SOP: Running a Report for One Specific Member
Objective:
To generate a report for one specific member detailing their attendance or class history within a specified date range.
Key Steps:
Log in to the reporting system using your credentials.
Select the date range for the report as requested.
Click on the "By Member" tab or relevant tab for the information needed.
Enter the name of the specific member you are generating the report for.
Review the report to see how many classes the member has checked into.
If detailed class attendance is required, apply a filter for the specific member and date range.
Export the detailed class attendance data to a spreadsheet format if necessary.
Cautionary Notes:
Ensure that the correct member name is entered to avoid generating a report for the wrong individual.
Double-check the date range to ensure that the report includes the relevant information requested.
Be mindful of any privacy or confidentiality guidelines when handling member data.
Tips for Efficiency:
Familiarize yourself with the reporting system to navigate quickly to the required tabs.
Save commonly used date ranges or member names for faster report generation.
Communicate with the member or requester to clarify any specific details needed in the report before running it.