Creating and Managing Admin Reports

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Creating and Managing Admin Reports

The Reports & Analytics module provides administrators with real-time insights into platform activity, performance metrics, user engagement, and operational data.
It enables users to generate detailed reports, filter results, export data, and monitor key indicators across students, tutors, schools, projects, and more.

1. Accessing the Reports Module

Navigate to: Left Sidebar → Reports & Analytics The Reports listing page includes:
  • Category View (Students, Tutors, Billing, Sessions, Performance, System Activity, etc.)
  • Search Bar
  • Recently Viewed Reports
  • Quick Export Options (PDF, Excel, CSV)
Admins can click on any report to open the detailed report view.

2. Reports Module Overview

The main Reports & Analytics page displays a log of all generated reports.

Visible Columns

On the main page, the following columns are displayed:

  • Report for
  • Type
  • Date range
  • Date Created
  • Format
Actions Menu (Three Dots)

 Each report row includes a three-dot action menu on the right-hand side, allowing users to: 

  • Download the selected report

  • Delete the selected report

Page Controls

The main page also includes:

  • Filter options by:
    • Report For (Students, Tutor/Counselor, Schools/Universities, Projects, General Purpose)
    • Format (Excel, CSV, PDF)
  • Calendar icon to select the desired date range for reports
  • Download button for exporting reports
  • ➕ Create Report button to generate a new report

Reports & Analytics – Advanced Filters

In addition to basic filtering, the Reports & Analytics page provides an advanced filter panel that allows users to further refine the list of generated reports based on report attributes and export details.

These filters are especially useful when managing a large number of reports.

Advanced Filter Options

The advanced filter panel includes the following fields:

  • Report For
    Filters reports by the main reporting category, such as:
    – Students
    – Tutors / Counselors
    – Schools / Universities
    – Projects
    – General Purposes
  • Report Type
    Allows selection of a specific report type generated within the selected category
    (e.g., Planner Report, Sessions Report, Revenue Report, etc.)
  • Export Format
    Filters reports by the format in which they were generated:
    – CSV
    – Excel
    – PDF

Applying Advanced Filters 

  1. Navigate to Reports & Analytics
  2. Click the Filter icon to open the advanced filter panel
  3. Select one or more filter criteria as needed
  4. Click Apply to update the report list
  5. To reset selections, click Cancel

The report table will refresh to display only reports matching the selected criteria.

Use Cases

Advanced filters are particularly useful for:

  • Locating reports generated in a specific format (e.g., Excel only)
    • Identifying reports of a specific type across time
    • Managing reports created for a particular reporting module
    • Reducing clutter when auditing or downloading historical reports

Reports & Analytics – Date Filter

The Reports & Analytics page includes a date-based filtering option that allows users to refine the list of generated reports based on the report creation date.

This filter is useful for locating reports generated within a specific timeframe, such as daily reviews, monthly audits, or historical reporting.

Date Filter Options
  • Calendar View
    Users can select a specific date directly from the calendar interface.
  • Month Navigation
    Navigate between months using the left and right arrows to view reports created in earlier or later periods.
  • Single-Day Selection
    Clicking a date filters reports created on that specific day.
Applying the Date Filter

  1. Navigate to Reports & Analytics
  2. Click the calendar icon to open the date picker
  1. Select the desired date
  2. Click Apply to filter the report list
  3. To clear the selection, click Reset

Once applied, the report table updates to display only reports created on the selected date.

Use Cases

The date filter can be used to:

  • Review reports generated on a specific day
    • Identify recent report activity
    • Support audit and compliance checks
    • Quickly locate newly generated reports

3. Report Categories (Report For)

Reports in PrepBase are organized by category. These categories appear:

  • As filters on the main Reports page, and
  • As category options when creating a new report.
Reports Categories:

  • Student
  • Tutor/Counsellor
  • Schools/Universities
  • Projects
  • General Purposes

4. Creating a report

Reports are created from the Reports & Analytics page and follow a consistent workflow regardless of category.

