IN THIS ARTICLE:
Learn about the Period Summary Report (FIN-18), its filter options, and how to generate it.
What is the Period Summary Report?
The Period Summary Report summarizes student enrollments and payments collected within a specified date range, separated according to financial program. The report includes totals for the following details within the specified date range for each financial program:
- New Student Office Portal Enrollments – new enrollments created by staff members for students who have no previous enrollments.
- Previous Student Office Portal Enrollments – new enrollments created by staff members for existing students who have previous enrollments.
- New Student Web Portal Enrollments – new enrollments created via the web portal for students who have no previous enrollments.
- Previous Student Web Portal Enrollments – new enrollments created via the web portal for existing students who have previous enrollments.
- New Single Day Enrollments – Single Day enrollments for students who have no previous Single Day enrollments. The enrollments must have been created within the date range of the report and are not the result of a transfer. (The title of this column will differ based on your selection under SETTINGS>SETUP>CLASS SETTINGS>GENERAL CLASS SETTINGS.)
- Previous Single Day Enrollments – Single Day enrollments for students who have previous Single Day enrollments. The enrollments must have been created within the date range of the report and are not the result of a transfer. (The title of this column will differ based on your selection under SETTINGS>SETUP>CLASS SETTINGS>GENERAL CLASS SETTINGS.)
- Transferred Enrollments – enrollment transfers that were created within the date range of the report.
- Makeup Enrollments – Makeup enrollments that were created within the date range of the report.
- Trial Enrollments – Trial enrollments that were created within the date range of the report.
- Waitlist Enrollments – Waitlist enrollments that were created within the date range of the report.
- Canceled Enrollments – ACTIVE type class enrollments (not WAIT/TRIAL/MAKEUP) that have a drop date assigned, where the drop action was performed within the date range of the report. This means that a drop date was added to the enrollment during the date range of the report; the actual drop date itself may fall outside this date range.
- NOTE: if an enrollment is created where the drop date is already set (such as a session-based enrollment or otherwise had a drop date assigned at the time it was created) it will not be included in the report results..
- Absent Students – Students marked ABSENT for class attendance within the date range of the report.
- Percent Enrollments Attended – Total number of PRESENT recorded attendances within the date range of the report divided by the total number of attendances recorded (both PRESENT and ABSENT) within the date range of the report.
- Payment Details – Details of payments collected within the date range of the report.
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 Period Summary Report is available in HTML or PDF format.
NOTE: The PDF version of this report does not support as many columns to be viewed as the HTML version. If PDF is chosen, the report will display the maximum number of columns based on the number of Programs selected. Any Programs that cannot be displayed due to size limitations will be totaled together in a column called “Other Programs.”
Available Filters
General Filters
- START/END DATE: sets the date range for the report.
- DETAILED REPORT: leaving this option unchecked produces a summary report; enabling this option will provide detailed information about the enrollments/payments that comprise the totals for each section of the report, including any drop reasons/drop notes for enrollments that were dropped within the date range of the report.
- ENROLLMENT TYPE
- Include Class Enrollments – Only includes families with "ACTIVE" type Class enrollments during the specified date range/on the specified “As of Date.”
- Include Camp Enrollments – Only includes families with "ACTIVE" type Camp enrollments during the specified date range/on the specified “As of Date.”
- NOTE: Camp enrollments are considered ACTIVE in a camp for a period of time starting with the first block they have selected and ending with the last block. Therefore, if a student is enrolled only on May 5th and May 8th, their enrollment will be considered active from May 5th-May 8th (also encompassing May 6th and 7th).
- Any/All - if both enrollment types are selected (classes and camps) allows you to limit results based on whether families meet ANY selected criteria or ALL of the selected criteria.
- Any - only includes families with either class enrollments OR camp enrollments.
- All - only includes families with both class enrollments AND camp enrollments.
- CLASS/CAMP STATUS
- Active – will limit the report to only activity in classes/camps that are currently marked “Active.”
- Inactive – will limit the report to only activity in classes/camps that are currently marked “Inactive.”
- LOCATIONS: selecting one or more Location(s) will limit the report to only include families with enrollments associated with the specified Location(s).
- CHOOSE LEVEL: selecting one or more specific Level(s) will limit the results only to families with enrollments in class(es)/camp(s) within the specified Start/End dates and that have the selected Level(s) assigned.
- CHOOSE INSTRUCTORS: selecting one or more specific Instructors will limit the results only to families with enrollments in class(es)/camp(s) within the specified Start/End dates and that have the selected Instructor(s) assigned.
- NOTE: This filter references permanently assigned instructors only.
- CHOOSE PROGRAMS: selecting one or more specific Program(s) will limit the results only to families with enrollments in class(es)/camp(s) within the specified Start/End dates and that are associated with the specified Level(s).
- CHOOSE FAMILY KEYWORDS: select a Keyword to limit the report to only families who have the selected Family Keyword assigned.
- CHOOSE STUDENT KEYWORDS: select a Keyword to limit the report to only families where at least one student in the family has the selected Student Keyword assigned.
- CHOOSE PROGRAM KEYWORDS: select a Keyword to limit the report to only families where at least one student in the family is enrolled in a class/camp that has the selected Program Keyword assigned.
- CHOOSE CLASS KEYWORDS: select a Keyword to limit the report to only families where at least one student in the family is enrolled in a class that has the selected Class Keyword assigned.
- CHOOSE CAMP KEYWORDS: select a Keyword to limit the report to only families where at least one student in the family is enrolled in a camp that has the selected Camp Keyword assigned.