Role Based Access School Software Guide

Dashboard, reports, and committees

Executive dashboard, reports hub catalog, Chart tab, activity log exports, and committee governance.

This platform & access guide covers role based access school software for K-12 day schools. Whether you are evaluating cloud school management software or configuring Schoolyi after go-live, you will find practical steps for school admin dashboard, multi campus school software - written for administrators and staff, not developers.

Last updated July 24, 2026

Leadership and coordinators use overview screens to monitor school health. The reports hub at /reports serves a categorized catalog; the Chart tab renders visuals via ReportVisualPanel and the chart registry. Committees formalize governance for examinations, admissions, and academic decisions.

Overview screens

Screen	Path	What you get
Dashboard	/dashboard	Role-aware KPI widgets - attendance, fees, admissions funnel, upcoming exams
Home	/home	Alternate landing with quick links for frequent tasks
Reports hub	/reports	Catalog by category; filters; table + Chart tab; export where available
Activity log	/activity-log	Audit trail with CSV, Excel, and SIEM NDJSON export
Committees	/committees	Create committees; assign chair and members
Committee detail	/committees/[id]	Membership and linked exam / admissions workflows

Reports hub catalog

GET /api/reports returns the catalog. Active reports include attendance, academic, fees, finance, operations, and admissions categories.

Category	Notable reports
Attendance	Daily, monthly, chronic absenteeism, Teacher Marking Compliance
Academic	Subject analysis, Subject Performance Comparison, topper list, student progress, Assessment Completion
Fees	Collection summary, outstanding fees, waiver report
Finance	Cash flow, budget vs actual, expense register, AP aging
Operations	Timetable utilization, teacher workload, leave analytics, Classroom Utilization, Staff-Student Ratio, Transport Boarding
Admissions	Funnel analysis, cycle comparison

Transport Boarding is also available as an ops CSV export at /transport/reports (same boarding data).
After you run a report, open the Chart tab - ReportVisualPanel uses the chart registry (bar, line, pie, heatmap, funnel, and related kinds) when a visualization is defined for that report id.

Activity log exports

At /activity-log, use Export to download the current filter set. Admins with full scope see the platform trail; other users see their own activity.

Export	How	Contents
CSV	Export → Export to CSV (format=csv)	Timestamp, actor, module, action, summary, entity, status, path
Excel	Export → Export to Excel	Same columns as CSV, downloaded as a spreadsheet
SIEM NDJSON	Export → Export SIEM (NDJSON) (format=ndjson)	One JSON object per line including ipAddress, userAgent, metadata, httpMethod, schoolId - for SIEM ingest

Committee types and module access

Committee type	Grants access to	Typical members
Examination	Paper approval, moderation, result publication	HODs, Principal, exam coordinator
Admissions	Cycle setup, application review, offers	Admissions incharge, Principal
Academic	Syllabus approval, grading policy	Academic coordinator, HODs
Discipline	Incident review (where configured)	VP, class teachers

Common questions

Quick answers in plain language.

What is role based access school software?+

Executive dashboard, reports hub catalog, Chart tab, activity log exports, and committee governance. This is a core topic in Platform & access on Schoolyi.

How do I set up dashboard, reports, and committees in school management software?+

Follow the steps in this guide during roles, academic spine, and school settings. Start with getting-started docs if you are new to Schoolyi, then apply the workflows here for your school year.

How does Schoolyi handle dashboard and reports?+

Executive dashboard, reports hub catalog, Chart tab, activity log exports, and committee governance.

Is there a role based access school software guide for school administrators?+

Yes. This article is part of the public Platform & access documentation at /docs - written for administrators, operators, and IT teams.

Who manages dashboard, reports, and committees at a typical K-12 school?+

Usually platform & access and front-office staff responsible for role based access school software. Teachers and finance may have scoped access depending on your role configuration.

Does Schoolyi support school admin dashboard?+

Yes. Schoolyi is a cloud school management system (SMS) with connected modules on one student roster and academic calendar. See related guides below or contact us for a demo focused on role based access school software.