"path":29,"title":30,"navTitle":31,"group":20,"order":32,"description":33},"\u002Fdocs\u002Fattendance-documents","Attendance Documents to Print","Attendance Documents",54,"Print a class's register with a signature column, an absence report naming the pupils whose attendance has slipped, and a month's timesheet for a member of staff.",{"path":35,"title":36,"navTitle":36,"group":37,"order":38,"description":39},"\u002Fdocs\u002Faudit-logs","Audit Logs","Billing & Compliance",20,"Every create, update and delete action is recorded with the actor, a timestamp and an IP address, giving your school a full compliance trail.",{"path":41,"title":42,"navTitle":42,"group":20,"order":43,"description":44},"\u002Fdocs\u002Fbell-schedule-templates","Bell Schedule Templates",97,"Start your school day from a ready-made shape rather than typing forty periods, then edit it like any other bell schedule.",{"path":46,"title":47,"navTitle":48,"group":20,"order":49,"description":50},"\u002Fdocs\u002Fbell-schedule-wizard","Describe Your School Day","Describe Your Day",96,"Build a bell schedule from four facts about your school day. How many periods that comes to is worked out for you.",{"path":52,"title":53,"navTitle":53,"group":20,"order":54,"description":55},"\u002Fdocs\u002Fbroadsheet","Class Broadsheet",42,"The class master sheet: every pupil a row, every subject a column, with totals, averages and positions, printed as a landscape PDF or exported as a spreadsheet.",{"path":57,"title":58,"navTitle":59,"group":60,"order":61,"description":62},"\u002Fdocs\u002Fcash-flow","The Cash Flow Statement","Cash flow","Finance",18,"What your school billed, took, gave back and spent, month by month, per currency, over any window you choose. Downloadable as a CSV to line up against a bank statement.",{"path":64,"title":65,"navTitle":66,"group":20,"order":67,"description":68},"\u002Fdocs\u002Fcbt","Online CBT: Computer-Based Testing","CBT",70,"Build timed multiple-choice tests, publish to any number of classes at once (or the whole school), and get auto-marked results instantly. Question images supported.",{"path":70,"title":71,"navTitle":72,"group":73,"order":38,"description":74},"\u002Fdocs\u002Fclasses","Classes & Timetable","Classes & Timetables","Staff","Create classes, assign class teachers, and build weekly timetables from your live subjects. Students, parents, and teachers each get their own timetable view.",{"path":76,"title":77,"navTitle":78,"group":60,"order":79,"description":80},"\u002Fdocs\u002Fcollection-risk","Who to Chase First","Collection Risk",57,"Your debtors ranked by how hard the debt looks to collect rather than how large it is, with the facts behind every position so you can see why, and disagree.",{"path":82,"title":83,"navTitle":84,"group":85,"order":9,"description":86},"\u002Fdocs\u002Fcsv-import-export","Bulk Import & Export (CSV\u002FXLSX)","Import & Export","Bulk Operations","Upload students, teachers, grades, and attendance in bulk from CSV or XLSX, with per-row validation, dry-run preview, and one-click export.",{"path":88,"title":89,"navTitle":90,"group":8,"order":21,"description":91},"\u002Fdocs\u002Fcustom-domain","Custom Domain for Your School Portal","Custom Domain","Serve your portal from your own domain (e.g. portal.yourschool.edu.ng) with automatic HTTPS, on the Standard plan and above.",{"path":93,"title":94,"navTitle":94,"group":95,"order":96,"description":97},"\u002Fdocs\u002Fdashboards","Role-Based Dashboards","Getting Started",30,"Personalised, widget-driven dashboards for every role. Admins, teachers, students and parents each see the metrics that matter to them, with per-user customisation.",{"path":99,"title":100,"navTitle":100,"group":8,"order":101,"description":102},"\u002Fdocs\u002Fdates-and-calendar","Dates & Calendar",25,"Read and enter every date in the Hijri calendar, in the Gregorian calendar, or in both at once, across the portals, the app and every document you print.",{"path":104,"title":105,"navTitle":105,"group":8,"order":26,"description":106},"\u002Fdocs\u002Fdepartments","Departments & Subjects","Organise teaching staff into academic departments and group subjects for cleaner reporting and subject-teacher assignments.",{"path":108,"title":109,"navTitle":110,"group":60,"order":111,"description":112},"\u002Fdocs\u002Fdiscount-eligibility-rules","Finding Who Qualifies for a Discount","Eligibility Rules",17,"Let the