Top Collection Reports

We’ve gathered some of the most useful collection reports to help boost your Jackrabbit IQ. These reports help you figure out, ‘Who owes me money?’

There are three ways to look at this: outstanding fees (Aged Accounts Detail), outstanding accounts (Aged Accounts Summary), and family balances as of a certain date (Family Balance.) Of course, all three have many options for finding just the fees or families you need.

Aged Accounts Detail – This lists each fee on its own line and can be subtotaled by family and Location. This a traditional ‘past due’ report.

Aged Accounts Summary – Get here easily from the Executive Dashboard and use this for your accounts receivable collection efforts.

Option 1: From the dashboard click either one of the aging options (0-31, 31-60, etc) or Total to get a quick count of all families who have outstanding fees with you. This adds all of the unpaid fees for accounts with a balance greater than $1. Note: Fees with a Date in the future are not included because they are not past due.

Option 2: Click ‘Balance’ from the Aged Accounts area of the dashboard. This adds the balances for all accounts, except Store accounts, and will include Fees with a Date in the future as well as future Payments (including unapplied credits.)

If running for Option 2 you can also include families whose balance is zero, but who may have unlinked fees and payments. To do this, check the box beside ‘Show families with zero balance’ on the results page.


Family Balance – A quick snapshot of what family balances are (or were) on a certain date. This will include everyone in Option 1 & 2 above, as well as accounts with zero dollar balances and no unlinked fees or payments accounts. Think of it as a fly-on-the-wall report, if you were to pull Statements for each family at a point in time what would it look like as of that date?

See more on Financial Reports in the Help Center.

Also check out: Top Reports

Top Enrollment Reports

We’ve gathered some of the most useful enrollment reports to help boost your Jackrabbit IQ. The reports below help you figure out past, present and future student enrollment.

Enrollment for classes is what brings in the revenue, so keeping a pulse on your class enrollment is huge. We have a few reports that will help you keep a close eye on the success of each class. Enrollment Detail is the most powerful with the most search options, while Enrollment History and Drop History give more focused information.

Enrollment Detail
This is great for retention reporting and comparing current enrollment to past enrollment. The key to this report is understanding what the different date searches look for. This report does not include any students in the Lead File.

Option 1: Use Enrolled/Started From Dates to search based on the actual day you do the enrollment (click Schedule in Jackrabbit.) This looks at one date only – the date the enrollment starts.

Example: Set the date to October 23 – October 23 to only find kiddos who enrolled on that one day. If using a date range like October 23 – October 30, the student’s enrollment date needs to be on or before the first date you enter. If they enrolled the day after (October 24) they are not included, but if they enrolled the day before, October 22, they would be. Since their Enrollment date is after that it would catch them up in the report.

Option2: Use Enrollment From (As Of) Date as a fly-on-the-wall report to see a class list for any time in the past, present, or future. Note: Users deleting Past Enrollment history impacts this. User Permissions can be set to block users from deleting past enrollment records.

Example: Set the date to October 23 – October 23 to only find kiddos who will be in the room on this day, regardless of the actual day you enrolled them in the class.


We know these dates can be tricky! If you need help just click Support in your database.

Enrollment History Report
This will give you a list of all the students who were enrolled in a class for that day. This can be enrollment from online registration, parent portal, or internally input by a staff member. This is a good way to check back over all the enrollments done in a day. Make sure to change the date range to just that day. You can also use this report to check past enrollments.

Drop History Report
To make the best use of this report, make sure you are consistent in how you drop and transfer students out of classes. See Drop, Transfer & Change Student Schedules to make sure you are following the best practices.

This report will give you a list of all the students who were dropped or transferred from a class for that day. Get an even more detailed report by using the Drop Reason to figure out why the kids left the class. This report also shows how many days a student was in this class before dropping.

Note: Drops and transfers can only be entered internally by a staff member. They cannot be done by parents through the parent portal.

See more on Enrollment Reports in the Help Center.

Also check out: Top Reports

Top Student & Attendance Reports

We’ve gathered some of the most useful student and attendance reports to help boost your Jackrabbit IQ. The reports below show you key information on your students.

Students are the heart and soul of your organization. They are why you do what you do, so you better be able to find information on them! Student Tuition, Student Search, Immunization, and Child Attendance reports are a few of the big hitters here.

