After a trial is completed, there are three report options that track trials:
- Reports > Drop History
- Reports > Enroll History
- Reports > Enrollment Detail
Select Trial as the Enroll Type in the Search Criteria.
If a trial does not become a student or was a no show, leave the Enroll Type as Trial. and drop the student from the Class. Enter a drop reason (Example: No Show). Report on trials that did not become students by using Reports > Drop History Report. Be sure to select Enroll Type = Trial.
Track students who enrolled from a trial by setting the Enroll Type on the in Reports > Enroll History and Reports > Enrollment Detail to Trial - Enrolled.