Report Templates

Report templates are pre-built reports that cover the most common questions music school administrators need answered. Instead of building reports from scratch, you select a template, set a date range, and view the results.

Navigating to Report Templates

1. Click Reports in the main sidebar.
2. You'll see the report templates organized by category.

Template Categories

Financial Reports

Financial templates help you understand your school's revenue, billing, and payment activity.

Template	What It Shows
Revenue Over Time	Track total revenue collected over time to identify trends and growth patterns
Outstanding Balances	View all unpaid or partially paid invoice balances by customer
Payment Collection Rate	Measure the percentage of invoiced amounts that have been collected
Invoice Aging	Categorize outstanding invoices by how long they have been overdue
Revenue by Course	Break down revenue by course type and specific courses
Revenue by Source	Compare revenue from courses vs fees and other sources
Scholarships	Track scholarship payments by student and time period
Discounts	View discount code usage and multi-family discount savings
Revenue Forecast	Project expected revenue from active enrollments over the next 30-90 days
Revenue by Customer	View total revenue broken down by customer/family

Student Reports

Student templates help you track enrollment trends and growth.

Template	What It Shows
Enrollment Trends	Track new student enrollments over time
Student Retention	Measure how many students continue vs discontinue lessons
Student Status Funnel	View distribution of students through the enrollment pipeline
Students by Instrument	See how students are distributed across instruments
Lead Source	Analyze where new students are coming from to optimize marketing

Operations Reports

Operations templates help you monitor scheduling efficiency and resource utilization.

Template	What It Shows
Instructor Utilization	Measure how fully booked each instructor's schedule is
Location Usage	See how locations and rooms are being utilized
Class Fill Rates	View enrollment vs capacity for group classes
Instructor Earnings	View payroll costs and earnings breakdown by instructor
Lesson Activity	Track daily and weekly lesson counts, cancellations, and attendance

Running a Report

1. On the Reports page, find the template you want to run.
2. Click on the template name.
3. Set the date range for the report. Most templates default to the current month, but you can adjust this to any range.
4. Configure any additional filters if available (e.g., specific instructor, location, or course).
5. Click Run Report (or the results may load automatically).

The report results will display in a table, chart, or summary format depending on the template.

tip

For financial reports, try running them for the current month and then again for the previous month to quickly compare performance.

Understanding Report Results

Report results typically include:

• Summary metrics at the top (e.g., total revenue, total students, average attendance rate)
• Detailed data in a table below, showing individual records
• Charts or graphs where applicable, giving you a visual representation of the data

You can sort and filter the detailed data table to focus on specific items.

Saving a Report

When you find a report configuration you'll want to use again, save it:

1. After running a report, click Save Report.
2. Give it a descriptive name (e.g., "Monthly Revenue - All Locations").
3. Click Save.

Saved reports remember your template selection, date range, and any filters you applied. You can access saved reports from the Reports page at any time.

info

Saved reports are not static snapshots. When you open a saved report, it re-runs with the saved configuration, so the data is always up to date.

Updating a Saved Report

1. Open the saved report.
2. Adjust the date range or filters as needed.
3. Click Save again to update the saved configuration, or Save As to create a new saved report with the changes.

Favoriting Reports

If there are reports you check frequently, mark them as favorites for quick access:

1. On the Reports page, find the template or saved report.
2. Click the star icon next to the report name.

Favorited reports appear in a dedicated Favorites section at the top of the Reports page, so you can get to them with a single click.

To remove a report from your favorites, click the star icon again.

tip

Favoriting is personal to your account. Each administrator can have their own set of favorite reports without affecting other team members.

Exporting Report Data

Most reports can be exported for use outside of Conductly:

1. Run the report you want to export.
2. Click the Export button.
3. Choose your preferred format (CSV is available for all reports).
4. The file will download to your computer.

Exported data can be opened in Excel, Google Sheets, or any spreadsheet application for further analysis.

Tips for Effective Reporting

• Check reports regularly. A weekly review of key financial and enrollment reports helps you catch trends early.
• Compare periods. Run the same report for different date ranges to see how metrics are changing over time.
• Save your regulars. If you run the same report every week, save it so you don't have to reconfigure it each time.
• Use favorites for your top reports. Keep your most important reports one click away.
• Combine reports on a dashboard. For a comprehensive view, add your most important reports to a Dashboard.