Attendance Reports

The Attendance Report is a Special Report that lets you see who has been attending — or missing — events for a group over a chosen period. Use it to identify people who may be falling through the cracks, to follow up with those who have missed several sessions, or to export a record of attendance for any date range.

There are three Attendance reports available under Special Reports:

• Attendance — the main report showing members' attendance against events
• Attendance Visitors — shows visitor (non-member) counts recorded against events
• Attendance Notes — shows the leader notes recorded for each group session

Before You Begin

Attendance Reports draw on attendance data that has been recorded in infoodle. Before running a report, make sure attendance has been entered for the group — either through the Group Attendance tab, the App tools Attendance screen, or Event Attendance on the Calendar.

Running an Attendance Report

1. Select Reports from the navigation menu.
2. Under Special Reports, click Attendance.
   
3. Set your report criteria (see options below).
   
4. Click Generate to view results on screen, or Generate as Excel to download a spreadsheet.
   

Report Criteria

Group

Select the group you want to report on from the dropdown. Only groups you have access to will appear.

Include subgroups

Tick this option to include all subgroups of the selected group in the results.

Date Selection

Choose how you want to define the date range:

• Date range — select from a preset option such as Past 7 days, Past month, This year, etc. This is the recommended option if you plan to save and re-run the report.
• Exact date range — manually enter a Starting date and Ending date. The default is the past month from today.

Attendance Filters

You can filter the results using one or more of the following:

• Missed consecutive events — only show people who have missed this many events in a row (e.g. enter 3 to find anyone who has missed 3 sessions consecutively)
• Missed any events — only show people who have missed at least this many events in total within the date range
• Attended at least — only show people who have attended at least this many events within the date range

Leave these at 0 to show all members regardless of attendance.

Member Status

• Include non-active members - tick this to include past members and others who are not currently active in the group. Leave unticked to show active members only.
• Event (optional) - You can optionally filter results to a specific recurring event if the group has multiple events linked to it.

Working with Results

On-screen results show each group member alongside their attendance for each event in the date range. The Contact button at the bottom lets you send an email or text to the people shown in the results (regenerate the report first if you've navigated away).

Saving and Scheduling

You can save your report criteria so you don't have to re-enter them each time:

1. Set your criteria and click Save.
2. Give the report a name and choose whether to save it as a Global report (visible to all users) or under your own reports.
3. Saved reports appear in the left-hand panel on the Reports screen.

To run the report automatically on a schedule:

1. Go to Reports then Schedule.
2. Add a new schedule
3. Select your saved Attendance report
4. Choose how often it should run and who should receive the results by email.

Attendance Visitors Report

The Attendance Visitors report shows visitor counts (non-members) recorded against events for a group over a date range. Select Reports > Special Reports > Attendance Visitors and choose your group and date range. Results can be viewed on screen or exported to Excel.

Attendance Notes Report

The Attendance Notes report shows any leader notes recorded for group sessions within a date range. Select Reports > Special Reports > Attendance Notes and choose your group and date range.