Student Tuition
If you work in our Student Based Billing version, use the Student Tuition Report to stay on top of how much each Student gets billed– and who is responsible for it. Keep a close eye on Agency assigned tuitions by setting the Payer dropdown to the name of your Agency.

Student Search

There is a lot of good info here, but a few key search features help you find students with no Tuition Rate assigned, and students who were not included in a group tuition posting. Use ‘Has No Current Tuition Rate’ and ‘Has not had a Tuition Fee posted since’ to find these students. See the Best Practice on checking student tuition here.

Tracking Immunizations in Jackrabbit? Never miss an overdue student again using our dashboard alerts for students with Immunizations coming up Due, or Overdue. Search in more detail under Reports > Immunizations/Req.

Child and Staff Attendance

Run child attendance reports for any time frame using the Attendance Dates From and Through. This is a great tool to review who checked students in and when. You can also look for late check-outs. From your results screen simply click on the Time-Out column to sort and review. Use the Staff Attendance report to get time totals for the current pay period. Then, just send the report to your payroll department. Remember that the time total displays in Hours and Decimal minutes – the most accurate way to calculate hours.

Note: Incomplete time entries show as Failed Sign Outs and list on your dashboard alerts. Go here each morning and adjust any time entries from the previous day to keep the most up-to-date Attendance records for Students and Staff.

Pickups Report – Group PINs

Need an accessible list of students on the same Group PIN? This is your report. It looks a lot like Class Rolls, but uses the Group PIN assignments to list students together. This is popular for transportation lists and for kids who frequently attend the same programs together during the day.

See more about Student Reports and Attendance Reports in the Help Center.

Also check out: Top Reports

Top Financial Reports

We’ve gathered some of the most useful financial reports to help boost your Jackrabbit IQ. The reports listed below help you figure out, ‘Where is the Money?’

There are four main revenue reports – Deposit Slip, Paid Fees, Revenue Summary, and Revenue Snapshot (QuickBooks Rpt.) These reports, run for the same time frame, should all match. If you need to investigate further, Transactions Search is your friend!

Deposit Slip – Use this at the end of each business day to see a summary of all the payments collected for that day.

Paid Fees – Properly linking fees and payments is uber-important in Jackrabbit! Use this report to find anything uncategorized (unapplied or unlinked) revenue, by setting Show Detail to Yes. Unapplied payments, if present, will list at the bottom. Transactions > Search can be used to reapply multiple credits if needed. Paid Fees also provides a total of taxes.

Note: If the total of paid fees does NOT match the total on the deposit slip for the same dates, it may be because a family has pre-payments on their account. To verify, run Paid Fees with Show Detail set to Yes and review transactions by family name.

Revenue Summary – This totals revenue by Category 1 and can be run for either the Family Location or the Class/Event Location to get a clearer picture of where your money is earned.

Revenue Snapshot (QuickBooks Rpt) – Not just for Quickbooks users! This report summarizes revenue by both Payment Method and Category 1.

Transactions Search – A very powerful report! This is helpful when checking revenue reports, looking for specific transactions, listing eCommerce payments, or searching unpaid fees. The Special Search options, especially those that look for unlinked credits, are recommended for everyone to run!

See more on Financial Reports in the Help Center.

Also check out: Top Reports

Jackrabbit’s Top Reports

One of the best parts about using a software like Jackrabbit is the ability to quickly see how your business is doing financially, enrollment and attendance wise.

There are an amazing amount of reports you can pull from Jackrabbit, so, which ones should you use and when? Glad you asked! We now feature our most recommended reports, by topic, in the Report Finding area of Jackrabbit.

Just click on a topic on the left to find the most recommended reports for this area.


To simplify things even more, here is a list of our ultra-favorite reports. Be sure to check them out if you have not already!

Financial Reports – Where is the Money?

There are four main revenue reports – Deposit Slip, Paid Fees, Revenue Summary, and Revenue Snapshot (QuickBooks Rpt.) These reports, run for the same time frame, should all match. If you need to investigate further, Transactions Search is your friend! Read about the top financial reports.

Collection Reports – Who Owes Me Money?

There are three ways to look at this: outstanding fees (Aged Accounts Details), outstanding accounts (Aged Accounts Summary), and family balances as of a certain date (Family Balance.) Of course, all three have many options for finding just the fees or families you need. Read about the top collection reports.