Steps to create a report:

  1. Navigate to Reports & Analytics
  2. Click the ➕ Create Report button

  1. Select the required Report Category (Students, Tutors / Counselors, Schools / Universities, Projects, or General Purpose)
  2. Select the applicable Report Type
  3. Configure available filters and options
  4. Select the export format (Excel, CSV, or PDF)
  5. Click Generate

The generated report will appear in the main Reports list and can be downloaded or deleted using the action menu.

5. Student-related reports

When Student is selected as the report category, the following report types are available:

Student report types include:
  • Scores Report
  • Planner Report
  • College List Report
  • College Application Report
  • Families Report
  • Student Retention Report
  • Activity Report
  • Student Details Report
  • Packages Report

5.1 Student Report – Scores Reports

The Scores Report provides insight into student performance and engagement.

Available Filters & Options

When generating a Scores Report, users can configure the following:

  • Date Range (via calendar selection)
  • Students (one or more students can be selected)
  • Projects ( one or more projects can be selected)
  • Session Category ( this field is optional, and users may select one or multiple categories)
  • Subject / Expertise (this field is optional, and users may select one or multiple categories)
  • Grouping Options:
    • By Student
    • By Project
    • By School / University
    • By Subject / Expertise
Export Formats

The Scores Report can be generated in the following formats:

  • Excel
  • CSV
  • PDF
Generating the Report
  1. Select Students as the report category
  2. Choose Scores Report as the report type
  3. Apply the required filters and grouping options
  4. Select the export format
  5. Click Generate

The generated report will appear on the main Reports page and can be downloaded or deleted using the action menu.

5.2 Student Reports – Planner Report

The Planner Report provides visibility into student planning data, including assigned stages, institutions, and related attributes over a selected period.

Available Filters & Options

When generating a Planner Report, users can configure the following:

  • Date Range (via calendar selection)
  • Students (may select one or more students)
  • Projects (Optional)
  • Schools / Universities (Optional)
  • Stages (may select one or more stages)
  • Nationality (may select one or more countries)
Grouping Options
  • By Student
  • By College
  • By Nationality
Export Formats

The Planner Report can be generated in the following formats:

  • Excel
  • CSV
  • PDF
Generating the Report
  1. Select Students as the report category
  2. Choose Planner Report as the report type
  3. Apply the required filters and grouping options
  4. Select the export format
  5. Click Generate

The generated report will appear on the main Reports page and can be downloaded or deleted using the action menu.

5.3 Student Reports – College List Report

The College List Report provides visibility into colleges or universities associated with students over a selected period.

Available Filters & Options

When generating a College List Report, users can configure the following:

  • Date Range (via calendar selection)
  • Students (may select one or more students)
  • Projects (Optional)
  • College / Universities (Optional)
Grouping Options
  • By College
  • By School / University
Export Formats

The College List Report can be generated in the following formats:

  • Excel
  • CSV
  • PDF
Generating the Report
  1. Select Students as the report category
  2. Choose College List Report as the report type
  3. Apply the required filters and grouping options
  4. Select the export format
  5. Click Generate

The generated report will appear on the main Reports page and can be downloaded or deleted using the action menu.

5.4 Student Reports – College Application Report

The College Application Report provides visibility into student college application records over a selected period.

Available Filters & Options

When generating a College Application Report, users can configure the following:

  • Date Range (via calendar selection)
  • Students (may select one or more students)
  • Projects (Optional)
  • College / Universities (Optional)
Grouping Options
  • By Student
  • By College
  • By School / University
Export Formats

The College Application Report can be generated in the following formats:

  • Excel
  • CSV
  • PDF
Generating the Report
  1. Select Students as the report category
  2. Choose College Application Report as the report type
  3. Apply the required filters and grouping options
  4. Select the export format
  5. Click Generate

The generated report will appear on the main Reports page and can be downloaded or deleted using the action menu.

5.5 Student Reports – Families Report

The Families Report provides visibility into family records associated with students over a selected period.

Available Filters & Options

When generating a Families Report, users can configure the following:

  • Date Range (via calendar selection)
  • Students (may select one or more students)
  • Families (Optional)
Export Formats

The Families Report can be generated in the following formats:

  • Excel
  • CSV
  • PDF
Generating the Report
  1. Select Students as the report category
  2. Choose Families Report as the report type
  3. Apply the required filters
  4. Select the export format
  5. Click Generate

The generated report will appear on the main Reports page and can be downloaded or deleted using the action menu.

