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Reporting

See the activity behind your programs.

Start with the decisions your team needs to make. onCourse provides documented reports and exports for everyday work, while filters, custom outputs and any consolidation are configured or scoped for the reporting context involved.

Five useful reporting conversations.

A report becomes useful when people agree what each measure means, who can see it and how it reconciles with the systems responsible for the underlying records.

  1. 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
  2. 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
  3. 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
  4. 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
  5. 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

Standard reports

Begin with documented reports included 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.

Use the capability and requirements matrix