system work out which students qualify for a discount, then award them in one step. It suggests; you decide.",{"path":114,"title":115,"navTitle":115,"group":20,"order":38,"description":116},"\u002Fdocs\u002Fearly-years","Early Years Assessment","Reception and playgroup pupils get a developmental report. Teachers rate each area and write free-text comments on the child's progress, all flowing onto a dedicated report card.",{"path":118,"title":119,"navTitle":119,"group":20,"order":43,"description":120},"\u002Fdocs\u002Fexam-documents","Exam Documents","Print an exam timetable for a class, an invigilator or a room, and the attendance sheet each paper is registered on: the class roster with a signature column.",{"path":122,"title":123,"navTitle":124,"group":20,"order":125,"description":126},"\u002Fdocs\u002Fexam-timetable-generation","Exam Timetable Generation","Generating Exams",91,"Place a whole exam series in one go: every class, every subject, spread across the exam days, each paper with a period, an invigilator and somewhere to sit it.",{"path":128,"title":129,"navTitle":130,"group":20,"order":131,"description":132},"\u002Fdocs\u002Fexam-validation","Checking an Exam Before You Publish","Exam Checks & Changes",98,"Every problem with an exam timetable, named at once before it goes out: clashes, papers on closed days, unstaffed rooms. And when a paper moves afterwards, the families sitting it are told.",{"path":134,"title":135,"navTitle":136,"group":20,"order":137,"description":138},"\u002Fdocs\u002Fexams","Exam Timetable","Exams Timetable",90,"Schedule each class's exam papers with date, time, venue and invigilator, then publish to students and parents, who are notified by email and WhatsApp with a PDF attached.",{"path":140,"title":141,"navTitle":142,"group":20,"order":143,"description":144},"\u002Fdocs\u002Fexams-workspace","The Exams Workspace","Exams Workspace",89,"Everything an exam series needs on one screen: the list, the builder with its generation wizard, the printed sheets, and the settings that decide how a generated timetable comes out.",{"path":146,"title":147,"navTitle":147,"group":60,"order":148,"description":149},"\u002Fdocs\u002Fexpenses","Expenses",21,"Record what your school spends, file it against a category and a supplier, and see where the money went. Its own workspace, separate from fees.",{"path":151,"title":152,"navTitle":153,"group":154,"order":14,"description":155},"\u002Fdocs\u002Ffamily-calendar","The School Calendar for Parents & Students","Family Calendar","Portals","Parents and students see the school's own term dates, holidays and events, on the web and in the app, without anyone having to send them out.",{"path":157,"title":158,"navTitle":159,"group":60,"order":160,"description":161},"\u002Fdocs\u002Ffee-discounts","Fee Discounts, Sibling Reductions and Staff-Child Waivers","Fee Discounts",15,"Define a sibling discount, a staff-child waiver or any reduction your school offers, award it to one student or a whole class at once, and every invoice raised afterwards applies it automatically.",{"path":163,"title":164,"navTitle":165,"group":60,"order":166,"description":167},"\u002Fdocs\u002Ffee-reminders","Fee Reminders and the Reminder Queue","Fee reminders",14,"Remind a family before an invoice falls due and chase it after, automatically, at the day tiers you choose. Hold each reminder in a queue for a member of staff to release. Includes the message template, the channels used, and how a reminder is never sent twice.",{"path":169,"title":170,"navTitle":170,"group":60,"order":171,"description":172},"\u002Fdocs\u002Ffee-templates","Fee Templates",16,"Save the set of fees a term costs once, then apply it when raising invoices instead of retyping the same lines every term.",{"path":174,"title":175,"navTitle":176,"group":60,"order":9,"description":177},"\u002Fdocs\u002Ffees","School Fee Management","Fee Management","Bundle tuition, uniform, PTA and other fees into one invoice with a single balance, for a whole class in one click or for a single student. Track payments in your chosen currency.",{"path":179,"title":180,"navTitle":181,"group":60,"order":182,"description":183},"\u002Fdocs\u002Ffinance-report-exports","Exporting Finance Reports to CSV","Report exports",19,"Every report on the Finance Reports tab downloads as a CSV from its own header, on the web and in the mobile app, covering exactly the period and