Report on Trial Enrollments

After a trial is completed, there are three report options 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 using Reports > Classes / Enrollments > 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 > Classes / Enrollments > Enroll History and Reports > Classes / Enrollments > Enrollment Detail  to Trial - Enrolled.

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