Head Office & Group Reporting

Who this is for

Head office is for people who run a group of institutes rather than one of them. There are two such roles:

• Organisation admin — runs one customer's school group.
• Super admin — internal platform staff.

Both read the same group reports. The difference is reach: how many branches the account resolves to. A super admin additionally gets the Platform screens described below.

Group Overview and the reports beneath it

Group Overview is the landing page. Beneath it sit the group-wide views, each the same question a single branch would ask, but answered across every branch you can see:

• Branches — the institutes in your group.
• Teachers, Accounting, Analytics, Collections, Operations, Exams, Admissions and Demographics — group-level reporting for each of those areas.

These are read-across-the-group reports. Changing something for one branch still happens inside that branch, by someone with access to it.

Configuration

Two group-level settings live apart from the reports:

• Discounts — discount configuration applied across the group.
• Term Dates — the group's term calendar.

Platform screens (super admin only)

Organisations and Provision Branch are internal platform work — creating a new customer organisation, and standing up a new branch inside one. An organisation admin doesn't see these even though they see everything above, and the restriction is enforced on the server as well as hidden in the interface, so it isn't something that can be worked around by going to the address directly.

Related

• Accounting Overview
• Reading the Analytics Section
• Institute Branding