Saved Custom Reports

In addition to the reports created for all schools, Tuition Management allows you to create custom reports, save them, and return to your saved reports later.

Under Reports, select Saved Custom Reports.

Tip: Under Custom Reports at the top of the page, you can select Report Categories to create custom reports or select Saved Reports to run saved reports.

To run a custom report or make other changes:

For each report, select one of the 4 options:

  • Edit
    Edit the report's fields, criteria, name, or schedule.

  • Schedule
    Edit only the report's scheduled dates or repeating schedule.

  • Run
    Run the report and download results in a Microsoft Excel spreadsheet.

  • Delete
    To delete the report, select the check mark next to Are you sure you want to remove this item?

    Note: Once reports are deleted, they cannot be restored and must be recreated manually.