Mastering Reports in CourseCo: Definitions & Benefits

CourseCo Helpdesk User Guide: Popular Reports Overview

This guide provides a brief description of the most commonly used reports available on the CourseCo platform, along with the primary benefits and use cases for each.

CRM Reports

• All Contacts Report
  Lists all system contacts with filters, marketing preferences, tags, and login info.
  Useful for CRM, marketing, and contact segmentation.

• Duplicate Contacts Report
  Identifies contacts with matching names or emails.
  Helps maintain data cleanliness. Merge available via support or add-on.

• Opt-In Mailing List Report
  Lists marketing opt-ins and consent timestamps.
  Supports GDPR-compliant marketing efforts.

• GDPR Report
  Run a report to see who is due for GDPR cleanse

Bookings Reports

• Booking Revenue
  Bookings based on booking date with course, start date, and booker cost.
  Ideal for sales and revenue analysis.

• Upcoming Booking Revenue
  Bookings filtered by training start date, with delegate and transaction details.
  Forecasts future revenue and training schedules.

• Delegate Booking Report
  Shows delegates’ course participation, dates, and PO info.
  Useful for operations and client-specific reporting.

• Waitlist Report
  Lists contacts on course waitlists.
  Useful for sales follow-up and filling last-minute spots.

• Booking Approval Status
  Shows booking approval workflows with statuses and approvers.
  Manages compliance and internal workflows.

• Cancelled Bookings
  Shows cancelled bookings, reasons, and financial details.
  Helps assess cancellation trends and financial impact.

Finance Reports

• Recent Payments
  Real-time payment data from Stripe, Global Payments, and PayPal.
  Quickly verifies processed payments.

• Transactions Report
  All financial transactions including invoice data and outstanding amounts.
  Used for reconciliation and audit.

• Sage Import Report
  Formatted transaction export for Sage accounting.
  Simplifies data transfer to Sage.

• Xero Import Report
  Formatted transaction export for Xero accounting.
  Simplifies data transfer to Xero.

Attendance Reports

• All Attendance Reports
  Filter by Course, Schedule, Company, Student and export their data

Certificates Reports

• All Certificates Reports
  Filter by Course, Schedule, Expiry Date, Company, Students and export their data

Surveys Reports

• All Surveys Reports
  Filter by Survey and Date Range and view all questions & answers

Online Learning Reports

• Course Content Progress
  Tracks student progress with online materials, exams, time spent, and logins.
  Monitors engagement and success rates.

Scheduling & Trainer Management

• Cancelled Schedules
  Shows cancelled course schedules and original start dates.
  Useful for trend and pattern analysis.

• Schedule Trainer Status
  Trainer approval statuses for scheduled courses.
  Supports internal trainer planning and compliance.

For further assistance with any report or to request training on features like contact merging, please contact the CourseCo Helpdesk.