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How do I download reports in ClassBank?

As part of our Pro and School Subscriptions, ClassBank allows you to download reports with information like student transactions, store purchases, student lists, and job details.

Written by Katie Gracey

Report downloads are available for ClassBank Pro subscribers and ClassBank School subscribers. Free ClassBank accounts do not have access to downloadable reports.

The reporting options available depend on your account type:

  • ClassBank Pro subscribers: Download reports for individual classrooms. Reports are accessed and exported one class at a time.

  • ClassBank School subscribers: Access the Admin tab to view and download data across all classes included in your school subscription.

Download reports as a ClassBank Pro and / or School subscriber

Pro and School subscribers can download the following reports for each individual classroom:

All transactions:

  1. Select All Transactions (from the blue panel).

  2. Use the toggle icon to choose which transactions you would like to download.

  3. Select Export data.

Individual student transactions:

  1. Click into a specific class (you will arrive on the Students tab) and head to the student profile icon to view an individual student's profile 👤

  2. Select the three dots in the upper-right corner.

  3. Select Export data.

  4. Choose the report you would like to download:

  • Student Transactions: Downloads all transactions sent to that student by all teachers.

  • Student Jobs: Downloads all jobs that student is hired for.

Store purchases

  1. Open the class you would like to export purchases from.

  2. Go to the Store tab.

  3. Select the export button to download all purchases made in that class.

This report includes pending and approved store items.

Student list

  1. Open the class you would like to export from.

  2. Go to the Students tab.

  3. Select the export icon to download the student list.

This report includes student names, balances, and jobs they are hired for.

Job details

  1. Open the class you would like to export jobs from.

  2. Go to the Jobs tab.

  3. Select the three dots in the upper-right corner.

  4. Select Export Data.

This report includes job names, descriptions, qualifications, salaries, and other job details.


Download reports as a ClassBank School subscriber

School subscribers can use the Admin Tab (this tab is only Available to School Subscriptions) to download data across all classes.

Unlike Pro subscriptions, which require reports to be downloaded class by class, School subscribers can filter and export data across multiple classes at once.

How to download a school report

  1. Open the Admin tab in your ClassBank account - ensure you have Admin access by consulting your internal ClassBank team or by connecting with us in the chat.

  2. Use the date filter to select the timeframe you would like included in your report.

  3. Use the toggle icon to select the specific data you would like to include, such as:

    • Class

    • Teacher

    • Transaction type

  4. Click the blue Apply button.

  5. Select the Export icon.

  6. Select Generate new report.

  7. A notification will appear at the top of your screen when your report is ready to download.

  8. Download your report file.

Your downloaded report includes transaction, student, teacher, and class details.

Need a visual display of your school data?

If you would like a visual display of your data, your School Success Manager can provide a customized visual report based on your school's needs.

Visual data reports can be shared on a recurring schedule:

  • Biweekly

  • Monthly

Interested in customized data for your school?

A School Subscription might be right for you! ClassBank School subscribers can work with their School Success Manager to request customized data reports based on their school's needs.

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