Enrollment Reports

Enrollment for classes is what brings in the revenue. Keeping a pulse on your class enrollment is huge. We have a few reports that will help you keep a close eye on the success of each class. Enrollment Detail is the most powerful with the most search options, while Enrollment History and Drop History give more focused information. Read about the top enrollment reports.

Student Reports & Attendance Reports

Students are the heart and soul of your organization. They are why you do what you do, so you better be able to find out information on them! Student Tuition, Student Search, Immunization, and Child Attendance reports are a few of the big hitters here. Read about the top student and attendance reports.

Ready to go deeper into reports? Branch out beyond the recommended reports – an easy way is by using the keyword search option in our Report Finder.

Search by Keyword:


Bonus Tip: Create Favorites and use Show/Hide Columns to customize any of your reports!


Help pages on Reports

Videos on Reports
What other reports do you love? Are there reports you have questions about? Comment below.

Read also: Financial Reports, Collection Reports, Enrollment Reports, Student & Attendance Reports


New and Improved Resources Help with Weekly View’s New Functionality

Earlier this year, we featured our amazing Weekly View. We hope you all take advantage of this feature because – as our February blog post noted – the Weekly View can truly be your BFF.

We realize that sometimes learning a new feature or functionality can be challenging. You must find a break in your normal workflow to “play around” with the latest and greatest in Jackrabbit. Sometimes this is quick and easy and then sometimes this takes a little more thought and testing. The powerful functionality that has been added to your Weekly View may be one of those times when you need to spend a few minutes with some help resources.

Do we have some fabulous Help Center pages for you!

We’ve provided more information – updated to be in sync with the enhancements that have been made to the Weekly View.

From videos to detailed how-tos and self-explaining screenshots, these two Help Center pages will help you leverage everything that Weekly View can help you do in less time with fewer hassles. The fact is that it helps you do almost everything you need to do with classes from that Weekly View!

Here are your new resource pages. Please bookmark these for quick and easy access.

Calendars/Schedules (you may remember this page – but now it has even more information)

The Weekly View (this is a completely new page full of details to help you)


The Difference in Credit Cards and Bank Drafts in ePayments

If you’ve always wanted to know the details on the differences between taking credit cards and using bank drafts for ePayments in Jackrabbit, click here to read about it on the Jackrabbit Class blog. It encompasses both the use of credit cards and ACH payments or bank drafts. It’s important to know how each one behaves in Jackrabbit.

Of course, there is more to learn about ePayments in Jackrabbit by visiting our website, or contacting us.

Learn More About Offering ePayments

ePayments is a vital part of your Jackrabbit if you use it to collect payments. Over the next few weeks and months, we will be featuring great information on some of the questions that you may have wanted to ask – but just never have.and for those who are using it to collect money. our Over the next few weeks and months, you’re likely to notice posts on several topics that fall under the “ePayments” features in Jackrabbit.

Read more about this series on the Jackrabbit Class blog.

You can also follow this series on Facebook user group page where we will share links to our ePayments content as we develop it. Send ePayments topic suggestions to

Where Do Speed and Performance Issues Originate?

Jackrabbit sporadically sees performance comments via our Facebook Users Group or Support Tickets that include “Why is Jackrabbit running slowly?” and “Why do pages in Jackrabbit take a long time to load?”

We hear you!

We understand that Jackrabbit is essential to your business and that – regardless of the cause – performance issues affect your business operations. That is precisely why we want to share some facts with you about our operations and the factors that impact how Jackrabbit performs in your facility.

The Jackrabbit application operates at its optimal performance level 24/7.

Jackrabbit’s servers are located in our headquarters city of Charlotte, NC and are hosted and managed by one of the top hosting facilities in the country.  There is a team of operational experts tasked with ensuring that our servers are consistently running at peak efficiency.  Our development team is notified of any issues or outages and proactively addresses them as they happen. Our team also monitors our server output 24/7.

Your use of Jackrabbit can be affected by your Internet Service Provider (ISP) pipelines.

