Version: Next

Reports & Analytics

The Reports module provides comprehensive academic reporting, operational analytics, and data export capabilities. From generating student term reports and report cards through customizable templates, bulk PDF generation, and enterprise dashboards, this module ensures stakeholders have the insights they need.

Reports (segment: academics/reports)

Sub-section	Path	Description
Reports Dashboard	`academics/reports`	Overview and quick actions
Term Reports	`academics/reports/term-reports`	Individual student term reports
Report Runs	`academics/reports/term-report-runs`	Batch report generation
Term Definitions	`academics/reports/term-definitions`	Report structure templates
Report Subjects	`academics/reports/term-report-subjects`	Subject-level details

Analytics (segment: insights/analytics)

Sub-section	Path	Description
Enterprise Dashboard	`insights/analytics`	Trust-wide KPIs and metrics
Financial Analytics	`insights/analytics/financial`	Revenue and collection metrics
School Comparison	`insights/analytics/comparison`	Cross-school benchmarking
Real-time Analytics	`insights/analytics/realtime`	Live activity monitoring

Reporting architecture

┌─────────────────────────────────────────────────────────────────────────────┐
│                         Reporting & Analytics System                         │
├─────────────────────────────────────────────────────────────────────────────┤
│                                                                              │
│  ┌─────────────────────────────────────────────────────────────────────┐    │
│  │                     ACADEMIC REPORTING FLOW                          │    │
│  │                                                                      │    │
│  │   ┌──────────┐   ┌──────────┐   ┌──────────┐   ┌──────────┐        │    │
│  │   │DEFINITION│ → │ RUN/BATCH│ → │ GENERATE │ → │ REPORTS  │        │    │
│  │   │(Template)│   │ (Scope)  │   │(Processing)│   │(Per Student)│    │    │
│  │   └──────────┘   └──────────┘   └──────────┘   └──────────┘        │    │
│  │         │                                              │             │    │
│  │         │              ┌──────────────────────────────┘             │    │
│  │         │              │                                            │    │
│  │         │              ▼                                            │    │
│  │         │        ┌──────────┐   ┌──────────┐   ┌──────────┐        │    │
│  │         └──────→ │ REVIEW   │ → │ APPROVE  │ → │ PUBLISH  │        │    │
│  │      (Reuse)     │(Comments)│   │(Moderate)│   │(Release) │        │    │
│  │                  └──────────┘   └──────────┘   └──────────┘        │    │
│  │                                                      │              │    │
│  └──────────────────────────────────────────────────────┼──────────────┘    │
│                                                         │                    │
│                                                         ▼                    │
│  ┌──────────────────────────────────────────────────────────────────────┐  │
│  │                     OUTPUT & DISTRIBUTION                             │  │
│  │                                                                       │  │
│  │  ┌──────────────────────────┐  ┌────────────────────────────────┐   │  │
│  │  │       PDF GENERATION      │  │        PORTAL ACCESS           │   │  │
│  │  │  • Individual reports     │  │  • Student portal              │   │  │
│  │  │  • Bulk PDF generation    │  │  • Parent portal               │   │  │
│  │  │  • Custom templates       │  │  • Download history            │   │  │
│  │  └──────────────────────────┘  └────────────────────────────────┘   │  │
│  │                                                                       │  │
│  └───────────────────────────────────────────────────────────────────────┘  │
│                                                                              │
│  ┌─────────────────────────────────────────────────────────────────────┐    │
│  │                      ANALYTICS & DASHBOARDS                          │    │
│  │                                                                      │    │
│  │  ┌──────────┐  ┌──────────┐  ┌──────────┐  ┌──────────┐            │    │
│  │  │Executive │  │ Students │  │Financial │  │Attendance│            │    │
│  │  │ Overview │  │Analytics │  │Analytics │  │Analytics │            │    │
│  │  └──────────┘  └──────────┘  └──────────┘  └──────────┘            │    │
│  │                                                                      │    │
│  └─────────────────────────────────────────────────────────────────────┘    │
│                                                                              │
└─────────────────────────────────────────────────────────────────────────────┘

Part 1: Term report definitions

Term definitions (also called report definitions) define what data appears on student reports and how it's structured.

