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Report Generation User Story

Ready

Feature: Report Generation

As a coach,
I want to generate detailed reports on student performance, attendance, and other key metrics,
So that I can review progress, share insights with parents, and make data-driven decisions to improve training outcomes.

User Flow & Detailed Steps

  1. Accessing Report Generation:

    • Scenario: The coach logs into the app and navigates to the "Report Generation" section.

    • Steps:

      1. The coach clicks on the "Report Generation" tab.
      2. The app displays options to create a new report or view/download previously generated reports.

    • Outcome: The coach can initiate a new report or revisit past reports for reference.

  2. Selecting Report Type:

    • Scenario: The coach wants to choose a specific type of report to generate.

    • Steps:

      1. The coach clicks "Create New Report" and is presented with report options, including:
        • Attendance Summary
        • Performance Review
        • BMI and Health Metrics
        • Batch Overview
        • Fee and Payment Status
      2. The coach selects the desired report type.

    • Outcome: The chosen report type opens with relevant data fields and filters for further customization.

  3. Customizing Report Parameters:

    • Scenario: The coach wants to filter and customize report data to ensure relevance.
    • Steps:
      1. The coach selects parameters such as:
        • Date range (e.g., past month, quarter, or custom dates)
        • Specific batch or individual students
        • Metrics to include (e.g., attendance percentage, skill progress, fee status)
      2. The coach applies the filters and previews the data.
    • Outcome: The report is tailored to the coach’s requirements, focusing only on the necessary data.

  4. Adding Notes or Comments:

    • Scenario: The coach wants to add additional observations or comments to the report.
    • Steps:
      1. The coach clicks on "Add Comments" within the report editor.
      2. The app provides a text box where the coach can write notes, such as:
        • Observations on student progress or behavior
        • Areas of improvement or skill focus
        • Recommendations for parents or students
      3. The coach saves the comments, and they are added to the final report.
    • Outcome: The report is enhanced with personalized notes, making it more insightful for parents and students.

  5. Previewing the Report:

    • Scenario: The coach wants to review the report before finalizing it.
    • Steps:
      1. The coach clicks on "Preview Report."
      2. The app generates a preview, showing the final layout and content.
      3. The coach checks for any inaccuracies or necessary edits.
    • Outcome: The coach can make adjustments if needed, ensuring the report is polished and accurate.

  6. Generating and Saving the Report:

    • Scenario: The coach is satisfied with the report and wants to save it.
    • Steps:
      1. The coach clicks "Generate Report."
      2. The app processes the data and saves the report in the coach’s report library for easy access.
    • Outcome: The report is saved in the system, making it available for future reference.

  7. Downloading and Sharing the Report:

    • Scenario: The coach wants to share the report with parents or download it for offline access.
    • Steps:
      1. The coach selects the report from the library and chooses a download format (e.g., PDF, Excel).
      2. The coach can download the report or share it via:
        • Email (sent directly to parents)
        • A download link (shared with parents or students)
        • Printing (for physical copies)
    • Outcome: The report is shared with the intended audience, providing them with valuable insights into progress and performance.

Report Generation Table in Markdown

Step Description
Accessing Report Generation The coach navigates to Report Generation to create new reports or view previously generated reports.
Selecting Report Type The coach chooses from report types such as Attendance Summary, Performance Review, BMI Metrics, Batch Overview, or Fee Status.
Customizing Report Parameters The coach filters data by date range, batch, individual students, or specific metrics, ensuring the report is relevant.
Adding Notes or Comments The coach adds personalized comments to the report, providing observations, feedback, and recommendations for parents and students.
Previewing the Report The coach reviews the report in preview mode, ensuring content accuracy and making final adjustments as needed.
Generating and Saving the Report The coach saves the final report in their report library, making it available for easy access in the future.
Downloading and Sharing The coach downloads the report in PDF or Excel format or shares it via email, link, or printed copy for parents or students.