Since Jackrabbit is an online service, the quality of your Internet connection plays a part in your access to Jackrabbit. The type of pipeline you have is a factor.  For example:  Many of you may be on a Cable Network or restricted to only one network option for your specific area.  Speed issues seem to become apparent during the evening hours when the pipeline of your cable network is being taxed by people coming home from work, starting up Netflix and using the internet.  Imagine the interstate on a long weekend.

You may find that another site may work fine while Jackrabbit is slow. A site such as Amazon has servers all over the world while Jackrabbit has servers in our one location. Amazon can spread traffic from its customers across its many servers – even directing you to the server closest to your area. Jackrabbit obviously isn’t as large as Amazon and doesn’t have the usage demand for a network of multi-location servers like Amazon maintains. Even so, the Internet access to our powerful hub of servers could become congested based on the area you are in and the usage at the time.

Test and compare speed.

There are easy ways that you can test your Internet connection speed:

  1. Grab your cell phone. Make sure you are on your cellphone network and not the same wifi as our computer. Access Jackrabbit. Did the pages load quickly on your phone?  This verifies your pipeline is probably experiencing congestion
  2. Run a speed test from your computer at different times of day (using and see the differences.
  3. Consider contacting your ISP. Explain that you have to access a site in Charlotte, NC. This site is critical to your business.  You can provide them with Jackrabbit’s IP address ( and see if there is anything they can do to help.

To help you in visualize and assure you of Jackrabbit’s performance, we’re considering opening up a window for you to view our server performance. You would be able to verify for yourself exactly how Jackrabbit is performing for you. You will be alerted if this becomes an option.

Advanced Search Pages Renamed and Students Search Made Easier to Use

The Students Advanced Search page helps you find lots of important information, and having it all in one place can be a good thing. However, making it better over the years by adding more options, fields, and criteria has also given the page a little clutter issue.

We simplified the layout and did a little “clutter-eliminating” housekeeping in hopes that we could make this important page easier for you to use and read.

One additional change is that all dropdown menus’ Advanced Search options are renamed to simply “Search”.   The page title of each menu indicates the specific search: Search Students, Search Families, Search Classes, Search Staff, and Search Transactions.

Our efforts are always focused on improving your Jackrabbit experience and helping you to work better faster.

Why Your Data is Safe in Jackrabbit

You have lots of data in Jackrabbit.

  • Some of this data belongs to you. (i.e., your user permissions, your account information – which probably includes the account used to pay Jackrabbit, your classes, your tuition amounts, revenues, student totals…)
  • Some of this data belongs to your organization’s parents. (i.e., their contact information, the account used to pay you, perhaps personal information about their child…)
  • And some of this data belongs to your employees. (i.e., their contact information, social security number, perhaps even their banking information)

Needless to say, there is some pretty sensitive data stored in your Jackrabbit database. You want all of it to be safe and secure – worry free – if possible. With Jackrabbit, there are no worries. We’ve got your back on this one.

There are reasons you can feel secure about this:

Jackrabbit is a hosted solution.

Why is this good? Because we bear the burden of costly IT staff and services for you. As one organization, you’d find it challenging – let’s be honest, impossible – to afford and manage the level of infrastructure, security and staff that Jackrabbit makes available to you as a client.

Jackrabbit is safe enough for banks.

Your software is critical to your business. For that reason, Jackrabbit servers are hosted in the same datacenters that some of our nation’s largest banks trust with their data – centers where security and safety checks and balances far exceed any measures that most individual businesses – regardless of size – can afford to maintain. No one except approved personnel can even get into the buildings where your data is secured.

Jackrabbit is highly secure.

Our hosting centers use industry-leading security measures including fully redundant, state-of-the-art, denial-of-service firewalls, multiple system administrator controls to restrict access to data and functionality under 1024-bit encryption. Jackrabbit runs SSL acceleration hardware so that each user experiences the same performance – regardless of connected under regular encryption or SSL encryption mode.

Jackrabbit practices strict backup procedures.

Jackrabbit has taken every precaution against any type of failure including data backup. Our backup regimen makes sure that your data is always protected. Even in the event of a catastrophic failure, your data can be restored because it is protected by a nightly backup.

Jackrabbit provides an uptime guarantee.

Why is uptime part of being safe and secure? If your system is down, you can’t do anything and your customers can’t do anything with your business. Downtime in a software solution may not exactly compromise the data in it but it may seem that way to your customers. If they believe their sensitive data is at risk they may decide a competitor uses better software.

