Reports & Analytics

See Exactly How Your Business Is Doing

A live dashboard for enrollments, drop-offs, revenue and pending payments, plus dozens of ready-made reports. Click any number to see the records behind it, then filter, save and export.

Live DashboardDrill-DownsRetentionExports
Powerful Features

Key Capabilities

Everything you need to make the most of reports & analytics.

Real-time dashboard for enrollments, drop-offs, revenue and pending payments
Click any dashboard number to see the records behind it
Billing reports: revenue comparison, revenue by franchise, pending payments, transactions
Enrollment reports, including abandoned carts, referral sources and coupon usage
Class reports: rosters with fill rate, retention heatmap and drop reasons
Family and student reports: retention, roll sheets, birthdays and family lists
Student progress, assessment and online attendance reports
Event reports with student lists and upcoming end dates
Compare franchises and locations side by side
Saved filters and exports to CSV, PDF and Excel
What's inside

A closer look at Reports & Analytics

Drill into any number

Every dashboard counter and chart opens a sortable, filterable table of the records behind it. Save the filters you use and export the data.

  • Drill-downs on Active Enrollments, New Enrollments, Drop-Offs, Revenue Generated and Pending Payments
  • Charts open too, including 13-month revenue, drop-off and partner enrollment trends
  • Filter by date, instructor or location and sort by course or location
  • Compare enrollment and drop-off drill-downs side by side to judge student retention
Revenue drill-down showing an 80/20 chart of top revenue drivers by class and event, with revenue and growth cards

Enrollment reports

Active and new enrollments, de-enrollments, class details, policy consent, abandoned carts, referral sources and coupon usage, all filterable by location and date.

  • 14 enrollment reports, most with a data grid plus chart tabs
  • Referral reports show your top referral source and a breakdown by franchise
  • Abandoned Cart lists completed and partial checkouts so you can follow up
  • Coupon Usage tracks general, sibling, auto-applied and recurring coupons
Referral Counts report with totals, top referral source, a referral-type donut chart and a top 10 sources bar chart

Billing reports

Revenue compared year over year and month over month, revenue by franchise, pending and failed payments, and a full transaction summary.

  • Summary cards for current month, year over year, month over month and best month
  • Compare revenue across locations with a line or bar chart
  • Pending report splits unpaid, on hold, overdue, missed and failed items with days overdue
  • Export transaction-level revenue to CSV, PDF or XLSX with your filters printed at the top
Total Revenue by Franchisee report with total revenue, growth and top performer cards above a monthly revenue chart per location

Class retention at a glance

Rosters with fill rate, a month-by-month retention heatmap, drop lists with reasons and transfers, and classes ending this month.

  • Nine class reports, from a plain roster to a per-student retention heatmap
  • Class List shows max and current students, slots, makeups and fill rate
  • Drop List badges each student as Dropped or Transferred, with the reason and date
  • Makeups and cancelled one-on-one class reports track absences and rescheduled sessions
Class Student List report with active and inactive class and student counts above a filterable roster grid

Student progress

Course completion, points, online and offline assessment results, and attendance for each student, including time spent in online classes.

  • Overview tabs show top performers and students who need attention
  • Online assessment results include pass/fail and correct, wrong and skipped answers
  • Daily attendance shows present, absent, late and excused counts
  • See who is mid-exam, which exams are near their deadline, and end a session early
Online Assessments report overview with assessment counts, a pass/fail pie chart and an online versus offline breakdown

Family and student reports

Student retention by class, printable roll sheets, birthdays, a family directory and loyalty points.

  • Retention report counts new, previous, retained and churned students for each class
  • Roll sheets print with options for landscape, condensed format and page breaks per class
  • Birthday report flags birthdays happening today or this week
  • Loyalty report shows spent, unspent and converted points for each student
Student Retention report with date and class filters and per-type counts of new, previous and retained students

Benefits for Your Institution

1

Spot enrollment and revenue trends early

2

Find money that is still owed to you

3

See which classes keep students and which lose them

4

Compare locations with the same numbers

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