Trinexum Resource Center

Program Reports

Last Updated: Mar 30, 2015 08:18AM CDT
Batch Credits - this allows you to get a list of people in a particular program and issue a batch credit to people in the class based on a percentage (that you choose) of what they paid initially. 

Class Rosters - this is where you can generate class rosters based on Branch, Category, Cycle, and Program(s). You can select whether you would like to include the paid fee, the balance, and the age of the registrant. You can decide whether you would like the roster in PDF "Print Rosters" format or in Excel by choosing "Export Details." 

E-Mail - this report allows you to generate an email list either for everyone at a particular branch or for people in programs. 

Enrollment Statistical - this report allows you to see how many people are enrolled in program(s) within the same cycle. It details how many are members and non-members, as well as the maximum enrollment for the program. 

Master List - this report can be run by branch and cycle and program(s) within that cycle. It gives all of the details of the program set up including program code, date range, program name, age requirements, and all other program details determined through the program set-up area. 

Open/Close - this report allows you to search by Branch, Cycle, and Program names and see a speradsheet of program details and their Open/Close status -- whether they are open both portals, closed both portals, open SSP and closed staff, or open staff and closed SSP. 

Program Billing Report - you can run this report by branch to see people enrolled in program billing and which program they are enrolled in, the total amount due, the scheduled pay amount, and the current balance. It also shows payment method and address information. 

Program Code Report - this report allows you to search by Branch and Cycles to see the codes for the programs within these cycles. This is a good way to see which programs have the same program codes and other details of a program. 

Program Details Report - this program allows you to search for program enrollment details based on branch, cycle, and programs. You can select additional fields including: branch, cycle, program description, program number, session, item ID, item description, GL account, paid date, member ID, join date, type user, membership status, name, address, phone, date of birth, gender, e-mail address, ethnicity, religion, household income, corporate link, employer/school, occupation, designation, preferred method of contact, and tracking #. 

Revenue - this report can be run by branch, cycle, and date range. It will show the program GL, program decription, and financial information including the total revenue for each program. It can be exported to Excel or PDF.

Self Service Portal Registrations - this report can be run by branch, cycle, and program to show registrations for these programs through the self service portal or HUB. 

Wait List - this is where you will find individuals on the wait list for a program. You can search for a class wait list by branch, cycle, and program. After clicking Submit you will see a list of the individuals on the wait list and you can select them and either enroll them in the class or delete them from the wait list. You can also print a wait list sheet. 

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