Tag Archives: business management

Powerful reporting tools help you understand your business

ClassJuggler’s reporting tools make it drop-dead easy to put key business metrics in your grasp with just a few mouse clicks, such customer, student, instructor, and class data. This kind of critical at-a-glance information can save you hours of manual reporting work and reduce business risk by identifying gaps or problems. reports

In ClassJuggler, you can track, sort, and filter all records by dozens of fields, including creation date, category, account, name, day and time, class capacity, and much more.

As well, you can easily generate dozens of professional reports, which you can view online, print as PDF, or export as a .CSV file.

Here are some of the more popular reports:

Class reports

  • Attendance reports
  • blank attendance sheets for in-class use as printouts
  • Skill sheets
  • Class enrollee reports
  • Class schedule reports
  • Classroom schedules

With each, you can limit reports by day or class times, enrollees, drops, or class type.

Student and customer reports

  • Bad address reports
  • Missing information reports
  • Student lists by status or group
  • Student registration, pre-registration, and non-registration reports

Results for each report type are linked to student and customer records for fast updating.

Instructor reports

You can run reports on instructors by assigned active classes or in-progress classes, or by other key data, such as students assigned, student scoring records, and more.

Financial Reports

  • Report on customer account balances (by last invoiced amount due or current net total balance due).
  • Create detailed customer payment reports by payment type, in either cash basis or accrual basis.
  • Add detailed account categories to your billing reports to view at the detail level or roll-up the totals to the highest level accounts.

If you’re a ClassJuggler client, already managing your school with our software, you can get detailed information about the many reports you can run, and how to do so, here in our help files.

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Get SMART in 2016

Almost a month into the new year now … are you on target with your resolutions and business goals for 2016? If not, the problem could be baked into the resolutions themselves. Using S.M.A.R.T. acronym, you can radically raise the likelihood that you’ll achieve your goals.

The S.M.A.R.T. method of planning business goals or individual goals is popular among leading businesses globally, and there’s no reason not to capitalize on this methodology for your own school and life planning. 

In business, they use the word COMMITMENTS rather than RESOLUTIONS but it’s the same thing; it’s about what you will do to achieve certain standards or improvements in your life or work.

What getting S.M.A.R.T. means

Each letter of S.M.A.R.T. is the key to planning goals and actions that you’ll actually get done. Here’s how.

S is for Specific:

Define specific results you expect as an outcome for the commitment. Example: “Losing 10 pounds” and “Add at least 50 new students” are specific. “Be uplifting” and “Be a better coach” are not specific.

M is for Measurable:

Ensure that your actions can be measured as you progress toward completing your commitment. Can you measure the quantity and/or quality concretely? Example: “Increase attendance rate to 90%” and “Improve customer service feedback scores from Good to Very Good” are measurable; you can measurably check your progress quarterly or monthly to ensure that you’re on target.

A is for Achievable:

Create commitments that are challenging, yet achievable. If it’s too lofty – “Grow my revenues fourfold in 2016” – you’ll only get frustrated or unhappy when it becomes evident that it’s not realistic.

R is for Results-oriented:

Measure success on the results you achieve, not just on the steps you take. So, reduce my body fat from 25% to 23% is about results, while “Eat healthfully every day” is not.

T is for Time-specific:

With each commitment, establish milestones, checkpoints, and a completion date. If you want to add 80 new students by year’s end, then you can set quarterly review sessions to see if you are one quarter of the way – 20 new students – toward meeting that goal.

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How to get S.M.A.R.T. in your goal planning and achieving

A couple more things to ensure success:

  • Set no more than 5 to 7 commitments – enough to make a measurable difference by the end of the year, but not so many that the commitments are competing with each other for your time.
  • Make sure your individual work commitments align to your overall business vision and that, likewise, your personal commitments align to your vision of who you want to be. For example, a goal to run your first marathon can be good if it’s what YOU want, but not a good goal if you’re only doing it because your friend wants you to do it with her.

Once you’ve set your commitments, also identify how you will achieve your commitments. Plan key milestones – the evidence that you’re executing your plan.

The SMART method works!

Keep in mind that many of the business management tools and features within ClassJuggler’s school management software can help you achieve your business commitments.

If you’re not yet using ClassJuggler for your school-based business, learn more here:

Any questions remaining? Simply contact us and we can answer your questions or walk you through it.