After a Lesson has been delivered, Tutors will be able to view the Lesson transcript and other information generated by Bobbin, and use this information to fill in a Lesson Report to be sent to any Student's linked Client.
Note: Coming from TutorCruncher?
This process replaces the stage in TutorCruncher in which Tutors fill in a Lesson Report. Instead, when they click 'Mark Complete' in TutorCruncher, they will be redirected to this page. When they finalize the Lesson Report in Bobbin, they will then be redirected back to TutorCruncher and the Lesson will be marked Complete. Any other workflows will then continue as normal (such as charging the Client).
It's worth noting that the Lesson Report inside TutorCruncher will contain a link back to the Lesson Report in Bobbin. TutorCruncher is also told when a Bobbin Lesson is waiting for its report, so you can see what's still outstanding from either side.
After a Lesson has finished, Bobbin will start generating the Lesson Report data. This can take up to 15 minutes to complete and when finished, an email will be sent to all Tutors on the Lesson asking them to complete the Lesson Report. Tutors can switch this email off for themselves with Lesson ready for review under Notifications on their profile.
The summary, chapters and insights are written in the language the Lesson was taught in, so a Lesson taught in Spanish gets its insights in Spanish.
Tutors will be guided through the AI-generated Lesson data and have the opportunity to review and edit it, as well as provide feedback to the team. To make changes to any section, simply hover over the content and click Edit.
Tutors will also be prompted to complete the Tutor notes if the organization has marked them as required. Administrators can choose whether Tutor notes are required by navigating to Organization > Settings > Lessons and using the Require tutor notes on lesson completion setting. Tutors can also write these notes during the Lesson, from the Notes view in the classroom's Lesson tools.
Once the report is finalized, an email is sent to each Student's linked Client using the email address on their profile with a short summary of the Lesson and a link to view the entire report.
The Client can also view the Lesson recording and transcript using this link, as long as your Who can view recordings setting includes Clients and no Student on the Lesson has opted out of recording or sharing.
Note: Report emails for a Lesson with a large number of Students are prepared and sent in batches, so a big group Lesson goes out reliably rather than all at once.
Students who didn't attend
Only Students who attended a Lesson get a Lesson Report in Bobbin. A Student counts as absent if they didn't join the online classroom and weren't marked present on the register. Joining the classroom early and leaving before the Lesson starts also counts as absent, and so does being in an online Lesson for less than a minute. Tutors only need to write notes for the Students who'll get a report.
If there's no attendance record for a Lesson at all (no one used the online classroom and no register was taken, for example an in-person Lesson), Bobbin can't tell who was there, so every Student on it still gets a report. If the Tutor used the online classroom but a Student didn't join and wasn't marked present, that Student is treated as absent and doesn't get a report.
If a Student did attend but shows as absent (for example, siblings sharing one device), mark them present on the register. This corrects their attendance, but it won't create a report for a Lesson that's already complete.
When a Lesson has no insights
While Bobbin is waiting for a Lesson's transcript, or analyzing it, the Lesson shows Analyzing this lesson. The insights appear on their own when they're ready, so there's nothing to do.
If the insights don't come, the Lesson tells you why, and what will help:
We didn't receive a transcript: click Try regenerating insights.
The Lesson wasn't held in a Bobbin space, the Bobbin session was too short to analyze, or the Bobbin session never ended: regenerating won't help here. Use End lesson to finish it, and the Tutor writes the report themselves.
A Student on the Lesson doesn't have recording consent: the Lesson wasn't recorded. See Recording and sharing opt-outs.
Lessons without a usable recording
A Lesson doesn't need a recording to be reported on and closed out. If the recording is missing or didn't come through, the Lesson can still be completed and billed as normal - the Tutor simply writes the report themselves rather than starting from AI-generated insights.
The same applies when a Student has opted out of recording. The Lesson says so clearly, and the Tutor writes the report themselves. See Recording and sharing opt-outs.
If a classroom session ran but wasn't matched to its Lesson, you can link it from Unlinked sessions so its attendance, chat and transcript move onto the Lesson.
