The whole school on one screen.
Pre-built dashboards for admissions, enrollment, attendance, financial aid, revenue, retention, and outcomes — all live, all filterable, all updated the second the data changes.
Pick the dashboard for your role and start your day already knowing what to look at.
- Role-based dashboards for owners, directors, admissions, and FA
- Live KPIs that update with every clock-in, payment, and enrollment
- Pin your favorite metrics to a personal start screen
- Compare campuses, cohorts, and time periods side by side
Build the report you actually need.
Drag, drop, group, filter, chart. The report builder talks to every module — students, hours, payments, AR, FA, inventory, POS — so you can answer any question without exporting to a spreadsheet.
- Visual drag-and-drop builder, no SQL required
- Cross-module joins (students × payments × hours)
- Save, share, and template reports across campuses
- Export to CSV, XLSX, or PDF in one click
The right numbers in the right inbox.
Schedule any dashboard or report to land in any inbox on any cadence. Monday morning enrollment to the director. Friday AR aging to the CFO. Daily attendance exceptions to the campus lead. All on autopilot.
- Daily, weekly, monthly, or custom schedules
- Delivered as email, PDF attachment, or secure link
- Per-recipient filters so each leader sees their slice
- Skip-if-empty rules to cut inbox noise
From the dashboard to the actual student.
Every chart is interactive. Click a bar, drill into a campus, drill into a cohort, drill into the student. The trail from the boardroom number to the individual record is one click each, every time.
- Drill from KPI → segment → cohort → student record
- Sliceable by campus, program, instructor, enrollment date
- Multi-select filters that persist across sessions
- Anomaly highlighting on every chart
Board-ready PDFs. Audit-ready packets.
Generate clean, branded PDFs for board meetings, lender reviews, and accreditor visits. Pull a full Annual Report packet, an NACCAS outcomes report, or a 13-week cash forecast without rebuilding the deck every quarter.
- Branded PDF reports with your logo and colors
- Pre-built packets for NACCAS Annual Report, DOE, and state boards
- Locked snapshot exports for audit reproducibility
- Version history of every generated report
