There are four ways you can give your Clients access to Lesson Reports:
Viewing the Reports via the Client dashboard
If you have ‘Client login’ enabled via System > Settings > Company Details > Branch Details, Clients are able to login via your secure URL and select the Lesson Reports tab via their Client dashboard. Navigating here will open the Reports page, which includes a list of Reports submitted for any of their Students, alongside a record of which Lesson it was for, who the author of the Report was, and a record of when the Report was submitted.
The Reports page accessed via the Client dashboard.
Note: Clients can use the Filter button to filter out their Reports by the relevant Job, Lesson, Student or date range.
Include the Report as a separate PDF with the Client’s Invoice
You can do this by navigating to System > Settings > People and Activity > Activity where you can adjust the ‘Report Visibility’ so that Reports are ‘Viewable to Clients and included in Invoice emails’.
The Activity panel in system settings, with ‘Report Visibility’ highlighted.
Automatically send the Lesson Reports as soon as the Tutor writes them
In order for this to happen, you will need to enable to the relevant Email Definition - navigate to System > Settings > Communication Settings > Email Definitions and enable the ‘A Report was created for a Lesson’ Email Definition (this is disabled by default) to have Lesson Reports sending out automatically.
The Activity section of the Email Definitions page, with the ‘A Report was created for a Lesson’ Email Definition highlighted.
Send the Reports manually via Activity > Reports
As mentioned above, you can also navigate to Activity > Reports and apply a filter before sending out a batch of Reports to a specific Client or Clients based on the filter you’ve applied. Simply apply the filter and then use the Send to Client(s) button to send out a batch of relevant Reports to those Clients - this is useful in cases where you wish to provide a Client with a full history detailing the progression of their Student.
Frequently Asked Questions
Can I approve Reports before they’re sent to my Clients?
Yes - while in the Reports page, select Reports Approval to see a list of Lesson Reports that need your approval before sending. Here you can also use the Filter button to filter out unapproved Reports by their relevant Job, Student, Client, Client Manager, Report Author or date range. Note that for this to work you will need to have ‘Approve lesson reports before sending’ activated in System > Settings > People and Activity > Activity.
An example of an Approve Lesson Reports page.
Why aren’t my Lesson Reports sending?
Troubleshooting steps:
Do you have auto invoice enabled? If so, Lesson Reports will be sent as a PDF alongside the Payment Request Email Definition.
In cases where your Clients are prepaying via Credit Requests, and you have ‘Automatically mark Invoices paid’ enabled in your general accounting settings, the Lesson Report will be included in the ‘Payment made from credit’ Email Definition.