Who manages definitions?

Role	Responsibilities
Academic Director	Create and approve definitions
School Administrator	Configure school-specific settings
System Administrator	Manage system-wide templates

Definition components

Component	Description	Example
Template name	Identifier for the definition	"Primary School Term Report"
Term count	Number of terms per year	3 terms
Term configurations	Settings per term	Term 1: Sep-Dec
Grade level scope	Which grades use this	Grades 1-6

Term configuration settings

Each term in a definition includes:

Setting	Description
Term number	Position in academic year (1, 2, 3)
Term name	Display name (e.g., "First Term")
Default length	Expected duration in weeks
Start month/day	Typical start date
End month/day	Typical end date
Mid-term break	Whether to include a break
Break duration	Length of mid-term break

Creating a term definition

Navigate to Academics → Reports → Term Definitions
Click Create Definition
Enter basic information:
- Definition name
- Description (optional)
- Number of terms (1-4)
Configure each term:
- Term name and number
- Duration settings
- Break configuration
Set applicability:
- Select grade levels
- Teaching days per week
Save the definition

System vs custom definitions

Type	Description	Can modify?
System	Pre-built by Makronexus	❌ No
Custom	Created by your school	✅ Yes

Part 2: Report templates

Report templates control the visual layout and content sections of generated reports.

Template types

Type	Description	Use case
Term Report	End-of-term academic report	Regular reporting
Progress Report	Mid-term progress update	Interim feedback
Transcript	Official academic record	Transfers, graduation
Certificate	Achievement certificate	Awards, completion
Custom	User-defined format	Special needs

Template structure

Templates consist of configurable sections:

┌─────────────────────────────────────────────────────────────────┐
│                      REPORT TEMPLATE                             │
├─────────────────────────────────────────────────────────────────┤
│                                                                  │
│  ┌─────────────────────────────────────────────────────────┐    │
│  │ HEADER SECTION                                           │    │
│  │ • School logo and name                                   │    │
│  │ • Report title                                           │    │
│  │ • Academic year and term                                 │    │
│  └─────────────────────────────────────────────────────────┘    │
│                                                                  │
│  ┌─────────────────────────────────────────────────────────┐    │
│  │ STUDENT INFO SECTION                                     │    │
│  │ • Student name and photo                                 │    │
│  │ • Admission number                                       │    │
│  │ • Class and stream                                       │    │
│  └─────────────────────────────────────────────────────────┘    │
│                                                                  │
│  ┌─────────────────────────────────────────────────────────┐    │
│  │ GRADES SUMMARY SECTION                                   │    │
│  │ • Overall percentage                                     │    │
│  │ • Class rank / Grade rank                                │    │
│  │ • Performance band                                       │    │
│  └─────────────────────────────────────────────────────────┘    │
│                                                                  │
│  ┌─────────────────────────────────────────────────────────┐    │
│  │ SUBJECTS SECTION                                         │    │
│  │ ┌─────────┬────────┬─────────┬───────┬────────────────┐ │    │
│  │ │ Subject │  Exam  │   CA    │ Final │ Grade │ Comment│ │    │
│  │ ├─────────┼────────┼─────────┼───────┼────────────────┤ │    │
│  │ │ Math    │  85%   │   78%   │  82%  │   A   │ Good   │ │    │
│  │ │ English │  72%   │   80%   │  76%  │   B   │ ...    │ │    │
│  │ └─────────┴────────┴─────────┴───────┴────────────────┘ │    │
│  └─────────────────────────────────────────────────────────┘    │
│                                                                  │
│  ┌─────────────────────────────────────────────────────────┐    │
│  │ ATTENDANCE SECTION                                       │    │
│  │ • Days present / absent                                  │    │
│  │ • Attendance percentage                                  │    │
│  └─────────────────────────────────────────────────────────┘    │
│                                                                  │
│  ┌─────────────────────────────────────────────────────────┐    │
│  │ COMMENTS SECTION                                         │    │
│  │ • Class teacher comment                                  │    │
│  │ • Head teacher / Principal comment                       │    │
│  └─────────────────────────────────────────────────────────┘    │
│                                                                  │
│  ┌─────────────────────────────────────────────────────────┐    │
│  │ SIGNATURES SECTION                                       │    │
│  │ • Class teacher signature                                │    │
│  │ • Principal signature                                    │    │
│  │ • Parent signature line                                  │    │
│  └─────────────────────────────────────────────────────────┘    │
│                                                                  │
│  ┌─────────────────────────────────────────────────────────┐    │
│  │ FOOTER                                                   │    │
│  │ • Page number                                            │    │
│  │ • Generation date                                        │    │
│  └─────────────────────────────────────────────────────────┘    │
│                                                                  │
└─────────────────────────────────────────────────────────────────┘

