📤 Finance & Admin

Exports that respect permissions — and deadlines

Data Export lets authorized roles pull filtered CSVs and board packs from live modules without giving everyone database access.

Export CSV Audit
Templates for common audits
Filters campus/term/role
Logs of every export
The problem

Why “send me the Excel” is a security hole

Staff screenshot dashboards or get raw DB dumps that include fields they should never see.

Oversharing

Full student sheets include medical data.

Stale files

Board packs age by the hour.

No trail

Nobody knows who exported PII.

Format fights

Every auditor wants a different layout.

Capabilities

What this module actually does

Operational depth your team will use every cycle — not a shallow feature list.

Export templates

Attendance, fees aging, admissions funnel, SIS extracts.

Column picker

Include only allowed fields.

Permission gates

Role + campus scoped.

Scheduled exports

Email secure links to leaders.

Masking

Hide sensitive columns by policy.

Job history

Who exported what, when.

Formats

CSV/XLSX for common tools.

Watermark meta

File headers note generated time & user.

Operating loop

How it works end to end

A clear path your staff and parents can follow without training manuals.

  1. 01

    Choose

    Pick a template.

  2. 02

    Filter

    Campus, term, segment.

  3. 03

    Preview

    Confirm columns.

  4. 04

    Download

    Receive file with audit log.

Who uses it

Role-aware access for every stakeholder

The right people see the right slice of the pipeline.

Run exports

Admin

Serves auditors and board.

Aging exports

Fee office

Pulls recovery lists.

SIS extracts

Registrar

Supports board submissions.

Consume

Auditor

Receives permissioned files.

Outcomes

What changes after go-live

Measurable ops wins institutions report once this module runs inside ScholarERP.

Safer PII handling
Faster board pack generation
Traceable export history

“Export logs alone satisfied our trust’s data-access audit question.”

Compliance Lead · Education society
FAQ

Questions teams ask before buying

Straight answers for setup, integrations, and day-two operations.

Can teachers export whole-school data?

No — exports are role and campus scoped.

Is this a BI tool?

It is controlled operational export. KPI Dashboard Builder covers live boards.

Can exports be scheduled?

Yes — recurring secure deliveries for leadership packs.

Are medical fields included by default?

No. Sensitive columns require explicit permission.

Generate a sample fee aging export

Filter one campus, preview columns, download with a log entry.