Reporting
Know how your programs are performing.
When you are deciding what to offer, where to put your team’s time or how to explain progress, you need a clear picture of the work. onCourse’s reports, exports and class budgets help you review demand, participation and financial activity using the records your team maintains.
- Review demand and participation
- Understand class income and costs
- Share useful operational reports
- Already part of onCourse
- Standard class, learner, finance and operational reports and exports are established capabilities. The current budget example shows projected and actual figures based on the records and assumptions entered.
- Set up for your organisation
- Select records and filters, set access, and agree the definitions your team uses to interpret and reconcile the results.
- Additional work, where needed
- New report templates, an external analytics connection or consolidated reporting across separate institutions may require specialist work. Agree data movement, definitions, access and reconciliation before promising a shared view.
Which course deserves another look?
Waiting-list interest, enrolments and attendance give your team different views of demand and participation. Agree the period and measures before comparing programs.
Could this class cover its costs?
Compare expected enrolments, income and delivery costs before deciding how to run a class. The view depends on the figures and assumptions your team enters.
Detail from onCourse
Start with participation
Compare expected enrolments with the actual number so far.
Compare the result
Review projected and actual figures using the income and costs entered.
- 01
Demand
Where is there enough interest to review another class, location or time?
Waiting lists can retain course, location and timing preferences for planning and follow-up.
Agree and validate: Agree what counts as current interest and how duplicate or old expressions are treated.
Manage waiting lists - 02
Participation
Who has enrolled, attended or progressed through the activity being reviewed?
Enrolment, attendance and relevant outcome records can support operational reporting.
Agree and validate: Agree cohort, date basis, status definitions, exclusions and permissions.
Record attendance - 03
Delivery
What is scheduled, where are the exceptions and what needs attention?
Timetable and collision information can support staff review of sessions, rooms and tutors.
Agree and validate: Test representative delivery patterns and define ownership of exceptions.
Check timetable clashes - 04
Financial
What has been invoiced, paid, credited or remains to be reconciled?
Built-in reports and financial records support everyday invoice, payment, budget and reconciliation work.
Agree and validate: Agree accounting treatment, cut-off dates, payer rules, permissions and reconciliation to the finance system.
Explore built-in reports - 05
Feedback
What are learners telling the team about courses, tutors and venues?
Survey results can be reviewed, exported and related back to class records.
Agree and validate: Agree survey purpose, response handling, privacy, permissions and interpretation.
View survey results
What do the figures tell you, and what still needs checking?
Compare projected and recorded class figures using the records and assumptions your team maintains. Agree what each measure means and how the result is reconciled before using it to explain performance. Begin with documented reports for common class, learner, finance and operational tasks.
Configure, filter or export
Select relevant records, filters and formats. Custom report templates may need specialist preparation and testing.
Consolidate by agreement
For work across institutions, agree definitions, permissions, data movement, reconciliation and the reporting experience your teams need.