IN THIS ARTICLE:
Learn about the Class List Report (CLA-1), its filter options, and how to generate it.
What is the Class List Report?
The Class List Report is a list of classes in your database. There are options to include other information, including: Schedule (day/time), Program, Class Requirements (Gender/Age Range/Max Enrollments), number of enrollments during a specified date range (active/openings/trials/makeups) and base price.
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 Class List Report is available in either HTML, PDF, XLS or CSV format.
Available Filters
General Filters
- ENROLLMENTS FROM START DATE/END DATE: the system will only look at enrollments that fall within this specific date range.
- STATUS (related to Active/Inactive status of class):
- Active – only classes where the status is set to Active
- Inactive – only classes where the status is set to Inactive
- LOCATIONS: selecting one or more specific Location(s) limits results to include only classes associated with the selected Location(s).
- DAY OF WEEK: selecting one or more specific Day(s) of the Week limits results to include only classes that meet on the selected Day(s) of the Week.
- CHOOSE PROGRAM: selecting one or more specific Program(s) will limit the results only to class(es) that are associated with the selected Program(s). (Leaving this filter blank will include all classes that meet other specified criteria.)
- CHOOSE SESSION: selecting one or more specific Session(s) will limit the results only to class(es) that are associated with the selected Session(s). (Leaving this filter blank will include all classes that meet other specified criteria.)
- 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 LEVEL: selecting one or more specific Class Level(s) will limit the results only to class(es) that are associated with the selected Class Level(s). (Leaving this filter blank will include all classes that meet other specified criteria.)
- CHOOSE INSTRUCTOR: selecting one or more specific Instructor(s) will limit the results only to class(es) that are associated with the selected Instructor(s). (Leaving this filter blank will include all classes that meet other specified criteria.)
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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.
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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.
- CHOOSE ROOM: selecting one or more specific Room(s) will limit the results only to class(es) that are associated with the selected Room(s). (Leaving this filter blank will include all classes that meet other specified criteria.)
- CHOOSE CLASS: selecting one or more specific Class(es) will limit the results only to the selected Class(es). (Leaving this filter blank will include all classes that meet other specified criteria.)
Display Options
- SORT: By default, the classes will be sorted alphabetically by class name.
- Sort by Class Times - If enabled, the report will be sorted chronologically by class start time rather than alphabetically by class name.
- SHOW: enable additional options to add columns to the report or limit the classes that are included based on specific criteria.
- Openings Only - if enabled, the system will limit the results to only include classes with openings available.
- Schedules - if enabled, a column will be added to display the class schedule.
- Programs - if enabled, a column will be added to display the Program that is associated with the class.
- Instructors - if enabled, a column will be added to display any Instructor(s) associated with the class.
- NOTE: If enabled, the report will reference permanently assigned instructors only.
- Gender - if enabled, a column will be added to display the gender requirements associated with the class.
- Class Dates - if enabled, a column will be added to display the Class Date range that is associated with the class (if any).
- Registration Dates - if enabled, a column will be added to display the Registration Date range that is associated with the class (if any).
- Priority Registration Dates - if enabled, a column will be added to display the Priority Registration Date range that is associated with the class (if any).
- Age Range - if enabled, a column will be added to display the age requirements associated with the class.
- Max Students - if enabled, a column will be added to display the maximum number of students allowed to be enrolled in the class.
- Current Students - if enabled, a column will be added to display the total number of current Active-type enrollments in the class (based on the specified “Enrollments From Start Date/End Date”).
- Openings - if enabled, a column will be added to display the total number of openings in the class (based on the specified “Enrollments From Start Date/End Date”).
- Trials - if enabled, a column will be added to display the total number of Trial-type enrollments in the class (based on the specified “Enrollments From Start Date/End Date”).
- Makeups - if enabled, a column will be added to display the total number of Makeup-type enrollments in the class (based on the specified “Enrollments From Start Date/End Date”).
- Single Day - if enabled, a column will be added to display the total number of Single Day-type enrollments in the class (if this feature is enabled; based on the specified “Enrollments From Start Date/End Date”).
- Tuition - if enabled, a column will be added to display the default tuition associated with the class.
- Rooms - if enabled, a column will be added to display the Room associated with the class (if any).
- Level - if enabled, a column will be added to display the Class Level associated with the class (if any).
- PRINT LAYOUT
- Landscape - will generate the report in Landscape mode, rather than portrait. (This option may be enforced depending on the number of display options selected).
NOTE: adding too many columns can render the PDF version of the report unusable as the system will compress or cut off columns to fit on a single page. If you need to add a large number of columns, you will need to generate the report as XLS or CSV so you can manipulate how it prints in an external program such as Excel. The HTML version may be useful just for viewing the data onscreen.