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Report - Course Member Detail

Updated

Introduction

The Course Participants Detail Report lists the members enrolled in each course, showing how many courses they have attended and their enrolment status.

Before you start

To access this report, please add the following employee permissions to the suitable employee roles in PGM -> Clubs -> Employee permissions.

  • Reports
    • Courses
      • Course Member Details

Feature description

To access the report, go to PGM -> Reports -> All.

You can use the search filter and find Course Member Details or select the Courses tab and find the report.

 

The below filters are present in the report filters.

  • Clubs - Select which club this report will generate. If left blank this will generate a report for all clubs your employee profile can view.

  • From / To - Select a date range to show the enrolments within the date range.

Report Extract

  • Club: The club the group/course is located at.
  • Activity Category: The activity category of the group/course.
  • Level: The activity user level of the group.
  • Group: The name of the group.
  • Employee: The trainer who is connected to the group.
  • User number: The user number of the club member in the group.
  • Member: The club member's full name.
  • Email: The email address that is connected to the club member. In PerfectGym the email address could be connected to the parent, this is listed in this report in the column “ParentEmail“
  • Enrolment Start Date: The start date of the enrolment to the group.
  • Enrolment End Date: The end date of the enrolment to the group. If this is blank the club member has no end date to the group.
  • Classes Count: The number of classes the club member has available while enrolled into that group.
  • Attendance Count: The amount of classes the club member attended while enrolled into that group.
  • Payment plan: The payment plan name connected to the contract.
  • Class Semester: The name of the class semester the user group is connected to.
  • Contract start date: The contract start date.
  • Contract end date: The contract end date.
  • Balance: The balance of the contract. If the To date of the report is greater than today's date, this will use today's date as the calculation, else it will use the To date of the report.
  • ParentMemberNumber: The parent user number connected to the child. If this is blank then there is no parent linked.
  • ParentName: The name of the parent.
  • ParentEmail: The parent email address connected to the child.
  • ParentPhoneNrMobile: The parent phone number connected to the child.
  • User Agreements: This is a dynamic column where it will show the name of the agreement and if the club member (not the parent) has agreed to the agreement.  

Class Semester, User Agreements and ParentName will be released in a future version of the report.

Hints

This report will only look at the most current enrollment, if the member transferred from another group within the date period of the report, this will show the most recent enrollment.

 

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