5.6 Student Reports – Student Retention Report

The Student Retention Report provides visibility into student retention data over a selected period.

Available Filters & Options

When generating a Student Retention Report, users can configure the following:

  • Date Range (via calendar selection)
  • Students (may select one or more students)
  • Session Types (Optional)
  • Subject / Expertise (Optional)
Export Formats

The Student Retention Report can be generated in the following formats:

  • Excel
  • CSV
  • PDF
Generating the Report
  1. Select Students as the report category
  2. Choose Student Retention Report as the report type
  3. Apply the required filters
  4. Select the export format
  5. Click Generate

The generated report will appear on the main Reports page and can be downloaded or deleted using the action menu.

5.7 Student Reports – Activity Report

The Activity Report provides visibility into student session activity over a selected period.

Available Filters & Options

When generating an Activity Report, users can configure the following:

  • Date Range (via calendar selection)
  • Students (may select one or more students)
  • Tutors / Counselors (may select one or more tutors/counselors)
  • Session Type (Optional)
  • Subject / Expertise (Optional)
  • Session Category (Optional)
Grouping Options
  • By Student
  • By Tutor / Counselor
  • By Session Type
  • By Subject / Expertise
  • By Session Category
Export Formats

The Activity Report can be generated in the following formats:

  • Excel
  • CSV
  • PDF
Generating the Report
  1. Select Students as the report category
  2. Choose Activity Report as the report type
  3. Apply the required filters and grouping options
  4. Select the export format
  5. Click Generate

The generated report will appear on the main Reports page and can be downloaded or deleted using the action menu.

5.8 Student Reports – Student Details Report

The Student Details Report provides detailed student profile information based on selected criteria.

Available Filters & Options

When generating a Student Details Report, users can configure the following:

  • Date Range (via calendar selection)
  • Students (may select one or more students)
  • Grades & Majors (Optional)
  • Hobbies & Interests (Optional)
  • Service of Interest (Optional)
Grouping Options
  • Registration Date & Service of Interest
  • Academic Details
  • University of Interest
  • Careers of Interest
  • Hobbies & Interests
Export Formats

The Student Details Report can be generated in the following formats:

  • Excel
  • CSV
  • PDF
Generating the Report
  1. Select Students as the report category
  2. Choose Student Details Report as the report type
  3. Apply the required filters and grouping option
  4. Select the export format
  5. Click Generate

The generated report will appear on the main Reports page and can be downloaded or deleted using the action menu.

5.9 Student Reports – Packages Report

The Packages Report provides visibility into student package allocations and usage over a selected period.

Available Filters & Options

When generating a Packages Report, users can configure the following:

  • Date Range (via calendar selection)
  • Students (may select one or more students)
  • Session Type (Optional)
  • Package Types (Optional)
Grouping Options
  • By Student
  • By Session Type
  • By Package Type
Export Formats

The Packages Report can be generated in the following formats:

  • Excel
  • CSV
  • PDF
Generating the Report
  1. Select Students as the report category
  2. Choose Packages Report as the report type
  3. Apply the required filters and grouping options
  4. Select the export format
  5. Click Generate

The generated report will appear on the main Reports page and can be downloaded or deleted using the action menu.

6. Tutor-related reports

When Tutor is selected as the report category, the following report types are available:

  • Ratings Report
  • Activity Report
  • Instructors Details Report
  • Availability Report
  • Preferences Report
  • Matched Students Report

6.1 Tutor / Counselor Reports – Ratings Report

The Ratings Report provides visibility into tutor or counselor ratings over a selected period.  

Available Filters & Options

When generating a Ratings Report, users can configure the following:

  • Date Range (via calendar selection)
  • Tutors / Counselors (Optional, may select one or more)
  • Students (may select one or more)
  • Subject / Expertise (Optional)
Grouping Options
  • By Tutor / Counselor
  • By Subject / Expertise
Export Formats

The Ratings Report can be generated in the following formats:

  • Excel
  • CSV
  • PDF
Generating the Report
  1. Select Tutor as the report category
  2. Choose Ratings Report as the report type
  3. Apply the required filters and grouping option
  4. Select the export format
  5. Click Generate

The generated report will appear on the main Reports page and can be downloaded or deleted using the action menu.

