Families Report
Families Report
When would I use this report?
The families report enables users to view details of all families and their details within the service. This report is able to be exported and refined to suit the service's needs and display desired details.
The families report will display all active and inactive families within your service, as well as their basic information for your Service and includes a unique identifier to allow you to cross-reference across multiple reports.
Where can you find this report?
The Families report can be located on your reports screen.
- Select the Reports screen from the left hand menu
- Under the Family section select the Families report.
What will this report show?
This report will display:
Column | Heading | Description |
|---|---|---|
A | Family | Displays the name of the Family. |
B | Children | Displays the first and last name of the child/ren linked to the Family. |
C | Guardian | Displays the first and last name of the each Guardian linked to the Family name. |
D | Relation to Child | Displays the relationship of the Guardian to the child/ren linked to the family. |
E | Payment Account | Displays the payment account name linked to the family and child/ren (this will also be linked to bookings and CCS enrolments. |
F | Payment Method | Displays the current payment method that has been configured eg. Direct Debit. |
G | Mobile | Displays the mobile number per guardian that has been linked to the family. |
H | Work | Displays the work number per guardian that has been linked to the family. |
I | Home | Displays the home number per guardian that has been linked to the family. |
J | Displays the email address per guardian that has been linked to the family. | |
K | Declaration | Displays the status of the declaration signing eg. pending, redeclaration required, completed per guardian that has been linked to the family. |
L | Family Status | Displays the active/inactive status of the family for the service. |
M | Centre | Displays the name of the centre the family is linked to. |
N | Provider | Displays the name of the provider the family is linked to. |
O | Organisation | Displays the name of the organisation the child is linked to. |
P | Family ID | Displays the Family ID. |
Q | Child ID | Displays the ID of the child. |
R | Guardian ID | Displays the guardian ID. |
S | Payment Account ID | Displays the ID of the payment account for the guardian. |
T | Centre ID | Displays the ID of the centre the family is linked to. |
U | Organisation ID | Displays ID of the organisation the family is linked to. |
How would I use this report?
The families report can be exported out to excel or csv formats as well as filtered.
Filtering the report
To refine the details listed,
- Select the reports option icon
- Select the filter icon from the drop-down
- You will then be able to view the current refinements showing. Select the section you wish to refine and edit the selection.
- Once complete, select apply.
Exporting the report
To export the report,
- Select the reports option icon
- Select the export icon from the drop-down
- Select the report format either excel or csv
Updated on: 25/08/2025
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