What is the Combined Reports Page?
Designed to keep everything in one handy place, the combined Reports page makes managing and creating reports and lists a breeze. Now, you can organise your reports more efficiently by marking favourites and filtering them. Plus, browsing through categories is made easy by having them displayed directly in your sidebar. The Suggested for you row at the top of the page makes accessing recently worked-on reports lightning fast. You can of course still find these reports in their original locations on the platform.
How to Create a Report of Information
This article will guide you through how to navigate the combined Reports page, but first, to access the Reports page:
Log in to Famly
Click on Reports in your sidebar (if you're on a tablet, Reports can be found under Menu)
You'll be directed to the Overview page
On this page, you can filter for reports based on their categories (Children, Finance, Learning, Registration, Safeguarding and Staff). Within these categories, you can view or download a report of the following topics:
Bill payers
Bill payers across your sites
Change log of child notes
Child notes across your sites
Children’s allergies
Children’s birthdays across the year
Children’s dietary considerations
Children’s rooms
Deleted child notes
Deposits
Deposits & returns
Discounts
Famly usage
Future availability
In-app payment fees
In-app payment payouts
Invoices
Observation tally
Occupancy
Progress report
Public funding
Revenue
Site’s contact information
Staff list
Starters & leavers
Two year checks
Suggested for you
If you're just getting started with the reports, you'll see the last 5 reports you accessed in the Suggested for you section at the top. Once you've engaged with more than 5 reports, we'll display the ones you've interacted with the most over the past 30 days. This way, you'll always have quick access to the reports that matter most to you.
Favourite reports
You can easily mark a report as a favourite by clicking on the yellow star located at the top right corner of the report cards. Once you do this, those reports will show up in the Favourites section on the left side for quick access.
To remove a report from your Favourites, just re-click the yellow star.
Lists
By clicking on the Custom lists tab at the top of the Reports page, you'll be directed to your List overview. Here, you can create lists of children or staff members, and add filters and columns to customise your list.
💡 Custom lists can only be used to create lists of information available on a child or staff member's profile in their About tab. For a list (or report) of any information beyond this, we recommend using the Reports tab instead
Once your list is ready, you can display and download it as a PDF to print or download it as an Excel or CVS file to save on your device.