Using the Group Reports Selection screen, you can select various reports that provide information summarised across your group.
Date type
Using the Date Type field, you can choose to view reports using Effective date or Posted date.
From
Enter the date you would like the report to start from
Until
Enter the date you would like the report to end
Week
Click the 
or
icons to navigate to different weeks
Month
Click the oricons to navigate to different months
Funding
To navigate to previous funding periods click the 
icon or click the
icon to select the Current funding period
View by
If you are part of a group of services and if you have the correct level of access, you can select to view this report for the entire Group, Region, Area, or Subgroup by selecting the required option.
Sort Order
You can choose which order children's names will be displayed on the report. For instance, if you want names to appear in first name alphabetic order, select First Name; however, if you would prefer children to be displayed in birth date order, select Birth Date.
Ratios
If User Defined Ratios is enabled the Ratios selection list may show. This is only present for a select relevant reports.
Print Mode
Select which report you would like to run. Available options are:
| Attended Outside of Booked | Shows booked times vs. attended times. Where a child has attended for longer than they are booked, the number of hours will be displayed on each day and the total in the "Total" column |
| Balancing Totals | Will allow you to view an opening balance at the start of the day; plus invoices, less receipts, less credit notes, less journals to give a closing balance at the end of the day for the date range selected |
| Balancing Totals including Closed Accounts | Will allow you to view an opening balance at the start of the day, plus invoices, less receipts, less credit notes, less journals to give a closing balance at the end of the day for the date range selected for all accounts including those accounts that are closed |
| Centre Information | Allows you to view details of Centre Name, Centre short name, Group, Region, Area, Subgroup, and License number. If you use the "create File" button to create a .csv file for this report, additional information regarding the centre is displayed |
| Centre Based Attended Hours | Is designed for use by centre-based services. The selected date range will display child's name, hours present, hours absent, hours on holiday, hours on school visit, total attended hours, total booked hours, and the number of extra hours attended from booked if applicable. |
| Centre Based Weekly Attended Hours | Is designed for use by centre-based services. The selected week will display child's name, hours present, hours absent, hours on holiday, hours on school visit, total attended hours, total booked hours, and the number of extra hours attended from booked if applicable. |
| Centre Based Weekly Attended Times | Is designed for use by centre-based services. The selected week will display child's name, attended times for each day of the week, and a total of the number of days attended |
| Centre Based Weekly Attended Details | Is designed for use by centre-based services. The selected week will provide a more detailed display of child attendance including attended hours, number of hours, child's age, date of birth, etc. |
| Centre Based Weekly Booked Hours | Is designed for use by centre-based services. The selected week will display child's name, hours booked for each day, and the total hours booked for the week |
| Centre Based Weekly Booked Times | Is designed for use by centre-based services. The selected week will display child's name, booked times for each day of the week, and a total of the number of days booked |
| Centre Based Weekly Booked Details | Is designed for centre-based services. The selected week will provide a more detailed display of child bookings including booked hours, number of hours, child's age, date of birth, etc. |
| Children Enrolled | Will display details of all children enrolled within the selected date range |
| Children Leaving | Will allow you to view details on which children have left your centres within the selected date range and why they left. You can create a .csv file of this data by clicking the Create File icon instead of "Print" button |
| Children Stating | Will allow you to view details on which children have left your centres within the selected date range and why they left. You can create a .csv file of this data by clicking the Create File icon instead of "Print" button |
| Children Starting or Leaving | Provides details of all children who have started or left within the selected criteria. The report provides details of any nett gain or loss of children. This information can be sent to a .csv file instead of being printed by clicking Create File icon instead of "Print" button |
| Children with Birthdays | Will report on those children within the selection criteria who have had/will have birthdays |
| Children with Timetable Changes | Will display details of all children who have had timetables added within the selected date range |
| Consolidated Roll Return | Will allow you to view a consolidated report on attendance and occupancy percentages. You can create a .csv file of this data by clicking Create File icon instead of "Print" button |
| Duplicate Enrolments | If you have more than one service, this will allow you to view children who are duplicated across the group. For example, a child might be on the waiting list at one centre but enrolled and attending at another |
