Activity enrollment & financial totals

Use activity enrollment and financial totals to view a summary of an activity's enrollment and financial status and performance.

Prerequisite Components

Prior to accessing the activity totals, configure the activity.

Location

    1. Go to AdministrationRegistration Settings > Activities.

    2. Search for and select an activity.

    3. Click Activity Totals.

 

The Activity Enrollment & Financial Totals page displays information about enrollment totals and financial totals:

Name of Field Description

Enrollment Totals

Minimum Enrollment

Minimum number of customers who must be registered in the activity for the activity to be held, as defined in the activity setup.

Maximum Enrollment

Maximum number of customers who can be registered in the activity, as defined in the activity setup.

Resident Enrolled

Current number of registrants in this activity who are residents.

 

Note: This number does not include those enrolled with deposit.

Non-Resident Enrolled

Current number of registrants in this activity who are non-residents.

 

Note: This number does not include those enrolled with deposit.

On Waiting List

Current number of customers on the waiting list for this activity.

Number of Invitees on Waiting List

The total number of invitees (who have not accepted or rejected yet) on the waiting list.

Number of Holds

Current number of customers on hold with a deposit

OnLine Resident Enrolled

The number of resident registrants in this activity who registered through the customer site.

 

Note: These registrations are already included in the resident enrolled total.

OnLine Non-Resident Enrolled

The number of non-resident registrants in this activity who registered over the customer site.

 

Note: These registrations are already included in the non-resident enrolled total.

Pending Enrollments

The number of registrations in progress for this activity (pending registrations on customer site prior to receiving payment).

Openings

The current number of open spots calculated based on the maximum enrollment less the number enrolled and the number of holds.

API Enrollments

This field displays the number of enrollments created via the ACTIVENet Gateway APIs.

Captivate Enrollments

The number of participants who enrolled into the activity via the Captivate app.

It is displayed only when the Captivate app is enabled.

Financial Totals

Total Sales

The revenue collected for this activity.

Deposits

The deposits collected for this activity.

Discounts

The total discounts applied to the registrations in this activity.

Total Income

The total income calculated by adding sales and deposits and subtracting discounts given.

Refunds/Credits

The total refunds or credits given for this activity.

Expenses

The expenses recorded against this activity.

Net Revenue

The net revenue calculated based on the total income less refunds and expenses.

For a drop-in activity, the system includes the following changes:

Minimum Enrollment: Minimum total capacity across all classes under one activity.

Maximum Enrollment: Maximum total capacity across all classes under one activity.

Resident Enrolled

Non‑Resident Enrolled

Online Resident Enrolled

Online Non‑Resident Enrolled

Captivate Enrollments

Number of Enrollment with Unconfirmed Team Member

On Waiting List

Number of Invitees on Waiting List

Number of Holds

Number of Holds with Unconfirmed Team Member

 

Based on the above changes to the Enrollment & Financial Totals page, these fields for drop-in activities have also been updated in the reports listed below:

Activity Attendance Sheet

Activity Attendance Sheet - Daily

Customer Attendance

Instructor Attendance

Roster – Brief

Roster - Expanded

Roster - Brief with payments

The Enroll Min/Max, Open and Spots Available fields in the AUI  and CUI > Activity Make-up Classes report

The Min, Max, Enr/hld/tp, Open and (%) fields in the AUI > Registration Reports > Activity Overview report

The Min, Max, Res, NonRes, Total, Drop-in and Open fields in the AUI > Registration Reports > Activity Totals report

The Enrollees field in the AUI > Registration Reports > Average Fee Per Customer Type report

The Res, NonRes, Total, Drop-in Total fields in the AUI > Registration Reports > Activity Revenue report

The Actual Enrollees and Max Capacity fields in the AUI > Registration Reports > Enrollment Distribution report

The CUI > My Account > View bookings page lists classes separately:

The CUI > My Account > Enter Pass/Failed pages lists participants by class. For a participant enrolled in multiple classes, they are counted once for each class in which they are enrolled.