Reports allow you, Tutors and Clients to all keep an eye on a Student's progress. When a Lesson is marked as complete, the Tutor will be prompted to fill out a Lesson Report (note that this can be optional or mandatory as per your System Settings).
To see how reports function from the Tutor’s perspective, see here.
Reports can be found via Activity > Reports. Navigating here will open the Reports page, which contains a list of all Reports that have been submitted by your Tutors; the Lesson the Report was for; the Tutor who authored the Report, the Student the Report is for, alongside details about the Lesson’s start and finish time.
Here you can also select Reports to be downloaded or sent to their relevant Clients - simply use the Filter button to filter out your Reports by their relevant Job, Student, Client, Client Manager, Report Author or date range before selecting Filter - once that has been done, you can then download the selected Reports as a batch PDF file or sent in a batch to the relevant Client(s).
An example of a Reports page.
Frequently Asked Questions
Can I make writing Lesson Reports mandatory?
By default, when a Tutor marks a Lesson as complete, they will have the option to forgo writing a Report. In order to make this mandatory, navigate to System > Settings > People and Activity and select the ‘Lesson reports required’ checkbox. Selecting this will mean that your Tutors will not be able to mark any Lessons as complete until they have a Report written and submitted for them.
It’s important to note that if you have Auto Invoice enabled in System > Settings > Accounting Settings > General, Lesson Reports are always required, and will be sent alongside either the ‘Payment Request’ or ‘Payment Made from Credit’ Email Definitions (depending on whether you are billing in arrears or in advance respectively.)
Can I make Lesson Reports required for some Jobs, but not for others?
Whether Lesson Reports are required or not can also be specified at the Job level by navigating to the Job, selecting Actions > Edit and toggling the ‘Lesson Reports Required’ checkbox under the ‘More Settings’ tab.
Can I delete a Lesson Report?
You have the ability to make edits to a Report by voiding any corresponding invoices on the Lesson. However, a Lesson Report cannot be deleted.