Track a Trial Enrollment

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.