Reports - Sessions

This report lists all of the sessions and their date, number present, number absent, number excused, and percentage accounted for. The "percentage accounted for" is the percentage of members who were present or excused, out of the total.

Access the Sessions Report

  1.  Go to Reports → Attendance → Sessions.
  2. This will automatically show a list of all the attendance sessions created.

To filter these results: 

  1. Click the Date Range drop-down and choose the timeframe.

  1. Click the Filter by drop-down allowing you to set filters for your Sessions list. Filter based on Group(s), Group Views, Group Properties, and Include Archived Groups.

  1. A modal will appear at the top of the report allowing you to set filters for your Sessions list. Filter based on Group(s), Group Views, Group Properties, and Include Archived Groups.
  2. Click button to apply the filters and revise the list.

 

There is also the option to click through the pages seen at the bottom of the sessions list.

 

Edit a Session

When using the default list, reviewing a filter list, or clicking through pages, there is the option to open each attendance session to view more information. The captured attendance session has a clickable name link which opens the details.

  1. Select a Session.

  1. Click the Tri-dot.

  1. Click Edit Session.

  1. Make any changes needed.

  1. Use the Filter to change how the list displays.

  1. Click Done to save the changes.

There are a number of things that can be quickly done from the 3-Dot Icon.

Change the Visitor status in a Session

Sometimes a person(s) may be missed when taking digital attendance. There is a process where the member(s) can be marked as having attended after the session is closed.

  1. Find the Session (Reports → Attendance → Sessions) and open the one needing the attendance updated.
  2. Click the Session with the visitor.
  3. Click on the visitor's name to edit.
  4. From the visitor's profile page, click Timeline tab.
  5. Click the text that says 'Visitor' and in the dropdown change the stats to 'Present.'
  6. This will update the session!

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