Role Based Access School Software Guide

Reports

Reports hub catalog, Chart tab (ReportVisualPanel), activity log exports, and dashboard overview.

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

Use /reports for operational analytics across modules. Leadership KPIs live on /dashboard. Compliance and security teams use /activity-log exports (including SIEM NDJSON).

Setup workflow

Confirm role access - Principal and department heads typically see /reports.
Configure brandbook at /settings/brandbook for school colors on printed and portal surfaces.
Publish notices at /notices so dashboards and the notices feed stay current.
For transport boarding history, ensure duty boarding marks are in use (drivers / day sheet) so reports have data.

Run a report

Open /reports - browse categories from the catalog API.
Select a report, set filters (date range, class, academic year, etc. as offered).
Review the data table; switch to the Chart tab when a visualization is available.
Export CSV/PDF/Excel where the report UI offers those formats.

Catalog highlights

Report	Category	Notes
Teacher Marking Compliance	Attendance	Homeroom teachers who marked attendance vs school days
Subject Performance Comparison	Academic	Class averages for a subject across assessments or sessions
Assessment Completion	Academic	Marks entry completion rates by assessment
Classroom Utilization	Operations	Timetable period usage by room across the week
Staff-Student Ratio	Operations	Active students vs teaching staff by class
Finance reports	Finance	Cash flow, budget vs actual, expense register, AP aging
Transport Boarding	Operations	Boarding absences/present marks; also /transport/reports

Activity log export

Format	UI label	API	Use for
CSV	Export to CSV	format=csv	Spreadsheet review, archival
Excel	Export to Excel	CSV converted client-side to .xlsx	Offline analysis
NDJSON	Export SIEM (NDJSON)	format=ndjson (aliases: jsonl, siem)	SIEM ingest - includes ipAddress, userAgent, metadata

/dashboard - leadership KPIs; drill into modules from widget links.
/activity-log - filter by module, action, status, or search; then Export.
High-frequency polling endpoints are excluded from the activity trail to reduce noise.

Common questions

Quick answers in plain language.

What is role based access school software?+

Reports hub catalog, Chart tab (ReportVisualPanel), activity log exports, and dashboard overview. This is a core topic in Platform & access on Schoolyi.

How do I set up reports 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 reports and display?+

Reports hub catalog, Chart tab (ReportVisualPanel), activity log exports, and dashboard overview.

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 reports 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.