After a trial is completed, there are three reports that track trials:
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 going to Students (menu) > Student Reports > Drop History. Be sure to select Enroll Type = Trial.
Track students who enrolled from a trial by setting the Enroll Type in Students (menu) > Student Reports > Enrollment Detail to Trial - Enrolled.
Save a frequently used report for quick and easy access! Click the Heart icon
next to a report name to change the heart to red
and add the report to your Reports menu > My Reports.
