Mastering Reports in CourseCo: Definitions & Benefits
This guide provides brief descriptions of the most commonly used reports on the CourseCo platform, grouped by functional area. Each report includes its key purpose and use case to help you select the right one quickly.
🧠 CRM Reports
All Contacts Report
Lists all system contacts with filters for tags, marketing preferences, and login info.
➡️ Use for CRM segmentation, marketing campaigns, and contact reviews.
Duplicate Contacts Report
Highlights contacts with matching names or emails.
➡️ Ensures data hygiene; merge via support or add-on.
Opt-In Mailing List Report
Shows who has opted into marketing with consent timestamps.
➡️ Supports GDPR-compliant outreach.
GDPR Report
Identifies contacts due for GDPR cleanse based on retention policy.
➡️ Maintains compliance with data protection rules.
📅 Bookings Reports
Booking Revenue Report
Shows bookings by booking date with course details, start date, and cost to booker.
➡️ Tracks sales performance and revenue trends.
Upcoming Booking Revenue Report
Shows future bookings filtered by training start date with delegate and transaction info.
➡️ Forecasts income and plan resourcing.
Delegate Booking Report
Lists delegates, their courses, booking dates, and PO numbers.
➡️ Used for operational reporting and client-specific reports.
Waitlist Report
Lists contacts on course waitlists with course details.
➡️ Identifies sales leads and fills cancellations.
Booking Approval Status Report
Displays approval workflows, approvers, and current statuses.
➡️ Tracks internal processes and compliance.
Cancelled Bookings Report
Shows bookings that were cancelled with reasons and financial details.
➡️ Helps analyze cancellation trends and revenue impact.
💰 Finance Reports
Recent Payments Report
Real-time report of payments via Stripe, Global Payments, and PayPal.
➡️ Quick check for recently processed payments.
Transactions Report
Full list of financial transactions including invoices and outstanding balances.
➡️ Used for financial audits and reconciliation.
Sage Import Report
Formatted transaction data ready for Sage upload.
➡️ Simplifies accounting data transfer.
Xero Import Report
Formatted export for import into Xero accounting system.
➡️ Streamlines financial syncing with Xero.
📝 Attendance Reports
All Attendance Reports
Filterable by course, schedule, company, and student.
➡️ Exportable data to track participation and fulfil client reporting.
🏆 Certificates Reports
All Certificates Reports
Filter by course, schedule, expiry date, company, and student.
➡️ Useful for compliance tracking and re-certification management.
📋 Surveys Reports
All Surveys Reports
View all surveys by date range and filter by survey type.
➡️ See full question sets and all participant responses.
💻 Online Learning Reports
Course Content Progress Report
Tracks each learner’s progress through online content, exams, and login sessions.
➡️ Monitors engagement and helps evaluate digital learning success.
🧑🏫 Scheduling & Trainer Management
Cancelled Schedules Report
Lists course schedules that were cancelled, with original dates.
➡️ Helps analyze trends in schedule disruption.
Schedule Trainer Status Report
Displays trainer approval statuses across all scheduled courses.
➡️ Supports trainer planning and internal compliance.