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📊 Ops Reports

Center-level operational reporting across three cadences: yesterday's briefing, last week's summary, and last month's business review

DailyWeeklyMonthlyAI-PoweredEmail + PDF

💡Why It Matters

Walk in knowing what happened yesterday

The daily briefing gives directors a complete picture of the prior day before the center gets busy. AI highlights surface what needs attention so follow-up starts early, not after something gets missed.

Spot weekly patterns before they become problems

The weekly summary makes attendance, staffing, and documentation patterns visible across the full week, so directors can course-correct before small issues harden into habits.

Run the business review from one report

The monthly report brings revenue, enrollment, attendance, assessments, cancellations, and lead pipeline into one center-level review that's useful for owner conversations and month-ahead planning.

📋What You Get

Daily Report

  • • Morning briefing on yesterday's sessions, enrollments, and attendance
  • • AI executive summary plus session-quality flags for issues needing review
  • • Assessment activity, academic accomplishments, and internal follow-up notes
  • • Instructor workload breakdown, with clock-in/out data if enabled
  • • Documentation status and hourly attendance/no-show visibility

Weekly Report

  • • Monday summary covering the previous full week (Mon–Sun)
  • • AI-generated weekly highlights plus attendance patterns across the week
  • • Weekly enrollment, assessment, academic, instructor, and documentation metrics
  • • Sessions-by-day chart for quick week-at-a-glance review

Monthly Report

  • • Prior-month executive review with day-1 baseline, MoM, and YoY revenue analysis
  • • Revenue breakdown plus a 24-month trend chart in the PDF attachment
  • • Enrollment, attendance, academic progress, and assessment activity summaries
  • • Lead pipeline and cancellation visibility for business health review
  • • Detailed enrollment, assessment, and trend content in the PDF attachment

🕐Schedule & Delivery

Daily Report

Sent as a morning briefing for each center, covering the previous day's activity. HTML email.

Weekly Report

Sent Monday morning for each center, covering the prior week (Mon–Sun). HTML email.

Monthly Report

Sent at the start of the month for each center, covering the prior full calendar month. HTML email with PDF attachment.

Recipients

Each center receives its own report at the email lists configured in Report Management.

Get the Ops Reports suite

Available to Capital Region Math franchisees. Contact us to learn more.

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