Dashboards, scheduled reports, and finance insights
Reports & insights
Role-based dashboards, a catalog of operational reports, and finance insights with charts, giving leadership visibility without exporting spreadsheets every Monday morning.
Principals and heads need answers fast: How are collections? Which classes have attendance dips? Is admissions on track? Schoolyi surfaces setup checklists, operational report catalogs, finance charts, and deep links into the modules behind each number — so leaders act on data instead of assembling it by hand.
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Key capabilities
Everything included in this module, from daily workflows to the reports and exports your team relies on.
- Staff dashboard with stats and setup checklist
- Report catalog — attendance, fees, admissions, grades, rosters
- Scheduled report runs
- Finance hub — cash flow, spend by category, vendor aging
- Activity log export for audit
- Deep links from insights into operational modules
Benefits for your school
What changes when this module is part of your daily operations.
- Leadership sees school health at a glance on day one
- Scheduled reports replace manual weekly exports
- Finance charts highlight cash flow and spend patterns
- Click-through from a metric into the module that owns it
Who uses this
- Principals
- Leadership
- Finance heads
From the blog
Reports & insights: a practical guide for school teams
Role-based dashboards, a catalog of operational reports, and finance insights with charts, giving leadership visibility without exporting spreadsheets every Monday morning.
Read the guide →Related modules
These areas work closely with reports & insights and share the same calendar, roster, and role model.
See Reports & insights in a live walkthrough
We'll show you how this module fits your school's workflows and which teams benefit first.
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