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Reports, Analytics, and Data Handling
Reports and analytics support leadership decisions when their purpose, scope, period, and underlying data are clear. Use the smallest report that answers the approved question and protect any information you export.
Tersedia sekarang. Terakhir ditinjau: 19 August 2026.
Prepare a responsible report
- Define the decision question and the minimum information needed to answer it.
- Select the relevant data source, academic context, and narrowest available filters.
- Review the result for scope, missing records, and unexpected values before sharing it.
- Export only for an approved school purpose and store the file in an approved secure location.
- Share a summary where possible instead of distributing raw student data.
Apa yang terjadi selanjutnya
A responsible report answers an approved question with the smallest useful amount of data and a clear owner for any follow-up.
Financial Oversight and Fee Clearance
Principals maintain fiduciary oversight over school operations through financial summaries and daily reconciliation logs:
- Macro Collection Totals: Monitor total fees issued, verified bank and cash collections, outstanding balances, and unapplied credits across academic terms.
- End-of-Day Reconciliation Review: Inspect staff reconciliation records (
/staff/finance), verifying that physical cash counts and bank statement line items match recorded receipts with no unaddressed discrepancies. - Academic and Financial Clearance: Before authorizing official transcripts, graduation certificates, or student withdrawals, verify that the student account reflects zero outstanding fee balance or has an approved financial waiver logged.
- Adjustment Audit Trails: Periodically audit fee waivers, voids, reversals, and refunds to ensure all fee modifications adhere to school policy and governing board approvals.
Related guides
For broader report discrepancies or data-access problems, see Principal troubleshooting.
Troubleshooting
No records are returned
Recheck the selected data source, grade filter, search term, and academic context before assuming there is no school activity.
Results are unexpectedly large or small
Inspect a sample of source records and confirm whether the report includes the intended term, grade, and population.
A compliance request is received or an export is no longer needed
Confirm requester authority, legal basis, scope, and school approval before preparing data; remove unneeded files through the approved retention process.