A Tutor who was added to a Lesson that already existed in Bobbin can mark it complete in the same way as anyone else on it.
When insights arrive after the report was sent
Sometimes a Lesson's transcript arrives late, so its report goes out before the AI insights are ready. Bobbin keeps trying to fetch missing transcripts for recent Lessons in the background, so the insights can appear on the Lesson later without anyone doing anything. This doesn't send any emails.
When it happens, Administrators see a notice on the Lesson saying Clients have the report without the insights. You can then:
Click Send updated report (or Send updated reports for a group Lesson) to email Clients the new version, which adds the summary and Student insights. Clients who've turned off report emails are skipped.
Click Don't send to leave the report as it is. The insights stay on the Lesson.
If report approval is on, the button sends the updated reports back to Report approvals instead, and Clients are emailed once they're approved.
Reviewing and approving reports before sending
By default, a report is emailed to the Client as soon as the Lesson is marked complete. If you'd like an Administrator to check reports before Clients see them, you can turn on report approval.
Report approval is managed in TutorCruncher, and only changes there. In TutorCruncher, go to System > Settings > People and Activity > Activity and turn on Approve lesson reports before sending. It flows through to Bobbin on the next sync. The setting still appears in Bobbin under Organization > Settings > Lessons, showing your current TutorCruncher value, but it's read-only - Bobbin tells you it's managed in TutorCruncher and won't let you change it.
Approval is off by default, and turning it on only affects Lessons completed from that point onwards. Once it's on, you will see Report approvals appear under To review in the side menu.
With report approval switched on, when a Lesson is completed by the Tutor, its reports are held rather than emailed, and the Lesson enters the Awaiting Approval stage. If none of the Students on the Lesson will get a report (for example, nobody attended), there's nothing to approve, so the Lesson completes straight away.
Held reports appear on the Report approvals page in Bobbin, and the number awaiting approval is also shown on your Dashboard. Open a report to review it, make any edits, then approve it. Approving sends it to the Client - including any edits you made.
You can approve reports one at a time, or several at once. Once the last held report on a Lesson has been approved, the Lesson moves to Complete.
Note: Bobbin Lesson Reports are always approved in Bobbin, on the Report approvals page. TutorCruncher's own Reports Approval page is for reports written in TutorCruncher, not the ones Bobbin creates. A Lesson that's waiting for approval is only marked complete in TutorCruncher once its reports are approved in Bobbin.
Progress Reports have their own separate approval setting, Require admin approval before showing progress reports, under Organization > Settings > Lessons. See Progress Reports.
Downloading a Lesson Report as a PDF
Administrators can download a finalized Lesson Report as a PDF from the Lesson page by opening the Report menu and choosing Export as PDF. If the Lesson has a single Student, this produces one PDF; if it has several Students, you'll get a zip file containing one PDF per Student.
Emailing a Lesson Report PDF to Clients
You can email Lesson Report PDFs straight to your Clients. Just open the Lesson, open the Report menu and choose Email to clients, then choose which Students you'd like to send reports for. Any Clients who've turned off report notifications are skipped automatically.
Attaching the report PDF to the Client email
By default, the email sent to Clients contains a short summary of the Lesson and a link to view the full report online. If you'd like the report attached as a PDF as well, an Administrator can turn on Attach report PDF to lesson report emails under Organization > Settings > Lessons.
When this is enabled, each Student's report is attached as a PDF to both the automatic email sent when a Lesson is completed and any manual send from the Lesson page. When it's disabled, the report email is still sent, just without the PDF attachment.
If marking a Lesson complete doesn't seem to work
Marking a Lesson complete is more forgiving than it used to be. If the connection to TutorCruncher is briefly unavailable at that moment, the Lesson still completes and reaches TutorCruncher once the connection recovers — nobody needs to redo anything. You also won't see an error message for a completion that actually succeeded.
If a Lesson does look stuck in Awaiting Report long after it finished, get in touch and we can take a look.