The period report

Opening your first report

From the Admin area sidebar, open “Reports”. Choose the location and the period: the quick options cover this week, last week, this month and last month. For a custom range pick “Custom” and enter the two dates.

The page updates where you are: the address changes with the filters, so you can bookmark or share the link to a specific month's report with a colleague.

• The default period is the current month.
• The page address contains location and period: it can be shared.
• Every section has a “View details” link down one level.

Attendance: what the rate means

The attendance rate counts recorded days of attendance in the numerator and expected days in the denominator: one active person for every open day of the location. Closures and holidays from the calendar are excluded, because nobody was expected then.

Absences split into recorded and planned. Days without any record appear as “unrecorded”: they are the reminder to complete the register.

In the per-participant details you find the same arithmetic person by person, with search, sorting and pages. Clicking a person opens their individual report for the period.

Meals and tasks

In the lunch panel three different numbers matter: responses submitted before the deadline, deliberate empty choices — someone confirmed “not eating today” — and missing selections, meaning expected people who didn't respond. The detail lists who is missing day by day, so following up becomes a targeted round of calls.

Tasks show the period's assignments, how many occurrences were scheduled and how many remain unassigned. It's a tool to balance task rotation among people: it is not, and doesn't want to be, a productivity score.

• A confirmed “not eating” is not a missing selection.
• Missing selections are listed by day, newest first.
• Archived tasks count only up to their archive date.

Communications: statuses only, never contents

The report counts communications published in the period, how many were important and how many required an acknowledgement. When some acknowledgements are still missing, the “To follow up” panel lists the communications involved with the number of reference contacts yet to confirm.

Reports never include message texts nor reference contacts' replies: only counts and statuses. Whoever needs the contents finds them in the Communications section, under its permissions.

Exporting: PDF for management, Excel for the office

The buttons at the top generate the document for the chosen period. The PDF is laid out for A4: a header with organization, location and period, the summary sections, the attendance series and notes explaining how the data is counted. Print it or attach it to emails and minutes as is.

The Excel workbook contains one sheet per theme — Summary, Attendance, Meals, Tasks, Communications — with dates and numbers formatted as such, ready for filters and calculations. Every export is recorded in the activity log, with author, period and format.

• PDF ready for A4 printing.
• Excel with one sheet per theme, no single dump.
• Every export is tracked in the activity log.

Which data enters the reports

Reports work on the operational data of the day: attendance, meal choices, tasks, communication statuses. They don't include private notes about people, message contents, reference contacts' email addresses or health information.

Access to the section follows the existing roles: administrators and collaborators; reference contacts don't see organization reports.