Renewal List report

[Nima M]

Greeting,

I wonder if there is any feature that we can get a report of students that renewed their agreements vs newly enrolled students. When I run agreement report it is hard to see who is a new student and who is a renewal student If I don’t know 300 plus customers by name. We have a month to month and 3 month to 3 month options that get mixed with new agreements and we have to go through the names one by one to know what was our new enrollment in each month. Thanks!

[Master Toby Milroy]

There are a ‘few’ ways to accomplish this.
I’d think using the ‘upgrade’ list filter would likely get you what you need on the Agreement list, but depending on how you’re currently processing your renewals we may need to do some other things.

You can also use a ‘tag’ for this purpose as well.

I’ll have someone on our team give you a buzz, and walk you through some options. (Really depends on how your handling then at present.)

Thanks!!!

[Nima M]

Thanks!

[Master Toby Milroy]

Billy sent you a video walkthrough.
Does that solve this for you?

He also left a message, and called back later in the day…but I’m sure y’all were busy.
He’ll try you again in a little while today.
Let me know if you have any questions, or if this doesn’t get you where you need to be.

Speak soon!

[Toby M]

Ok, So I think you now have a list that get’s you what you need!
I’ll close this thread for now.

Please let me know if you need anything!

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