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The Reports section allows you to find all the available reports and their details including the type of information they contain and how to run, update, and export them.

Table of Contents

Accessing Reports

To access your Reports feature

To understand more about reports, follow the

steps

section given below

:1

.

Log in to the website

The Home page will be displayed.

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2. Click your profile picture on the top right and then click My Account.

The Home Dashboard will be displayed.

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3. Navigate to Reports.

The Reports page showing the report categories will be displayed.

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Running a Report

To run a report on the system, follow the steps below:

1. Log in to the website.

The Home page will be displayed.

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2. Click your profile picture on the top right and then click My Account.

The Home Dashboard will be displayed.

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3. Navigate to Reports.

The Reports page showing the report categories will be displayed.

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4. On the left navigation menu, click or search for the report that you want to run.

The report will be displayed.

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5. Select the date range for which you want to generate the report from the After and Before dropdown calendars.

6. Depending on the report that you want to run, enter/select the required values for any other fields.

7. Click Run Report.

The report will be generated.

Other Reports Provided by CourseCo

The reports available in CourseCo are listed below:

Info

Please note the reports available to you will depend on your package and customisation.

Booking Revenue Report

In this report, you will be able to view the revenue generated from specific clients with a certain date range.

Upcoming Bookings Report

In this report you will be able to:

  • Filter by date range to view the starting schedules

  • Analyse schedules or courses

  • Plan for additional course dates or locations

Course Waitlist Contacts Report

In this report you will be able:

  • View waitlist contacts

  • Filter by course

  • View full contact details

  • Plan based on the waitlist numbers

Opt-in mailing list Report

In this report you will be able to:

  • View a list of contacts

  • Access it when those contacts sign up

  • Export and Import your data into your third party marketing software, if applicable

Bookings recent Report

In this report you will be able to:

  • View recent payments made on the platform

  • View invoice and credit card payments

  • Download the data as CSV to import into your third-party accounting software, if applicable

Other available reports

  • Online course learning progress

  • Online course learning progress by student

  • Course brochure downloads.

  • My Roll Call

  • Print Roll Call

    • My Upcoming Courses

    Child pages (Children Display)