filters on screen.",{"path":185,"title":186,"navTitle":186,"group":20,"order":96,"description":187},"\u002Fdocs\u002Fgrade-breakdown","Grade Breakdown & Analytics","A per-student grade breakdown across subjects, terms and sessions, with letter grades and remarks computed on the server from your grading scale.",{"path":189,"title":190,"navTitle":190,"group":20,"order":191,"description":192},"\u002Fdocs\u002Fgrade-letter-recompute","Regrading After a Scale Change",12,"Marks keep the letter they were given when they were entered. When you change your grading scale, the Grades list flags the rows that no longer match and lets you regrade the ones you choose.",{"path":194,"title":195,"navTitle":196,"group":197,"order":9,"description":198},"\u002Fdocs\u002Fgrade-types","Grade Types & Score Breakdowns","Grade Types & Breakdowns","Advanced","Define your score components (CA, Test, Exam, Assignment) and break any grade down into those parts, always summing to the total grade.",{"path":200,"title":201,"navTitle":202,"group":20,"order":9,"description":203},"\u002Fdocs\u002Fgrades","Grade & Results Management","Grades & Results","Record scores and auto-calculate letter grades. Download report cards as PDF, with remarks, for any term or session.",{"path":205,"title":206,"navTitle":206,"group":20,"order":207,"description":208},"\u002Fdocs\u002Fguest-entrance-exams","Guest Entrance Exams",80,"Run CBT entrance exams for prospective students with no student record required. Candidates register by email and receive an access link.",{"path":210,"title":211,"navTitle":211,"group":20,"order":212,"description":213},"\u002Fdocs\u002Fhead-of-school-comments","Head of School Comments",43,"A default remark for each overall percentage band, offered on the head of school's line of every report card and replaced by anything written by hand.",{"path":215,"title":216,"navTitle":217,"group":60,"order":111,"description":218},"\u002Fdocs\u002Fledger-integrity","Ledger Integrity, and Proving Your Books Add Up","Ledger integrity","An automatic nightly check that every invoice's paid total still adds up from the receipts and refunds recorded against it, plus an on-demand version you can run yourself from the Reports tab.",{"path":220,"title":221,"navTitle":221,"group":20,"order":160,"description":222},"\u002Fdocs\u002Flesson-notes","Lesson Notes","A teacher writes one note a week for each subject they take, someone senior approves it or sends it back, and a board says who has filed and who has not. Written to be filled in on a phone, and it prints.",{"path":224,"title":225,"navTitle":226,"group":227,"order":9,"description":228},"\u002Fdocs\u002Fmessaging","Bulk Messaging for Schools","Bulk Messaging","Communication","Send email and WhatsApp messages to all parents, to a class, or to named individuals, under your school's name, with delivery tracked and retried automatically.",{"path":230,"title":231,"navTitle":231,"group":197,"order":21,"description":232},"\u002Fdocs\u002Fmobile-app","Mobile App","One app for every school on the platform. Search for your school by name and sign in for push notifications, offline viewing and offline attendance marking.",{"path":234,"title":235,"navTitle":235,"group":20,"order":131,"description":236},"\u002Fdocs\u002Fnext-lesson-reminders","Next Lesson Reminders","Push a teacher the lesson they are about to teach, ten minutes before the bell, from the timetable your school has published.",{"path":238,"title":239,"navTitle":240,"group":227,"order":38,"description":241},"\u002Fdocs\u002Fnotifications","Automated Parent Notifications","Notifications","Automatically alert parents about invoices, cancellations, receipts, refunds, overdue fees, exam timetables, weekly digests and absences, by email, WhatsApp or both.",{"path":243,"title":244,"navTitle":245,"group":20,"order":246,"description":247},"\u002Fdocs\u002Fonline-exam-papers","Online Exam Papers","Online Papers",99,"Sit a paper on the CBT module and it stays a paper on the exam timetable: one date, one time, one class list, kept in step automatically.",{"path":249,"title":250,"navTitle":251,"group":60,"order":38,"description":252},"\u002Fdocs\u002Fonline-payments","Online Fee Payments","Online Payments","Set your school up to take fees online. Money settles straight into your school's own verified bank account and never rests with 1410SMS.",{"path":254,"title":255,"navTitle":256,"group":95,"order":9,"description":257},"\u002Fdocs\u002Foverview","What