Reports
The six JoinCPR reports for revenue, registrations, students, certifications, keycodes and instructor credentials, how each figure works, and CSV or PDF export.
Updated · JoinCPR help center
Manage → Reports gives admins and staff date-ranged figures with CSV and PDF exports. The date range defaults to the last 30 days and is interpreted in your company timezone.
Export downloads the current tab as CSV (raw rows) or PDF (landscape, with your logo, the range and totals). There are no charts; figures are tiles and tables.
Which tabs use the date range
| Tab | Date range | Based on |
|---|---|---|
| Revenue | Yes | Registration date |
| Registrations | Yes | Registration date |
| Students | Partly | New students, top students and exports use it; account counts are all-time |
| Certifications | Partly | Issued (Period) and By Course use it; status tiles are all-time |
| Keycodes | No | All-time |
| Credentials | No | All-time |
Revenue
- Net Revenue: registration totals minus refunds, for registrations in the range that are not cancelled. A sub-line shows gross and refunded when there were refunds.
- Registrations, Avg per Registration, Discounts Given (promo discounts plus waived payments).
- Revenue by Month table.
Note
Pending pay-later registrations and unpaid staff-added seats count as revenue because they are not cancelled. Cancelled registrations are excluded entirely. Totals include add-ons.
CSV columns: Date, Course Name, Class Date, Location, Students, Revenue, Refunds, Net Revenue (one row per class).
Registrations
Tiles for Total, Confirmed, Completed, Cancelled and No Shows, a Status Breakdown, and a Monthly Breakdown by status.
CSV columns: Student Name, Email, Phone, Course, Class Date, Location, Status, Amount Paid, Registered At. "Amount Paid" is the registration total even for unpaid or refunded rows.
Students
Tiles for Total Students, New (This Period), With Accounts, Without Accounts, and a Top Students table (registrations and total spent in the range).
CSV columns: Student Name, Email, Phone, Total Classes, Last Class Date, Last Course, Registration Date. Only students with a non-cancelled registration in the range.
Certifications
Tiles for Issued (Period), Active, Expiring Soon (30 days), Expired, Revoked, and a By Course table.
CSV columns: Student Name, Email, Course, Class Date, Expiry Date, Days Until Expiry, Status. Here "Class Date" is the certificate's issue date.
Keycodes
Tiles for Total Keycodes, Available, Assigned, Redeemed and a By Bank table. Assigned and Redeemed are normally equal because assigning a code uses it. The CSV has one row per code (Bank Name, Course, Total Codes, Assigned, Redeemed, Available, Keycode, Student Name, Assigned At); the PDF summarises per bank. See Keycode banks.
Credentials
Tiles for Total Credentials, Active, Expiring (30 days), Expired and No Credentials (instructors with none on file). Tables: Expiring Within 90 Days and Expired Credentials, each linking to the instructor. See Staff & Instructors.
CSV columns: Instructor Name, Email, Credential Name, Organization, Credential Number, Issued Date, Expiry Date, Days Until Expiry, Status.
Related
- The dashboard for at-a-glance figures.
- Sign-in sheets and exports for per-class rosters.