Section types

Section type	Description	Fields included
Header	Report header	Logo, title, term info
Student Info	Student details	Name, photo, class
Grades Summary	Overall performance	Average, rank, band
Subjects	Subject breakdown	Scores, grades, comments
Attendance	Attendance record	Present, absent, percentage
Conduct	Behavior remarks	Conduct grade, notes
Comments	Teacher remarks	Class teacher, principal
Rankings	Position information	Class rank, grade rank
Statistics	Class statistics	Average, highest, lowest
Signatures	Sign-off area	Teacher, principal, parent
Custom	User-defined	Any custom content

Field types

Field type	Description	Example
Text	Plain text	Student name
Number	Numeric value	Score
Percentage	Percentage value	85%
Grade	Letter grade	A, B+, C
Date	Date value	15 Dec 2024
Image	Photo/logo	Student photo
Signature	Signature field	Teacher sign
Table	Data table	Subject scores
Chart	Visual chart	Performance graph
Computed	Calculated field	Weighted average
Rating	Star/scale rating	4/5 stars
Boolean	Yes/No field	Promoted: Yes
Long Text	Extended text	Detailed comment

Page layout settings

Setting	Options	Description
Paper size	A4, Letter, Legal	Physical page size
Orientation	Portrait, Landscape	Page orientation
Margins	Top, Right, Bottom, Left	Page margins in mm
Header height	Pixels	Space for header
Footer height	Pixels	Space for footer

Template styling

Setting	Description
Primary color	Theme color for headers
Secondary color	Accent color
Font family	Report font
Logo URL	School logo image
Watermark	Background watermark

Template lifecycle

Status	Description	Actions
`draft`	Being edited	Edit, preview, delete
`published`	Available for use	Clone, archive
`archived`	No longer in use	Restore, delete

Creating a template

Navigate to Academics → Reports → Templates
Click Create Template
Choose template type
Configure page layout
Add and arrange sections using the drag-and-drop builder
Configure each section's fields
Set styling options
Preview the template
Publish when ready

Part 3: Term report runs

Report runs are batch operations that generate term reports for multiple students.

Report type options

Full Report
Academic Only
Exam Only
Coursework Only
Summary

Complete term report

Includes all sections:

✅ Exam scores
✅ Coursework/CA marks
✅ Final weighted grades
✅ Attendance data
✅ Teacher comments
✅ Rankings (if enabled)

Best for: End-of-term reporting

Run scope options

Scope	Description	When to use
All students	Entire school	School-wide reporting
Grade level	All students in a grade	Grade-level reports
Stream	Students in a stream	Stream-specific reports
Class	Single class division	Class reports
Individual	Selected students	Special cases

Creating a report run

Navigate to Academics → Reports → Report Runs
Click Create Report Run
Configure the run:

Step 1: Basics
Step 2: Report Type
Step 3: Scope
Step 4: Options
Step 5: Review

Select context

Choose term definition
Select academic year
Select term
Give the run a name (auto-generated if blank)

Exam Schedule Link

Optionally link an exam schedule to use exam-only policy based on approved exam results.