This will never happen with Jackrabbit because we actually guarantee 99.9% uptime. This is all part of the fault-tolerant engineering and network infrastructure that is designed specifically to handle your critical business software needs every minute of every day of the year.

Read more about our obsession with data security.

Jackrabbit carries industry verifications and certifications.

Jackrabbit has GODADDY.COM verified and secured verify security and carries CertifyPCI compliance status.

Jackrabbit is a SaaS solution.

It’s a technology industry standard that SaaS (Software as a Service) solutions employ security controls and protocols that no individual can afford to implement upon their own network or computer. SaaS solutions leverage economies of scale in favor of their clients – even sharing the massive IT investments with hundreds of other SaaS solutions.

SaaS companies do quite a few things to ensure data security and after reading the list, you’ll probably be happy that you have a company like Jackrabbit overseeing all of this for you!

SaaS companies are incredibly secure because they:

  • Closely align with ISO 27034requirements
  • Provide security training and certification for product teams
  • Perform product health, risk and threat landscape analysis
  • Conduct mandatory static analysis
  • Develop secure coding guidelines, rules and analysis
  • Conduct secure complete stack
  • Utilize big data for advanced threat detection
  • Develop service roadmaps, security tools and testing methods that guide the security team to help address the Open Web Application Security Project (OWASP) Top 10 most critical web application security flaws and CWE/SANSTop 25 most dangerous software errors
  • Provide secure architecture review encryption and penetration testing
  • Conduct source code reviews
  • Ensure regulatory compliance

Read more about security and SaaS solutions.

Jackrabbit has detailed user permission and password features.

Jackrabbit has the security of the data in Jackrabbit covered. We’ve actually done everything we can do on our end. But there are some things that you can do to button up your end. Read more about leveraging Jackrabbit’s user controls and database security.

Myth Busting: Immunization / Medical Tracking in Jackrabbit

Quick, accessible information is why you use a software system – that’s why Jackrabbit offers built in Immunization and Medical tracking. Our tracking system even alerts you when medical records need to be updated, then provides tools for letting parents know that action is needed.

We often hear that schools would LIKE to use this feature, but they are either hesitant or face resistance to changing a system that has worked in the past. Here are the top myths about using software to keep up with due dates of medical items or immunizations – busted!

Myth #1

Since I need to keep paper copies, there is no point in entering them electronically.

Fact – The value in entering due dates and marking them complete in Jackrabbit lies in the communication, alerts and reporting tools you gain. Yes, paper copies may be necessary to keep in a student’s file to show the inspector, but you don’t want to thumb through tens or hundreds of files each month to see what items need attention.

  • Alert: dashboard Alerts automatically tell you if anyone is overdue, or coming up due soon.
  • Report: print for everyone, just the overdue or just those who will be due soon.
  • Communicate: our parent portal easily shows caregivers if their child is up to date, and easy email filters let you remind parents that an update is needed with the click of a button.





Communicate: Portal & Email



Myth #2

I need custom due dates, not just “due at X months old,” so entering them electronically won’t work for me.  

Fact – Custom due dates can easily be setup in Jackrabbit. A smart way is to create your Requirement with the due dates all being ‘0 months since birth.’ Then, go to the Student’s Medical page to enter the custom due dates.

Myth #3

It takes too long to enter this information in.

Fact Some simple setup when you enter the student is all it takes to get up-to-date alerts and reports telling you which accounts need attention.

So, what is holding you back? Integrating your Medical tracking with Jackrabbit is a no-brainer! Your parents stay up to date, you stay up to date, and most importantly, your kiddos stay healthy!




Weekly (Calendar) View – It’s Your BFF

Your Weekly View could be called your Jackrabbit BFF (yes, I mean Best Friend Forever) because through it, you can manage almost all areas of your classes – without going into other menus.

Weekly View: see by Week, by Day, or by Room.

Monthly Schedule: see the month at a glance.

Access the Weekly View

  1. Weekly View button on Dashboard (quickest)
  2. Classes > Advanced Search
  3. Classes > Weekly/Daily Schedule

BLOG_WeeklyView 2.20.17



Tip: Use Settings to set your scheduled Start & End time. Use the earliest Start and latest End time you will have on any day of the week (user permission needed.) Click Refresh to see changes.


