Reports - Revision history

Admin at 19:29, 3 August 2026

2026-08-03T19:29:28Z

← Older revision		Revision as of 19:29, 3 August 2026
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	== Reporting ==		== Reporting ==
	Taramala allows you to build reports using charts and tables in the following areas:		Taramala allows you to build reports using charts and tables in the following areas:
	* Payments: allow you to trend payment information over weeks, months or years, breaking down where your income is coming from.		* '''Payments''': allow you to trend payment information over weeks, months or years, breaking down where your income is coming from.
	* Attendance: allow you to track how the studio is doing through charts that look at attendance at a specific time or track changes in attendance over the years.		* '''Attendance''': allow you to track how the studio is doing through charts that look at attendance at a specific time or track changes in attendance over the years.
	* Teacher: check how teachers are doing with average class size or use a chart to help calculate how much to pay them based on factors such as the number of classes, or attendance or average class size.		* '''Teacher''': check how teachers are doing with average class size or use a chart to help calculate how much to pay them based on factors such as the number of classes, or attendance or average class size.

	Reporting is offered with the [[Billing\|STANDARD plan]].		Reporting is offered with the [[Billing\|STANDARD plan]]. Click '''Reports''' in the main menu after signing in to get started. Note that Reports is only available on a computer or laptop - it's hidden on phones and tablets.

	[[File:reports-attendance.png\|400px\|center]]		[[File:reports-attendance.png\|400px\|center]]

			=== Attendance reports ===
			The 'Attendance' area helps you see who's coming to class and how often.
			* '''Attendance over time''': a bar chart of how many people attended class in each day, week or month of your date range - good for spotting whether attendance is trending up or down.
			* '''Attendance by class type''': the same chart, but split out to show how much of that attendance came from each style of class, e.g. how much was Yin vs. Hot Yoga.
			* '''Attendance by teacher''': a pie chart showing what share of total attendance went to each teacher's classes.
			* '''Attendance by package type''': a pie chart showing what kind of pass or membership people used to attend, such as drop-in, monthly unlimited or a class pack.
			* '''Class by Teachers by Date''': a table you can expand and collapse - start at a class, open it up to see it by teacher, then open further to see it by date.
			* '''Attendance Data''': a plain list of every individual check-in in your date range, in case you want to look up something specific or export it.

			=== Payment reports ===
			The 'Payments' area helps you see how much money is coming in and from what.
			* '''Payments over time''': a bar chart of revenue across your date range - the main chart for tracking how the studio is doing financially.
			* '''Payments by teacher''': a pie chart showing how much revenue came from each teacher's classes.
			* '''Payments by payment type''': a pie chart showing the mix of how people paid, such as card or cash.
			* '''Payment Data''': a row-by-row list of individual payments, useful for bookkeeping or double-checking numbers.

			=== Teacher reports ===
			The 'Teachers' area helps you see how much each teacher taught and what they should be paid.
			* '''Attendance by teacher over time''': a bar chart showing teaching activity per teacher across your date range.
			* '''Attendance by teacher''': a pie chart showing each teacher's share of total attendance.
			* '''Attendance by package type''': a pie chart showing what passes or memberships were used in each teacher's classes.
			* '''Teacher by Class by Date''': see [[#Using reporting to pay teachers\|Using reporting to pay teachers]] below - this is the report to use for calculating teacher pay.
			* '''Attendance Data''': the same raw check-in list as in Attendance, useful for double-checking the numbers behind teacher pay.

	=== How to build reports ===		=== How to build reports ===
	Reports can be controlled in ~~three~~ different ways.		Reports can be controlled in two different ways.
	* Dates: on the top right is a date filter where you pick the time frame to report on. Many presets, such as 'Last Month' are available to aid in this process though you can also use idioms such as '8m' meaning the last 8 months or '3y' meaning the last three years. Or you can directly enter an exact date range.		* '''Dates''': on the top right is a date filter where you pick the time frame to report on. Many presets, such as 'Last Month' are available to aid in this process though you can also use idioms such as '8m' meaning the last 8 months or '3y' meaning the last three years. Or you can directly enter an exact date range.
	* Filters: on the left are a number of filters that allow you report directly on a specific type of class or a specific teacher for example.		* '''Filters''': on the left are a number of filters that allow you report directly on a specific type of class or a specific teacher for example.
	Whenever you change the dates or filters, the reports are updated.		Whenever you change the dates or filters, the reports are updated.

