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 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 iconnext to a report name to change the heart to red. This will add the report to your Reports menu > My Reports.

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