6.2 Tutor / Counselor Reports – Activity Report

The Activity Report provides visibility into tutor or counselor session activity over a selected period.

Available Filters & Options

When generating an Activity Report, users can configure the following:

  • Date Range (via calendar selection)
  • Tutors / Counselors
  • Subject / Expertise (Optional)
  • Session Category (Optional)
Grouping Options
  • By Tutor / Counselor
  • By Subject / Expertise
  • By Session Category
Export Formats

The Activity Report can be generated in the following formats:

  • Excel
  • CSV
  • PDF
Generating the Report
  1. Select Tutor as the report category
  2. Choose Activity Report as the report type
  3. Apply the required filters and grouping options
  4. Select the export format
  5. Click Generate

The generated report will appear on the main Reports page and can be downloaded or deleted using the action menu.

6.3 Tutor / Counselor Reports – Instructors Details Report

The Instructors Details Report provides detailed profile information for tutors or counselors based on selected criteria.

Available Filters & Options

When generating an Instructors Details Report, users can configure the following:

  • Date Range (via calendar selection)
  • Tutors / Counselors (Optional)
  • Subject / Expertise (Optional)
Grouping Options
  • By Registration Date
  • By Subject / Expertise of Interest
Export Formats

The Instructors Details Report can be generated in the following formats:

  • Excel
  • CSV
  • PDF
Generating the Report
  1. Select Tutor as the report category
  2. Choose Instructors Details Report as the report type
  3. Apply the required filters and grouping option
  4. Select the export format
  5. Click Generate

The generated report will appear on the main Reports page and can be downloaded or deleted using the action menu.

6.4 Tutor / Counselor Reports – Availability Report

The Availability Report provides visibility into tutor or counselor availability over a selected period.

Available Filters & Options

When generating an Availability Report, users can configure the following:

  • Date Range (via calendar selection)
  • Tutors / Counselors (Optional)
  • Subject / Expertise (Optional)
Grouping Options
  • By Tutor / Counselor
  • By Subject / Expertise
Export Formats

The Availability Report can be generated in the following formats:

  • Excel
  • CSV
  • PDF
Generating the Report
  1. Select Tutor as the report category
  2. Choose Availability Report as the report type
  3. Apply the required filters and grouping option
  4. Select the export format
  5. Click Generate

The generated report will appear on the main Reports page and can be downloaded or deleted using the action menu.

6.5 Tutor / Counselor Reports – Preferences Report

The Preferences Report provides visibility into tutor or counselor preferences and settings over a selected period.

Available Filters & Options

When generating a Preferences Report, users can configure the following:

  • Date Range (via calendar selection)
  • Tutors / Counselors (Optional)
  • Subject / Expertise (Optional)
  • Preferred Mode of Instruction (Optional)
  • Free Trial Activation Status (Optional: Yes / No)
Grouping Options
  • By Tutor / Counselor
  • By Subject / Expertise
Export Formats

The Preferences Report can be generated in the following formats:

  • Excel
  • CSV
  • PDF
Generating the Report
  1. Select Tutor as the report category
  2. Choose Preferences Report as the report type
  3. Apply the required filters and grouping option
  4. Select the export format
  5. Click Generate

The generated report will appear on the main Reports page and can be downloaded or deleted using the action menu.

6.6 Tutor / Counselor Reports – Matched Students Report

The Matched Students Report provides visibility into students matched with tutors or counselors over a selected period.

Available Filters & Options

When generating a Matched Students Report, users can configure the following:

  • Date Range (via calendar selection)
  • Tutors / Counselors (Optional)
  • Students (may select one or more students)
  • Subject / Expertise (Optional)
Grouping Options
  • By Tutor / Counselor
  • By Subject / Expertise
Export Formats

The Matched Students Report can be generated in the following formats:

  • Excel
  • CSV
  • PDF
Generating the Report
  1. Select Tutor as the report category
  2. Choose Matched Students Report as the report type
  3. Apply the required filters and grouping option
  4. Select the export format
  5. Click Generate

The generated report will appear on the main Reports page and can be downloaded or deleted using the action menu.