Run status lifecycle

┌─────────┐     ┌─────────┐     ┌─────────┐     ┌─────────┐
│  DRAFT  │ ──→ │ PENDING │ ──→ │ RUNNING │ ──→ │GENERATED│
└─────────┘     └─────────┘     └─────────┘     └─────────┘
     │                               │                │
     │                               │                │
     ▼                               ▼                ▼
┌─────────┐                    ┌─────────┐     ┌─────────┐
│CANCELLED│                    │ FAILED  │     │APPROVED │
└─────────┘                    └─────────┘     └─────────┘
                                                    │
                                                    ▼
                                              ┌─────────┐
                                              │PUBLISHED│
                                              └─────────┘
                                                    │
                                    ┌───────────────┼───────────────┐
                                    │               │               │
                                    ▼               ▼               ▼
                              ┌─────────┐     ┌─────────┐     ┌─────────┐
                              │ LOCKED  │     │COMPLETED│     │ARCHIVED │
                              └─────────┘     └─────────┘     └─────────┘

Status	Description	Actions available
`draft`	Created but not started	Edit, start, delete
`pending`	Waiting to process	Cancel
`queued`	In processing queue	Cancel
`running`	Actively generating	Monitor progress
`in_progress`	Generation underway	Monitor
`generated`	Reports created	Review, approve
`approved`	Ready to publish	Publish
`published`	Visible to stakeholders	Lock, archive
`completed`	Fully processed	Archive
`failed`	Error occurred	Retry, debug
`cancelled`	Cancelled by user	Restart
`locked`	Locked for editing	Unlock
`archived`	Historical record	View only

Monitoring run progress

The progress panel shows real-time metrics:

Metric	Description
Status	Current run state
Progress	Percentage complete
Processed	Students processed so far
Total	Total students in scope
Successful	Reports generated successfully
Failed	Reports with errors
Skipped	Students skipped (no data)
Current	Current student being processed

Run workflow actions

Action	When available	Effect
Start	Draft/Pending	Begin generation
Cancel	Running	Stop generation
Retry	Failed	Restart generation
Approve	Generated	Mark as approved
Reject	Generated	Send back for review
Publish	Approved	Make visible to stakeholders
Unpublish	Published	Hide from stakeholders
Lock	Published	Prevent further changes
Unlock	Locked	Allow changes
Archive	Completed	Move to archive

Part 4: Individual term reports

Each term report represents one student's academic record for a term.

Report data structure

Category	Fields
Identification	Report number, student ID, admission number, class
Academic summary	Total subjects, passed, failed, overall percentage
Grade info	Letter grade, grade points, GPA, performance band
Rankings	Class rank, grade rank, stream rank, school rank
Attendance	Days present, days absent, attendance percentage
Comments	Class teacher, head teacher, principal comments
Status	Report status, moderation status, is published
Promotion	Promotion status, promoted to class, conditions
PDF	PDF generated flag, PDF URL

Report statuses

Status	Description
`draft`	Initial state after generation
`pending_review`	Awaiting teacher review
`under_moderation`	Being moderated
`approved`	Approved for publishing
`published`	Visible to students/parents
`locked`	Cannot be modified
`rejected`	Returned for corrections

Moderation statuses

Status	Description
`not_required`	No moderation needed
`pending`	Awaiting moderation
`in_progress`	Being moderated
`approved`	Moderation passed
`rejected`	Moderation failed

Performance bands

Band	Typical range	Description
Distinction	90-100%	Outstanding performance
Merit	75-89%	Above average
Credit	60-74%	Average performance
Pass	50-59%	Below average but passing
Fail	Below 50%	Below passing threshold

Configurable

Performance bands can be customized in your school's grading policy settings.