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	* Select the time period (i.e. 'Last Month')		* Select the time period (i.e. 'Last Month')
	* Scroll down to the 'Teacher by Class by Date' report or table.		* Scroll down to the 'Teacher by Class by Date' report or table.
	The chart first groups all attendance in the time period by teacher, then by class then by the date of the class. The date line provides the ~~attendence~~ count for that class. Averages by teacher and teacher/class are also provided to track how your teachers are doing.		The chart first groups all attendance in the time period by teacher, then by class then by the date of the class. The date line provides the attendance count for that class. Averages by teacher and teacher/class are also provided to track how your teachers are doing.


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	=== Exporting data for a report ===		=== Exporting data for a report ===
	Each chart or table contains button to allow you to export the data in the report as a CSV file.		Each chart or table contains a button to allow you to export the data in the report as a CSV file. There is no PDF export option - CSV (spreadsheet) is the only format available.

	[[File:reports-pkg-type-pie.png\|400px\|center]]		[[File:reports-pkg-type-pie.png\|400px\|center]]
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	=== Use of detail data ===		=== Use of detail data ===
	The bottom chart contains the detail data (i.e. payments or attendance), that was used to build these reports.		The bottom chart contains the detail data (i.e. payments or attendance), that was used to build these reports.
	Whenever you change the date or filters, ~~reports~~ this detail data will be updated. In some cases where you need more control over the type of report you want, you can export this data to a spreadsheet and manipulate it there.		Whenever you change the date or filters, this detail data will be updated. In some cases where you need more control over the type of report you want, you can export this data to a spreadsheet and manipulate it there.

Admin: /* Using reporting to pay teachers */

2025-11-17T00:22:20Z

Using reporting to pay teachers

← Older revision		Revision as of 00:22, 17 November 2025
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	* Select the time period (i.e. 'Last Month')		* Select the time period (i.e. 'Last Month')
	* Scroll down to the 'Teacher by Class by Date' report or table.		* Scroll down to the 'Teacher by Class by Date' report or table.
			The chart first groups all attendance in the time period by teacher, then by class then by the date of the class. The date line provides the attendence count for that class. Averages by teacher and teacher/class are also provided to track how your teachers are doing.

Admin: /* How to build reports */

2025-11-17T00:15:31Z

How to build reports

← Older revision		Revision as of 00:15, 17 November 2025
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	* Filters: on the left are a number of filters that allow you report directly on a specific type of class or a specific teacher for example.		* Filters: on the left are a number of filters that allow you report directly on a specific type of class or a specific teacher for example.
	Whenever you change the dates or filters, the reports are updated.		Whenever you change the dates or filters, the reports are updated.

			[[File:reports-overview.png\|600px\|center]]

	=== Using reporting to pay teachers ===		=== Using reporting to pay teachers ===

Admin: /* Using reporting to pay teachers */

2025-11-17T00:10:57Z

Using reporting to pay teachers

← Older revision		Revision as of 00:10, 17 November 2025
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	* Scroll down to the 'Teacher by Class by Date' report or table.		* Scroll down to the 'Teacher by Class by Date' report or table.

	[[File:reports-teacher-class-date.png\|~~500px~~\|center]]
			[[File:reports-teacher-class-date.png\|600px\|center]]

	=== Exporting data for a report ===		=== Exporting data for a report ===

Admin: /* Using reporting to pay teachers */

2025-11-17T00:10:14Z

Using reporting to pay teachers

← Older revision		Revision as of 00:10, 17 November 2025
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	* Scroll down to the 'Teacher by Class by Date' report or table.		* Scroll down to the 'Teacher by Class by Date' report or table.

