Staff Member Schedule Report

The Staff Member Schedule Report is an essential tool for examining the scheduled services associated with each staff member in your business. This report allows you to analyze the past, present, and future engagements of your instructors, trainers, and organizers. Each scheduled event will appear in the report with an entry for every staff member linked to that event, providing a clear overview of their respective schedules.

Through this report, you can gain insights into service capacity, attendance tracking, and the payment status of visits. With the flexibility to filter views by week or by specific staff members, this report equips you with the data needed to enhance operational efficiency and support your team's success.

Quick Views

Scheduled Services This Week by Staff Member - List of scheduled services during the current Monday through Sunday cycle for each instructor

Unconfirmed Attendance Last Week by Staff Member-List of scheduled services with unconfirmed attendance during the previous Monday through Sunday cycle for each instructor.

Summary View

The staff member schedule report provides a summary view named Staff Member Schedule details which can be grouped by a set of provided staff member attributes.

The following metrics are computed for each group:

• Total Scheduled Events - Count of all scheduled events
• Total Enrollments - Count of all enrollments
• Total Capacity - Sum of all scheduled service capacities
• Total Hours - Sum of all scheduled service lengths in hours
• Attendance Confirmed? - Count of scheduled services that had attendance taken by a staff member
• Paid - Count of visits that have been paid
• Enrolled - Count of client enrollments in a service that have not been completed
• Completed - Count of client enrollments with confirmed attendance
• Completed & Unpaid - Count of client enrollments with attendance confirmed but are still unpaid
• No Show - Count of client enrollments marked as a no show
• Late Canceled - Count of client enrollments that canceled after the cancellation deadline
• Currently on Waitlist - Count of client enrollments on the waitlist for a service 
• Canceled Waitlist - Count of client enrollments removed from the waitlist
• Waitlist Expired - Count of client enrollments that did not make it off a waitlist into a service

Key Dates

There are only three Group By attributes available - Staff Name, Staff ID, and Role. To group by service attributes, use the Schedule Report instead.  

Details View

In addition to the summary view, there is also a Details view that shows greater details for each scheduled event occurrence for your staff members.  This view can easily be filtered to a desired timeframe, set of services, staff members or more.

Available details in this view are:

• Staff Name - Name of the staff member.
• Email - Email of the staff member.
• Phone - Phone number of the staff member.
• Address - Address of the staff member.
• Home Location Name - Home location of the staff member.
• Role - Current role of the staff member.  Possible values include Primary Owner, Owner, Manager, Standard, Limited, and Demoted. Demoted indicates a person who was once a staff member but no longer has a staff role.
• Service - Name of the service.
• Service Type - Type of the service.  For example, Appointment, Group Class, or Course. 
• Service Category - Category of the service.
• Total Enrollments - Count of enrollments for the scheduled service.
• Capacity - The maximum number of clients that can register for the scheduled service.
• Service Date - Date the service was provided.
• Day - Day of the week when the service is scheduled.  For example, Monday.
• Service Time - Time of day when the service is scheduled.  For example, 9:00 AM.
• Hours - Duration in hours of the scheduled service.
• Service Location - Location of the scheduled service.
• Visit Count - Count of visits for the scheduled service.  This is the sum of Enrolled, Completed, No Show, and Late Canceled.
• Attendance Confirmed? - Indicates whether attendance was completed for the scheduled service.
• Paid - Count of paid enrollments for the scheduled service.
• Enrolled - Count of registered but not completed enrollments for the scheduled service.
• Completed - Count of completed enrollments for the scheduled service.
• Completed & Unpaid - Count of completed enrollments that were unpaid for the scheduled service. 
• No Show - Count of enrollments that resulted in a no show for the scheduled service.
• Late Canceled - Count of late-canceled enrollments for the scheduled service.
• Waitlist Expired -  Count of waitlist enrollments that never made it to the roster of the scheduled service.
• Canceled Waitlist - Count of waitlist enrollments that were canceled.
• Currently on Waitlist - Count of enrollments currently on the waitlist.
• Enrolled from Waitlist - Count of enrollments in the scheduled service that came from the waitlist.
• Started on Waitlist - Count of all waitlist enrollments for the scheduled service.  This is the sum of Waitlist Expired, Canceled Waitlist, Currently on Waitlist, and Enrolled from Waitlist.
• Service Status - Current state of the service.  Either Active or Deleted.
• Event Name - Name of the event, if available.
• Schedule ID - Unique ID of the scheduled event.
• Staff ID - Unique ID of the staff member across all people.