Standard reports

Standard reports

eymanage comes with a long list of standard reports that collate data on various aspects of the system, from invoices to staff scheduling. This article contains a list of all standard reports, along with a brief description of what they each do. 

Activity Record: Provides a list of all children in a nursery, and which room they're assigned to. You can choose to show only children scheduled for a specific day. If you download the report as a PDF or CSV, there will be a space next to each name where you can record that's child's activities.

Aged Debtors Report: Shows the history of money owed by each child, including for the current month, the past three months, any older invoices, and the total amount due. 

Allergies, Dietary Requirements, Intolerances, Preferences and Medical Notes Report: Provides a summary of Allergies, Dietary Requirements, Preferences, and Medical Notes for each applicable child.

Bradford Factor Report: This report calculates the Bradford Factor for each staff member that has taken an absence over a twelve-month rolling period. The Bradford Factor is a means of measuring worker absenteeism based on the theory that short, frequent, and unplanned absences are more disruptive than fewer longer absences. Results are colour coded with a traffic light system - green, yellow, and red.

Child Bookings & Products/Services Report: Provides details on children's scheduled sessions over a selected date range, and can be filtered by branch, room and child. It also includes the products and services booked for each sessions, and can be downloaded as a CSV.

Child Progress Report - EYFS: A report that shows the ECAT and EYFS progress of children by room and cohort group. This can be generated for one or all branches, filtered by gender, and include or exclude SEND children.

Child Scheduling Report: This report gives details of children's scheduled sessions for a selected date range, and can be filtered by branch, room, child, session type, and/or absence type. You can switch between a detailed or summarised view of the report. The report can be downloaded or sent to your email as a PDF or CSV.

Children Linked to Staff Report: Provides details for children who have Linked Staff on their profiles, including their invoice amount, discounts, and outstanding balance for the selected month.

Children Without Booking: Provides a list of children who do not have a booking scheduled for a selective week, excluding children marked as on holiday, or term-time only children when the week is outside of term times.

Children's Birthdays: Provides a list of children who have their birthdays within a selected date range, including their date of birth and age. This can be displayed either as a single list or grouped by month.

Children’s Booking Pattern: Provides an overview of all children's schedules over a selected week. This can be filtered by branch, room, and session type. The report displays the child's name, assigned room, date of birth, age (as of the start of the selected week), gender, start date, and booking pattern. Any child that has a future start date will be included in the report as a future started. Please not that a child's session can be booked in a different room from the room they're assigned in their profile.

Children’s Nappy Record: A register and checklist that can be downloaded and printed out to use when carrying out nappy checks. 

Children’s Room Movement: This report shows the suitable rooms for each child as of the selected month. In this case, 'suitable rooms' refer to any rooms that a child is eligible for according to their age and the age range of each room. Children are sorted by their current room. The report also displays the booking type for each child.

Children’s Sleep Record: A register and checklist that can be downloaded and printed out to use when monitoring sleeping children.

DBS Record: Provides a list of details about DBS Certificates for every staff member for which this is applicable. You can also send an email/message reminder to staff to renew their DBS Certificates from this report.

Deleted Invoice Logs: A log of deleted invoices for a chosen month, including regenerated invoices.

Deposit Movements Report: A record of deposit balances, movements (payments allocated as fees which are transferred to a sibling), and closing deposit balances for all children over a selected time range, and for selected branches.

Direct Debit Report: This report provides a list of children along with their account details, direct debit reference fields, and their account balance as of the selected date. This can be downloaded as a CSV and submitted to your bank for direct debit collections.

Documents Report: Provides a list of details about each staff member’s or child’s documents, including a document link if one is available. Specific documents can be filtered.

Enquiries and Child Movements Summary: Displays the total number of enquiries, visits, enrolments, starters, leavers, enrolments with future start dates, and leavers still active on eymanage, for each room in the selected branches.

Events Report: Provides a list of details about each staff member’s or child’s events, including an event link if one is available. Specific events can be filtered.

Funding - Term Time: Summary of funding hours allocated for each child during the selected funding term over a whole year, including the difference between the number of available funding hours, and the allocated.

Funding Loop Report: Summary of funding information for users who use Funding Loop to make funding claims.

Income Forecast Report: Predicts income for selected months based on invoices, products/services and funding. This can be displayed by sessions/products, rooms/groups, or by children. Enquiry invoices are not included in historical forecasts until the child is enrolled.

Invoice Amount Report: Shows a list of invoices over a selected time period, for the selected branch, and calculates the total amount invoiced. Also includes some child and bill payer details, as well as payment status and invoice status. The report can be filtered by invoice status, invoice type, and whether the invoices are for children or enquiries (or both).

Invoice Amount Report - Quickbooks: Displays invoice amount data, formatted so it's easier to import into Quickbooks. Nominal VAT Code and Tax Amount can be added to the report.

Invoice Amount Report - Sage: Displays invoice amount data, formatted so it's easier to import into Sage. Nominal Code, VAT Code and Tax Amount can be added to the report. The Type field refers to whether it is an invoice (SI) or a credit note (SC).

Invoice Settings Report: Provides a list of details on individual invoice settings for each child. You also have the option to include individual funding settings in the report.

Meal Details: Shows details on the number of products/services consumed by children over the course of a chosen week. This can be used specifically for meals, or for any other type of product/service.

Minimum Wages Report: Provides a summary of staff Pay Rates to compare their wages according to age, job title, and hours per week.

Monthly Analysis Report: Tabulates the monthly income from each child to compare how income changes month to month.