Use the Weekly View

1. View by: Week, Day, Room.

2. Color Code: by Category 1 to easily spot different types of classes.

3. List View: see the class name (number of openings), number of FD (future drops) and FE (future enrolls.)

4. Hover View: see class information like max size, openings, and the wait list. Click on Future Drops or Future Enrolls to see details.
BLOG_WeeklyViewBFF-modal 2.20.17

5. Schedule Students:

  • Schedule & Register buttons can add students to the class.
  • The Waitlist button will add them to the waitlist.
  • CLASS FULL will show if the waitlist is full and/or not available.

BLOG_WeeklyView-reg  BLOG_WeeklyView-waitlist  BLOG_WeeklyView-full

6. Show Students: choose to see the names of students scheduled into each class by checking Show Students at the top of the calendar.
The calendar loads quicker without the student names, so they won’t show until you check that box.

7. Views less: Change Criteria to narrow down which classes display.

8. Add/Create a Class: Double-click on any open time slot to quickly add/create a class right from the calendar.
Tip: Once you Submit you will see the message Class created successfully (class ID#). Do not click Submit again or you will create a duplicate class. (The Submit button does not go away.)

Click Add Another Class, View Calendar, Schedule or Register to continue.
This shows on the Daily View (click on the day header from the Weekly View)

9. Staff Availability: show general availability and days/times they are not available for things like doctor’s apt, vacation, holiday, etc.
From Staff > Availability add Standard Available Hours.
Then, click Add Exceptions to add times they will be away.Add/Create a Class: Double-click on any open time slot to quickly add/create a class right from the calendar.

Monthly Schedule

– Sort by Cat1 or Session to narrow down.

– Check ‘Show Instructors’ to see them list with the class.

– Hover over a class to see class details like on the Weekly View.


Email Families You Choose from Aged Account Report Results

Here’s your scenario: You pull your Aged Account Report. As you look over your results, you think, “Wow, I’d really like to email those whose account totals more than $100.”

Did you know that now you can?

How awesome is that? And what’s even better is that you can do it directly from the report you’re looking at in Jackrabbit!

It’s true. You now have the option to email all, or select individual families and send emails from the results of running your Aged Account Report.

You’ll see your email editor open up with prefilled recipients. Statements or other data is not attached or sent. After the email opens, you can simply write a quick reminder to the families that you select, that their account needs attention.


Remember that all multi-recipient emails from Jackrabbit are always BCC’s. There is never a concern that any recipient can see the other recipients of the email.

You can use email templates provided in Jackrabbit to create visually appealing and effective reminder emails.


In sending an email to multiple recipients, it’s best to tailor your email to be more general in tone, and not address details of a specific account, unless you choose to send emails to individual families.

It is possible to send emails to individuals from the Aged Account Report results by selecting each family from the right-hand-side check box and sending a separate email to each. This is time-consuming and sort of defeats the purpose of this feature – which is to make sending a reminder email as simple and quick as possible.

By the way, if you like this new feature, you may have more to like in the near future. We have other reports that will have emailing options available in report results in the future. Keep your ears open for more on this.


Sessions Drop-down Lists Additions Streamline Adding Classes

You can now enter Start, End and Registration Dates to the Drop-down List for your Sessions. These are optional. Using them is a time-saver when adding or editing Classes and helps ensure consistency.

Spoiler alert: this feature is a first step to Prorating tuition during online registration!

Here are the details:

  • Setup your session’s dates in the Drop-down List for Sessions.
  • When new classes are added in this session, the default dates are automatically added to the Class Summary tab for you!
  • For existing classes, if you edit the session on the Class’s Summary tab, you will be alerted and asked if you want to leave the existing dates or use the dates of the new session.
  • When using Copy Classes, the selected session’s start, end and registration dates are automatically used for the new classes.
  • When using Edit All Classes, if you edit the session you will be alerted and asked if you want to leave the existing dates or use the session dates.

Tools > Edit Settings – Drop-down Lists has Date fields:



Choices when editing a Class’s Session:


Tip: Dates aren’t needed on past or archived sessions. Consider selecting ‘Hide’ for these Sessions to get them out of your view when working in Jackrabbit. You can always un-hide them later, as needed. See Hiding sessions.