Operations & reporting

Run every class—and its numbers—from one place.

Schedules, rooms, instructors, GO decisions, expenses, refunds, and reports on the same record your team already works from.

Sample class financials for Welding Fundamentals with enrollment past the GO number and forecast versus actual expenses.

What changes

  1. 01

    Decide what runs.

    A GO number, break-even, and early warnings for every class.

  2. 02

    Change without chaos.

    Conflicts surface before a schedule is saved, and changes are recorded.

  3. 03

    Close the books cleanly.

    Hourly reconciliation and a month-end export mapped to your GL.

How it works

From plan to report. On one record.

Operations, decisions, and finance share the class record, so nobody rebuilds the story in a spreadsheet.

  1. Plan

    Build the class from a course, or repeat a past class.

  2. Staff and schedule

    Assign rooms and instructors; conflicts surface before saving.

  3. Decide

    Track enrollment against the GO number and make the call by the deadline.

  4. Reconcile and report

    Refunds, reconciliation, and reports stay current as work happens.

Sample class schedule flagging a room conflict before it is saved.

Capabilities

What’s included. Nothing bolted on.

Class workspace

  • One record from draft to closeout
  • Sessions, rooms, and instructors
  • Custom fields and materials
  • Class change history

Decisions

  • GO number and break-even
  • Early warnings and decision deadlines
  • Run, extend, or cancel—decided by a person
  • Structured cancellations, even mid-course

Finance

  • Forecast and actual expenses
  • Refund rules captured at enrollment
  • Hourly payment reconciliation
  • Month-end export mapped to GL accounts

Reporting

  • Ten operational reports
  • Profitability and waitlist views
  • CSV exports
  • An audit log

Know what each class costs. Before you decide to run it.