7. Schools / Universities Reports

The Schools / Universities Report provides visibility into student distribution across schools or universities over a selected period.

Available Filters & Options

When generating a Schools / Universities Report, users can configure the following:

  • Date Range (via calendar selection)
  • Students (may select one or more)
  • Schools / Universities (Optional, may select one or more)
Grouping Options
  • By School / University
  • By Grade
  • By Major
Export Formats

The Schools / Universities Report can be generated in the following formats:

  • Excel
  • CSV
  • PDF
Generating the Report
  1. Select Schools as the report category
  2. Apply the required filters and grouping option
  3. Select the export format
  4. Click Generate

The generated report will appear on the main Reports page and can be downloaded or deleted using the action menu.

8. Projects Reports

Projects Reports provide structured insights into project-level data, allowing users to analyze participants, progress stages, tiers, tasks, and delivery status across projects.

Accessing Projects Reports
  1. Navigate to Reports.
  2. Select Create Report.
  3. From Report For, select Projects.
Report Types

Under Report Type, users can select one of the following:

  • Users Report
  • Students Report
  • Stages Report
  • Tier Report
  • Custom Reports
  • Tasks Report
  • Delivery Report

Each report type determines the data structure and available output.

8.1 Projects Reports – Users Report

The Users Report under Projects provides visibility into users associated with projects, allowing administrators to analyze user participation, roles, and distribution across projects.     

Available Filters & Options

When generating a Projects – Users Report, users can configure the following:

  • Date Range (via calendar selection)
  • Projects (Optional, may select one or more)
  • User Roles (Optional, may select one or more)
Grouping Options
  • By Project
  • By School
  • By User Role ( Admin, Coordinator, Student, Tutor, Counselor )
Export Formats

The Projects – Users Report can be generated in the following formats:

  • Excel
  • CSV
  • PDF
Generating the Report
  1. Select Projects as the report category
  2. Select Users Report as the report type
  3. Apply the required filters and grouping option
  4. Select the export format
  5. Click Generate

The generated report will appear on the main Reports page and can be downloaded or deleted using the action menu.

8.2 Projects Reports – Students Report

The Projects – Students Report provides visibility into students associated with projects over a selected period, allowing users to analyze student distribution, academic progress, and engagement across different project configuration.

Available Filters & Options

When generating a Projects – Students Report, users can configure the following:

  • Date Range (via calendar selection)
  • Tutors / Counsellors (Optional, may select one or more)
  • Projects (Optional, may select one or more)
  • Planner Stages (Optional, may select one or more)
  • Student Status (Optional, may select one or more)
  • Academic Status (Optional, may select one or more)
  • Tiers (Optional, may select one or more)
Grouping Options
  • By Student Status
  • By Academic Status
  • By Tutor / Counsellor
  • By Tier
Export Formats

The Projects – Students Report can be generated in the following formats:

  • Excel
  • CSV
  • PDF
Generating the Report
  1. Select Projects as the report category
  2. Choose Students Report as the report type
  3. Apply the required filters and grouping option
  4. Select the export format
  5. Click Generate

The generated report will appear on the main Reports page and can be downloaded or deleted using the action menu.

8.3 Projects Reports – Stages Report

The Projects – Stages Report provides visibility into project stages over a selected period, enabling users to track progress, workload distribution, and stage-level engagement across projects.

Available Filters & Options

When generating a Projects – Stages Report, users can configure the following:

  • Date Range (via calendar selection)
  • Projects (Optional, may select one or more)
  • Tutors / Counsellors (Optional, may select one or more)
  • Stages (Optional, may select one or more)
Grouping Options
  • By Project
  • By Stage
  • By Tutor / Counsellor
Export Formats

The Projects – Stages Report can be generated in the following formats:

  • Excel
  • CSV
  • PDF
Generating the Report
  1. Select Projects as the report category
  2. Choose Stages Report as the report type
  3. Apply the required filters and grouping option
  4. Select the export format
  5. Click Generate

The generated report will appear on the main Reports page and can be downloaded or deleted using the action menu.

