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. There are 24 templates across three categories.

Navigating to Report Templates

1. Click Reports in the main sidebar.
2. The Templates tab shows 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 Enrollment	See how many students are enrolled in each semester, or by time period if no semesters are defined
Enrollment Roster	See which students are enrolled each semester at a glance — a checkmark per student per semester (or time period)
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
Attendance	Track lesson attendance — how many lessons students attended, missed, or made up

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The Attendance report is built on the calendar's Attended, Missed (no show), Missed (with notice), and Makeup labels, applied from the event popover's Label menu. Trial does not count toward attendance — it marks the lesson type, not whether the student was present. For group classes, the breakdown counts each participant, so breakdown totals can exceed the lesson-level summary.

The report shows an overall Missed (total) column plus a separate column for each reason -- Missed (total) always equals Missed (no show) + Missed (with notice), plus any lesson labeled Missed before this split (those older lessons count toward the total but aren't attributed to either reason). The attendance rate is unaffected by which reason was chosen -- both count as a miss.

By default, a past lesson nobody labeled counts as Attended on this report, so a school that only labels the exceptions still gets an accurate attendance rate. Turn this off under Settings > Calendar > Count unmarked lessons as attended if you label every lesson individually and want only your own marks counted. Lessons still to come, cancelled lessons, and non-lesson events (like recitals) are never counted this way.

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
Instructor Retention	Measure student retention per instructor and see when students switch teachers but stay at the school

Running a Report

1. On the Templates tab, find the template you want to run.
2. Click the template. The report loads immediately with its default settings — most templates default to the last 30 days.
3. Adjust the date range using the presets or a custom range.
4. Configure any additional filters if available (e.g., specific instructor, location, or course) and choose a Group by option.
5. Click Apply to re-run the report with your changes.

There is no separate "Run" button — reports load when you open them, and Apply re-runs them after you change the settings. Results display as a chart or table; you can switch the chart type between Line, Bar, Pie, and Table.

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)
• Detailed data in a table below, showing individual records
• Charts or graphs where applicable, giving you a visual representation of the data

Saving a Report

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

1. With the report open, click Save Report.
2. Give it a descriptive name (e.g., "Monthly Revenue - All Locations").
3. Confirm with Save Report.

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

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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 from the My Reports tab.
2. Adjust the date range or filters as needed and click Apply.
3. Click Save to update the saved configuration, or Save as New to create a separate saved report with the changes.

You can also Duplicate a saved report or rename it with Edit Name from its menu.

Favoriting Reports

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

1. On the My Reports tab, find the 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 My Reports tab, so you can get to them with a single click.

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

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Only saved reports can be favorited — save a template configuration first, then star it.

Report Data Stays in Conductly

Conductly does not currently support exporting report data — there is no CSV, PDF, print, or scheduled-report option for reports. Reports are viewed in the app. (CSV/PDF exports do exist elsewhere in Conductly for earnings, student and guardian lists, and group rosters.)

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 saved reports one click away.
• Combine reports on a dashboard. For a comprehensive view, add your most important saved reports to a Dashboard.