Reporting in aXcelerate can be a powerful tool to gain insights into data and trends in your training organisation. This article outlines some reports commonly used by aXcelerate clients and some examples of the reporting capabilities of aXcelerate.

These reports are basic examples that you can use. You can easily change parameters, add additional filters, and customise your display values to show the information you need.

Reports

Report Builder

Tip: For information regarding how to run, save and view reports in aXcelerate, please refer to our Reports help articles.

Note: There are a multitude of reports that you are able to run in the system. Search through the list of available reports to see which one matches the data you are trying to gather.

Report the number of student enrolments

Viewing the number of students that have enrolled during a given time period is a useful metric to track. This report will show you all students that have been enrolled in all classes in your system within a particular date range.

Run a Class Enrolments Warehoused Report
Set the Enrolment Date range e.g Last Month
Click Submit

Tip: The number of workshop bookings can also be similarly shown by running a Workshop Bookings report and setting the Student Booking Date range.

Note: If you would like to track the enrolments for particular qualifications, add a Qualification filter and select the course or courses you would like to view enrolments for. You can also exclude particular enrolment statuses such as Tentative and Cancelled to only show active enrolments.

Report the number of completed enrolments

Reporting upon the number of completions helps to track the training that is being successfully delivered to completion. This report will show you all students that have had a completed enrolment status set in your system within a particular date range.

Run a Class Enrolments Warehoused Report
Set Enrolment Status to be Including Completed
Add an Actual Completion Date filter
Set the Actual Completion Date range e.g Last Year
Click Submit

Note: If you would like to track the completions for particular qualifications, add a Qualification filter and select the course or courses you would like to view completions for.

Report the delivery of classes by a Trainer

Showing the number of classes delivered by particular Trainers allows you to track the activity of trainers in your system. This report will show the number of classes that have been completed by a particular Trainer within a particular date range.

Run a Class Enrolments Warehoused Report
Add a Trainer filter
Select a Trainer
Set the Class Finish Date range e.g Last Month
Click Submit

Tip: The number of workshops delivered by a Trainer can also be similarly shown by running a Workshop Bookings report, selecting a Trainer and setting the Workshop Finish Date range.

Note: Select multiple trainers for the Trainer filter to show the completions for a group of trainers.

Report a Trainer's upcoming classes

This report will show all the upcoming classes for a particular Trainer in the system. This is useful to be able to provide Trainers with periodic reports of the upcoming training that they need to deliver.

Run a Classes Warehoused Report
Add a Trainer filter
Select a Trainer
Set the Class Start Date range e.g Next Week
Click Submit

Tip: The upcoming workshops for a particular Trainer can be similarly reported by running a Workshops report, selecting a Trainer and setting the Workshop Start Date range.

Note: Save the report and share it internally with Trainer User Roles to allow Trainers to access the reports and run them as needed or add them as Dashboard Widgets.

Report tentative class enrolments

This report will show all students with a tentative enrolment in a class that starts within a particular date range. This can be helpful to identify students in the system that require further action to be taken to complete and confirm their enrolment.

Run a Class Enrolments Warehoused Report
Set Enrolment Status to be Including Tentative
Add a Class Start Date filter
Set the Class Start Date range e.g Next Month
Click Submit

Tip: The number of tentative workshop enrolments can be similarly shown by running a Workshop Bookings report and setting the Key Student Status filter to Tentative.

Note: This report can be useful to run when accepting online enrolments via the aXcelerate WordPress plugin. Students are tentatively enrolled when they pass the Review Details step of the form and are typically confirmed as enrolled in the Billing step. If tentative enrolments are not a part of your enrolment process, tentative enrolments will be students who have reached the billing step and have not finalised their payment.

Report class enrolment attendance

This report will show the class enrolment attendance progress for enrolments within a particular date range. Reporting on attendance can help to identify students who may be nearing completion or lacking in class participation.

Run a Class Enrolment Attendance within Date Range Warehoused Report
Set the Scheduled Date Range e.g Last Month
Select a Qualification
Click Submit

Tip: The enrolment attendance for workshops can be similarly shown by running a Workshop Attendance report and selecting the relevant Date range.

Note: If you would like to track the attendance for particular qualifications, add a Qualification filter and select the course or courses you would like to view attendance for.

