Customer Class History

Click Customers.

Select the customer.

Select the Classes tab.

To filter the list of classes based on the class date, select a Date Range or choose a date-range option. When you're finished, click Submit.

To filter the list on a specific status, click the All Statuses drop-down menu and select a status.

For example, you can print a list of classes that have been completed or completed (checked out).

To filter the report by class, click the All Classes drop-down menu and select a class.

Click the All Teachers drop-down menu to filter the report by classes taught by a specific instructor.

Click Search.

You can export the list to an Excel file or print it for your records.