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Unders & Overs Report

Unders & Overs Report


This article will assist you with producing a report to show you the children at your Service broken into Under 3yrs* and Over 3yrs* of age.

*Note the Under & Over age can be adjusted as per your reporting requirement, eg. Under & Over 3yrs, and Under & Over 2yrs etc.


What information is on the report?


The report contains the details of the children who fit the Over & Under age you have entered, including:


  • Child Name
  • Booking Day
  • Booking Date
  • Session name
  • Age of child
  • Can be refined to show Total amount of Unders & Overs for set age.



How do I create my required report details?


The report can be created by applying filters on the existing Attendances report located within your Xap Analytics screen.

Once the report has been formatted and bookmarked, you can utilise this report moving forward for specific rooms or dates.


To filter the report


  1. View the Attendances report under Booking Reports
  2. Select Maximise element icon



  1. Select 5 line menu on the bottom left next to stg_bookings
  2. Select Child Age in Months



  1. Drag the Child Age in Months from the bottom of the list to display under Child



  1. Right- click on Centre
  2. Select Group Column



Repeat this step for:


  1. Right- click on Room, select Group Column
  2. Right- click on Booking Date, select Group Column
  3. Select the down arrow on Day of Booking Date
  4. Select Format
  5. Select Custom



  1. Enter Custom Format %A, %d %B
  2. Select Apply



  1. Under Group by Data of booking date, select the + plus button
  2. Select Add new column


  1. Right-click the Calc column
  2. Select Rename Column - Add in the new column name eg. Under 3



  1. In the Formula bar enter - CountIf([stg_bookings/CHILD_AGE_IN_MTH_AT_BOOKING] <=35)
  2. Select the Green Tick



  1. Repeat steps 15 - 17 to add another new column
  2. Select Rename Column - Add in the new column name eg. Over 3
  3. In the formula bar enter - CountIf([stg_bookings/CHILD_AGE_IN_MTH_AT_BOOKING] >=36)
  4. Select the green tick.


  1. Select the Arrow button to minimise the element



Saving and Bookmarking your Report


You will then be able to save this formatted report by:


  1. Select the save icon in the top right
  2. Select Save as a new bookmark.



  1. Rename bookmark - Under and Over Report
  2. Select Save.
  3. You can save it as the default bookmark by selecting the checkbox.



You can hide unrequired columns by selecting Hide source columns (three line menu) and unchecking columns not required. Or right click the column you want to hide and select Hide Column.


Reading the Unders and Overs report


Once the report has been formatted and bookmarked, you can utilise this report moving forward for specific rooms or dates.


The report will display:

Number

Details

Information

1

Booking Date

Set the date range or date to view the Under/Over details for

2

Summary

Provides you with the total booking and attendance data for the selected date range

3

Centre

Displays the Centre name if you are in Enterprise view

4

Day of Booking

Displays the day and date of the booking information eg. Monday 17 July

5

Under 3

Displays the total number of children on that day/date who are aged Under 3yrs of age

6

Over 3

Displays the total number of children on that day/date who are aged Over 3yrs of age

7

Room

Displays the name of the room

8

Child

Displays the name of the child




Updated on: 25/11/2025

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