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Reports Overview
Purpose
A guide to the reports available in the system and who can use them.
Who can access it
See the table. Registrar reports are for registrar and admin. Finance reports are for finance and admin.
How to access it
Each report has its own page or button. Page addresses are listed below.
Main functions
| Report | Page | Roles | Read more |
|---|---|---|---|
| Daily enrollment | /registrar/daily-enrollment | registrar, admin | Daily Enrollment |
| Enrolled students (Excel) and enrollment statistics (PDF) | /registrar/reports | registrar, admin | Registrar Reports |
| Transcript of records | /registrar/transcripts | registrar, admin | Transcript of Records |
| Grading sheet | /academics/grading-sheet | registrar, faculty_admin, admin | Grading Sheet |
| Official receipts and invoices | /finance/or-reports, /finance/invoice-reports | finance, admin | OR & Invoice Reports |
| Applicant analytics and process overview | /admissions/analytics, /admissions/process | admissions, admin | Applicant Management |
| Audit logs | /admin/logs | admin (export: registrar, admin) | Administration |
| Dashboards | /operations/dashboard, faculty and student dashboards | by role | System Overview |
Step-by-step usage
See each report page.
Important fields/actions
Most reports are filtered by term or by a date range.
Validation or restrictions
The dashboard needs both a campus and a term to be selected.
Related workflows
Payment Workflow, Student Enrollment.
Known limitations
⚠️ Needs verification: the columns and layout of most reports. Only their filters and access were reviewed.
Not added yet — see the Screenshot Checklist.