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Organisational-Level Reports

You can use reporting tools to see both individual site data and overview for your entire organisation

Julia Rose avatar
Written by Julia Rose
Updated in the last hour

Famly provides organisational managers with reporting tools to oversee multiple nursery settings at once. With organisation-level reports, you can gain valuable insights into attendance, revenue, and occupancy across your entire group of settings.


Organisation Overview

When you log in as an organisational manager, you’ll see an overview of all your settings. This dashboard provides a real-time snapshot, including:

  • A list of all your settings (or a selected group of them, using the drop-down menu)

  • The number of children and staff currently signed in

  • The number of children and staff on holiday (represented by a sun icon)

  • The number of children and staff off sick (represented by a thermometer icon)


Accessing Organisational-level Reports

You can view reports at either the organisation level (for all settings) or the site level (for an individual setting). Use the drop-down menu to switch between them.

Reports are available under the Reports tab, as well as in each of the relevant sections in your sidebar.


Key Organisational-level Reports

Revenue report

The Revenue report provides a complete financial overview of all nurseries in your organisation, working similarly to the report for individual settings.

To view revenue for your entire organisation:

  • Go to the Choose site section at the top

  • Select your organisation to see an overall revenue summary

To view revenue for a specific nursery:

  • Use the Choose site menu to switch to an individual site

  • This will display a detailed breakdown of revenue for that setting

In the Reports tab, you will also be able to see other Finance reports such as:

  • Bill payers across your sites

  • Invoices

  • Public funding

  • Deposits, discounts, and returns

In-app payment reports

From the Reports tab in your sidebar, you can also access reports for In-app payments across your sites. Filter for Finance reports, or scroll through the list to find:

  • The In-app payment fees report

  • The In-app payment payouts report

Famly Insights

Famly Insights is a tool designed for nursery groups, allowing you to easily compare key data across different sites. To learn more, visit the Famly Insights article.

Occupancy report

The Occupancy Report gives a breakdown of occupancy per setting, along with a total occupancy figure for your organisation.

To access the report:

  1. Find the Occupancy report from the Reports tab in your sidebar. Alternatively, go to Attendance → Reports → Occupancy

  2. Use filters to view occupancy by:

    • Month

    • Room

    • Age group

  3. To export the data, click Download as CSV

Starters and leavers report

The Starters and leavers report provides an overview of children who have recently joined or left the organisation within a selected time period. It helps you track enrolment changes and plan accordingly.

What you can see on the Starters and leavers report:

  • Starters: A list of children who have joined the setting within the selected date range

  • Leavers: A list of children who have left the setting within the selected date range

  • Start and leave dates: The exact dates when children were added or removed from the nursery

  • Filters: Options to view data by specific nurseries, groups, or timeframes

This report is useful for understanding trends in enrolment, forecasting occupancy, and managing staffing levels.

Enquiries report

To see an overview of Enquiries at your organisation, head to Attendance in your sidebar and click on Registration then Enquiries. From here, make sure you've selected your organisation from the drop-down at the top.

The organisation-level Enquiries report gives you a clear overview of all incoming enquiries across your nurseries, helping you track interest, follow up effectively, and compare demand across different sites.

The Enquiries report show you:

  • Total number of enquiries

  • Enquiry status: See where each enquiry is in the process, whether it’s new, contacted, toured, registered, or withdrawn

  • Source of enquiries: Find out where families are hearing about you, such as through your website, social media, or word of mouth

  • Breakdown by site

  • Conversion rates: Track how many enquiries turn into actual registrations

By using these reports, organisational managers can make informed decisions, track key metrics, and ensure each setting is operating efficiently.

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