Reports & Exports

Reports Dashboard & Statistics

Understanding the reports dashboard, available statistics, and analytics charts

Reports Dashboard

The Reports section provides comprehensive statistics and analytics across your organisation. Access it via Reports in the main navigation (Head Office users only).

Dashboard Overview

The main dashboard displays:

  • Current Period Summary - Key metrics for the selected funding period
  • Period Comparison - Side-by-side comparison of the last 4 funding periods
  • Interactive Charts - Visual representations of your data

Available Metrics

Submission Status Breakdown

See exactly where each submission is in the workflow:

  • Draft - Started but not sent to parents
  • Sent to Parent / In Progress - Awaiting parent completion
  • Parent Submitted - Completed by parent, awaiting staff review
  • Under Review - Being reviewed by staff
  • Approved / Rejected - Final status
  • Exported - Sent to local authority

Nursery Breakdown

For each active nursery, view:

  • Total registered children
  • Number of submissions for the period
  • Approved vs pending vs rejected counts
  • Total funded hours claimed

Click on a nursery name to view its detailed report.

Funding Type Analysis

  • Universal (15 hours) - Count and total hours
  • Extended (30 hours) - Count and total hours
  • EYPP Consents - Parents who consented to EYPP application
  • DAF Consents - Parents who consented to DAF application

Age Group Breakdown

See how many children fall into each age category:

  • Under 2 years
  • 2 years
  • 3 years
  • 4 years
  • 5+ years

Submission Trends (30 Days)

A line chart showing daily activity:

  • Created - New submissions started
  • Submitted - Completed by parents
  • Approved - Approved by staff

Nursery Detail Reports

Click 'View Details' on any nursery to see:

  1. List of all children at that nursery
  2. Submission status for each child
  3. Hours per week being claimed
  4. Funding type (Universal/Extended)
  5. Children without submissions highlighted

Filtering Options

  • Period Selector - Switch between funding periods
  • Nursery Filter - Filter nursery breakdown (in detail views)

Chart Data

Charts are interactive and can be downloaded. The system provides JSON endpoints for:

  • Workflow distribution pie chart
  • Funding type breakdown
  • 30-day submission trend line chart

Tip: Review the reports dashboard regularly during submission periods to identify nurseries that may need follow-up on outstanding submissions.

Frequently Asked Questions

Who can access the Reports dashboard?
The Reports dashboard is restricted to Head Office users only. Nursery managers can view reports for their own nurseries through other parts of the system.
Why do some children show 'No Submission' in the nursery report?
This indicates no funding submission has been created for that child in the selected funding period. You may need to create a new submission for them.
How often is the dashboard data updated?
Dashboard data is calculated in real-time each time you load the page. For large organisations, this may take a few seconds.
Last updated: January 26, 2026
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