FastTrac: Activity Trend Analysis Report
The Trend Analysis Reports let you easily compare your enrollment and revenue numbers year to year for specific items.
Table of Contents
Summary
Join Dane Whitcomb as he demonstrates how to run the Activity Trend Analysis Report, an easy way to compare enrollment and revenue numbers for a particular class between years.
Video
Transcript
00:00:00:15 - 00:00:21:50
Dane Whitcomb
In this video, we're going to be going over how to run an activity trend analysis report. So to start out, we're going to want to go to report output listing, and we can find that in our menu by searching for it. And now we need to find our activity trend analysis report. So you can either search in here, if you like, doing it that way, or I can tell you that it's going to be under this activity Statistical Module/Group.
00:00:22:18 - 00:00:44:39
Dane Whitcomb
So if I expand that down, you'll see the first one is actually the activity Trend analysis report. So we can select it and click run report. And within this report we can kind of choose to include whatever activity sections we want to gather data on. So the main purpose of this report is to kind of see your enrollment numbers and maybe the revenue you've made off a specific section year over year.
00:00:44:54 - 00:01:02:28
Dane Whitcomb
So if you want to compare 2022 to 2021 or any kind of year that you had the program running for, you can. So in my case, I know I ran this bike lessons program this year and I also know I ran it last year. So I'm just curious of how many people enrolled last year compared to this year.
00:01:02:29 - 00:01:22:39
Dane Whitcomb
So I'm just going to handpick my three sections like I have selected here in the data grid. If I wanted to run it on all my activities, I could use a range. But I think in most cases you're just picking a few programs maybe out of the data grid. So once you've got what you have selected here, you can click process and there's a few filters you want to set in here.
00:01:23:35 - 00:01:47:21
Dane Whitcomb
I'm going to keep my print option by section. So that's going to allow me to compare enrollment on the section level, not enrollment total for the whole activity. So I've got three individual sections. So I want to compare one, Section one or section two or Section three. I don't want to just lump them all into one activity, but if you were including multiple activities, you could just run it by the activity by section.
00:01:47:22 - 00:02:09:04
Dane Whitcomb
I'll just give you a little more detail at the per section level. My trend print options. I'm going to leave on detailed trends. I'm going to choose to not include canceled rosters and I am going to toggle this on to exclude years with no enrollment history and averages. This just makes it so. I know this program only ran at 2021 in 2022.
00:02:09:45 - 00:02:31:08
Dane Whitcomb
So if any years further back than that, I'm just going to exclude because I know they have no enrollment. So it's just going to clean up the report total more and I'm going to choose to preview this report as a PDF and click continue. And now the report will run. So here is my PDF report. I can see here, that's 2018, 2019 and 2020.
00:02:31:44 - 00:02:51:25
Dane Whitcomb
These are all zeros. So I can tell my my program didn't run there or I just had no enrollments. But in my case I wasn't offering the program those years. So you can see I've got numbers in this 21 and 2022 columns. So just looking at it, it gives you a net revenue. So this is broken out by section because that's the option I chose.
00:02:52:11 - 00:03:16:16
Dane Whitcomb
So bike lessons one, Bike lessons two and bike lessons three. So for each one you get a net revenue, you get the amount of people who enrolled what the max count was. So this is how many people could have enrolled and I've got nine out of 20. And then this is the percentage for the classes. And then obviously you can compare these numbers for 2021 versus these numbers for 2022.
00:03:16:39 - 00:03:37:55
Dane Whitcomb
So in this example, looking down to support, I can see my numbers for 2021 were quite a bit higher than my 2022. I had about double the enrollments in each of those. So I can see my net revenues obviously higher and then I've got averages. So that's taking 2021 and 22 numbers and averaging them into one total for each of those.
00:03:38:48 - 00:03:56:28
Dane Whitcomb
And then at the bottom you get your yearly subtotal and then your grand totals at the bottom. So that's just how you run the activity trend analysis report. So if you've got a program, you've been running for three, four or five years and you're curious of how it's doing year over year, this would be the report to run.