Purpose •Identifies clients based on how many hours in an enrollment they have left Notes •Use this report to plan direct reach outs to clients accordingly •Utilize this report identify who you will include on re-enrollment campaign emails •Run ...
Purpose •Tutor Supplier Report – Used to calculate tutor pay within certain time frame Notes •Ensure tutor pay rate is set up in order for this report to work •Monitor your tutor margins, ensure to keep it 40% or below overall •Run this report ...
Purpose •To reconcile tutoring hours used vs hours paid for (by client account) Notes •Registration fees and material costs are not included in the revenue reconciliation report •Use this report to identify prepaid liabilities for all clients (set as ...
Purpose •Identify all customers who have not had an initial session or an additional session in 8+ days Note •By default, this will show all customers between 8-364 days dormant •Use the filter button to show clients who have been dormant for greater ...
Releases: New Report: Background Check report: This filter is available to all users who have access to Franchise Reports. Users are be able to find tutors with expired background checks as well as find tutors who have an upcoming expiration check. ...