Overview
Many facilities will want to export or print out a Daily Happenings report to make sure that tutors and students arrive in time for the session.
Article Sections
Daily Reports
There are two daily reports that are useful for managing daily operations:
a. The Tutor Schedule which prints with data by tutor and includes student names for easy cross referencing.
b. The Daily Happenings report prints in time order regardless of tutor.
Create a Daily Happenings Report
These reports are produced through the ACTIONS menu on the sessions grid (sessions page).
1. Go to the Sessions page.
2. Filter the Sessions by using the Today option in the date area.
3. Add additional filters such as program or location if you are interested in one aspect of the business.
4. If required, increase the number of records shown on the page to be more than the number of records listed for your selections. Use the display filter top left of the grid.
5. Select the required sessions for report by placing a check mark to the left of the sessions in the small box. Do it for all sessions displayed by placing a check mark in the top box.
6. On the Actions menu select DAILY HAPPENINGS to produce Excel sheet for the day.
7. The daily happenings report will include the phone number for each student after their name. The phone number pulls from the Student Cell field in the student record.
Create Tutor Schedule Report
8. Follow the above steps but choose Tutor Schedule from the Actions menu.