How to Run Reports

Problem

You need to open the GoLearn reporting window, run a report, choose which fields it includes and in what order, filter the results and download the output as a CSV file for further analysis.

Resolution

1. Open Reports

   • Click Reports in the left-hand menu, then Launch Reports. This opens your reporting window.

2. Open the report list

   • Click the arrow next to Overview (the report selector, which shows Default Report beneath it). A list of all the reports available to run appears.

3. Select the report

   • Select the report you wish to run. Available reports include:
     • Overview
     • Classes
     • Class Members
     • Course Balances
     • Transaction Balances
     • HomePortal Accounts
     • Class Sessions
     • Attendance Report
     • Cancelled Sessions
     • Transactions
     • Credit
     • Refunds
     • Online Transactions
     • Further reports are available by scrolling the list.

4. Choose the fields

   • Click Fields to select which columns are in your report and in which order. The fields shown are the fields that GoLearn will report on.
   • Click the x next to a field if you do not want that information.
   • Click in the white space of the box to see any additional fields you can add; select a field and it is added to the box.

5. Set the filters

   • Click Filters on the right to display filters for several different criteria.
   • Use the filters (for example Date, Regions, Centres, Courses and Teachers) to target the information you want.
   • Several reports need a From Date and To Date set here before they run.

6. Run the report

   • Click Update Report. The selected report, with any filters applied, is displayed in the light grey section.

7. Download the report

   • Once the report is displaying, click Download to download it as a CSV file.
   • We recommend opening it in a data handling program (such as Excel or Google Sheets) to further manipulate your data: sort your report, filter it further and complete your calculations.

Notes

• The fields and filters available differ per report.
• As an example, the Classes report includes fields such as Class ID, Class Name, Region Name, Centre Name, Bookable Area, Course Name, Class Day, Class Time, Class Start Date, Class End Date, Teacher First Name, Teacher Last Name, Occupancy, Attendance, Capacity, Occupants, Cancelled Sessions (to date) and Assessed Level Names.
• What each report contains and how its figures are calculated is listed in the GoLearn Reports Overview.
• Related: Generate Contact Trigger Sends Report; Reporting on Photo Consent in Reports.

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