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 27 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
Invoice Adjustments	Audit every manual charge, credit, and system-added adjustment on invoices — who added it and why
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
Accrual Revenue	See revenue recognized by service date — one line per billed lesson or class occurrence, regardless of when payment is collected
Profitability	See profit and margin by class, instructor, or offering, after instructor pay

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Every other financial report is cash basis — revenue counts on the date a payment is captured. Accrual Revenue is the exception: it recognizes revenue on the date each lesson or class actually happens, so it lines up with a bookkeeping accrual sheet instead of your bank deposits.

Group by Payer (default), Category, Day, or Month, and filter by date range, course, course type (Program, Class, or Private), and Invoice Status — All Statuses (default), Draft, Open, Pending, Partially Paid, Paid, Overdue, Uncollectible, or Refunded. There's no Void option in this filter, since voided invoices are already excluded from accrual revenue entirely. Draft invoices count toward accrual revenue as soon as they're scheduled — a Draft Revenue summary card shows how much of the total is still in draft — but voided or deleted invoices never count. Amounts are gross billed amounts; invoice-level discounts and adjustments aren't subtracted back out.

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Profitability pairs each lesson or class occurrence's billed revenue with the instructor pay for that same occurrence, so you can see what your school actually keeps — not just what it brings in. Revenue here is net of discounts, credits, and refunds (unlike Accrual Revenue, which is gross), because a profit number can't count money that was discounted away, credited off, or handed back.

Group by By Class or Lesson (default), By Instructor, By Offering, or By Month — whichever you pick, the details table underneath still breaks results out month by month. Filter by date range (defaults to This year), course, course type, and instructor. The summary cards show Total revenue, Instructor pay, Profit, Margin, and Draft revenue (how much of the total is still in draft invoices — draft revenue counts here the same way it does on Accrual Revenue). Instructor pay with no matching billed revenue — comped lessons, salaried time, manual earnings — still counts as cost, so nothing paid out goes missing from the margin; revenue or pay that can't be tied to an instructor or a course shows up under Unassigned or Unattributed rather than being dropped.

This is gross margin after instructor pay only — rent, admin salaries, software, and marketing aren't deducted, so it isn't your bottom line. And it excludes archived earnings, so if you archive pay, this report's instructor pay total will read lower than the Instructor Earnings report.

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Invoice Adjustments lists every adjustment sitting on an invoice — the lines a staff member adds with Add Adjustment (charges and credits), plus the ones Conductly writes on its own: Previous balance (a carried-forward balance from an earlier invoice), Make-up credit (applied at invoice generation), and Late fee (assessed automatically). Each row shows the date it was added, the invoice number, date, and status, the customer (and student, if the line names one), its kind, description, amount, who added it, and the reason if one was entered — the system-added kinds always show System as who added them.

The default view is the Detailed List; group by Customer, Type, Month, or Staff Member for counts and totals instead. The summary cards show the number of adjustments, total charges, total credits (as a positive number), and the net (charges minus credits). Filter by date range (defaults to the last 30 days), Adjustment Type, and Invoice Status — unlike the other financial reports, adjustments on Draft and Void invoices are included until you filter them out, since the point is auditing what was entered, not tracking collectible revenue. The Date basis filter switches the date range from the day the adjustment was added (the default) to the invoice's own date.

Unlike other financial reports, amounts here are shown to the cent rather than rounded to the nearest dollar, since this report is read line by line to check what was actually entered. An adjustment that was later removed from its invoice, or a late fee that was waived, is no longer on the invoice and isn't listed; editing an existing line item's price or quantity isn't an adjustment and doesn't appear here either.

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, see when students switch teachers, and spot students with no upcoming lessons booked

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By default, the Instructor Retention report counts a student as not rebooked once their last scheduled lesson is more than 30 days in the past with nothing booked after it — a grace period so schools that only build their schedules a few weeks ahead aren't flagged too early.

Use the Rebooked as of filter to project this ahead of the grace period instead of waiting for it to elapse: any student whose bookings stop on or before the date you choose counts as not rebooked immediately, including students with future lessons that stop before that date. This is useful for spotting families who haven't re-enrolled before a new term starts, so you can follow up on renewals early. Clear the date to return to the default 30-day behavior.

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.

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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.

Exporting a Report

Any report — template or saved — can be exported as a CSV or a PDF:

1. With the report open, click Export in the report toolbar, or open the More actions (⋯) icon next to the report name.
2. Choose Download CSV or Download PDF.
3. Optionally pick a sort order for the details table, then confirm the download.

Both formats export the report's details table (or its summary rows, if the report has no drill-down detail). The PDF is branded with your school's name, address, and logo, includes the chart as shown on screen, and adds a footer with the generation date and page numbers — wide reports switch to landscape automatically. A very large report's PDF is capped at 500 rows (fewer for wide tables); past that it's trimmed with a note pointing at CSV export, which carries far more rows. CSV isn't unlimited either — the largest reports cap their details table at a few thousand rows and show a notice on screen when that happens. There is still no print option or scheduled reports.

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.