8.4 Projects Reports – Students Report

The Projects – Tier Report provides visibility into project participation and distribution across different tiers over a selected period.

Available Filters & Options

When generating a Projects – Tier Report, users can configure the following:

  • Date Range (via calendar selection)
  • Projects (Optional, may select one or more)
  • Tutors / Counsellors(Optional, may select one or more)
  • Tier (Optional, may select one or more)
Grouping Options
  • By Project
  • By Tier
  • By Tutor / Counsellor
Export Formats

The Projects – Tier Report can be generated in the following formats:

  • Excel
  • CSV
  • PDF
Generating the Report
  1. Select Projects as the report category
  2. Choose Tier Report as the report type
  3. Apply the required filters and grouping option
  4. Select the export format
  5. Click Generate

The generated report will appear on the main Reports page and can be downloaded or deleted using the action menu.

8.5 Projects Reports – Students Report

The Projects – Custom Reports option allows users to generate tailored project reports based on selected session types and custom reporting configurations.

Available Filters & Options

When generating a Projects – Custom Report, users can configure the following:

  • Date Range (via calendar selection)
  • Projects (Optional, may select one or more)
  • Tutors / Counsellors (Optional, may select one or more)
  • Session Types (Optional, may select one or more)
  • Custom Report Type (Optional, depending on configuration)
Grouping Options
  • By Project
  • By Custom Report
  • By Tutor / Counsellor
Export Formats

The Projects – Custom Reports can be generated in the following formats:

  • Excel
  • CSV
  • PDF
Generating the Report
  1. Select Projects as the report category
  2. Choose Custom Reports as the report type
  3. Apply the required filters and grouping option
  4. Select the export format
  5. Click Generate

The generated report will appear on the main Reports page and can be downloaded or deleted using the action menu.

8.6 Projects Reports – Students Report

The Projects – Tasks Report provides visibility into tasks associated with projects over a selected period. This report helps track task assignments, progress, and status across students, tutors, and projects.

Available Filters & Options

When generating a Projects – Tasks Report, users can configure the following:

  • Date Range (via calendar selection)
  • Projects (Optional, may select one or more)
  • Tutors / Counsellors (Optional, may select one or more)
  • Students (may select one or more)
  • Task Status (Optional, may select one or more)
Grouping Options
  • By Project
  • By Student
  • By Tutor / Counsellor
  • By Task Status
Export Formats

The Projects – Tasks Report can be generated in the following formats:

  • Excel
  • CSV
  • PDF
Generating the Report
  1. Select Projects as the report category
  2. Choose Tasks Report as the report type
  3. Apply the required filters and grouping option
  4. Select the export format
  5. Click Generate

The generated report will appear on the main Reports page and can be downloaded or deleted using the action menu.

8.7 Projects Reports – Students Report

The Projects – Delivery Report provides insights into session delivery across projects within a selected period. This report supports monitoring of service delivery by tracking sessions across tutors, students, schools, and academic categories.

Available Filters & Options

When generating a Projects – Delivery Report, users can configure the following:

  • Date Range (via calendar selection)
  • Projects (Optional, may select one or more)
  • Tutors / Counsellors (Optional, may select one or more)
  • Students (may select one or more)
  • Schools (Optional, may select one or more)
  • Session Types (Optional, may select one or more)
  • Session Category (Optional, may select one or more)
  • Subject / Expertise (Optional, may select one or more)
Grouping Options
  • By Tutor / Counsellor
  • By Student
  • By Session Type
  • By Subject / Expertise
  • By Session Category
  • By School
Export Formats

The Projects – Delivery Report can be generated in the following formats:

  • Excel
  • CSV
  • PDF
Generating the Report
  1. Select Projects as the report category
  2. Choose Delivery Report as the report type
  3. Apply the required filters and grouping option
  4. Select the export format
  5. Click Generate

The generated report will appear on the main Reports page and can be downloaded or deleted using the action menu.

9. General Purposes Reports

General Purposes Reports provide flexible, cross-functional insights that are not tied to a specific project or role. These reports allow users to analyze operational, financial, academic, and communication-related data across the platform, supporting high-level monitoring and administrative reporting needs.

