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Free Trial Report

Dana Browne avatar
Written by Dana Browne
Updated over 3 weeks ago

This feature is included in the Grow and Scale pricing plans. It is not included in the Launch plan. If you would like to upgrade your subscription plan or learn more about the different pricing tiers we offer, please visit Sawyer subscription plans and features here.

If you are a provider who went live prior to March 1, 2022, you will continue to have access to your current features as one of our legacy providers.

The free trial report

This report includes information for all students who have registered for a Free Trial Offer including:

  • Activity Name

  • Order Number

  • Trial Date

  • Time

  • Date

  • Location

  • Instructor Name

  • Attendee Name

  • Parent Name

  • Parent Email

  • Converted

  • Second Order Date

  • Time to Conversion

How to access the free trial report

The free trial report is a registration report that can be accessed from two different places in your provider portal.

From a roster

This report will give you free trial data for a specific activity.

  1. Navigate to Upcoming

  2. Select into a scheduled activity’s roster

  3. Click into the three-dot mini menu on the right-hand side of the roster

  4. Select Download Reports

  5. Find Free Trial Report and export by clicking the download button

  6. You’ll receive an email with this report shortly!

From the Semesters page

This report will give you free trial data across a specific semester.

  1. Navigate to Schedules

  2. Click into a Semester or Camp/Event schedule

  3. Find the Semester Actions drop-down menu

  4. Select Download Reports

  5. Find Free Trial Report and export by clicking the download button

  6. You’ll receive an email with this report shortly

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