Promotion statuses

Status	Description
`promoted`	Passed and promoted
`conditionally_promoted`	Promoted with conditions
`retained`	Repeating the grade
`pending`	Decision not yet made

Adding comments

Teachers can add comments at multiple levels:

Comment type	Who adds	Character limit
Subject comment	Subject teacher	200-500 chars
Class teacher	Class teacher	500-1000 chars
Head teacher	Head of department	500 chars
Principal	Principal	500 chars

Comment workflow

┌──────────────────┐
│  Subject Teacher │ ─── Adds subject comments
└────────┬─────────┘
         │
         ▼
┌──────────────────┐
│  Class Teacher   │ ─── Reviews subjects, adds overall comment
└────────┬─────────┘
         │
         ▼
┌──────────────────┐
│  Head Teacher    │ ─── Moderates and adds remarks (optional)
└────────┬─────────┘
         │
         ▼
┌──────────────────┐
│    Principal     │ ─── Final review, adds comment, approves
└──────────────────┘

Part 5: Term report subjects

Each subject entry within a term report contains detailed scoring information.

Subject score components

Component	Description
Exam marks	Examination raw score
Exam total	Total possible exam marks
Exam percentage	Exam score as percentage
Coursework marks	CA/continuous assessment
Coursework total	Total possible CA marks
Coursework percentage	CA as percentage
Final percentage	Weighted combined score
Letter grade	Grade letter (A, B, C...)
Grade point	Numeric grade point
Grade descriptor	Description (Excellent, Good...)

Component score breakdown

For detailed tracking, each component includes:

Field	Description
Marks	Actual marks earned
Total	Maximum possible marks
Weight	Weighting factor
Percentage	Calculated percentage
Entries total	Number of assessments
Entries included	Assessments counted
Entries excused	Excused assessments
Entries missing	Missing assessments

Grade calculation

Final Score = (Exam Score × Exam Weight) + (CA Score × CA Weight)

Example:
  Exam: 80/100 = 80% × 0.60 weight = 48 points
  CA:   75/100 = 75% × 0.40 weight = 30 points
  Final = 48 + 30 = 78%

Class statistics

Each subject can show comparative statistics:

Statistic	Description
Class average	Mean score for the class
Class highest	Top score in class
Class lowest	Bottom score in class
Class median	Median score
Subject rank	Student's rank in subject
Students in class	Total students

Trend indicators

Trend	Icon	Description
Improving	↑	Higher than previous term
Stable	→	Similar to previous term
Declining	↓	Lower than previous term

Special flags

Flag	Description
Is absent	Student was absent for exams
Is exempted	Student exempted from subject
Has incomplete	Assessment incomplete
Has override	Score was manually adjusted
Is retake	Student is retaking subject

Part 6: PDF generation

Generate printable PDF reports for distribution.

Individual PDF generation

Open a term report
Click Generate PDF
Select template (if multiple available)
Choose regenerate option if PDF exists
Download or view the PDF

Bulk PDF generation

For generating multiple PDFs at once:

Navigate to the report run
Click Generate All PDFs
Configure options:
- Template selection
- Output format (individual files or combined)
- Compression settings
Start bulk generation
Download as ZIP archive

PDF request options

Option	Description
Template ID	Which template to use
Regenerate	Force regenerate existing PDFs
Include draft watermark	Add "DRAFT" watermark
High quality	Higher resolution output

PDF response

Field	Description
PDF URL	Download link
File size	Size in bytes
Generated at	Timestamp
Expires at	Link expiry

Bulk PDF response

Field	Description
Success count	PDFs generated successfully
Failed count	PDFs that failed
Results	Array of individual PDF details
Archive URL	ZIP download link

