Accessing reports as an admin

To access your Reports feature, follow the steps below:

Log in to the website

The Home page will be displayed.

Click your profile picture on the top right and then click My Account.

The Home Dashboard will be displayed.

Navigate to Reports.

The Reports page showing the report categories will be displayed.

Popular Reports

We have lots of reports at CourseCo some would have been developed by us and others custom developed by you! Listed below is a table of reports and some key benefits.

Report Name	Description	Benefits
Upcoming Bookings	View upcoming schedules and their timeslots	View upcoming schedules in a date range Identify errors with missing trainer or locations View booked amount and revenue View timeslot order i.e. 1/2 Download as csv
Cancelled Schedules	View schedules cancelled	view schedules that were cancelled in a date range Download as csv
Roll Call Attendance	Update schedule attendance	Run report to view attendees on a schedule Update attendance records per schedule Add a note per attendee Download as csv
Course Renewal Date	View previous bookings due for renewal	Run report to view the past bookings due for renewal renewal is based on the expiry applied to on the original schedule Download as csv
Online course learning progress	View per student online learning procress	View student progress for online course view per student, last time content was viewed View progress i.e. 5/55 (slides) Filter by student, organisation, course or schedule Download as csv
Students with Completed Exams	View students who completed exams	View students who completed a exam in a date range Filter by exam View when the exam was started and finished view mark received Download as csv
Duplicate Contacts Report	View duplicate contacts on the system	View all duplicates on the system contact Support to merge these
All Contacts Report	View all contacts	View all contacts Download as csv
All Bookings	View all bookings	View All bookings in a date range
Booking Revenue	View recent booking and income	View bookings made in a date range In list screen view the Payment type Income booking date
Deferred Revenue	View revenue based on the schedule start date	View revenue received based on the schedule start date i.e. when the revenue is ‘seen’ on your accounts.
Recent Payments	View payments made via Credit Card on the checkout	View recent credit card payments completed on the checkout Status column will highlight any errors the client may receive eg 3DSecure errors / insufficiant funds errors.
Cancelled Bookings	View cancelled bookings	Analyse cancelled bookings in a specific date range
Booking Outstanding		run the report to view outstanding payments refine by a specific amount
Course Brochure Download		View contact who downloaded your brochure and when
Opt-in Mailing List		View contact who added their name to your newsletter This was done via the footer or on the checkout
Course Waitlist Contacts		View contacts who added their name to the waitlist When they added their name What schedule they added their name to