Help Center

Reports & History

Reading the Reports Overview

Roles: Owner, Director, Manager. Staff view their own completion history but don't have access to Reports.

Reports Overview is the center-wide summary: completion rates, missed checklists, and pending signoffs, filterable by date range, room, and staff member. The underlying idea is the same one behind childcare compliance tracking in general. A policy on its own proves nothing. A dated, attributable record of what actually happened does.

The KPI cards at the top cover what's worth checking first before a licensing visit or an internal review: how much got done, how much was missed, how much is sitting unsigned. From there, each tab goes deeper. Certifications for compliance status center-wide, Ratios for Rounds history, History for the full filterable activity log.

Most views here export to PDF on Pro plans. See Exporting a PDF Report.