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Knowledge Base |
Reports - Classes Completed
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This article will guide you through generating and understanding the Classes Completed Report. This report will display the number of classes completed per user, along with details related to the client's profile and the last class they completed.
Requirements - A Master Admin login or a staff type with the following permissions:
To access the Classes Completed report, navigate to Reports > Members > Classes Completed. From here, you will have filter options to Include Inactive Members, Include Active Customers, Include Consult Classes and an All Classes drop-down menu to select specific class types. Once you have set the filters, click Run Report.
After clicking Run Report, your web page report will populate below and will include the following information:
First / Last Name - client's First and Last name
User Id - user ID associated with the profile
# Classes Completed - total number of classes completed by the client
Last Class Date - date of the last class that the client attended
Last Class Name - name of the last class that the client attended
Email - email address assigned to the profile
If you would like to view more detailed information for the specific client, click the "+" symbol next to the client's First Name. The window will then expand, populating the names of the classes that the client has attended, the # Classes Completed for each type and the Last Class Date for each class type.
Related Articles:
Reports - Members By Session Type
Reports - Booking Events Log
Reports - Class Credit Usage
Requirements - A Master Admin login or a staff type with the following permissions:
- Reporting: Can access reports (must be enabled to see any reports)
- Reporting: Can access Members: Classes Completed
Locating and Generating the Report
To access the Classes Completed report, navigate to Reports > Members > Classes Completed. From here, you will have filter options to Include Inactive Members, Include Active Customers, Include Consult Classes and an All Classes drop-down menu to select specific class types. Once you have set the filters, click Run Report.
Understanding the Classes Completed Report
After clicking Run Report, your web page report will populate below and will include the following information:
First / Last Name - client's First and Last name
User Id - user ID associated with the profile
# Classes Completed - total number of classes completed by the client
Last Class Date - date of the last class that the client attended
Last Class Name - name of the last class that the client attended
Email - email address assigned to the profile
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
If you would like to view more detailed information for the specific client, click the "+" symbol next to the client's First Name. The window will then expand, populating the names of the classes that the client has attended, the # Classes Completed for each type and the Last Class Date for each class type.
Related Articles:
Reports - Members By Session Type
Reports - Booking Events Log
Reports - Class Credit Usage
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