Report & Statistics > Enrollment Report
The Enrollment Report allows management to track client retention. This report shows clients that were enrolled in a specific month/year and how many of those clients are still enrolled. It also provides a quick summary of the total debt enrolled, the amount of fees that have been collected, custodial fees collected and the account balance of the custodial account.
Note: a more comprehensive list is generated by selecting less filters.
You can export the entire table by clicking the Export Full Report button. An email is sent to the user which includes a link to the full report in the CRM. Additionally, the report can be located in the Reports tab, under My Exports. It remains there for seven (7) days and then is automatically deleted from the system.
