📝 Overview
This report provides insights into how effectively free trials are converting customers into paid participants. It tracks:
Free trials taken within a time period
Conversion rate (trial-takers who registered for a program)
Attendance rate (Att Rate) (conversions ÷ attendees who actually showed up)
🔑 Authorization
To access this report, the User must have at least the authorization, "Limited Financial Reporting", assigned to their role.
📍 Where to Find It
Click the arrow to see where you can locate this report
Click the arrow to see where you can locate this report
Typing “Free Trials Conversion Report” in the global search
Navigating to Reports → All Reports → Financial
🛠️ How It Works
🔎 Filters
To run this report, we have a few required fields to fill in and a variety of optional filters you can choose from. It all depends on what you are looking to accomplish.
Click the arrow to see available filters
Click the arrow to see available filters
Location (optional): Choose to run this report for a specific location or all locations.
Season/Level/Class or Camp (optional): The report can be filtered by the season data if desired. The season drop down will display all class or per session (Camp) type of programming. Once you have selected your season (s) from the drop down, the appropriate levels would appear to choose from and the subsequent rosters.
Min Free Trial Date (required): The earliest date to include in the report when identifying customers who signed up for a free trial event.
Max Free Trial Date (required): The latest date for a customer's free trial to be considered in this conversion report.
Min Program Registration Date (required): The earliest date to check if a customer who attended a free trial, during the specified period, later registered for a program.
Max Program Registration Date (required): The latest date to verify if a customer who participated in a free trial, during the selected date range, has signed up for a program.
📊 Display Options
Click the arrow to expand display settings
Click the arrow to expand display settings
Customer Details: When selected, the report will display all customers who signed up for a free trial within the specified time period, along with key details such as the free trial event's season, level, roster, and event information. The report also includes whether the customer attended the event and whether they registered for a program afterward.
Optional Hidden Columns:
Class/Camp
Level
Season
Location
🧾 Example
Click the arrow to see an example of how to run the report
Click the arrow to see an example of how to run the report
In the example below, we’ve selected one location and one specific season (Sept 1 to today). The only column hidden is Location.
📣 Key Things to Know
Total Rate (Conversion Rate) = # Conversions ÷ # Free Trials
Att Rate (Attendance Rate) = # Conversions ÷ # Attended Free Trials
This lets you compare stats at three levels:
Overall season stats
Level stats (e.g., “Big Feet 5–6”)
Individual class stats (specific sessions within a level)
💡 Pro Tips
⚡ Focus Filters: Narrow by season or location to spot high-performing programs.
📅 Match Date Ranges: Align free trial and registration windows to avoid skewed results.
🧹 Declutter Views: Hide unused columns for easier reading and analysis.
📈 Compare Metrics: Use both conversion and attendance rates—together they reveal true trial effectiveness.
❓ Frequently Asked Questions (FAQs)
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
What’s the difference between Conversion Rate and Attendance Rate?
Click the arrow to see the answer
Click the arrow to see the answer
Conversion Rate = Registered ÷ Trial Participants
Attendance Rate = Registered ÷ Attended Trials
Both help distinguish interest vs. actual engagement.
Do I have to run the report for just one location?
Click the arrow to see the answer
Click the arrow to see the answer
✅ Yes — this report can only be run for one location at a time. If you need to review multiple sites, you’ll need to run the report separately for each.
Are date filters mandatory?
Click the arrow to see the answer
Click the arrow to see the answer
Yes—both Free Trial Dates and Registration Dates (Min/Max) must be set before running the report.
Why hide columns like Season or Location?
Click the arrow to see the answer
Click the arrow to see the answer
Hiding columns simplifies the report view, making it easier to focus on conversions and outcomes.