How to Track Staff performance Using Reports

How to Track Staff Performance Using Reports
Estimated Reading Time: 4 minutes
Applies to: Pro and Premium

Quick Summary

Trainin provides simple and insightful reports that help you track staff performance across all activities. These reports show how many sessions each staff member leads, how many participants they train, and how many paid clients attend their sessions.

Using these insights helps you understand workload distribution, evaluate trainer performance, and optimize your team’s schedule.

Why This Matters

Tracking staff performance helps you run your operations more efficiently. By reviewing session data and participation per trainer, you gain insights into productivity, activity demand, and coaching impact.

These insights can help you balance staff schedules, recognize high-performing trainers, and make better staffing decisions based on real data.

Steps

Step 1: Open the reporting dashboard: Go to Reports
– The reporting dashboard contains multiple reports that provide insights into activities, bookings, and staff performance.

Step 2: Open the staff performance report: Go to Reports > Sessions > Staff summary
– This report provides an overview of how many sessions each staff member has hosted within the selected time period.
– The report displays the number of sessions per staff member so you can quickly compare activity levels across your team.
– Tip: Use the revenue per session report and filter on teacher to review which teacher brings in most 

Step 3: Select a time period for your analysis: Staff summary > Date filter
– Choose a timeframe such as this week, this month, or a custom date range to analyze staff activity during a specific period.

Step 4: Export the report if needed: Staff summary > Export
– Export the report to download the data for internal analysis or payroll purposes.

Best Practice

Review staff performance reports regularly to ensure sessions are evenly distributed across your team and that popular activities are supported by the right trainers.

Pro Tips

• Combine staff performance insights with activity performance reports to understand which trainers generate the highest participation.

• You can also use the session duration and participant data to support payroll calculations or evaluate trainer workload.

Common Questions

What information does the staff performance report include?
– The report includes the number of sessions hosted, session duration, participant counts, and how many clients paid for those sessions.

Can I see which activities each trainer leads?
– Yes, the report shows a detailed breakdown of activities per staff member.

Can I export the staff performance data?
– Yes, you can export the report to download the data for further analysis or reporting.

Can I filter the report by time period?
– Yes, you can select different date ranges to analyze staff performance over specific periods.

Using staff performance reports regularly help you understand how your team contribute to your activities and allows you to manage staff scheduling more effectively.

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