Part 7: Approval and publication workflow

Approval process

┌─────────────────────────────────────────────────────────────────┐
│                    APPROVAL WORKFLOW                             │
├─────────────────────────────────────────────────────────────────┤
│                                                                  │
│  ┌─────────────┐                                                │
│  │  GENERATED  │ ─── Reports created, awaiting review           │
│  └──────┬──────┘                                                │
│         │                                                        │
│    Review reports                                                │
│    Check data accuracy                                          │
│    Verify comments                                              │
│         │                                                        │
│         ▼                                                        │
│  ┌─────────────┐     ┌─────────────┐                           │
│  │   APPROVE   │ ←── │   REJECT    │                           │
│  └──────┬──────┘     └──────┬──────┘                           │
│         │                   │                                    │
│         │                   └──→ Back to review                 │
│         │                        Fix issues                      │
│         │                        Resubmit                        │
│         ▼                                                        │
│  ┌─────────────┐                                                │
│  │  APPROVED   │ ─── Ready for publishing                       │
│  └──────┬──────┘                                                │
│         │                                                        │
│    Select publish date                                          │
│    (immediate or scheduled)                                     │
│         │                                                        │
│         ▼                                                        │
│  ┌─────────────┐                                                │
│  │  PUBLISHED  │ ─── Visible to students/parents                │
│  └─────────────┘                                                │
│                                                                  │
└─────────────────────────────────────────────────────────────────┘

Approval checklist

Before approving a report run:

All students have reports generated
Grade calculations are accurate
Teacher comments are complete and appropriate
Attendance data is synced
Rankings are calculated (if applicable)
No obvious errors or anomalies

Publishing options

Option	Description
Immediate	Publish now
Scheduled	Set future date/time
Partial	Publish specific grades only

Post-publication actions

Action	Description
Lock	Prevent any modifications
Unlock	Allow corrections (requires approval)
Unpublish	Hide from stakeholders
Archive	Move to historical records

Part 8: Enterprise dashboard

The enterprise dashboard provides trust-wide analytics and KPIs.

Dashboard sections

High-level KPIs

Metric	Description
Tenants	Total, active, suspended
Users	Total, active, growth rate
Students	Total, by type, special needs
Teachers	Total, by employment type
Sessions	Active, peak today
Security	Login success rate

Student analytics

Metric	Description
Totals	Active, transferred, graduated
By gender	Male, female breakdown
By grade	Distribution across grades
Performance	Average GPA, pass rate
At-risk	Academic risk indicators
Financial	Outstanding balances

Staff analytics

Metric	Description
Totals	Active, on leave, terminated
By type	Full-time, part-time, contract
Workload	Average load, overloaded count
Certifications	Valid, expiring, expired
Development	Training hours, completion
Retention	Tenure, turnover rate

Admissions funnel

Metric	Description
Pipeline	Prospects, applications, enrolled
Conversion	Stage-to-stage rates
Capacity	Committed vs available seats
Comparison	Current vs previous cycle
Activity	Recent admissions events

Metric	Description
Revenue	Total, by category
Collections	Received, outstanding
Aging	Receivables by age bucket
By school	School-level financials
Trends	Monthly/daily patterns

Metric	Description
Today	Present, absent, late
Weekly	Week average
By grade	Grade-level breakdown
At-risk	Low attendance students
Trends	Historical patterns

Dashboard filters

Filter	Options
Time range	24h, 7d, 4w, 12m, custom
School	All schools or specific
Academic year	Current or past years
Term	Current or specific term
Grade levels	All or specific grades

Real-time metrics

Metric	Description	Update frequency
Active users	Currently logged in	Real-time
Active sessions	Open sessions	Real-time
Today's attendance	Marked today	Every 5 min
Pending tasks	Awaiting action	Every 15 min

Part 9: Financial analytics

Detailed financial reporting and analytics.

Revenue analytics

Metric	Description
Total revenue	All income for period
By category	Tuition, fees, other
Monthly trend	Revenue by month
Year-over-year	Comparison to previous year

Collection analytics

Metric	Description
Total collected	Amount received
Outstanding	Amount pending
Collection rate	% of billed collected
Average time	Days to collect

Aging buckets

Bucket	Description	Indicator
Current	Not yet due	🟢 Green
1-30 days	Recently overdue	🟡 Yellow
31-60 days	Moderately overdue	🟠 Orange
61-90 days	Significantly overdue	🔴 Red
90+ days	Severely overdue	⚫ Critical

School comparison

Metric	Description
Revenue per student	Total / student count
Collection rate	By school
Outstanding per school	Pending amounts
Fee structure variance	Differences in fees

Export options

Format	Use case
CSV	Data analysis
Excel	Detailed spreadsheet
PDF	Formal reports

Part 10: Quality assurance reports

QA reports track teaching quality and improvement.

