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Knowledge Base |
How To Filter The Client Attendance Report Using Custom Text Fields
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This article will guide you through using a custom
text field to filter your Attendance report.
To access this screen go to Reports > Members > Attendance > Detail.
You have the option to select date range for the attendance report. Select any of the available filters if desired. Select the correct custom text field from Select Custom Text Field To Include. To generate the attendance report click Run Report. The report data will show below.
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
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Reports - Attendance
This will help you generate reports for invoicing companies based on client attendance or reporting attendance to Healthways/Silver Sneakers and other companies.
Requirements - A Master Admin login or a staff type with the following permissions:
- Reporting - Can access reports (must be enabled to see any reports)
- Reporting - Can Access Members: Attendance
To access this screen go to Reports > Members > Attendance > Detail.
Generating Attendance Report
You have the option to select date range for the attendance report. Select any of the available filters if desired. Select the correct custom text field from Select Custom Text Field To Include. To generate the attendance report click Run Report. The report data will show below.
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
Reports - Attendance
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