This article will guide you through using a custom text field to filter your Attendance report.
NOTE: This will help you generate reports for invoicing companies based on client attendance or reporting attendance to Healthways/Silver Sneakers and other companies.
1. Access Your Report
Navigate 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.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Reporting - Can access reports (must be enabled to see any reports)
- Reporting - Can Access Members: Attendance