Social Planet gives you easy-to-read data and summaries so you can track your progress (like attendance and income) and stay fully compliant with funding agencies such as Victorian Government's Learn Local program.
Accessing Reports: All reports are found by navigating to the relevant functional section in the main sidebar menu and selecting Reports at the bottom.
| Report Area | Access Path | What You Can Do Here | Further Reading |
| Clients | Clients > Reports | Manage client relationships by tracking core demographic profiles, marketing consent, and membership status. | Clients - Core Data and Profiles |
| Staff | Staff > Reports | Monitor staff administrative requirements and track compliance, qualifications, and approved work roles. | Staff - Compliance and Work Roles |
| Groups | Group > Reports | Track your clients' status (active, expired, or none) across different membership types for easy comparison and renewal management. | |
| Activity | Activity > Reports | Measure service performance by tracking bookings, attendance, outcomes, and program demographics. | Activities - Performance, Financials, and Attendance |
| Venue Hire | Venue Hire > Reports | Track asset use and revenue generated from the rental of your physical spaces. | Venue Hire Income Report Venue Hours Report Venue Hire Usage Report |
| Education | Education > Reports | Ensure compliance for pre-accredited training programs, track student progress, and generate data for SVTS reporting. | Student Age Vs Gender Report Student Employment Enrolment Count by Funding Type Enrolment Numbers Report Progress Hours by Subject Unit Progress Hours 2 by Subject Unit Progress Hours 3 – Summary |
| Payments | Payments > Reports | Reconcile income and invoices by tracking transactions, over-payments, and financial breakdown by accounting code. | |
| Reports | Reports > SMS Delivery | Review SMS traffic to monitor successful delivery rates, client replies, and total communication costs. |