For staff who can access the relevant reporting area.

Step 1

Open More > Reports.

Step 2

Choose the report that matches your question, such as Rosters, Forms, Attendance summary or an available billing report.

Step 3

Set the report's dates, room, program or other scope before reviewing it.

Step 4

Use the offered Download CSV, print or export action. Some exports offer Choose dates first.

Step 5

Open the file and check its dates, columns and record coverage before using or sharing it.

Different reports count different records. Attendance segments, enrolled children, invoices and collected payments should not be added together as if they were the same measure.

If the page says data is unavailable or incomplete, resolve that state before relying on an export. An empty filtered report does not prove the center has no records.

Health, licensing and family exports can contain sensitive information. Share only the scope needed with authorized people. Downloading a report does not change its source records, settle an invoice or approve payroll.

Walkthrough: Access and Filter Allergy reports

1. Open More > Reports and choose the relevant licensing or child-health report.

2. Select the allergy report and review the children, room scope and available filters.

3. Review the generated report before downloading or printing it.

Report contents depend on your stored child records and selected scope. A report does not guarantee compliance with your local licensing requirements.

The recording uses one center’s example data and settings. Names, amounts, dates, counts and policy choices are examples. Follow the written guidance above where recording labels differ.

Open the walkthrough in a new window

Walkthrough: Access and Filter Immunization Reports

1. Open More > Reports and choose the immunization report.

2. Set the relevant child or room scope and other available filters.

3. Review the source records and report before exporting or printing.

Missing or outdated entries require record review. The report does not independently verify medical records or guarantee licensing compliance.

The recording uses one center’s example data and settings. Names, amounts, dates, counts and policy choices are examples. Follow the written guidance above where recording labels differ.

Open the walkthrough in a new window

Walkthrough: Generate Filtered Attendance Reports in Bloomily

1. Open More > Attendance and choose Attendance report.

2. Set the intended date range and filters, then choose Generate.

3. Check the returned dates and scope before exporting or sharing the report.

A filtered report only describes the selected records; it is not proof that excluded children or dates had no attendance.

The recording uses one center’s example data and settings. Names, amounts, dates, counts and policy choices are examples. Follow the written guidance above where recording labels differ.

Open the walkthrough in a new window

Attendance export with signatures

Open Attendance, then Export. Choose the date range, choose PDF, keep Signature images and Audit trail on, and press Generate. The PDF shows each child's sign-in and sign-out with the signatures, which is what licensing visits usually ask for.