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Your Guide to Reporting

Learn about our comprehensive reports here, and find a link to our report articles in the help center.

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Written by Josie
Updated over a month ago

Where do I access reports?

Check out the combined reports page to learn how to navigate by category, most recent, and favorite reports!


What reports does Famly offer?

We are always adding new reports to Famly, and updating existing reports to be org-level, as well.

โ˜๏ธ Note: Report access varies by package, so please connect with Support if you'd like to see more reports in Famly!

Famly has customizable reports across the following areas of the platform:

  1. Child attendance

    • Attendance statistics: graphs show the average attendance for children in the period

    • Note: child attendance exports are found here

  2. Children

    • Custom reports - create a whole new report starting from the data, using "Children - Extensive" or "Child notes"

    • Change log of Child Notes

    • Child notes across your sites

    • Children's birthdays across the year

    • Children's rooms

    • Deleted Child Notes

  3. Daily logging

    • Logged activities: filter activities logged on children across locations and rooms, by activity type (including meals for CACFP meal administration reporting), by date range and more

    • Famly usage: an overview of staff and parent activity, enabling you with insights on your Famly account usage

  4. Enrollment

    • Future availability: shows how many seats are available and when, by age group and room

    • Occupancy: shows daily, weekly, or monthly percentages (%) and Full Time Equivalent (# FTE) details for each of your age groups or rooms

    • Starters & leavers: shows new children joining and children leaving by site and timeframe

    • Note: Custom registration form submissions can be exported here

  5. Finance

    • Bill Payers across your sites: for multi-site organizations, all the bill payers across your sites in one list with their balance

    • Bill payers: manage billing frequencies, send tax statements in bulk, and view all bill payers at the site with their balance

    • Deposits: view deposit alongside registration date and last day, and status

    • Deposits & returns: filter deposits and return dates

    • Discounts: filter discounts by type, site, room, child and more

    • Funding: show a list of children utilizing the Monthly Funding method

    • In-app payment fees: easily keep track of payment fees by month

    • In-app payment payouts: see payouts (groupings of payments en route to your bank) in stages: Started, Completed and In Payout

    • Invoices: export invoices, including by line and by item reports

    • Payments: can be found here

    • Revenue: historical, current and forecasted revenue breakdown

  6. Learning

    1. Compare cohorts: compare and contrast cohorts with specific learning levels, ages, support needs and more

    2. Observation Counts: count of observations by curriculum offered, child, date range, classroom, tag, key person and more

    3. Progress report: assessment summary by curriculum offered, child, date range, classroom, tag, key person and more

    4. Learning journeys: are found here, and can be printed and downloaded

  7. Safeguarding

    • Children's allergies: A list of all the allergies logged for children across the site. Ready to surface for an emergency, a surprise audit by authorities or to share with the kitchen staff. You can use the filters available to see allergies across the whole organization or by site.

    • Children's dietary considerations: A list of all the children with dietary considerations across your sites. Ready to be used for the kitchen staff to plan their meals. You can use the filters available to see dietary considerations across the whole organization or by single sites.

    • Note: Accident reports can be found here

    • Note: Medication listings can be found here

    • Note: Immunization records can be found here

  8. Staff

    • Staff list: A list of all staff currently working across your sites. This includes their email addresses, roles within the app, Employee IDs and Job title.

    • Note: staff attendance exports are found here

  9. System settings

    • Site's contact information: The contact information for each site. This includes phone number, address and contact person.

Reach out to Famly (support@famly.co) any time for information on exporting data packages!

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