is 1410SMS? A Platform Overview","Overview","A complete, multi-tenant school management platform for schools of every size, holding students, staff, grades, attendance, timetables, fees and online tests in one place.",{"path":259,"title":260,"navTitle":261,"group":154,"order":9,"description":262},"\u002Fdocs\u002Fparent-management","Parent Account Management","Parent Management","Parent accounts are managed by staff, and need only a name and a phone number. Create or link them automatically on enrolment or by hand, then invite, resend, unlink and search from one page.",{"path":264,"title":265,"navTitle":265,"group":154,"order":38,"description":266},"\u002Fdocs\u002Fparent-portal","Parent Portal","Parents log in to track their children's grades, attendance, and fees in real time, download report cards, and view class and exam timetables.",{"path":268,"title":269,"navTitle":270,"group":197,"order":38,"description":271},"\u002Fdocs\u002Fpassword-reset","Self-Service Password Reset","Password Reset","Staff and parents reset a forgotten password with a one-time code. Staff get theirs by email; a parent can ask with either their email address or their phone number. No admin action is required.",{"path":273,"title":274,"navTitle":275,"group":60,"order":276,"description":277},"\u002Fdocs\u002Fpayment-import","Importing Payments in Bulk","Payment Import",55,"Bring a term's takings or a reconciled bank statement into 1410SMS in one upload. Each row settles one invoice, keeps its own payment date, and posts no receipt.",{"path":279,"title":280,"navTitle":281,"group":60,"order":61,"description":282},"\u002Fdocs\u002Fpayment-review","Reviewing Recorded Payments","Payment review","An optional second pair of eyes on money recorded by hand. Off by default, because it only works if your school has two people to do it.",{"path":284,"title":285,"navTitle":285,"group":286,"order":160,"description":287},"\u002Fdocs\u002Fpromote-and-graduate","Promote & Graduate","Students","Move a whole class up a year in one pass, or mark a leaving year as graduated so the record says they finished rather than simply that they left, with the cohort they graduated in kept against each pupil.",{"path":289,"title":290,"navTitle":291,"group":60,"order":171,"description":292},"\u002Fdocs\u002Frefunds","Refunds, and Giving Money Back to a Family","Refunds","Record money your school has given back to a family, reopen the invoice by that amount, and keep every collected-money figure honest. Distinct from cancelling an invoice or voiding a receipt, neither of which moves money.",{"path":294,"title":295,"navTitle":296,"group":95,"order":38,"description":297},"\u002Fdocs\u002Fregistration","How to Register Your School","Registration","Register your school in minutes with one short form, an email verification and a portal provisioned on your own sub-domain. No credit card required.",{"path":299,"title":300,"navTitle":301,"group":20,"order":302,"description":303},"\u002Fdocs\u002Freport-card-designer","Report Card Designer","Report card designer",41,"Design the report card your school prints. Reorder and switch off sections, choose what each one shows, pick a style, and give different classes different cards, with a live preview of a real pupil's card as you work.",{"path":305,"title":306,"navTitle":306,"group":20,"order":302,"description":307},"\u002Fdocs\u002Freport-card-publishing","Publishing Report Cards","Report cards stay inside the school until you release them. Publish a term to open every family's card at once, and withdraw it just as quickly if something needs correcting.",{"path":309,"title":310,"navTitle":311,"group":20,"order":14,"description":312},"\u002Fdocs\u002Freport-cards","School Report Cards","Report Cards","Configurable report cards carrying your own assessment columns, class statistics, term-on-term history, attendance, psychomotor and behavioural ratings, remarks and a school-generated PDF.",{"path":314,"title":315,"navTitle":315,"group":197,"order":14,"description":316},"\u002Fdocs\u002Froles-permissions","Roles & Permissions","Define custom staff roles with fine-grained, module-by-module permissions, compare them in a permission matrix, and assign staff to as many roles as needed.",{"path":318,"title":319,"navTitle":320,"group":20,"order":321,"description":322},"\u002Fdocs\u002Froll-call","Clocking