IN THIS ARTICLE:
Learn about the Drop List Report (CLA-5), its filter options, and how to generate it.

• What is the Drop List Report?
• Available Formats
• Available Filters
  • General Filters
  • Display Options

What is the Drop List Report?

The Drop List is a report of dropped or transferred enrollments within a specified date range. The report includes the Class Name, Student Name, Enrollment Type, Drop Type, Drop Reason, Start/End Date, Instructor(s), and any drop notes.

Enrollment Types are indicated as being (A)ctive, (M)akeup, (S)ingle Day, (T)rial, or (W)ait.

Drop Types are indicated as being (D)rop, (T)ransfer, or (W)ait.

NOTES: Chosen filters that relate to enrollments will produce results that are true based on the Start Date/End Date you select when generating the report.

If you commonly use the same filters when running this report, you can now save them as Presets! Simply load a Preset Filter whenever you open the report page, set your date range and click to generate the report in your preferred format. See our "Preset Filters for Reports" document for more information.

Available Formats

The Drop List Report is available in either HTML, PDF, XLS or CSV format.

Available Filters

General Filters

• START DATE/END DATE: the system will only look at enrollments that dropped/transferred within this specific date range. (If left blank, the system will default to the current date as the Start Date and leave the drop date NULL.)
• ENROLLMENT TYPE: the type of enrollment dropped or transferred within the specified date range. (If you do not change this setting, it defaults to only showing Active enrollments.)
  • All
  • Active (A)
  • Wait (W)
  • Trial (T)
  • Makeup (M)
  • Single Day (D)
    • The name of this option will reflect the "Single Day Enrollment Label" selected under SETTINGS>SETUP>CLASS SETTINGS>GENERAL CLASS SETTINGS.
• DROP TYPE: the type of drop.
  • All
  • Drops (D)
  • Transfers (T)
• CLASS STATUS
  • Active – will limit the report to only dropped enrollments in classes that are currently marked “Active.”
  • Inactive – will limit the report to only dropped enrollments in classes that are currently marked “Inactive.”
• CHOOSE PROGRAM: selecting one or more Program(s) limits the report to only drops/transfers in classes associated with the specified Program(s). (Leaving this option blank will include all drops that meet other specified criteria.)
• CHOOSE CLASS LEVEL: selecting one or more Class Level(s) limits the report to only drops/transfers in classes associated with the specified Class Level(s). (Leaving this option blank will include all drops that meet other specified criteria.)
• CHOOSE INSTRUCTOR: selecting one or more Instructor(s) limits the report to only drops/transfers in classes associated with the specified Instructor(s). (Leaving this option blank will include all drops that meet other specified criteria.)
  • NOTE: Entries will not be included on the final report for any selected instructor/staff member who was not associated with specified enrollments, events, etc., during the designated date/date range.
    • If an instructor was deleted AFTER the start date of the report, the results will include relevant entries for the instructor on the date(s) before they were deleted.
    • If an instructor was created/attached to an event AFTER the end date of the report, the instructor will not be included in the results.
• CHOOSE FAMILY KEYWORD: selecting one or more Family Keyword(s) limits the report to only drops/transfers where the family has one or more of the specified Family Keyword(s) assigned. (Leaving this option blank will include all drops that meet other specified criteria.)
• CHOOSE STUDENT KEYWORD: selecting one or more Student Keyword(s) limits the report to only drops/transfers where the student has on or more of the specified Student Keyword(s) assigned. (Leaving this option blank will include all drops that meet other specified criteria.)
• CHOOSE CLASS KEYWORD: selecting one or more Class Keyword(s) limits the report to only drops/transfers where the class associated with the dropped enrollment has one or more of the specified Class Keyword(s) assigned. (Leaving this option blank will include all drops that meet other specified criteria.)
• CHOOSE PROGRAM KEYWORD: selecting one or more Program Keyword(s) limits the report to only drops/transfers where the class associated with the dropped enrollment has one or more of the specified Program Keyword(s) assigned. (Leaving this option blank will include all drops that meet other specified criteria.)
• CHOOSE DROP REASON: selecting one or more Drop Reasons(s) limits the report to only drops/transfers where the enrollment has one of the specified Drop Reason(s) assigned. (Leaving this option blank will include all drops that meet other specified criteria.)

Display Options

• SHOW INACTIVE INSTRUCTORS: if enabled, the report will include instructors whose Staff profiles are marked "Inactive."
  • NOTE: Entries will not be included on the final report for any selected instructor/staff member who was not associated with specified enrollments, events, etc., during the designated date/date range.
    • If an instructor was deleted AFTER the start date of the report, the results will include relevant entries for the instructor on the date(s) before they were deleted.
    • If an instructor was created/attached to an event AFTER the end date of the report, the instructor will not be included in the results.
• SHOW ENROLLMENT NOTES: if enabled, the report will include any additional enrollment notes attached to the enrollment being dropped.
• SORTING OPTIONS: determines how the results are sorted.
  • Drop Date – sorts chronologically by drop date
  • Instructor – sorts alphabetically by class instructor
  • Start Time – sorts chronologically by class schedule