Monthly Debtors Report: A monthly summary of payments owed by parents, showing deposit amount, amount owed before the selected month, invoice amount, payments received, total due (balances are carried forward), and non-allocated payments.

Monthly Funding Report: A monthly summary of funding details for applicable children, including their monthly funding entitlement, how many hours have been used, the monthly rate, and the total amount represented as currency. Funding entitlement is split into Universal and Extended Entitlement, and includes Under Two, Two Year, and Three/Four Year funding totals as per the local authority funding rates for the selected months.

Monthly Nursery Report: A summary of the nursery's total monthly income according to sessions, funding income, and selected products/services.

Monthly Statistics Report: Provides a summary of nursery statistics, emailed to you as CSV.

Nursery/Branch Performance Scorecard: A summary of nursery branch performance with key performance indicators for each room, such as number of children, their booking type, number of hours and funded hours booked, and the fee structure (such as standard or subsidised rates). When in Totals view, you can also see enquiry data.

Nursery Milk Report: Shows the number of children eligible for the nursery milk scheme for each day of a chosen week. Children are eligible if they are under 5 years old (up to and including the Friday of the week before their 5th birthday), and if they attend 2 hours or more on that da

Occupancy/FTE Report - Average: An occupancy report showing FTE and/or average hours over a selected month/week.

Occupancy/FTE Report - Monthly: An occupancy report showing FTE and/or average hours for selected month or range of months.

Payment Allocation Report: Shows all payments made over a chosen month, including payments allocated and payments on account, along with the dates for when the invoice was sent, when the payment was made, and when it was allocated.

Payments Report: Record of payments over a specified time period, sorted by the method of payment.

Parent and Emergency Contacts: Provides a list of each parent’s emergency contact details, including their mobile phone numbers, work phone numbers, and home phone numbers. The report also includes the parents' collection/security passwords.

Parent Emails Report: Provides a list of parent contact details, specifically their email addresses, mobile phone numbers, and home phone numbers.

Parent/Carer Details Report: Provides a summary of parent/carer details as seen on the children’s profiles that can be generated for multiple branches. This can be filtered by room, as well as by the parent/carer's level of contact (e.g. Bill Payer).

Product/Services Rate Report: Provides a summary of the products and services on the system, as of a certain date, including their rates.

Register Report: A printable register report that can show child in/out times for each room over a day, week, or weekdays.

Salaried Staff Hours: Provides a summary of each staff member’s contracted hours, actual hours worked, and how many hours there are left that could still be scheduled.

Session Rates Report: Provides a summary of the rates for this nursery branch’s sessions.

Staff Detail Changes Report: Provides a list of all staff members who have had their profile details changed within a chosen month.

Staff Details Summary Report: Provides a summary of some key details about staff, including their qualifications. You have the option to display multiple branches, as well as inactive staff members.

Staff Diversity Report: Shows ethnic makeup percentages for one or more nursery branches.

Staff Emails Report: Provides a list of each staff member’s full name, URN, email address, branch, and room.

Staff Emergency Contact Details: Provides a summary of each staff member’s medical and dietary details, along with all their contact details and their next of kin.

Staff Extra Hours Reports: Compares staff members’ total contract hours with their total hours worked.

Staff Holiday/Staff Holiday/Balance Report: Shows details of staff members' full name, email address, job role, branch, and contract entitlement, as well as providing summary of holiday and sickness entitlement used and remaining for each staff member.

Staff Hours Report - Sage: Shows how many hours each staff member has worked for each week of a given month, including customisable payment references each week, and formatted so it's easier to import into Sage. 

Staff Qualifications/Training Courses: This report enables you to identify gaps in training and qualifications across your nursery, and plan for future staff development. As part of this, it provides a comprehensive summary of training received, in progress, and completed, including percentages of staff who have completed each training/qualification, and if they are due to expire.

Staff Scheduling Report: Shows scheduled sessions for each staff member over a selected period of time. This can be filtered to include or exclude absences and activities. You can also unconfirm sessions from this report. 

Staff Sign in out Sheet: A Sign In/Out sheet for staff that can be downloaded and printed out, included the scheduled staff and their sessions times, in/out times, and a space for their signature.

Staff Training Entitlement: A summary of the training entitlement used and remaining for the year, shown alongside each staff member's full name and branch.

Staff Wages - Weekly%: Tallies up the nursery’s income for a week and the wages paid to staff in the same period, and calculates what percentage of income is made up of staff wages.

Staff Wages Report: Tallies up each staff member’s activities, contracted hours, hourly rate, absences, and break reduction, and calculates the wages they’re owed for the time period specified.

Starters/Leavers Performance Report: Provides information about children who are starting at or leaving the nursery within the chosen time period, including their FTE, leave reason, and sibling details.

Sticky Labels Report: Allows you to print sticky labels that can include the child's name, profile photo, key worker, and even a QR code that can be scanned with the parent app to sign children in/out of the nursery. Multiple copies can be printed per room or per nursery. For labels that are not used to sign in/out, you may choose to use them for labelling drinks bottles, coat hooks, art folders, and so on.

Sun Cream Report: Provides a sheet that you can download and print out to use to record when sun cream has been applied to children. 

Tags Report: Provides a list of tags held by any staff, children, or enquiries. 

Un-Invoiced Sessions: Provides a summary of the sessions that haven’t yet been invoiced within the time period specified.

WMS Report: Shows income and costs for sessions, wages, products, and services across all rooms in a nursery branch.
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