Staff In by Roll Call","Roll Call",53,"Tick names off a list and the platform clocks those staff in or out. For the staff who have no smartphone to clock themselves in with, taken by whoever stands at the gate.",{"path":324,"title":325,"navTitle":325,"group":197,"order":96,"description":326},"\u002Fdocs\u002Fschool-admins","Users & Admin Accounts","Create and manage staff accounts from the Users page, giving each one or more roles: Owner, School Administrator, Accountant, Receptionist, or a role you defined yourself. An email address is optional.",{"path":328,"title":329,"navTitle":330,"group":8,"order":96,"description":331},"\u002Fdocs\u002Fschool-profile","School Profile & Branding","Profile & Branding","Set your school's logo and motto on the School Profile page, and its brand colours and bank account details under Settings, so your portal and your invoices carry your identity.",{"path":333,"title":334,"navTitle":335,"group":8,"order":38,"description":336},"\u002Fdocs\u002Fsettings","School Settings","Settings","One searchable page for grading scales, number prefixes, invoice currency, notification channels, bank accounts and brand colours, every change audited and exportable.",{"path":338,"title":339,"navTitle":340,"group":20,"order":341,"description":342},"\u002Fdocs\u002Fstaff-attendance","Staff Attendance and Clock-In","Staff Attendance",52,"Staff clock in and out from their own phone, checked against your school's location. See who is in, who is late and who has not arrived, with a monthly record per person.",{"path":344,"title":345,"navTitle":346,"group":20,"order":321,"description":347},"\u002Fdocs\u002Fstaff-leave","Staff Leave and Absence Reporting","Staff Leave","Record that a member of staff is away for a range of days, under the kinds of leave your school recognises, and get one message each morning naming everybody who was absent the day before.",{"path":349,"title":350,"navTitle":351,"group":227,"order":148,"description":352},"\u002Fdocs\u002Fstaff-notifications","Staff Notifications","Staff notifications","Your office staff are told the moment money is recorded, a payment needs a second pair of eyes, a candidate registers for an entrance exam, an import or a report-card batch finishes, or your subscription is about to lapse.",{"path":354,"title":355,"navTitle":356,"group":197,"order":357,"description":358},"\u002Fdocs\u002Fstaff-sign-in","Staff Without an Email Address","Staff Sign-In",31,"A member of staff signs in with their email address or their phone number, whichever your school holds. Staff with no inbox get an account and a password you hand them, and staff with neither can still be rostered and paid.",{"path":360,"title":361,"navTitle":362,"group":286,"order":101,"description":363},"\u002Fdocs\u002Fstudent-finance-history","A Student's Invoices and Payments","Student Invoices & Payments","Every invoice raised against one student and every receipt recorded for them, on the student's own record, each downloadable as a PDF or a CSV.",{"path":365,"title":366,"navTitle":366,"group":154,"order":96,"description":367},"\u002Fdocs\u002Fstudent-portal","Student Portal","Students sign in from any device to view their grades, attendance history and fee balance, and to sit online tests.",{"path":369,"title":370,"navTitle":370,"group":286,"order":38,"description":371},"\u002Fdocs\u002Fstudent-report-summary","Student Report Summary","A one-page, at-a-glance summary of any student, composing their attendance rate, recent grades, grade average and fee position into a single view.",{"path":373,"title":374,"navTitle":374,"group":286,"order":9,"description":375},"\u002Fdocs\u002Fstudents","Student Management","Enrol, profile and manage every student, covering admission numbers, class assignments, guardian details and deactivation, with fast full-text search across names and admission numbers.",{"path":377,"title":378,"navTitle":379,"group":37,"order":9,"description":380},"\u002Fdocs\u002Fsubscriptions","Plans, Pricing & Subscriptions","Subscriptions","Upgrade or manage your plan with Paystack-powered payments. Pay per term or per session (save 5%), with instant activation.",{"path":382,"title":383,"navTitle":383,"group":73,"order":9,"description":384},"\u002Fdocs\u002Fteachers","Teacher Management","Staff profiles carrying subject allocations, class responsibilities and an optional department, doubling as a full directory for whoever