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Milk Reports

Filtering in Custom Reports

Get an overview of attendance in your setting

Child Attendance

Debt Collection

The Bill Payers Report

Use the Occupancy Report to get an overview of booked care, and forecast future occupancy in your setting.

Occupancy and Future Availability

Public Funding Report

Combined Reports Page

Use Lists to sort and filter children or staff by parameters of your choosing

Create a Custom List

The Revenue Report

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

Organisational-Level Reports

This article will explain how to download bookings data from the organisation occupancy report page

Download Organisational-level Bookings

Exporting Your Financial Data

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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