Sawyer helps you gather, maintain, and update information relating to schedules, orders, clients, and more. Depending on what you are looking for, you can access and export your data in two ways - through pre-made reports or by building your own custom reports.
Popular Pre-Made Reports
Revenue Deposits Reports
To see a list of bank deposits, go to Financials > Banking, set the Date Range, and you'll see the deposit amounts listed below and the corresponding orders. To download the report, click Export Transfers at the top right of the Banking page. Learn more about the Bank Transfers Report.
Rosters/Forms Reports
There are three types of roster reports, Class Roster, Daily Roster, and Schedule Roster. All roster reports include important information like student name and emergency contact info as well as answers to all form fields. Learn more about Accessing Form Field Responses.
To find the Class Roster Report, go to Upcoming, click on a class day, click the More Options button (the three dots to the right of Message) and select Download Reports.
To find a roster report that includes all students on a particular day across all scheduled activities, go to Upcoming, click on Daily at the top of the page, navigate to the day, and click Download Daily Roster under the small calendar on the right.
To find a roster report that includes all activities scheduled within a particular time frame, go to Schedules, navigate to the semester or the camp/event time frame, find the Semester Actions dropdown, and click Download Reports. (Here's an example of a Semester Roster Report.)
Popular Custom Reports
This feature is included in the Scale pricing plan. It is not included in the Launch and Grow plan. If you would like to upgrade your subscription plan or learn more about the different pricing tiers we offer, please visit Sawyer subscription plans and features here.
If you are a provider who went live prior to March 1, 2022, you will continue to have access to your current features as one of our legacy providers.
You can also create your own custom reports under the Reports section of Sawyer. After creating a custom report template to fit your needs, the data in your report is updated live so there's no need to re-create the report each time you need to see updated data.
Enrolled Spots Reports
To find a report that shows the total capacity for each activity alongside the number of spots actually enrolled, go to Reports, click +New Report, and say that you want a list of Classes. You can also click the +and button to add additional parameters that will filter your results. Click Get My Report.
General Activity Reports
If you would like to generate a report that shows a list of children who have been to your activities at a specific location, navigate to Reports, click +New Report, and say that you want a list of Children, click the +and button and select Who've attended these locations, and select the location(s) for which you'd like to generate the report. Click Get My Report.