Financial Analysis (InSight)

Reports listed in the category are typically those related to the analysis of Financial information including revenue and expenses.

Client Revenue Stats
Displays list of Clients with key statistical and aggregate information based on financial records, and displayed in a column format.

Performance Formula by Section
Performance Formula by Category
Displays list of the Performance Formula calculations per Course Section or Course Category. The Performance Formula is often referred to as the LERN Performance Formula.

Profit/Loss AR
Displays list of Course Sections with profit/loss information based on invoices and displayed in a column format.

• Possible Error Message: When first opening the P/L report, it is possible that a user may see the following error message. This error may only be due to an issue where the report has not yet been filtered and is trying to compile all the data and has met a large integer barrier.  Once filtered to a smaller dataset, the error should clear.
  • "The report you've designed is invalid. Please verify that everything is correct. Click for details."

Profit/Loss Cash
Displays list of Course Sections with profit/loss information based on payments and displayed in a column format.

• Possible Error Message: When first opening the P/L report, it is possible that a user may see the following error message. This error may only be due to an issue where the report has not yet been filtered and is trying to compile all the data and has met a large integer barrier.  Once filtered to a smaller dataset, the error should clear.
  • "The report you've designed is invalid. Please verify that everything is correct. Click for details."