IN THIS ARTICLE:
Learn about the New Enrollments List Report (CLA-9), its filter options, and how to generate it.

• What is the New Enrollments List Report?
• Available Formats
• Available Filters
  • General Filters
  • Class Filters
  • Display Options

What is the New Enrollments List Report?

The New Enrollments List is a report of new enrollments within a specified date range. The report includes the Class Name, Student Name, Enrollment Type, Enrollment Date(s), the Enrollment Created date and Instructor(s). There are options to distinguish between Customer Portal and/or staff created enrollments.

NOTES:

• If a substitute Instructor was present on the day the enrollment occurred, an asterisk (*) will be displayed beside the Instructor's name to indicate this.
• 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 New Enrollments 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 began 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/CREATED DATE
  • By Enrollment Date – the system will look at the actual enrollment start date when considering which enrollments to include in the results (regardless of when the enrollment was created).
  • By Creation Date – the system will look at the enrollment creation date when considering which enrollments to include in the results (regardless of whether the enrollment actually starts within the specified date range).
• LOCATIONS: selecting one or more Location(s) will limit results to only enrollments associated with the specified Location(s).
• ENROLLMENT TYPE: selecting one or more Enrollment Type(s) will limit results to only enrollments assigned to the specified Enrollment Type(s).
  • Active
  • Single Day (if enabled)
  • Make-Up
  • Trial
  • Wait List
• CREATED BY: allows you to distinguish between Customer Portal and/or staff created enrollments.
  • Customer Portal User – shows only enrollments created through the Customer Portal.
  • Staff Member – shows only enrollments created by staff members through the Office Portal.

Class Filters

• CHOOSE PROGRAM: selecting one or more Program(s) will limit results to only enrollments in classes associated with the specified Program(s).
• CHOOSE CLASS LEVEL: selecting one or more Class Level(s) will limit results to only enrollments in classes associated with the specified Class Level(s).
• CHOOSE INSTRUCTOR: selecting one or more Instructor(s) will limit results to only enrollments in classes associated with the specified 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 SESSION: selecting one or more Session(s) will limit results to only enrollments associated with the specified 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 KEYWORD – selecting one or more Class Keyword(s) will limit results to only enrollments in classes with the specified Class Keyword(s) assigned.
• CHOOSE FAMILY KEYWORD – selecting one or more Family Keyword(s) will limit results to only enrollments for students associated with families with the specified Family Keyword(s) assigned.
• CHOOSE STUDENT KEYWORD – selecting one or more Student Keyword(s) will limit results to only enrollments for students with the specified Student Keyword(s) assigned.
• CHOOSE CLASS: selecting one or more Class(es) will limit results to only enrollments in the specified Class(es).

Display Options

• DISTINGUISH BETWEEN CUSTOMER PORTAL ENROLLMENTS – enabling this option adds a “Source” column indicating whether the enrollment was created by “Staff” or “Portal.”
• HIDE TRANSFERS – enabling this option will hide new enrollments that were created due to a student transferring from one class to another.
• SHOW EMAILS ON REPORT – enabling this option will add a column showing the family’s primary email address on the report.
• SHOW CLASS SCHEDULE ON REPORT – enabling this option adds a column to the report showing the day/time when the class meets (helpful if you have several classes that have the same name).
• SHOW INACTIVE INSTRUCTORS – enabling this option will display the names of any Inactive instructors that are still assigned to classes in which new enrollments exist.
  • 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 to the new enrollment.
• SORTING OPTIONS: determines how the results are sorted.
  • Date – sorts chronologically by enrollment start date (default)
  • Instructor – sorts alphabetically by class instructor
  • Start Time – sorts chronologically by class schedule
  • Created Date – sorts chronologically by the date the enrollment was created