SOP: Generating Attendance Reports in Chalk It Pro System
Objective
To generate attendance reports in the Chalk It Pro system for tracking class attendance, coach performance, member check-ins, and payroll calculations.
Key Steps
Accessing Attendance Reports:
Log in to the Chalk It Pro system.
Under the "Coaches" tab, click on "Reports Attendance."
Sorting Reports:
Choose the desired date range (week, month, custom).
Sort by class to view all classes within the selected date range.
Use the "Average" tab to see the average attendance for each category (check-in, reserved, wait-listed, no-showed, total check-in).
Switch to the "Sum" tab to view the total number of attendees for each category.
Filtering Options:
Sort by coach to view classes coached by each instructor.
Sort by member to track individual member attendance.
Utilize filters to view specific columns or details for easier analysis.
Export reports to Excel for further analysis or sharing with members or stakeholders.
Customization and Additional Options:
Use filters to show drop-ins, members with no memberships, or past members.
Check the appropriate boxes to include or exclude specific groups in the report.
Cautionary Notes
Ensure data accuracy by selecting the correct date range before generating the report.
Double-check filters and sorting options to view the desired information accurately.
Maintain confidentiality and data security when exporting and sharing reports with external parties.
Tips for Efficiency
Save frequently used report settings as presets for quick access.
Regularly review attendance reports to identify trends, address issues, and optimize class schedules.
Train team members on how to generate and interpret attendance reports for better decision-making and performance tracking.