IN THIS ARTICLE:
Learn about the Customer Class List Report (CLA-2), its filter options, and how to generate it.

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

What is the Customer Class List Report?

The Customer Class List Report is a list of active classes in your database that can be generated for your customers. The report includes Program, Class Name, Schedule (day/time), Class Requirements (Gender/Age Range), number of openings and base price.

NOTES: Chosen filters that relate to enrollments will produce results that are true as of the day you generate 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 Customer Class List Report is available in either HTML, PDF, XLS or CSV format.

Available Filters

General Filters

• LOCATIONS: limits results to include only enrollments in camps that are connected with the selected Location(s).
• DAY OF 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 classe(s) that are associated with the selected Program(s). (Leaving this filter blank will include all classes meeting other selected criteria.)
• CHOOSE SESSION: selecting one or more specific Session(s) will limit the results only to classe(s) that are associated with the selected Session(s). (Leaving this filter blank will include all classes meeting other selected 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 classe(s) that are associated with the selected Class Level(s). (Leaving this filter blank will include all classes meeting other selected criteria.)
• CHOOSE INSTRUCTOR: selecting one or more specific Instructor(s) will limit the results only to enrollments in classe(s) that are associated with the selected Instructor(s). (Leaving this filter blank will include all classes meeting other selected criteria.)
  • 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 ROOM: selecting one or more specific Room(s) will limit the results only to enrollments in classe(s) that are associated with the selected Room(s). (Leaving this filter blank will include all classes meeting other selected criteria.)
• CHOOSE CLASS KEYWORDS: selecting one or more specific Class Keyword(s) will limit the results only to classe(s) that are associated with the selected Class Keyword(s). (Leaving this filter blank will include all classes meeting other selected 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 meeting other selected criteria.)

Display Options

• AGE: enter a specific age to limit the report to showing only classes that allow enrollments for students of that age.
• OPTIONS
  • Only Display Classes With Openings - if enabled, the system will limit the results to only include classes that have openings available.
  • Include Future Enrollments – if enabled, the system will consider any enrollment with a future drop date when calculating openings (regardless of the start date).
• SHOW
• • Level - if enabled, the system will add a column to show the Class Level.