Observation reports

Report	Description
Lesson observation summary	Overview of observations
Teacher performance	Individual teacher metrics
Framework compliance	Adherence to standards
Improvement tracking	Progress over time

Audit reports

Report	Description
Trust audit summary	Organization-wide audit
School audit	Individual school audits
Compliance report	Regulatory compliance
Action tracking	Follow-up on findings

QA metrics

Metric	Description
Observation count	Total observations
Average rating	Mean observation score
By standard	Performance by area
Trend	Improvement over time

Part 11: Data exports

Export data for external analysis or reporting.

Available exports

Export	Source	Formats
Student list	Students module	CSV, Excel
Attendance records	Attendance module	CSV, Excel, PDF
Grade reports	Gradebook	CSV, Excel, PDF
Financial data	Finance module	CSV, Excel
Audit log	System	CSV
Custom reports	Report builder	CSV, Excel, PDF

Export configuration

Option	Description
Date range	Filter by period
Columns	Select fields to include
Filters	Apply data filters
Sort order	Ordering of results
Format	Output format

Bulk export

For large data exports:

Configure export parameters
Click Generate Export
Export runs in background
Receive notification when ready
Download from exports list

Export limits

Large exports (>50,000 rows) are processed in the background. You'll receive a notification when ready.

Part 12: Coursework progression

Track student academic progression across terms.

Progression metrics

Metric	Description
Current percentage	Current term coursework
Previous percentage	Previous term coursework
Delta	Change from previous
Trend	Improving, stable, declining

Progression analysis use cases

Use case	Description
Early intervention	Identify declining students
Recognition	Celebrate improving students
Curriculum review	Assess subject effectiveness
Teacher support	Target professional development

Progression report

Column	Description
Student	Student name and ID
Subject	Subject name
Term 1	First term score
Term 2	Second term score
Term 3	Third term score
Trend	Overall direction
Change	Percentage change

Part 13: Debug and troubleshooting

Common issues

Missing Data
Wrong Calculations
Generation Fails
PDF Issues
Missing Comments

Reports show blank grades

Causes:

Gradebook not created for subject/class
Assessments not entered
Wrong term selected in run
Student not enrolled in class

Solutions:

Verify gradebook exists for each subject/class
Check assessment entries are complete
Confirm term alignment with gradebook period
Verify student enrollment records

Run debug summary

When report generation fails, access the debug summary:

Information	Description
Student scope	Who was included
Gradebooks found	Data sources located
Entry counts	Assessment counts per subject
Component matches	Weight matching status
Validation errors	Data validation issues
Processing time	Time per student

Viewing debug information

Navigate to the failed run
Click View Debug Info
Review the summary sections
Check specific student failures
Export debug log if needed

Part 14: Best practices

Report planning

Practice	Recommendation
Define early	Set up term definitions at start of year
Template first	Configure and test templates before runs
Test runs	Run for one class first to verify
Review process	Establish clear comment workflow
Timeline	Allow time for review and corrections
Communication	Inform teachers of deadlines

Data quality

Practice	Recommendation
Complete entry	Ensure all grades entered before runs
Verify weights	Confirm component weights are correct
Sync attendance	Update attendance before generation
Review comments	Quality check teacher comments
Spot check	Review sample reports for accuracy

Performance optimization

Practice	Recommendation
Batch by grade	Run one grade at a time
Off-peak timing	Generate during quiet hours
Monitor progress	Watch for errors early
Incremental PDF	Generate PDFs in batches
Archive completed	Archive old runs to maintain performance

Communication

Practice	Recommendation
Parent notification	Notify when reports published
Access instructions	Guide parents to portal
Query window	Set deadline for questions
Support contact	Provide contact for issues

