Waiting List Reports

Within the Report Builder tool, you can generate two reports specifically focused on event waiting lists:

• In-Class Events Waiting List Report

• Virtual Events Waiting List Report
  
  

These reports support effective management of event waiting lists by allowing administrators to consolidate waiting list data from multiple event bundles into a single, customizable report. Reports can also be scheduled and automatically delivered to designated recipients, enabling:

• Centralized capacity planning

• Immediate visibility into training demand

• Identification of organizational training needs

Overview

Each line in the Waiting List Reports represents one user currently on the waiting list for a specific event offer.

Included Data

• Users on waiting lists for active In-Class or Virtual event offers

• Only offers with an enabled waiting list

• Both upcoming and completed event offers are included

Offer Visibility Rules

The reports include only event offers where:

• The report creator has category permission, or

• The report creator is assigned as the instructor

Access Permissions

The following users can access and generate Waiting List Reports:

• Admins

• Training Managers

• Users with Reporting and Report Builder permissions (via roles or jobs)

User Visibility Rules

The users displayed in the report depend on the report creator’s permissions:

Visibility

The following users can see users in the report:

• Admins

• Training Managers

• Custom role users with Reporting and Report Builder permissions

Structure-Based Visibility

Users with Reporting and Report Builder job permissions can only see:

• Users within their assigned organizational structure

Scheduling the Report

Waiting List Reports can be scheduled for automatic delivery.

Eligible Recipients

Reports can be scheduled and sent to team members who have report access, including:

• Admins

• Training Managers

• Users with Reporting and Report Builder permissions (roles or jobs)
  
  Please note that if the academy setting “All team members without permissions to receive scheduled reports” is enabled, you will also be able to select users without reporting access as recipients through the report builder’s scheduling options.
  
  
   

Scheduling allows recipients to stay informed about waiting list demand without manually generating the report each time.

Key Takeaways