This article goes through the Trainers & Workouts report. TheTrainers & Workouts report shows Users all bookings that have been made through a date range.
GENERATE REPORT
To generate a report, Users should go to the REPORTS section and select the "+" button. The GENERATE REPORT form will show and users should select the following:
CHOOSE WHICH REPORT YOU WANT TO GENERATE
Users should selectTrainers & Workouts.
CHOOSE WHICH FORMAT YOU WANT TO GENERATE
Users have the following options:
- .csv
- .json
- .xls (May take longer to generate)
SINCE
Users should enter a start date from which they want to view data from.
TIL
Users should enter an end date to which they want to view data until. This date can be a date in the future if required and can include booking information for sessions that have not yet occurred.
TRAINERS
Users have the following options:
- All Trainers (this includes all Trainers status')
- Active Trainers (this only shows Active Trainers)
- Specific (Users can select individual or multiple Trainers)
Once Users select GENERATE the request will be made to create the report. Users will see the system is generating the report as shown below.
Reports are generated on the Utility Server on Fisikal which means that Users can continue to use the system and come back to view the report when they want. Reports are always stored in the system for Users to go back to at any time so they can see what the system looked like at a specific date in the past.
Once the report has been generated Users will see the "generating" icon is no longer displayed and they can see the icon change to show Users can download the report. The report will download from their browser and will show in the "DOWNLOADS" folder on their computer.
To open the report, Users should select to the report they want to open and the application they want to view this in (in this example Excel has been selected).
It is recommended that Users select the square button next to row 1 and column A to SELECT ALL DATA and then apply a filter (shown in SORT & FILTER) so that a filter is applied to the columns to make it easy for Users to filter the data as required.
REPORT FIELDS
Users will see the following fields for this report:
TRAINER
This field shows the name of the Trainer
CREATED AT
This field shows when the Workout was created.
UPDATED AT
This field shows when the Workout was updated.
WORKOUT TITLE
This field shows the Workout Title.
EXERCISE COUNT
This field shows the number of exercises in the Workout.
EXERCISE TITLES
This field shows the titles of each exercise within the workout.
CLIENTS ASSIGNED
This field shows which Clients have been assigned to this particular workout.
TRAINER HOME CLUB
This field shows the Trainer Home Club.
EDIT REPORT
Users can select to EDIT a report by selecting the EDIT button (pencil icon). Users will see the form below:
Users can only change the STATUS of the report to INACTIVE which will remove it from the Reports Overview page. Users can always go back to view the report which has been marked as INACTIVE by filtering the Reports Overview page to show INACTIVE reports.
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