The Challenge: The Report Card Was High-Stakes and Highly Manual

Each year, Kentucky school districts must complete the School Financial Report Card—a requirement that demands accurate, auditable numbers delivered on deadline.

For Shelby County, all the information existed inside Munis, but producing the report card was still painful:

• The data had to be pulled through many separate Munis reports
  
  
• The process required manual assembly and reconciliation
  
  
• It was time-consuming enough that the CFO had to block off an entire day
  
  
• Training others to replicate the process was difficult, creating a single point of failure
  
  

“You can run it and get all that stuff out of Munis. It just isn’t all at one time—piecing it together took a day.” - Susan Barkley, CFO

The Solution: Report Card Reporting at the Touch of a Button

Shelby County implemented ThirdLine's solution to streamline report card preparation directly from Munis data—without changing how Munis operates.

Setup was intentionally simple:

• A Munis user account was created for secure access
  
  
• ThirdLine connected to the district’s data
  
  
• A purpose-built report card experience was deployed
  
  

“It was very easy to get up and running.”  - Susan Barkley, CFO

Instead of managing a complex sequence of reports, Shelby County could access the report card-ready data in a consolidated, user-friendly format.

The Results: Time Saved and Stress Removed — Every Year

1) Reclaimed a Full Day of CFO Time

Before this solution, the report card work consumed a full day of leadership time. Now the district can produce the required information dramatically faster—without the scramble.

“It saves me time as a CFO.”  - Susan Barkley, CFO

2) Reduced Risk Through Consistency

Annual reporting is stressful because it’s easy to miss something when the process is fragmented. With a consolidated approach, Shelby County reduced the chance of errors and made the work more repeatable year over year.

3) Easier Internal Delegation

Because the process is no longer dependent on a long list of steps and Munis-specific report knowledge, it becomes easier to train staff and share responsibility—especially valuable during turnover.

The Bottom Line

For Shelby County School District, ThirdLine made the annual School Financial Report Card:

• faster to produce
  
  
• easier to manage
  
  
• less dependent on one person
  
  
• far less disruptive to the CFO’s calendar
  
  

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