IN BRIEF
The First Enrollments Report (CLA-20) provides a list of students whose enrollments qualify as a “first” enrollment within a specified date range. This report is commonly used to track new student activity across locations, class levels, or specific classes, and includes detailed enrollment, contact, and scheduling information.

• Overview
  • Important Notes
• Accessing the Report
• Step-by-Step Instructions
  • Filter Options
    • First Enrollment Type
    • Locations
    • Day of Week
    • Class Status
    • Choose Class Levels
    • Choose Instructors
    • Choose Classes
  • Display Options
  • Generate the report
• Troubleshooting & FAQs
• Related Articles

Overview

The First Enrollments Report lists all enrollments that meet the criteria for a first enrollment based on the selected filters and date range. Results are evaluated using the enrollment Start Date and End Date entered when generating the report.

The report includes the following information for each qualifying enrollment:

• Location
• Student
• Guardian
• Enrollment Type
• Class
• Level
• Schedule
• Instructor(s)
• Start Date
• Drop Date
• Primary Email
• Primary Phone

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Important Notes

• If a substitute instructor was present on the day the enrollment occurred, an asterisk (*) appears next to the instructor’s name.
• Filters related to enrollments evaluate results based on the selected Start Date and End Date.
• If a student is marked “ABSENT” on their first class date, or attendance is not recorded, the enrollment continues to appear on the report until the student is marked “PRESENT” for the first time.
• Frequently used filter combinations can be saved as Preset Filters and reused when running the report. After loading a preset, set the desired date range and generate the report in the preferred format.

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Accessing the Report

1. From the main navigation menu, go to Reports.
2. Select First Enrollments Report (CLA-20) from the list of available reports.

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Step-by-Step Instructions

1. Navigate to the First Enrollments Report (CLA-20).
2. Select the desired Start Date and End Date.
   • If left blank, the system defaults the Start Date to the current date and leaves the Drop Date blank.
3. Apply any applicable filters described below.
4. Select the preferred output format.
5. Generate the report.

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Filter Options

First Enrollment Type

Selecting one or more First Enrollment Types limits results accordingly:

• First enrollment ever
  • No previous enrollments exist for the student in the database.
• First enrollment at this Location
  • No prior enrollments exist for the student at the selected location.
  • If only one location exists on the account, disabling this option may be recommended.
• First enrollment at this Class Level
  • No prior enrollments exist for the student in classes associated with the selected level(s).
• First enrollment in Class
  • No prior enrollments exist for the student in the selected class, based on the internal Class ID.

Note: WAIT enrollments do not count toward first enrollment calculations.

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Locations

• By default, the report reflects the currently selected location.
• Selecting multiple locations includes classes from all active locations.

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Day of Week

• Limits results to enrollments in classes that meet on the selected day(s).

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Class Status

• Active – includes only classes currently marked Active.
• Inactive – includes only classes currently marked Inactive.

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Choose Class Levels

• Limits results to enrollments associated with the selected class level(s).

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Choose Instructors

• Limits results to enrollments associated with the selected instructor(s).
• Entries are excluded if the selected instructor was not associated with relevant enrollments during the selected date range.
• If an instructor was deleted after the report Start Date, results include entries prior to deletion.
• If an instructor was added after the report End Date, they are not included in results.

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Choose Classes

• Limits results to enrollments in the selected class or classes.

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Display Options

• Print student/guardian names as “Last Name, First Name”
  • Displays names in LASTNAME, FIRSTNAME format instead of FIRSTNAME LASTNAME, which may be helpful for sorting.
• Show enrollment notes
  • Includes any additional enrollment notes in the report output.

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Generate the report

1. Confirm your filters.
2. Select your preferred format (HTML, PDF, XLS, or CSV) to generate the report.

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Troubleshooting & FAQs

• Why does an enrollment still appear if the student was absent on their first day?
  • If a student is marked “ABSENT” or attendance is not recorded on their first class date, the enrollment continues to appear until the student is marked “PRESENT” for the first time.
• Why do I see an asterisk next to an instructor’s name?
  • An asterisk indicates that a substitute instructor was present on the day the enrollment occurred.
• Why are WAIT enrollments not included in this report?
  • WAIT enrollments do not count toward First Enrollment calculations and are excluded by design.
• Can I reuse the same filters every time I run this report?
  • Yes. Frequently used filter combinations can be saved as Preset Filters and loaded each time the report is opened.

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Related Articles

• What are Preset Filters for Reports?
• How Do I Locate Students Based on "First Enrollment" Type?
• What Do the First Enrollment Icons Mean?
• What is an Enrollment Type?

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