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Feature · Reporting & analytics
Board reports in one click, not one week.
Enrollment funnel, tuition collected vs. expected, campaign performance, program revenue — live dashboards your head of school checks over coffee, and board packets that build themselves.
Live in 3 days*25 tools replacedFree data migrationUnlimited members · no per-member feesNo tech skills needed
*Subject to approval.
The problem
Sound familiar?
Spreadsheet archaeology before every board meetingAssembling the financial picture means exports from four systems, a weekend of pivot tables, and numbers that are stale by the time they're presented.
Nobody knows the real-time position"How much tuition is outstanding right now?" shouldn't require a research project. In most schools, it does.
Decisions made on gut feelWhich grade is under-enrolled for next year? Which campaign actually performed? Without data, strategy is guesswork.
What 613OS does
Built to make this disappear
Because every payment, pledge, inquiry and registration already lives on one record, the reports are a view — not a project.
Live revenue dashboardTuition collected vs. expected, donations by campaign, program and store revenue — updated in real time, filterable by date, grade, and source.
Enrollment funnel analyticsInquiries, tours, applications, and enrollments by stage and by grade — with conversion rates that show exactly where families drop off.
Campaign performanceEvery appeal and matching drive measured: pledged vs. collected, donor counts, average gift, and year-over-year comparison.
Delinquency & aging reportsOutstanding balances by family, aging buckets, and payment-plan health — the collections picture your business office actually needs.
Board packet generationMonthly summaries of revenue, enrollment, and fundraising formatted for board consumption — generated in one click.
Custom report builderFilter, group, and export any data in the system — families, payments, pledges, programs — to CSV or PDF for your accountant or auditors.
Board-ready, every month
The numbers in the board packet are current
Govern with data, not anecdotes. The same dashboard the business office works from becomes the packet the board reads.
| Grade | Families | Expected | Collected | Behind |
|---|---|---|---|---|
| Pre-1A | 22 | $198,000 | $186,400 | 2 |
| 1st | 26 | $234,000 | $229,900 | 1 |
| 5th | 24 | $228,000 | $211,600 | 3 |
| 8th | 19 | $190,000 | $190,000 | — |
Sample data. Filter by grade, status or delinquency; export for the board, the accountant or the auditors.
Collected vs. expected, liveNot last month's report — the picture as of this morning, by grade, by plan, by source.
QuickBooks stays the ledgerFinancial-grade reporting — aging, statements, reconciliation — flows through your connected QuickBooks, which stays the ledger of record.
Scoped by roleThe business manager, development director, and board each see the numbers meant for them — nothing sensitive exposed broadly.
1 click from live data to a board-ready monthly report — revenue, enrollment, and fundraising, formatted for the packet.
Works together with
Related features
Banking & treasuryDeposits, balances and expense cards on the same dashboard as collections.Learn more →Tuition collectionWhere the collected-vs-expected numbers come from: plans per family, autopay, and automatic follow-up.Learn more →Fundraising campaignsPledged vs. collected, donor counts and year-over-year — measured on every appeal.Learn more →
Frequently asked questions
What is school reporting and analytics?
School reporting and analytics turn operational data into decisions: enrollment trends, collections status, campaign performance, and communication engagement on live operational dashboards, with board-ready exports. Financial-grade reporting — aging, statements, reconciliation — flows through your connected QuickBooks, which stays the ledger of record.
What can the hanhala see at a glance?
Enrollment against last year, tuition collection status, aging balances, campaign progress, and program registrations — a live operational picture instead of a month-old spreadsheet compiled by hand.
Are reports board-ready?
Yes. Clean exports and dashboards formatted for board packets generate in minutes, with trends over time — governance conversations grounded in current data rather than anecdote.
Can reports reconcile payments for the bookkeeper?
Yes. Settlement reports itemize by student, campaign, and program so bank deposits match records line by line — QuickBooks-friendly exports included, reconciliation becomes review.
Can different roles see different reports?
Yes. The business manager, development director, and board each see dashboards scoped to their role — the right numbers to the right people, without exposing sensitive records broadly.
See reporting & analytics running at your school
Book a 30-minute demo and we'll show you exactly how this would run at your institution — the board packet, built while you watch.
613os.com/demo · 305-954-7362 · yoni@613os.com