By Trio Team · Updated
The Reports page is your studio's analytics hub. The landing page shows a grid of five report cards - click any card to open it. Reports are available to owners and admins.
Top-level financial KPIs for a selected period (current month, last month, or year to date):
Use this for a quick health check before a bookkeeping review.
A detailed line-by-line income report. Filter by date range, by student or family, and by payment type. Each row shows the payment and the running total. Export the results to CSV or PDF for an accountant handoff.
A per-student view of lesson activity over a date range. Pick a student, then see summary cards for Total Lessons, Attendance Rate, Practice Time, and Lesson Notes, along with a lesson history table and recent teacher notes. Export the lesson history to CSV.
Studio-wide attendance over a date range, with summary cards for Total Lessons, Attendance Rate, Cancellation Rate, and No-Show Rate. A per-student breakdown table shows lessons, present count, no-shows, cancellations, and each student's rate. Export the breakdown to CSV.
A flexible builder for one-off questions the standard reports don't answer. Choose a data source (Students, Lessons, Billing, or Attendance), pick the columns you want, add filters, set a sort order, and preview the result. Export to CSV or PDF. You can save a configuration as a template and reuse it later.
CSV files open in any spreadsheet; PDF exports are formatted for printing or sharing.
For accurate numbers, keep attendance marked and reconcile any manual payments on the billing page.