How to Generate Attendance Report via Company Portal

How to Generate Attendance Report via Company Portal

Idea
Overview
Generating an Attendance Report in a Student Management System (SMS) allows companies to track student attendance, monitor participation, and ensure compliance with attendance requirements.

In this tutorial, we will guide you on how to generate this report via company portal.

Notes
Step Tutorial
1. From the Dashboard, go to Reports > click Attendance tab > then click New.

2. A modal for New Report will appear. Enter a Name for the report, then enable the Default field if you want this report to be the default every time you generate Attendance Report. Otherwise, leave it off.
Once done, click Save.

The created report will become available in the dropdown menu. This field lists all available reports that have been created.

3. In generating the units report, the following filters can be used:
  1. Date Range – Choose a date range for the report. This fields offer the following options:
    1. Today
    2. Yesterday
    3. Last 7 days
    4. Last 30 days
    5. This Month
    6. Last Month
    7. Last Financial Year
    8. This Financial Year
    9. Last Calendar Year
    10. This Calendar Year
  2. Start Date and End Date – These fields allow you to choose specific start and end date using the date picker.
  3. Companies – This will filter the report based on the company selected. You may choose a specific company from the list or select all.
  4. Include Withdrawn, Cancelled or Deferred – Once selected, all students whose enrollments are withdrawn, cancelled, or deferred will be included in the report.
Once you have set the filters you need, click Search to generate the report.

4. The data table will display the list of units that match the selected filter.
From the table, the following actions can be performed:
  1. Results per page – Customise the view of the units by selecting 10, 20, 30, 40, 50, or All.
  2. Table Headers - You can rearrange the list by clicking on the header of each column.
  3. Search Field – Each header has a corresponding search field that can be used to filter results. This allows companies to view attendance record that match the keyword entered in these fields.

Additionally, clicking the Export button will generate an Excel file containing all attendance record from the report.

NOTE: Clicking the Email Students below button allows the company to email the students listed in the report. This will open the Send Email window.
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And that’s how to generate attendance report via company portal!
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Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to the contact support via email