How to create a costs report

Cost reports allow you to track how spending has been allocated across all of your adjustments.

To view a costs report in Learning Pathways, mouse over the Reports tab at the top of the page and select Costs from the drop down menu.    

Next, enter the time frame that you would like the report to cover and the breakdown you will use to categorise the results. You can break the results down even further by specifying optional secondary and tertiary breakdowns.

Below the date range and breakdown options, you will see several checkboxes for further inclusions in the cost report. These options are explained below:

Include archived adjustments: Tick this checkbox to include your school’s archived adjustments in the cost report.

Include confidential adjustments: Tick this checkbox to include all adjustments that have been marked as confidential in the cost report.

Include adjustment outcomes: Tick this checkbox to include an additional column for adjustment outcomes in the cost report.

Filter by concern: Tick this checkbox to filter the results by the selected area of concern.

Filter by adjustment type: Tick this checkbox to filter the results by the selected adjustment type.

Filter by funding stream: Tick this checkbox to filter the results by the selected funding stream.

Only include selected students in the report: Tick this checkbox to filter the cost report by the students of your choice.

Special student and adjustment fields

If using student as a breakdown option in the cost report, an additional checkbox labelled Include special student fields will appear. Tick the fields of your choice to include them in the results of the cost report.

When generating the cost report, the selected student fields will be displayed for each student. If you have the Manage students permission, clicking on a student in the report will redirect you to their student profile. 

If using adjustment as a breakdown option in the cost report, an additional checkbox labelled Include special adjustment fields will appear. Tick the fields of your choice to include them in the results of the cost report.

If using adjustment and student as breakdown options in the cost report, Start and end grades will appear as an option within the special student fields list. Tick this field to include each student’s start and end grade for each listed adjustment.

When generating the cost report, the selected adjustment fields will be displayed for each adjustment. If you have the View adjustments permission, clicking on a adjustment in the report will redirect you to the adjustment.

Generating the cost report

Once you are happy with the chosen criteria, click on one of the three buttons below to generate the cost report:

Display report: Select this option to display a table of the results below the form, along with a graphical representation of each results’ contribution towards the overall total cost. If student or adjustment was selected as a breakdown option, clicking on a student or a adjustment in the report results will display the student profile and edit adjustment pages respectively.

Download report: Select this option to generate a pdf copy of the results, that contains a table of the results and a graphical representation of each results’ contribution towards the overall total cost.

Export to Excel: Select this option to send the results of the cost report to an Excel spreadsheet.