GoLearn Members, Movements, Waiting List and Badges Report Definitions
Problem
You need to know what the GoLearn Members, Movements, Waiting Lists & Held Spaces and Badges reports return, and which dates decide whether a movement is included.
Resolution
Members
Run the Members report
- It returns every member you have a record of in your Members tab, regardless of whether they have ever been on a course.
- It can give information on personal details, member finances, number of classes, HomePortal account details and more.
Use a Members sub-report (if applicable)
Sub-report Description Course Balances Returns every member who has either a positive or negative course balance. Transaction Balances Returns every member who has either a positive or negative transaction balance. HomePortal Accounts Only returns members who have registered for a HomePortal account (the account may be activated or not yet activated).
Movements
Run the Movements report
- Set a From Date and To Date in the filters tab; the report needs both to run.
- It includes these types of movement: Joined, Moved, Left, Topping Up, Changed Payment Plan, Level Changed, Re-enrolment, Joined a Replacement Session and Left a Replacement Session.
Understand the two key dates
- Date Performed: the date a staff member or parent actions the movement.
- Movement Date: depends on the type of movement:
- Joined: the date of the first session in the class.
- Moved / Re-enrolled: the date of the first session in the new class.
- Left: the date of the last session before leaving the class.
- Topped up / Changed Payment Plan: the date of the first session with the new allocation.
- Level Changed: the date the level was changed (this matches the Date Performed).
- Replacement Session (Joined/Left): the date of the session.
Use a Movements sub-report (if applicable)
- Each filters by a different type of movement:
Sub-report Description Joiners When a member books onto a new class. Movements When a member is moved from one class to another. Leavers When a member is left from a class. Kicked Members When a member has been kicked from a class. TopUps When a member has topped up. Re-enrolments When a member has re-enrolled (this may only be relevant to some centres).
Waiting Lists & Held Spaces
- Run the Waiting Lists & Held Spaces report
- It returns every member who is currently on the waiting list, with details about the member, the course they are waiting for and their contact details.
Badges
- Run the Badges report
- Set a From Date and To Date in the filters tab; the report needs both to run.
- It returns a row for every member who has been awarded a badge between the From and To dates.
Notes
- A movement is included in the Movements report whenever any part of its date range overlaps with the dates selected on the report. The range between the Date Performed and the Movement Date is compared with the From and To dates chosen when running the report; if they overlap, the movement is included.
- How to open, filter and download reports is in How to Run Reports.
- Related: GoLearn Reports Overview; GoLearn Class and Session Report Definitions.