Report on Trial Enrollments

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 Reports (menu) > Find Reports > Classes/Enrollments (left menu) > Recommended (tab) > Drop History. Be sure to select Enroll Type = Trial.

Track students who enrolled from a trial by setting the Enroll Type in Reports (menu) > Find Reports > Classes/Enrollments (left menu) > Recommended (tab) > Enrollment Detail  to Trial - Enrolled.

Save this as a frequently used report! Click the heart (icon)next to a report name, the heart will change to redand the report will be listed under the Reports (menu) > My Reports for quick and easy access!

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