handles HR.",{"path":386,"title":387,"navTitle":388,"group":20,"order":49,"description":389},"\u002Fdocs\u002Ftimetable-printing","Printing a Timetable","Printing Timetables","Download any class's or teacher's week as a branded A4 sheet: periods down the side, days across the top, ready for a classroom wall or a staff pigeonhole.",{"path":391,"title":392,"navTitle":392,"group":20,"order":393,"description":394},"\u002Fdocs\u002Fweekly-grades","Weekly Grades",11,"Record a mark per subject each academic week, publish the week to parents and pupils, and optionally carry the term average onto the report card.",{"path":396,"title":397,"navTitle":397,"group":20,"order":398,"description":399},"\u002Fdocs\u002Fweekly-timetable","Weekly Timetable",95,"Build your school week from bell schedules, rooms and what each class needs of each subject, with a generator that places it all without a clash.",{"id":401,"title":180,"body":402,"description":183,"draft":622,"extension":623,"group":60,"meta":624,"navTitle":181,"navigation":625,"ogImage":626,"order":182,"path":179,"screenshot":627,"seo":633,"stem":634,"video":626,"__hash__":635},"docs\u002Fdocs\u002Ffinance-report-exports.md",{"type":403,"value":404,"toc":610},"minimark",[405,414,419,499,503,510,525,529,536,540,547,550,556],[406,407,408,409,413],"p",{},"Every report on the ",[410,411,412],"strong",{},"Reports"," tab of the Finance Workspace can be downloaded as a CSV, and the\nbutton sits in the header of the report it exports rather than in a toolbar you have to match back\nto the cards below it.",[415,416,418],"h2",{"id":417},"what-downloads","What downloads",[420,421,422,435],"table",{},[423,424,425],"thead",{},[426,427,428,432],"tr",{},[429,430,431],"th",{},"Report",[429,433,434],{},"The file holds",[436,437,438,447,455,463,471,482,490],"tbody",{},[426,439,440,444],{},[441,442,443],"td",{},"Revenue trend",[441,445,446],{},"One row per month per currency, across the trailing twelve months",[426,448,449,452],{},[441,450,451],{},"Collection by class",[441,453,454],{},"Every class, worst outstanding balance first, per currency",[426,456,457,460],{},[441,458,459],{},"Payment methods",[441,461,462],{},"Every method, per currency, net of refunds",[426,464,465,468],{},[441,466,467],{},"Revenue by fee type",[441,469,470],{},"Every fee type, per currency, with invoiced, collected and outstanding",[426,472,473,479],{},[441,474,475],{},[476,477,478],"a",{"href":57},"Cash flow statement",[441,480,481],{},"Every month in the window, invoiced, collected, refunded and net",[426,483,484,487],{},[441,485,486],{},"Bank settlement reconciliation",[441,488,489],{},"One row per currency, with both window dates on every row",[426,491,492,496],{},[441,493,494],{},[476,495,217],{"href":215},[441,497,498],{},"One row per anomaly found",[415,500,502],{"id":501},"the-file-always-matches-the-screen","The file always matches the screen",[406,504,505,506,509],{},"A downloaded report covers ",[410,507,508],{},"exactly the period and filters that were on screen"," when you asked for\nit. Change the session or term at the top of the workspace and the next download follows. The report\nand the file are built from the same figures, so they cannot disagree about what a term collected.",[406,511,512,513,516,517,520,521,524],{},"Two reports are deliberately not period-filtered, because the reports themselves are not: the\n",[410,514,515],{},"revenue trend"," is a trailing twelve months across every term, and ",[410,518,519],{},"ledger integrity"," asks\nwhether the books reconcile right now. The bank settlement reconciliation and the cash flow statement\nfollow their own ",[410,522,523],{},"date"," window rather than the academic period, since a bank statement covers dates\nand a term carries none.",[415,526,528],{"id":527},"amounts-are-never-summed-across-currencies","Amounts are never summed across currencies",[406,530,531,532,535],{},"If your school invoices in more than one currency, each report writes ",[410,533,534],{},"one row per currency"," and\ncarries no total spanning them. Two currencies share no meaningful sum, so the file hands you the\nfigures per currency and leaves you to total the column you mean.",[415,537,539],{"id":538},"more-than-the-chart-shows","More than the chart shows",[406,541,542,543,546],{},"A chart draws the largest ten bars, because an eleventh is unreadable. Those exports are ",[410,544,545],{},"not\ncapped