Reports and Analytics
By Trio Team · Updated
The Reports page shows a grid of report cards. Click a card to open the report.
Who Sees Which Report
Owners and admins see five cards: Week in review, Revenue Dashboard, Income Report, Student Progress, and Attendance Analytics. Teachers and staff see two: Week in review and Attendance Analytics.
Week in review
Your studio's week: practice, lessons, attendance, messages, and what comes next. See Week in Review.
Revenue Dashboard
Summary figures for a period. Choose This Month, Last Month, or YTD (year to date). The page shows:
- Four cards: Collected, Outstanding, Projected, and Collection Rate
- A monthly revenue trend chart
- Aging Breakdown - how long balances have been unpaid (0-30, 31-60, 61-90, and 90+ days)
- Top Outstanding, the families with the largest unpaid balances
Use it for a quick check before you review your books.
Income Report
A line-by-line list of the payments you received. Filter by From and To dates, by Student, and by Payment Type (All Types or Card). The table ends with a Total row. A By category breakdown splits your income into groups such as Lessons, Goods sold, and Sales tax, so you can see tuition apart from product sales. Export the results to CSV or PDF for your accountant.
Student Progress
Lesson activity for one student over a date range. Pick a student to see summary cards for Total Lessons, Attendance Rate, Practice Time, and Lesson Notes, a lesson history table, and recent teacher notes. Practice Time is the total minutes of completed lessons, not practice at home. Export the lesson history to CSV.
Attendance Analytics
Attendance for the whole studio over a date range, with summary cards for Total Lessons, Attendance Rate, Cancellation Rate, and No-Show Rate. A table per student shows lessons, present count, no-shows, cancellations, and each student's rate. Export the table to CSV.
Exporting
- Income Report - CSV and PDF
- Student Progress - CSV
- Attendance Analytics - CSV
- Revenue Dashboard - interactive only; read on screen
CSV files open in any spreadsheet; PDF exports are formatted for printing or sharing.
Where the Numbers Come From
- Lessons and attendance feed Attendance Analytics and Student Progress
- Invoices and payments feed the Revenue Dashboard and Income Report
- Lesson notes feed Student Progress
For correct numbers, keep attendance marked, and record cash and check payments on the Billing page. Studio costs are on the separate Expenses page.