	[[File:reports-teacher-class-date.png\|~~400px~~]]		[[File:reports-teacher-class-date.png\|500px\|center]]

	=== Exporting data for a report ===		=== Exporting data for a report ===

Admin at 00:09, 17 November 2025

2025-11-17T00:09:55Z

← Older revision		Revision as of 00:09, 17 November 2025
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	* Filters: on the left are a number of filters that allow you report directly on a specific type of class or a specific teacher for example.		* Filters: on the left are a number of filters that allow you report directly on a specific type of class or a specific teacher for example.
	Whenever you change the dates or filters, the reports are updated.		Whenever you change the dates or filters, the reports are updated.

			=== Using reporting to pay teachers ===
			Taramala provides a chart in the 'Teachers' section that can be used to calculate how much to pay your teachers.
			* Navigate to 'Reports'/'Teachers'
			* Select the time period (i.e. 'Last Month')
			* Scroll down to the 'Teacher by Class by Date' report or table.

			[[File:reports-teacher-class-date.png\|400px]]

	=== Exporting data for a report ===		=== Exporting data for a report ===

Admin at 23:24, 16 November 2025

2025-11-16T23:24:45Z

← Older revision		Revision as of 23:24, 16 November 2025
Line 14:		Line 14:
	* Filters: on the left are a number of filters that allow you report directly on a specific type of class or a specific teacher for example.		* Filters: on the left are a number of filters that allow you report directly on a specific type of class or a specific teacher for example.
	Whenever you change the dates or filters, the reports are updated.		Whenever you change the dates or filters, the reports are updated.

			=== Exporting data for a report ===
			Each chart or table contains button to allow you to export the data in the report as a CSV file.

			[[File:reports-pkg-type-pie.png\|400px\|center]]

	=== Use of detail data ===		=== Use of detail data ===
	The bottom chart contains the detail data (i.e. payments or attendance), that was used to build these reports.		The bottom chart contains the detail data (i.e. payments or attendance), that was used to build these reports.
	Whenever you change the date or filters, reports this detail data will be updated. In some cases where you need more control over the type of report you want, you can export this data to a spreadsheet and manipulate it there.		Whenever you change the date or filters, reports this detail data will be updated. In some cases where you need more control over the type of report you want, you can export this data to a spreadsheet and manipulate it there.

Admin: Created page with "== Reporting == Taramala allows you to build reports using charts and tables in the following areas: * Payments: allow you to trend payment information over weeks, months or years, breaking down where your income is coming from. * Attendance: allow you to track how the studio is doing through charts that look at attendance at a specific time or track changes in attendance over the years. * Teacher: check how teachers are doing with average class size or use a chart to he..."

2025-11-16T23:17:28Z

Created page with "== Reporting == Taramala allows you to build reports using charts and tables in the following areas: * Payments: allow you to trend payment information over weeks, months or years, breaking down where your income is coming from. * Attendance: allow you to track how the studio is doing through charts that look at attendance at a specific time or track changes in attendance over the years. * Teacher: check how teachers are doing with average class size or use a chart to he..."

New page

== Reporting ==
Taramala allows you to build reports using charts and tables in the following areas:
* Payments: allow you to trend payment information over weeks, months or years, breaking down where your income is coming from.
* Attendance: allow you to track how the studio is doing through charts that look at attendance at a specific time or track changes in attendance over the years.
* Teacher: check how teachers are doing with average class size or use a chart to help calculate how much to pay them based on factors such as the number of classes, or attendance or average class size.

Reporting is offered with the [[Billing|STANDARD plan]].

[[File:reports-attendance.png|400px|center]]

=== How to build reports ===
Reports can be controlled in three different ways.
* Dates: on the top right is a date filter where you pick the time frame to report on. Many presets, such as 'Last Month' are available to aid in this process though you can also use idioms such as '8m' meaning the last 8 months or '3y' meaning the last three years. Or you can directly enter an exact date range.
* Filters: on the left are a number of filters that allow you report directly on a specific type of class or a specific teacher for example.
Whenever you change the dates or filters, the reports are updated.

=== Use of detail data ===
The bottom chart contains the detail data (i.e. payments or attendance), that was used to build these reports.
Whenever you change the date or filters, reports this detail data will be updated. In some cases where you need more control over the type of report you want, you can export this data to a spreadsheet and manipulate it there.