at ten",": collection by class gives you every class and revenue by fee type every fee type,\nwhich is usually the reason to want the file rather than the picture.",[406,548,549],{},"Two files are bounded, and both for a reason. The ledger integrity export stops at 500 findings per\ncheck and says so in a column of its own, because the number that matters is whether it is zero and\na ledger with 500 anomalies of one kind is an incident whose exact size changes nothing. The invoice\nand payment list exports take up to 10,000 rows, the platform's limit on any list downloaded as a\nfile.",[406,551,552,553,555],{},"Revenue by fee type also appears as a ",[410,554,420],{}," under its chart, with the exact invoiced, collected\nand outstanding amounts and the percentage collected for each fee type, plus a total across all fee\ntypes in the selected currency. The chart answers which fee types are the big ones; the table answers\nhow much, to the kobo.",[557,558,563,567,570,574,592,595,599],"screenshot",{"alt":559,"height":560,"src":561,"width":562},"The Revenue by fee type table listing Tuition invoiced at 1,050,000 naira with 1,028,571.45 collected and 21,428.55 outstanding, Development Levy at 175,000 naira with 171,428.58 collected and 3,571.42 outstanding, each 98 per cent collected, and an All fee types row totalling 1,225,000 naira invoiced against 1,200,000.03 collected",384,"\u002Fdocs\u002Ffinance-report-exports\u002Frevenue-by-fee-type-table.png",1794,[415,564,566],{"id":565},"a-healthy-ledger-still-downloads-a-file","A healthy ledger still downloads a file",[406,568,569],{},"The ledger integrity export is offered whether or not anything is wrong. A ledger that balances\ndownloads a dated file with column headings and no rows, which is exactly what you want to keep if\nyou check the books at the end of each term: a record that they reconciled, on a stated date.",[415,571,573],{"id":572},"on-the-mobile-app","On the mobile app",[406,575,576,577,580,581,584,585,588,589,591],{},"The same exports are on the phone, as a download icon in each report's own header, across three\nscreens reached from ",[410,578,579],{},"Fees",". ",[410,582,583],{},"Analytics"," exports the collection trend, payment methods, revenue\nby fee type and collection by term, under a collection overview it reads on screen rather than\ndownloading. ",[410,586,587],{},"Statements"," carries the cash flow statement, the bank settlement reconciliation and\nthe ledger integrity check. ",[410,590,451],{}," is a screen of its own, since it is a list of\nevery class rather than a chart.",[406,593,594],{},"Collection by term is the one report the phone exports that the web's Reports tab does not draw at\nall. Tapping any of them opens your phone's share sheet, so the file can go straight to a\nspreadsheet app, an email draft or your school's drive. A phone has nowhere useful to put a CSV on\nits own, which is why it is offered as a share rather than a silent download.",[415,596,598],{"id":597},"who-can-export","Who can export",[406,600,601,602,605,606,609],{},"Exporting needs the ",[410,603,604],{},"finance.export"," permission, which is separate from the ",[410,607,608],{},"finance.view","\npermission that draws the reports. Reading figures on screen and taking a file of your school's\nfinances off the platform are different levels of trust, so someone can be given one without the\nother. Without the export permission the buttons are not shown at all.",{"title":611,"searchDepth":612,"depth":612,"links":613},"",3,[614,616,617,618,619,620,621],{"id":417,"depth":615,"text":418},2,{"id":501,"depth":615,"text":502},{"id":527,"depth":615,"text":528},{"id":538,"depth":615,"text":539},{"id":565,"depth":615,"text":566},{"id":572,"depth":615,"text":573},{"id":597,"depth":615,"text":598},false,"md",{},true,null,{"src":628,"alt":629,"width":630,"height":631,"caption":632},"\u002Fdocs\u002Ffinance-report-exports\u002Freports-tab.png","The Reports tab of the Finance Workspace for Demo Group of Schools, each report card carrying its own Export CSV button in its header: Revenue Trend, Collection by Class, Payment Methods and Revenue by Fee Type",1832,2200,"Each report carries its own Export CSV button, so the file you get is the report you were looking at.",{"title":180,"description":183},"docs\u002Ffinance-report-exports","uptyHTrN45C5TdZccVvjf6WA45Z8KTyv1IDn2cMJL48",1787681161587]