Using Attendance Sheets

Before you start

Attendance Sheets let you track, for a given group, who attended or missed each of your sessions (classes, meetings, training sessions, etc.). For example, in a sports club, you can track which members were present or absent at a training session. All groups can enable Attendance Sheets.

This article covers the following topics:

• How to enable Attendance Sheets for a group
• How to manage your Attendance Sheets
• What are the limitations of Attendance Sheets

How to enable Attendance Sheets for a group

How to enable the Attendance Sheet feature

Before you can use Attendance Sheets, the feature must be enabled. Make sure Attendance Sheets are turned on in your platform's Settings.

Go to: Settings > Feature Selection > (Community >) Attendance Sheet.

Please note: only a main administrator can enable a feature.

The feature will then appear in your Community menu.

Your group's Attendance Sheet isn't showing up? One extra step is needed to enable it: how to enable the Attendance Sheet for a specific group.

How to enable the Attendance Sheet for a specific group

Go to Community > Groups, then click the "…" on the relevant group by hovering over it. Then click "Access settings" for that group.

On the group configuration page, enable the Attendance Sheet toggle (set it to ON) then click Save.

The Attendance Sheet will then appear in the corresponding Community menu.

When creating or configuring a group, you can enable the Attendance Sheet. However, it will not appear if the feature itself is not enabled. Refer to: How to enable the Attendance Sheet feature if needed.

How to manage your Attendance Sheets

How to access Attendance Sheets

Once in the group space, go to Community > Attendance Sheets. Hover over the group of your choice and click "Access" to view and edit attendance sheets.

How to add or view an attendance sheet

You can create a new sheet by clicking + New Attendance Sheet.

You can also access the attendance history of previous sheets by clicking the eye icon in the Details column.

Attendance sheet features

On each sheet, enter the date (required) and then check off the members present from the group's member list. You can also do this from your smartphone.

You can also print a paper copy if you don't have access to a computer or mobile device when filling out the attendance sheet.

Who can use attendance sheets?

Main administrators, Community administrators, and group administrators can use attendance sheets. Group administrators will only have access to the groups they administer.

To learn more about group administrators: Everything you need to know about group management.

What are the limitations of attendance sheets?

Can I export the names of attendees?

It is not possible to export the names of attendees for a given sheet.

However, you can click Printable example to download a printable template listing the group's members, which you can fill out manually by checking off the names of those present.

Can I track one person's attendance across multiple periods?

It is not possible to generate an attendance sheet by individual, for example to track a member's attendance and absences across multiple dates.

If this tracking is essential for you, one possible workaround is to add this information as a custom field on the profile record (for example, one field per date or period tracked). In that case, only administrators with community access rights will be able to edit and view this information.