IN THIS ARTICLE:
Learn about the Student Retention Report (STU-15), its filter options, and how to generate it.

• What is the Student Retention Report?
• Available Formats
• General Filters
• Class Filters
• Display Filters

What is the Student Retention Report?

The Student Retention Report is used to identify student retention rates over a specified date range. The report includes totals for:

• “As of” Date Range – students are included in the totals only if they had an active enrollment within the specified date range.
  • New: Students with no previous enrollments, whose enrollment start date was within the defined “As of” date range.
  • Previous: Retained or ongoing students with previous enrollments, who were active at any time within the defined “As of” date range.
  • Total enrollments: Total of both “New” and “Previous” enrollments.
• “Retained” Date Range – This date range is used for comparative purposes only. Only students who had an active enrollment within the “As of” Date Range are reflected in the totals.
  • “Retained”: Students who were active in both the “As of” Date Range and “Retained” Date Range.
  • “Churned”: Students who were active in the “As of” Date Range, but not in the “Retained” Date Range (i.e., “lost” students).

By default, results are grouped by Class Program first, then by Shift (if the “Show Shifts” option is enabled), and then by Class. Only Programs/Shifts with enrollments/students attached will be included in the results.

NOTE: 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 Student Retention Summary Report is available in either HTML, PDF, XLS or CSV format.

General Filters

• AS OF START DATE/END DATE: the system will only show results for students who had an active enrollment within these days.
• RETAINED START/END DATE: the system will use this date range for comparative purposes only. Only students who had an active enrollment within the “As of” Date Range are reflected in the totals. This date range must begin AFTER the designated end date of “As Of” date range.
• LOCATIONS: choose one or more Locations to limit the results to only students who had an active enrollment associated with the selected Location(s). (You must select at least one location before you have the option to generate the report.)

Class Filters

• CHOOSE INSTRUCTOR: select an Instructor to limit the report to only include students who had an active enrollment in classes associated with the selected Instructor(s).
  • 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 PROGRAM: select a Program to limit the report to only include students who had an active enrollment in classes associated with the selected Program(s).
• CHOOSE LEVEL: select a Level to limit the report to only include students who had an active enrollment in classes associated with the selected Level(s).
• CHOOSE SESSION: select a Level to limit the report to only include students who had an active enrollment associated with the selected Session(s).
• • NOTE: The "Choose Session" filter will only display current/future sessions by default. However, there is a "Show Past" toggle option to display past Sessions/Rolling Sessions if needed.
• CHOOSE CLASS: select a Class to limit the report to only include students who had an active enrollment in the selected Class(es).

Display Filters

• SHOW CLASSES – if enabled, the report will break the results down for each class that meets the specified filters.
• SHOW SHIFT – if enabled, the report will break the results down for each Shift, as defined by your designated start times. (You must specify at least two Shifts to use this option. Use the “Add Another” button if you need to designate more than three Shifts in the results).
  • Start Time of Shift 1
  • Start Time of Shift 2
  • Start Time of Shift 3 (optional)
• GROUP BY SHIFTS – if enabled, the report will group results by Shift first, then by Class Program, then by Class. Only Programs/Shifts with enrollments/students attached will be included in the results.