Report a summary of class enrolment statuses

This report will show the number of each enrolment status in each of the selected Qualifications within a particular date range. It is helpful to compare the number of each status to gauge the activity and progress of students within the qualifications.

Run a Class Enrolment Statuses Summary Warehoused Report
Set the Enrolment Date range e.g Last Month
Select the relevant Qualifications
Click Submit

Tip: A summary of workshop enrolments can be similarly shown by running a Workshop Bookings Summary report, setting the Key Participant status to Booked, Completed and Approved and setting a Workshop Start Date range. This will show you the Number of Workshops Run, Number of Bookings and total Gross Booking Cost by default.

Report the total balance of invoices in your system

This report shows a summary of invoices in your system over a certain period. The total balance of the invoices will be displayed by default.

Run an Invoices Summary Warehoused Report
Set Invoice Reversed with Credit Note to equal No
Set the Invoice Date range e.g Last Month
Set Invoice Is Reportable to equal Yes
Click Submit

Tip: To report on individual invoices you can make use of the Invoices Warehoused Report.

Report Agent Commissions

This will return the details of commissions both paid and unpaid to Agents. This report can be used to determine the amount currently owed as well as the total amount paid to Agent users in the system.

Run an Agents Commissions Live Report
Set the Month you would like to report
Click Submit

Note: This report is only relevant for accounts with active Agent Users booking students into courses.

Report the number of enrolments in an assessment

This report will show the number of enrolments in a particular assessment. This is helpful to gauge the current activity of an assessment.

Run an Online Assessment Enrolments Warehoused Report
Select an Assessment
Set Assessment Enrolment Status to be Including Enrolled
Click Submit

Note: This report is only relevant to Turbo aXcelerate Users with active Online Assessments.

Report all assessment completions

This report will show the number of completions for a particular assessment over a particular timeframe. Reporting on the number of completions will let you know how many students are successfully finishing assessment activities.

Run an Online Assessment Enrolments Warehoused Report
Select an Assessment
Set Assessment Enrolment Status to be Including Completed
Set the Assessment Enrolment Date range
Click Submit

Tip: If you instead exclude the 'Including Completed' enrolment status, you will be able to see the number of incomplete assessments that exist within a particular date range.

Note: This report is only relevant to Turbo aXcelerate Users with active Online Assessments.

Report all incomplete assessment attempts

This report will show all incomplete assessment attempts a week before the due date of an assessment. Determining the students with incomplete attempts prior to the due date allows you to send them reminder emails to complete the assessment.

Run an Online Assessment Attempts Warehoused Report
Set Attempt Status to be Excluding Submitted & Marked
Add an Assessment Due Date filter
Set an Assessment Due Date range e.g Next Week
Click Submit

Tip: Contact with the students can also be achieved via the Workflow engine if the report is saved and used as a Report Row Event Trigger. Please refer to our Workflow Automation help article for further information.

Note: This report is only relevant to Turbo Users with active Online Assessments.

Report all contacts in a contact category

Contact categories are helpful to organise contacts within your system. This report will display all contacts within a particular category for marketing or audit purposes.

Run a Contact Categories Warehoused Report
Select a Contact Category
Click Submit

Tip: You are also able to view all contacts with a particular Contact Category from the Contact Search page.

Report Payment Plan Instalments

This report is will return information about accredited payment plans. It can be used to determine if there are outstanding invoices to be created based on the plan rules and student enrolment.

Run a Payment Plan Instalments Live Report
Set Payment Plan Instalment Invoiced to equal No
Set the Payment Plan Instalment Due Date range e.g Next Month
Click Submit

Tip: You can use the Generate Payment Plan Workflow Action to automatically create payment plan invoices. Please refer to our Workflow Actions help article for further information.

Report Upcoming Expiry Dates for Portfolio Items

This report will show Portfolio Items in the system that are expiring soon and the date at which they will no longer be valid.

Run a Contact Portfolio Live Report
Set the Expires Date range e.g Last Month
Select a Portfolio Document Type
Click Submit

Tip: Please refer to our Contact Portfolio help article for more information on Portfolio Items.

Example Reports FAQs

How do I create a report of all my current students?

This is how:

Go to the report builder.
Locate the Class Enrolments report. Choose Live or Warehoused.
Using the red 'minus' icons, remove all filters except "Enrolment Status".
Add the status of "In Progress" to the Enrolment Status filter.
Click Submit.