Articles on: Reports

New Starters Report

This article will assist you with viewing and managing the New Starters Report that will display Children who are new to the Service.

What Information is on the Report?

This report will allow users to filter on new children with a first Arrangement Start date between the 2 selected dates.

The report will contain key information to assist with viewing or managing New Children who are commencing care for your Service e.g.

Enrolment Start Date
Room
Session/Fee

How would I use this report?

This report can assist with managing and viewing Children who are commencing care.

For CCSS Services:

The Enrolment Start Date will be based on the Booking Start Date. So if the child's Booking Starts for a future Date, you will be able to change the CCSS Enrolment start date to eg. Monday for the current week.

This will allow the Guardian to confirm via the myGov prior to the child commencing care.

Kindy Services

This will allow you to see the Child and Room booking details within the selected date range.

What can I do with the information on the Report?

The ability to view New Starters within a selected date range, will allow you to from a business point of view:

Track Usage within a period
Manage CCSS enrolments
View upcoming Bookings to assist with Waitlist and Vacancy Management.

Viewing the Report

To view the New Starters Report:

Select the Reports Screen from the left hand menu
Select the New Starters Report

The screen will display as below:

Exporting the Report

To export the report:

Select the report option on the top right hand corner
From the drop-down select the Export option

Note: You can also use the Filter icon to change the report dates that are displayed.

Select the report format, either CSV or XLS

Report view

The report will display:

Centre Name
Family Name
Primary Guardian First Name
Primary Guardian Last Name
Child First Name
Child Last Name
Room Name - Name of the Room the child is booked into
Enrolment Start Date - The Start date the Enrolment is commencing

Note: The Enrolment Start date may match the Booking Start date if the child has been through the Waitlist process. This will assist in managing the Start Date of the Child's CCSS Enrolment if you would like the Guardian to be able to confirm via the myGov prior to the child commencing care.

Waitlist Created Date - Displays the Date the Waitlist enquiry was created
Pattern Type - Displays the Type of Booking

Casual
Weekly
Fortnightly

Number of Days of Attendance - Displays the number of days for the booking.

Note: There will be 10 in the example of the child attending 5 days per week for ASC and BSC.

Session Name - Displays the name of the Session/Fee the Child is booked under.
Mobile - Displays the Primary Guardians phone number
Email Address - Displays the Primary Guardians email
Tags - Displays any Tags that may be applied to the Family/Guardian or Child.
Centre ID - Displays the Centre ID of the Service the new Starter is for
Family ID - Displays the Centre ID of the Service the new Starter is for
Primary Guardian ID - Displays the Centre ID of the Service the new Starter is for
Child ID - Displays the Centre ID of the Service the new Starter is for

What if I need clarification on what is on the report?

Xap will always display the most up to date information based on the Waitlist and Filtered Dates.

If you have questions regarding the information displayed on the report, you can use the report information and contact CCSS directly or contact the Xap Support Team on 1300 543 792 or email your query directly to: support@xap.com.au

Updated on: 28/10/2024

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