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Financial Summary Report (Profit & Loss)

The Financial Summary Report provides school executives and board members with a high-level Profit & Loss Statement by comparing total school revenues against operational expenses.

Financial Summary Report

Executive Financial Metrics​

  • Total Income: Combined sum of all revenue sources (Fees + Transportation + Manual Non-Fee Income) across all session years or selected filter.

  • Total Expense: Combined sum of all operating costs (Manual Expenses + Subscription Bills + Fee Relief Concessions).

  • Net Result (Net Profit / Loss):

    Net Result = Total Income - Total Expense

    • Green Badge (+ Amount): Indicates net operating surplus/profit.
    • Red Badge (- Amount): Indicates net operating deficit/loss.

Session-Year Financial Breakdown Table​

  • Lists financial performance year-by-year across historical academic sessions.
  • Enables school boards and management to analyze long-term financial health and performance trends.
  • Features search, column visibility toggles, and data export capabilities.