Step 3: How to Check Substitute Data and Reports

Understand how to leverage the platform's reporting tools to monitor and analyze substitution activities, and export data for further use.

4 min read
Updated: Oct 28, 2025

Viewing Substitute Data and Reports

Access comprehensive substitute records and export reports from the Substitute & Leave menu.


Accessing Substitute & Leave Dashboard

From Sidebar

  1. Click "Substitute & Leave" in the left sidebar
  2. You'll see the main dashboard with summary statistics

Dashboard Statistics

The dashboard shows key metrics:

  • Today's Substitutes - Current day count
  • Week's Substitutes - This week's total
  • Month's Substitutes - This month's total
  • Today's Leaves - Staff on leave today
  • Week's Leaves - This week's leave count
  • Month's Leaves - This month's leave count

Substitute Data Records

Accessing the Data Page

From the Substitute & Leave dashboard, navigate to the Substitute Data page.

Data Table Columns

Each record shows:

  • Date & Day - When the substitution occurred
  • Original Teacher - Who was absent
  • Substitute Teacher - Who covered
  • Class(es) - Which classes were covered
  • Subject - What was taught
  • Period/Time - When it occurred
  • Timetable - Source timetable name

Filtering Records

Click Filters to narrow results:

  • Date Range - Default: last 30 to next 30 days
  • Teacher Name - Search for specific absent teacher
  • Substitute Teacher - Search for specific substitute
  • Subject - Filter by subject

Sorting

Click column headers to sort by:

  • Date (newest/oldest)
  • Teacher name
  • Substitute name

Actions

  • Delete - Remove individual records
  • Export - Download as CSV

Leave Data Records

Accessing Leave Data

From the dashboard, navigate to the Leave Data page.

Data Table Columns

  • Date & Day - When leave occurred
  • Staff Name - Who took leave
  • Leave Type - Category (Sick, Casual, etc.)
  • Duration Type - Full Day, Half Day, Long Duration
  • Status - Active, Pending, Completed, etc.

Status Badges

  • 🟢 Active - Leave currently in effect
  • 🟡 Pending - Awaiting approval
  • 🔵 Completed - Leave finished
  • 🔴 Cancelled - Leave was cancelled
  • âš« Rejected - Leave was rejected

Exporting Reports

Export to CSV

  1. Apply desired filters (date range, teacher, etc.)
  2. Click "Export CSV" or download button
  3. Open in Excel or spreadsheet app

CSV Data Includes

  • All visible columns
  • Filtered records only
  • Sorted order preserved

Common Export Uses

  • Payroll Processing - Track substitute teacher compensation
  • Monthly Reports - Summarize substitutions and absences
  • Workload Analysis - Balance substitute assignments
  • Compliance Records - Maintain documentation

Calendar Integration

You can also view substitutes directly in the calendar:

Substitutes Button

  • When substitutes exist for a date, a "Substitutes" button appears
  • Click to open substitute modal with all assignments

Substitute Modal Features

  • View all substitutes for the date
  • Filter by class or teacher
  • Send Email - Notify substitute teachers
  • Print PDF - Generate printable report

Quick Reference

TaskWhere
View summary statsSubstitute & Leave dashboard
See all substitute recordsSubstitute Data page
See all leave recordsLeave Data page
Export substitute dataData page → Export
Print daily substitutesCalendar → Substitutes modal → Print
Email substitutesCalendar → Substitutes modal → Send Email

Tips

Regular Monitoring

  • Check dashboard statistics daily
  • Review pending leaves for planning
  • Monitor workload distribution

Data Management

  • Export CSV monthly for records
  • Use filters to find specific data
  • Delete duplicate or erroneous records

Pro Tip: Export CSV before end of month for payroll and track which teachers substitute most frequently for workload balancing.


Next Step

Check the updated calendar schedule with all substitutes applied.

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