IN BRIEF
The Class Retention Summary Report (CLA-18) provides a view of student participation over time by showing which months students were actively enrolled in classes within a selected date range. This report helps identify retention trends, monitor student engagement, and evaluate program consistency.
Overview
The Class Retention Summary Report displays a list of students who have been active in classes during a specified date range. For each student, the report includes:
- Student name
- Class location
- Monthly indicators showing when the student was active
- Total number of months the student was active
This report is useful for identifying retention patterns and understanding how long students remain enrolled in programs or classes.
Key Report Details
- Results are based on enrollments within the selected Start Date and End Date
- Filters such as Program, Location, Instructor, and Class refine which enrollments are included
- Monthly indicators provide a quick visual reference for activity trends
Important Note: Selected filters that relate to enrollments will produce results that are true based on the Start Date/End Date selected when generating the report.
Accessing the Report
- From the main navigation menu, go to Reports.
- Select Class Retention Summary Report (CLA-18).
Step-by-Step Instructions
General Filters
Apply General Filters as needed:
- Enter a Start Date and End Date.
- Defines the timeframe for included enrollments
- Only enrollments within this range will appear
-
Choose Program
- Limits results to students enrolled in selected programs
- Leaving blank includes all programs
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Choose Instructors
- Limits results to classes taught by selected instructors
- Leaving blank includes all instructors
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Location
- Limits results to selected locations
- At least one location must be selected to generate the report
Class Filters
Apply Class Filters as needed:
-
Status
- Active – includes classes currently set to “Active”
- Inactive – includes classes currently set to “Inactive”
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Choose Class
- Limits results to specific classes within the selected date range
Generating the report
- Confirm your filters.
- Select your preferred format (HTML, PDF, XLS, or CSV) to generate the report.
Instructor Filter Behavior
- Instructors not associated with enrollments during the selected date range will not appear
- If an instructor was deleted after the start date, earlier data will still appear
- If an instructor was added after the end date, they will not appear in results Each row represents a student
Understanding the Results
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Monthly indicators show when the student was actively enrolled.
- NOTE: “Actively enrolled” means the student had an ongoing, ACTIVE-type enrollment in a class.
- The total reflects the number of months the student maintained enrollment .
Troubleshooting & FAQs
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Why are no results appearing on my report?
- Ensure at least one Location is selected and that your Start Date and End Date include valid enrollment activity.
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Why is a specific instructor not showing in the results?
- The instructor may not have been associated with enrollments during the selected date range, or they may have been added after the end date.
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Why do my filters not seem to match expected results?
- Enrollment-related filters are evaluated based on the selected date range. Adjust the Start Date and End Date to confirm expected data.
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Can I include both active and inactive classes?
- Yes, select both Active and Inactive under the Status filter.