| ELI Information | Provides details of the information you have submitted to the MOE ELI system within the selected date range. This information can be sent to a .csv file instead of being printed by clicking Create File icon instead of "Print" button |
| Enrolled Numbers | Will allow you to view numbers of children enrolled at each service broken down by age groups. It will also display how many children are receiving 20 hours ECE and how many are not |
| Wait List Numbers | Will allow you to view number of children currently on the Wait List. The report is broken down by age group. Undefined Age will list children have not had a birthdate recorded. |
| Funding Summary | Will allow you to view funding values broken down into the various funding types for the selected funding period. It is important to note that if you are not looking at an actual funding period, the funding rates may not be correct for the particular date range you have selected |
| Funding Summary (Home-based) | Will allow you to view funding values broken down into the various funding types for the selected funding period. The report will be split by room/caregiver. Please note: if your service over enrols children, this report will not be accurate. This is because the report calculates funding for each category of Sign in Sheet individually; therefore, capping cannot be performed. For example, say the service is licensed for 20 children, and they have 10 in Blue Room and 11 in Red Room. If the Funding Summary report is run, then funding will be capped at 20. If Funding Summary (Home Network) is run, the figures are first extracted for Blue Room and then for Red Room, and the report does not know how many children are allowed in each room. Further, this whole report is a bit hypothetical as the MoE does not split funding into different rooms. This report can only be used to get an idea of the split of funding between the various categories/rooms. If the user wants accurate figures for the entire license, the Funding Summary must be used instead. Remember that funding cannot be accurately predicted over a period, as the staff percentage can only be accurately determined for the whole funding period. |
| Funding Summary (including Advance) | Will allow you to view funding values broken down into the various funding types for the selected funding period. The figures will include any advance funding that has been entered into Infocare from the Centre, MOE Advance screen |
| Funding Summary (monthly amounts) | Will allow you to view funding values for each month in the selected funding period |
| Group Debtors | Shows all children with a debt. The debt is also split into Fees and Optional Charges. A .csv file can be created by clicking Create File icon instead of "Print" button |
| Group Finance | Will allow you to view a prediction of your income for the date range selected |
| Home Based Attended Hours | Is designed for use by home based services. The selected date range will display child's name, hours present, hours absent, hours on holiday, hours on school visit, total attended hours, total booked hours, and the number of extra hours attended from booked if applicable |
| Home Based Weekly Attended Hours | Is designed for use by home based services. The selected week will display child's name, hours present, hours absent, hours on holiday, hours on school visit, total attended hours, total booked hours, and the number of extra hours attended from booked if applicable |
| Home Based Weekly Attended Times | Is designed for home-based services. The selected week will display child's name, attended times for each day of the week, and a total of the number of days attended |
| Home Based Weekly Attended Details | Is designed for home-based services. The selected week will provide a more detailed display of child attendance including attended hours, number of hours, child's age, date of birth, etc. |
| Home Based Weekly Booked Hours | Is designed for use by home-based services. The selected week will display child's name, hours booked for each day, and the total hours booked for the week |
| Home Based Weekly Booked Times | Is designed for home-based services. The selected week will display child's name, booked times for each day of the week, and a total of the number of days booked |
| Home Based Weekly Booked Details | Is designed for home-based services and for the selected week will provide a more detailed display of child bookings including booked hours, number of hours child's age, date of birth, etc. |
| Income Loss | Is designed to show loss of income due to Frequent Absence or Continuous Absences. This report should be run by calendar month periods only (e.g., 01/04/2022 to 30/04/2022) |
| Occupancy Format 1 using Actual Hours | Provides details on occupancy. The maximum number of combined under and over 2's is displayed with the maximum number of combined hours available. Details, including number of hours and percentage, are displayed for booked U2, Booked O2, Total Booked, Attended U2, Attended O2, and Total. The algorithm used to calculate the occupancy for the Actual Hours report is: Number of hours possible less Number of hours used divided by number of hours possible * 100 |