Part 15: Permissions reference

Report permissions

Permission	Description	Typical roles
`term_reports.view`	View term reports	Teachers, Coordinators, Admin
`term_reports.create`	Create report runs	Coordinators, Admin
`term_reports.edit`	Modify reports	Coordinators, Admin
`term_reports.delete`	Delete reports	Admin only
`term_reports.approve`	Approve reports	HOD, Principal, Admin
`term_reports.publish`	Publish reports	Principal, Admin
`term_reports.export`	Export reports	Coordinators, Admin

Template permissions

Permission	Description	Typical roles
`report_templates.view`	View templates	Teachers, Admin
`report_templates.create`	Create templates	Coordinators, Admin
`report_templates.edit`	Modify templates	Coordinators, Admin
`report_templates.publish`	Publish templates	Admin only
`report_templates.delete`	Delete templates	Admin only

Analytics permissions

Permission	Description	Typical roles
`analytics.view`	View dashboards	Leadership, Admin
`analytics.export`	Export analytics data	Leadership, Admin
`analytics.configure`	Configure dashboards	Admin only
`financial_analytics.view`	View financial data	Finance, Leadership

Term definition permissions

Permission	Description	Typical roles
`term_definitions.view`	View definitions	All staff
`term_definitions.create`	Create definitions	Academic Director, Admin
`term_definitions.edit`	Modify definitions	Academic Director, Admin
`term_definitions.delete`	Delete definitions	Admin only

Summary

The Reports & Analytics module provides:

✅ Term report definitions for structured academic reporting across terms

✅ Customizable templates with drag-and-drop section builder

✅ Flexible report runs with multiple scope and type options

✅ Report type variants (full, academic-only, exam-only, coursework, summary)

✅ Multi-level comments from subject teachers through to principal

✅ PDF generation with individual and bulk export capability

✅ Approval workflow with moderation and publication controls

✅ Enterprise dashboards with comprehensive KPIs and real-time metrics

✅ Financial analytics with aging buckets and collection tracking

✅ School comparison for benchmarking across institutions

✅ Quality assurance reports for teaching improvement

✅ Data exports in multiple formats (CSV, Excel, PDF)

✅ Progression tracking across terms for early intervention

✅ Debug tools for troubleshooting generation issues

✅ Robust permissions for secure, role-based access control

For additional assistance, contact your school administrator or the Makronexus support team.

Navigation path​

Reporting architecture​

Part 1: Term report definitions​

Who manages definitions?​

Definition components​

Term configuration settings​

Creating a term definition​

System vs custom definitions​

Part 2: Report templates​

Template types​

Template structure​

Section types​

Field types​

Page layout settings​

Template styling​

Template lifecycle​

Creating a template​

Part 3: Term report runs​

Report type options​

Run scope options​

Creating a report run​

Run status lifecycle​

Monitoring run progress​

Run workflow actions​

Part 4: Individual term reports​

Report data structure​

Report statuses​

Moderation statuses​

Performance bands​

Promotion statuses​

Adding comments​

Comment workflow​

Part 5: Term report subjects​

Subject score components​

Component score breakdown​

Grade calculation​

Class statistics​

Trend indicators​

Special flags​

Part 6: PDF generation​

Individual PDF generation​

Bulk PDF generation​

PDF request options​

PDF response​

Bulk PDF response​

Part 7: Approval and publication workflow​

Approval process​

Approval checklist​

Publishing options​

Post-publication actions​

Part 8: Enterprise dashboard​

Dashboard sections​

Dashboard filters​

Real-time metrics​

Part 9: Financial analytics​

Revenue analytics​

Collection analytics​

Aging buckets​

School comparison​

Export options​

Part 10: Quality assurance reports​

Observation reports​

Audit reports​

QA metrics​

Part 11: Data exports​

Available exports​

Export configuration​

Bulk export​

Part 12: Coursework progression​

Progression metrics​

Progression analysis use cases​

Progression report​

Part 13: Debug and troubleshooting​

Common issues​

Run debug summary​

Viewing debug information​

Part 14: Best practices​

Report planning​

Data quality​

Performance optimization​

Navigation path