Activity withdraw/transfer report

To summarize information about activity, instructor, or department withdrawals and/or transfers for specific activities or within specific date ranges, run the Activity Withdraw/Transfer report. For each withdrawal or transfer, the report displays the customer, the system user who completed the transaction, the number of sessions completed and remaining, the activity and instructor to transfer to and the price difference.

 

    1. Go to Reports > Registration Reports > Activity Withdraw/Transfer.

    2. In the Filters section, specify the Transaction Sites, Transaction Dates/Times, Withdrawal/Transfer Reasons, and/or any other details to filter the report, if necessary.

    3. In the Options section:

      1. Select the Output Type for the report.

      2. Select any other necessary information that you want to include in the report.

    4. Click Run Report.

 

Note: For complete descriptions of the options on this page, click here.

Related topics

Refunding a transaction

Transferring an activity enrollment

 

Return to Registration reports