Understanding How Users Are Enrolled

Schoox provides you with a powerful reporting tool within your academy, giving you the ability to track academy members' progress in a number of ways.

Navigation

In the left navigation, make sure you are in the Team Workspace.

When in the Team Workspace, select Reporting and then select Report Builder.

Course Enrollments in the Report Builder

Click on the New Report button to open the report builder. The report needed find how a user was enrolled in a course is the Courses All Time Report. Open this report to create it.

When in the report, go to the Fields on the left and add the field: Course Enrollment Source.

If you want to filter the results based on a specific enrollment source, you can do so by clicking on the gear icon next to the field.

In the following list, you may see a short description for each one of these values:

  1. Self-enrollment → The user self-enrolled themselves for this course

  2. Reactivated User → The user got reactivated, which re-enrolled them in the course

  3. Assigned by Manager → An admin, manager or team member with assignment permissions assigned the user to the course

  4. Assigned by Rule → An automated rule assigned the user to this course

  5. Onboarding Process → The user got assigned through an Onboarding Profile

  6. Imported Data → The user got assigned through an import or transcript

  7. Purchase Course Coupon → The user used a coupon for a course to get enrolled to it

  8. Purchase Course Coupon Assignment → The user got assigned to the course due to coupon assignment

  9. Purchase Course via Bundle → The user got assigned to the course because it was a part of a purchased bundle

  10. Course via Package → The user got assigned to the course from an academy subscription to a package

  11. Assigned via Learning Path → The user got assigned to the course because it was a part of a learning path they got assigned to

  12. Self-enrollment via Learning Path → The user got assigned to the course because it was a part of Learning Path that they enrolled themselves in

  13. Assigned via Learning Path by Rule → The user got assigned to the course because it was a part of a Learning Path that was assigned via an automated rule

Other fields in this report may help you find more details for your users.

  • If the value is "Assigned by Manager", the Assignor First Name and Assignor Last Name fields will show you the name of the manager who assigned the course.

Assign.jpg

  • If the value is "Assigned by Rule", the field Auto Assignment Rule will show you the relevant rule.

  • If the value is "Purchase Course Coupon", the field Coupon ID can show you the specific coupon that the user used to enroll in the course.

Coupon.jpg

  • If the value is "Purchase Course Coupon Assignment", the Course Coupon Code field will show you the coupon of the purchased Course.

CouponCode.jpg

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