Accessing General Purposes Reports
  1. Navigate to Reports
  2. Select Create Report
  3. From Report For, select General Purposes
Report Types

Under Report Type, users can select one of the following options. Each report type defines the available filters, grouping options, and output structure:

  • Revenue Report
  • Sales Tax Report
  • Sessions Report
  • Action Plan Report
  • To Do Report
  • Notes Report
  • Files Report
  • Communication Report
  • Courses Report

9.1 General Purposes – Revenue Report

The Revenue Report provides visibility into financial revenue generated across the platform over a selected period.

Available Filters & Options

When generating a Revenue Report, users can configure the following:

  • Date Range (via calendar selection)
  • Projects (Optional, may select one or more)
  • Students (may select one or more)
Grouping Options
  • By Family
Export Formats

The Revenue Report can be generated in the following formats:

  • Excel
  • CSV
  • PDF
Generating the Report
  1. Select General Purposes as the report category
  2. Choose Revenue Report as the report type
  3. Apply the required filters and grouping option
  4. Select the export format
  5. Click Generate

The generated report will appear on the main Reports page and can be downloaded or deleted using the action menu.

9.2 General Purposes – Sales Tax Report

The Sales Tax Report provides detailed visibility into tax amounts applied to sessions over a selected period. It allows users to review and analyze sales tax data by session type and tax classification, supporting financial compliance and reporting needs.

Available Filters & Options

When generating a Sales Tax Report, users can configure the following:

  • Date Range (via calendar selection)
  • Session Types (Optional, may select one or more)
  • Tax Type (Optional, may select one or more)
Grouping Options
  • By Session Type
Export Formats

The Sales Tax Report can be generated in the following formats:

  • Excel
  • CSV
  • PDF
Generating the Report
  1. Select General Purposes as the report category
  2. Choose Sales Tax Report as the report type
  3. Apply the required filters and grouping option
  4. Select the export format
  5. Click Generate

The generated report will appear on the main Reports page and can be downloaded or deleted using the action menu.

9.3 General Purposes – Session Report

The Sessions Report provides comprehensive visibility into tutoring and counseling sessions conducted over a selected period. It enables users to analyze session activity across projects, schools, students, tutors, and session classifications.

Available Filters & Options

When generating a Sessions Report, users can configure the following:

  • Date Range (via calendar selection)
  • Projects (Optional, may select one or more)
  • Schools / Universities (Optional, may select one or more)
  • Tutors / Counselors (Optional, may select one or more)
  • Students (may select one or more)
  • Session Types (Optional, may select one or more)
  • Session Status (Optional, may select one or more)
Grouping Options
  • By Student
  • By School / University
  • By Tutor / Counselor
  • By Session Type
Export Formats

The Sessions Report can be generated in the following formats:

  • Excel
  • CSV
  • PDF
Generating the Report
  1. Select General Purposes as the report category
  2. Choose Sessions Report as the report type
  3. Apply the required filters and grouping option
  4. Select the export format
  5. Click Generate

The generated report will appear on the main Reports page and can be downloaded or deleted using the action menu.

9.4 General Purposes – Action Plan Report

The Action Plan Report provides visibility into action plans assigned to students over a selected period. It allows users to track progress, status, and ownership of action plans across tutors, counselors, and students.

Available Filters & Options

When generating an Action Plan Report, users can configure the following:

  • Date Range (via calendar selection)
  • Projects (Optional, may select one or more)
  • Tutors / Counselors (Optional, may select one or more)
  • Students (may select one or more)
  • Action Plan Status (Optional, may select one or more)
Grouping Options
  • By Tutor / Counselor
  • By Student
  • By Action Plan Status
Export Formats

The Action Plan Report can be generated in the following formats:

  • Excel
  • CSV
  • PDF
Generating the Report
  1. Select General Purposes as the report category
  2. Choose Action Plan Report as the report type
  3. Apply the required filters and grouping option
  4. Select the export format
  5. Click Generate

The generated report will appear on the main Reports page and can be downloaded or deleted using the action menu.

9.5 General Purposes – To Do Report

The To Do Report provides visibility into to-do items assigned to students over a selected period. It allows users to monitor completion status, ownership, and outstanding tasks across tutors, counselors, and students.

