Customer attendance

This report prints customer attendance sheets for a specific customer across all the activities which he/she has registered.

The sheet has a grid of all the selected activities and scheduled meeting dates, and attendance of each activity can be marked on each scheduled meeting date.  

Location

Reports > Registration Reports > Customer Attendance

Clicking the Recall / Schedule a saved report definition button at the top of the page takes you to the Report Definitions page, where you can select a previously saved report definition.

The following fields are available on the Activity Attendance Sheet page:

Filters

Select any or all of the following filters for this report:

Setup Customer Filter

1. Click the Customers link to pop-up the Customer Search page and then enter some search criteria to search the customers. The customer search results will be displayed on the Select Customer List page.

2. From the Select Customer List page, select the customers.

3. Click Add All Selected. To remove the customers, you can select the customer in the list box then click Remove at the right side.

Setup Activity Filter

1. Click the Activity link to pop-up the Activity Search page and then enter some criteria to select the activities. The activity search results will be displayed on the Select Activity page.

2. From the Select Activity page, select the activities.

3. Click Add All Selected. To remove the activities, you can select the activity in the list box then click Remove at the right side.

Setup Season Filter

1. Click the Season link to pop-up the Season List page.

2. From the Season List page, select the seasons.

3. Click Add All Selected. To remove the seasons, you can select the season in the list box then click Remove at the right side.

Setup Term Filter

1. Click the Term link to pop-up the Term List page.

2. From the Term List page, select the terms.

3. Click Add All Selected. To remove the terms, you can select the term in the list box then click Remove at the right side.

Setup Department Filter

1. Click the Department link to pop-up the Department List page.

2. From the Department List page, select the departments.

3. Click Add All Selected. To remove the departments, you can select the department in the list box then click Remove at the right side.

Setup Activity Category Filter

1. Click the Activity Category link to pop-up the Activity Category List page.

2. From the Activity Category List page, select the activity categories.

3. Click Add All Selected. To remove the activity categories, you can select the activity category in the list box then click Remove at the right side.

Setup Activity Other Category Filter

1. Click the Activity Other Category link to pop-up the Activity Other Category List page.

2. From the Activity Other Category List page, select the activity other categories.

3. Click Add All Selected. To remove the activity other categories, you can select the activity other category in the list box then click Remove at the right side.

Setup Activity Type Filter

1. Click the Activity Type link to pop-up the Activity Type List page.

2. From the Activity Type List page, select the activity types.

3. Click Add All Selected. To remove the activity types, you can select the activity type in the list box then click Remove at the right side.

Setup Activity Site Filter

1. Click the Activity Site link to pop-up the Site List page.

2. From the Site List page, select the activity sites.

3. Click Add All Selected. To remove the activity sites, you can select the activity site in the list box then click Remove at the right side.

Setup Center Filter

1. Click the Center link to pop-up the Center List page.

2. From the Center List page, select the centers.

3. Click Add All Selected. To remove the centers, you can select the center in the list box then click Remove at the right side.

Setup Supervisor Filter

1. Click the Supervisor link to pop-up the Supervisor List page.

2. From the Supervisor List page, select the supervisors.

3. Click Add All Selected. To remove the supervisors, you can select the supervisor in the list box then click Remove at the right side.

Setup Instructor Filter

1. Click the Instructor link to pop-up the Instructor Search page and then enter some criteria to select the instructors. The instructor search results will be displayed on the Instructor List page.

2. From the Instructor List page, select the instructors.

3. Click Add All Selected. To remove the instructors, you can select the instructor in the list box then click Remove at the right side.

Setup Activity Meeting Dates Filter

1. Click the calendar icon  beside the From box and select a Beginning Date of Meeting for the activity from the pop-up calendar.

2. Click the calendar icon  beside the To box and select an Ending Date of Meeting for the activity from the pop-up calendar.

3. The day of the week field beside the calendar icon will automatically be filled up.

Setup Min Number of Days Absent Filter

Enter in the Min Number of Days Absent box the minimum number of absence days for the attendance records to be displayed on the report.

Options

Activity Status

Choose the option from the Activity Status drop-down list to only display activities with a particular status, as selected from a predefined list. The options include:

• Open - Activities that are still open for registration.

• Closed - Activities that have been closed for registration.

• Cancelled - Activities that have been cancelled and will not be held anymore.

• Tentative - Activities that are scheduled but not yet fully certain to run. Activities whose enrollment are way below the minimum enrollment required may be placed on Tentative status. Note that retired activities that are copied to a new season will also get this status, until the status is changed to Open.

• On Hold - Activities that have some technical issues (for example, instructor may not be available) and may end up not running.

• Retired - Activities that will not be offered anymore.

• Date Conflicted - Activities whose facility schedules have conflicting dates. These activities may end up not running at their original facilities so will need to have them updated prior to being switched to Open.

• Any Status - Include all activities regardless of status.

Customer Name Format

Choose the option from the Customer Name Format drop-down list to only display customers with a name format, as selected from a predefined list. The options include:

• Lastname, Firstname

• Firstname, Lastname

Retired

Choose the option from the Retired drop-down list to filter reports by a particular customer status, as selected from a predefined list. The options include:

• All Customers - includes both retired and active customers

• Exclude Retired - includes only active customers

• Only Retired - includes only retired customers

Include Withdrawn Participant?

Select the Include Withdrawn Participant checkbox to display participants who withdrew from the activity with a “W” for each meeting date on the report.

Show Customer Alternate Keys?

Select the Show Customer Alternate Keys? checkbox to display alternate keys and information relating to the alternate keys on the report.

Show Customer Pass Numbers?

Select the Show Customer Pass Numbers? checkbox to display customer pass numbers and information relating to the customer pass numbers on the report.

Output Type

Choose the option from the Output Type drop-down list to select the output type or format of the report, as selected from a predefined list.

The available output types are Adobe Acrobat Reader, HTML, and Microsoft Excel.

Save Report Definition

1. Enter in the Report Title box the desired report title.

2. Click Save to save the report definition using the current report title entered. If the report title has been changed, the original report title will be replaced by the new one.

3. Click Save As to save another version of the report definition using a different report title.

4. Click Recall/Schedule on top of the page to access a previously saved report definition from the Report Definitions page.

Related topics

Return to Registration reports