IN BRIEF
The Staff Schedule Report (STA-3) produces a hard copy of staff class and event schedules, sorted by instructor. Use this report to review instructor assignments, class and event schedule details, openings, current enrollments, and weekly teaching-hour totals.

• Overview
  • Key Report Details
  • Important notes
  • Using Preset Filters
• Accessing the Report
• Step-by-Step Instructions
  • General Filters
  • Class/Event Filters
  • Display Options
  • Generating the Report
• Understanding the Report Results
  • Enrollment and opening totals
  • Instructor assignments
• Troubleshooting & FAQs
• Related Articles

Overview

The Staff Schedule Report (STA-3) provides schedule information for staff members assigned as instructors to classes or events. The report sorts results by instructor and includes class or event schedule details, enrollment counts, openings, and total teaching hours per week.

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Key Report Details

The report includes the following details:

• Class or event day
• Class or event time
• Class or event name
• Number of instructors assigned
• Number of openings
• Number of current enrollments
• Teaching-hour totals per week

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Important notes

• Totals shown for openings and current enrollments reflect the numbers available on the day you generate the report.
• This report refers to permanently assigned instructors only.

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Using Preset Filters

If you commonly use the same filters when running this report, you can save them as Presets. Load a Preset Filter when you open the report page, set your date range, and generate the report in the preferred format.

• For more information, see What are Preset Filters for Reports?

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Accessing the Report

To access the Staff Schedule Report:

1. From the main navigation menu, go to Reports.
2. Locate the Staff Schedule Report (STA-3).
3. Select the report name to open the report filters.

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Step-by-Step Instructions

1. Open the Staff Schedule Report (STA-3).
2. Select the desired filters to limit the report results.
3. Review the available filter sections:
   • General Filters
   • Class/Event Filters
   • Display Options
4. Select the desired export format at the bottom of the report.
5. Generate the report.

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General Filters

Use General Filters to limit results by staff status, Location, schedule day, Program, Level, instructor, or Session.

• Staff Member Status: Use Staff Member Status to limit the report based on the staff member’s account status.
  • Active: Limits the report to staff members whose account status is set to “Active.”
  • Inactive: Limits the report to staff members whose account status is set to “Inactive.”
• Locations: Use Locations to limit results to staff members assigned as an instructor to classes or events associated with the selected Location or Locations.
• Day Of Week: Use Day Of Week to limit results to staff members assigned as an instructor to classes or events that meet on the selected day or days of the week.
• Choose Program: Use Choose Program to limit results to staff members assigned as an instructor to classes or events associated with the selected Program or Programs.
• Choose Level: Use Choose Level to limit results to staff members assigned as an instructor to classes or events associated with the selected Level or Levels.
• Choose Instructor: Use Choose Instructor to limit results to the selected instructor or instructors.
• Choose Session: Use Choose Session to limit results to staff members assigned as an instructor to classes associated with the selected Session or Sessions.
  • By default, the Choose Session filter only displays current and future Sessions.
  • Enable the Show Past toggle to display past Sessions or Rolling Sessions, if needed.

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Class/Event Filters

Use Class/Event Filters to choose whether the report includes class data, event data, appointment data, or all three.

• Show Class/Event: Use Show Class/Event to choose which schedule types appear in the report.
  • Show Classes: Includes class-related data for each staff member.
  • Show Events: Includes event-related data for each staff member.
  • Show Appointments: Includes appointment-related data for each staff member.
• Class Status: Use Class Status to choose which classes appear in the report.
  • Active: Includes active classes.
  • Inactive: Includes inactive classes.
• Event Status: Use Event Status to choose which events appear in the report.
  • Active: Includes active events.
  • Inactive: Includes inactive events.

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Display Options

Use Display Options to choose whether the report includes instructors who do not currently have assigned classes or events.

• Show All Instructors: Enable Show All Instructors to include all staff members, even if they are not currently assigned as instructors to any classes or events.

Important note:

• Choosing any limiting filters above overrides Show All Instructors when you require a specific Program or Session.

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Generating the Report

• Select your desired export format (such as HTML, PDF, XLS, or CSV) at the bottom of the report.
• The System will immediately generate the report in the selected format.

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Understanding the Report Results

Enrollment and opening totals

The report calculates openings and current enrollments when you generate the report. If enrollments change after you generate the report, run the report again to view updated totals.

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Instructor assignments

The Staff Schedule Report includes permanently assigned instructors only. Temporary, substitute, or non-permanent instructor assignments do not appear unless they are stored as permanent instructor assignments for the class or event.

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Troubleshooting & FAQs

• Why does an instructor not appear on the report?
  • Confirm that the staff member matches the selected Staff Member Status filter and has a permanent instructor assignment for a class or event included in the report filters.
• Why do the enrollment or opening totals look different from a previously generated report?
  • The report reflects openings and current enrollments as of the day you generate it. Run the report again to view current totals.
• Why do past Sessions not appear in the Choose Session filter?
  • The Choose Session filter only displays current and future Sessions by default. Enable the Show Past toggle to display past Sessions or Rolling Sessions.
• Why does Show All Instructors not include every instructor?
  • Limiting filters, such as Choose Program or Choose Session, override Show All Instructors when the report needs to return results for a specific Program or Session.
• Can the report include both classes and events?
  • Yes. Enable both Show Classes and Show Events under Show Class/Event to include class and event data.

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Related Articles

• What are Preset Filters for Reports?
• How Do I Create a New Staff Member?
• How Do I Configure Staff Permissions and User Groups?
• What are the Staff Settings Options? (Staff Roles)
• Which File Format Options Are Available for Reports?

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