| Occupancy Format 1 using AM/PM | Provides details on occupancy. The maximum number of combined under and over 2's is displayed with the maximum number of combined hours available. Details, including number of hours and percentage, are displayed for booked U2, Booked O2, Total Booked, Attended U2, Attended O2, and Total. The algorithm used to calculate the occupancy for the AM/PM report is: If a child has a start time in the morning, that counts as a half day. If a child has a leave time in the afternoon, that counts as a half day. That is, a child with a start time in the morning and a leave time in the afternoon would be counted as a full day, whereas a child with a start and leave time in the morning would only count as a half day |
| Occupancy Format 1 Using FTE | Provides details on occupancy. The maximum number of combined under and over 2's is displayed with the maximum number of combined hours available. Details, including number of hours and percentage, are displayed for booked U2, Booked O2, Total Booked, Attended U2, Attended O2, and Total. The algorithm used to calculate the occupancy for the Using FTE report is: In the Dashboard display (from the home page click on Reports, then click Dashboard), Users can specify the FTE hours. Whatever figure has been selected for the Dashboard applies to this report as well. If 6 hours has been specified as the FTE number, then this report considers all children with start and end times 6 hours or greater are counted as a full day. All children with start and end times less than 6 hours are considered half a day |
| Occupancy Format 2 using Actual Hours | Provides details on occupancy. The maximum number of under and over 2 hours is displayed. Details, including number of hours and percentage, are displayed for booked U2, Booked O2, Total Booked, Attended U2, Attended O2 and Total. The algorithm used to calculate the occupancy for the Actual Hours report is: Number of hours possible less Number of hours used divided by number of hours possible * 100 |
| Occupancy Format 2 using AM/PM | This option provides details on occupancy. The maximum number of under and over 2 hours is displayed. Details, including number of hours and percentage, are displayed for booked U2, Booked O2, Total Booked, Attended U2, Attended O2, and Total. The algorithm used to calculate the occupancy for the AM/PM report is: If a child has a start time in the morning, that counts as a half day. If a child has a leave time in the afternoon, that counts as a half day. That is, a child with a start time in the morning and a leave time in the afternoon would be counted as a full day, whereas a child with a start and leave time in the morning would only count as a half day |
| Occupancy Format 2 Using FTE | This option provides details on occupancy. The maximum number of under and over 2 hours is displayed. Details, including number of hours and percentage, are displayed for booked U2, Booked O2, Total Booked, Attended U2, Attended O2, and Total. The algorithm used to calculate the occupancy for the Using FTE report is: In the Dashboard display (click on Reports, then click Dashboard) Users can specify the FTE hours. Whatever figure has been selected for the Dashboard applies to this report as well. If 6 hours has been specified as the FTE number, then this report considers all children with start and end times 6 hours or greater are counted as a full day. All children with start and end times less than 6 hours are considered half a day |
| Over 3 ECE Hours | Provides a report of all children that are three and over, their birth date and Booked and Actual 20 hours ECE and Plus 10 ECE for the specified date range. Note: children must have an NSN number assigned sign in sheet be generated for this report to be accurate |
| Parent Portal Usage | Will allow you to view usage details for the parent portal if this function is enabled |
| Receipt Summary | Allows you to view a list of all payments for the selected date range including receipts, bonds and fund-raising projects, the method of payment and the amount. You can click on the amount and drill down to the detail of the payment for more information |
| Sign in Sheet Information | Will display full details of sign in sheets created for the selected date range. You can click on the Create File icon to extract all of the information stored for Sign in Sheets |
| Staff Funding Bands | Will allow you to view staff funding percentages for the selected period |
| Staff Pay Parity | Will so details about staff members pay parity pay step progression. See individual article here. |
| Total Invoices by Ledger Code | Will allow you to view total invoice amounts sorted by ledger code (ledger codes are assigned on the fee structures and the Products). The report can be run for a selected date range and it can be run by Subgroup, Area, Region, or Group |
| User Information | Provides details of all the users within the selected criteria. You also have the option of creating a .csv file by clicking the Create File icon instead of the "Print" button. The .csv option also shows access modes. |
Create File
For certain reports, you will be able to create a .csv file which can then be downloaded to your computer. If you would like to create a .csv file of these reports, click the
icon. A file will be created and you can click on the file name to download it. If you wish to delete the file, click the
icon. Files will be automatically deleted after one hour
Once you have completed your selection criteria, click the Print button to display the report on your screen
Print to printer
Click the Print to Printer button to print a hard copy of the report