How to Improve Efficiency with the Lesson Summary Report

Lesson Summary Report: Improve Efficiency

The Lesson Summary Report is a versatile report that can provide you with detailed insights about lessons in a list format. You can see where your revenue is coming from, what services are most popular, which customers schedule the most lessons and much, much more.

In addition to providing you with key business metrics, the report can also be used to improve internal/external communication and efficiency. This article will look at 3 reports that you can generate to help achieve these goals.

  1. View lesson notes and timestamps
  2. Find mobile numbers for students or teachers assigned to lessons
  3. View flagged lessons and comments



Where to find it

You can find the Lesson Summary Report in your Teachworks account by going to Reports > Lesson Summaries.

Lesson Summary Report

If you will be running reports regularly, you can enable the “Save Settings” option to save your report settings for future use.

Lesson Summary Report: Save Settings



1. View lesson notes and timestamps

Using the Lesson Summary Report to view internal and shared lesson notes is a great time-saver. Instead of having to view lessons individually, you can view all notes for all students (or select students) on a single screen. You can also include a timestamp to see when last notes were sent to clients for specific lessons.



Settings to use:

  • Data Type: Lessons by Student
  • Dates: Adjust as needed
  • Filters: If you would like to view notes for a specific student or family, select them here
  • Format: List
  • Grouping: Adjust as needed (you can group by date, student, teacher, service or customer)
  • Columns: “Shared Notes” and/or “Private Notes” as well as “Notes Last Sent”



Possible uses:

  • Admins and staff can use this report and choose the “Private Notes” column to see any internal notes that may need their attention on a single screen.

  • If a tutor is replacing another tutor, you can generate the report for the relevant students, download it, and send it to the teacher. This will provide the teacher with more information about each student’s progress and will help to ensure a smoother transition.

  • If a parent requests all the lesson notes for their child/children to show to a school teacher or counsellor, you can quickly generate the report and email them a copy.

  • If you would like to double check that notes are being sent to your clients on a regular basis, you can include the “Notes Last Sent” column. This column displays a timestamp indicating when notes were sent last.

  • If you require tutors to add lesson notes after each session, you can use the Lesson Summary Report to make sure that this is being done.

  • If you simply want to monitor the notes that are being sent to clients, this report is ideal.



2. Find mobile numbers for students or teachers assigned to lessons

The Lesson Summary Report makes it very easy to quickly find contact information for both teachers and students (or parents) assigned to specific lessons. There is no need to navigate to each individual user’s profile, making this a quick and powerful tool for follow-ups.



Settings to use:

  • Data Type: Lessons by Student / Lessons (choose “Lessons” if you only need the tutor’s mobile number)
  • Dates: Set as needed
  • Filters: Set as needed
  • Format: List
  • Columns: This will depend on your specific requirements. You can include “Teacher Mobile Number”, “Customer Mobile Number” and “Student Mobile Number”



Possible uses:

  • If you offer a trial lesson to students and you assign a specific service to it (such as “Free Trial Lesson”), you can set the “Group” to “Service”. You can then generate the report, find the relevant students, and follow up with them or their parents using the mobile number listed on their profiles. If you prefer to email, you can include the “Customer Email” or “Student Email” column instead.

  • If tutors add internal notes for attention from the admin/staff, you can use this report and add the “Private Notes” column to easily follow up with parents about issues concerning their child.



3. View flagged lessons and comments

The Lesson Summary Report is great for improving internal communication. By viewing all lesson flags for a specific time frame on a single screen, admins and staff can take action faster.



Settings to use:

  • Data Type: Lessons by Student / Lessons
  • Dates: Set as needed
  • Filters: Set as needed
  • Format: List
  • Columns: “Flagged” and “Flagged Comments”



Possible uses:

  • This report makes it easy for the admin or staff to quickly identify lessons that require their attention. They can add additional information (such as the tutor’s contact information) to the report to make it quick and easy to follow up if they need to.

  • You can view information related to billing before generating invoices. For example, if the duration of a lesson has changed and tutors don’t have permission to edit lessons, they can flag the lesson and the admin or staff can can take the necessary action prior to invoicing.



Teachworks offers several customizable reports (in addition to the Lesson Summary Report) that allow you to view your teaching business’ performance in real time. View the full list here: Monitor Trends and Gain Insights with Teachworks






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Looking for user-friendly software to streamline & automate your teaching business? Teachworks provides simple business management software to tutoring companies, music schools & studios, driving schools and language schools.

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