Available Filters & Options

When generating a To Do Report, users can configure the following:

  • Date Range (via calendar selection)
  • Projects (Optional, may select one or more)
  • Tutors / Counselors (Optional, may select one or more)
  • Students (may select one or more)
  • To Do Status (Pending, Completed, Overdue)
Grouping Options
  • By Tutor / Counselor
  • By Student
  • By To Do Status
Export Formats

The To Do Report can be generated in the following formats:

  • Excel
  • CSV
  • PDF
Generating the Report
  1. Select General Purposes as the report category
  2. Choose To Do Report as the report type
  3. Apply the required filters and grouping option
  4. Select the export format
  5. Click Generate

The generated report will appear on the main Reports page and can be downloaded or deleted using the action menu.

9.6 General Purposes – Notes Report

The Notes Report provides visibility into notes created for students over a selected period. It allows users to review documented interactions, observations, and follow-up records created by tutors or counselors across projects.

Available Filters & Options

When generating a Notes Report, users can configure the following:

  • Date Range (via calendar selection)
  • Projects (Optional, may select one or more)
  • Tutors / Counselors (Optional, may select one or more)
  • Students (may select one or more)
Grouping Options
  • By Tutor / Counselor
  • By Student
Export Formats

The Notes Report can be generated in the following formats:

  • Excel
  • CSV
  • PDF
Generating the Report
  1. Select General Purposes as the report category
  2. Choose Notes Report as the report type
  3. Apply the required filters and grouping option
  4. Select the export format
  5. Click Generate

The generated report will appear on the main Reports page and can be downloaded or deleted using the action menu.

9.7 General Purposes – Files Report

The Files Report provides visibility into files uploaded and associated with students over a selected period. It enables users to review documentation activity, file distribution, and file types shared by tutors or counselors across projects.

Available Filters & Options

When generating a Files Report, users can configure the following:

  • Date Range (via calendar selection)
  • Projects (Optional, may select one or more)
  • Tutors / Counselors (Optional, may select one or more)
  • Students (may select one or more)
Grouping Options
  • By Tutor / Counselor
  • By Student
  • By File Type
Export Formats

The Files Report can be generated in the following formats:

  • Excel
  • CSV
  • PDF
Generating the Report
  1. Select General Purposes as the report category
  2. Choose Files Report as the report type
  3. Apply the required filters and grouping option
  4. Select the export format
  5. Click Generate

The generated report will appear on the main Reports page and can be downloaded or deleted using the action menu.

9.8 General Purposes – Communication Report

The Communication Report provides visibility into communication activities recorded within the system over a selected period. It allows users to review communication volume and types across projects and user groups.

Available Filters & Options

When generating a Communication Report, users can configure the following:

  • Date Range (via calendar selection)
  • Projects (Optional, may select one or more)
  • User Type (Optional)
  • Communication Type (Optional)
Grouping Options
  • By User Type
  • By Communication Type
Export Formats

The Communication Report can be generated in the following formats:

  • Excel
  • CSV
  • PDF
Generating the Report
  1. Select General Purposes as the report category
  2. Choose Communication Report as the report type
  3. Apply the required filters and grouping option
  4. Select the export format
  5. Click Generate

The generated report will appear on the main Reports page and can be downloaded or deleted using the action menu.

9.9 General Purposes – Courses Report

The Courses Report provides visibility into course-related data across projects, allowing users to analyze course participation, categories, and completion status over a selected period.

Available Filters & Options

When generating a Courses Report, users can configure the following:

  • Date Range (via calendar selection)
  • Projects (Optional, may select one or more)
  • Students (may select one or more)
  • Tutors / Counselors (Optional)
  • Course Category (Optional)
  • Course Status (Optional- In Progress/ Completed)
Grouping Options
  • By Student
  • By Tutor / Counselor
  • By Course Category
  • By Course Status
Export Formats

The Courses Report can be generated in the following formats:

  • Excel
  • CSV
  • PDF
Generating the Report
  1. Select General Purposes as the report category
  2. Choose Courses Report as the report type
  3. Apply the required filters and grouping option
  4. Select the export format
  5. Click Generate

The generated report will appear on the main Reports page and can be downloaded or deleted using the action menu.

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