Create and Manage Pre-Class Reports

Note: Report Management Access is required to Configure Pre-Class Reports

Use Pre-class reports to send instructors important client details before the beginning of each class. Reports are sent to the instructor listed in Mindbody.

Learn More: Venga Emailed Reports: An Introduction

In this Article:

Create A New Pre-Class Report
Enable or Disable a Pre-Class Report
Edit an Existing Pre-Class Report
Bulk Edit Pre-Class Reports
Delete a Pre-Class Report
Video Walkthrough

Create A New Pre-Class Report

To add a new Pre-class report:

  1. Click Reports in the Settings menu and select Pre-Class.
  2. Click + Add New at the top of the Reports menu.
  3. Configure the report and click Save.
1

Click your profile at the top right of the dashboard and select Settings.





Click Reports in the Settings menu and select Pre-Class Report

2

Click + Add New at the top of the Reports Menu.

3

Configure the report:

  1. Select which locations to the report applies to.
  2. Select when the report should be sent.
  3. Select which Programs/Service Categories the report applies to.
  4. Select which classes the report applies to.
  5. Click Save.

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Enable or Disable a Pre-Class Report

Toggle the Enabled switch to the on or off position to begin or stop sending a Pre-Class report.

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Edit An Existing Pre-Class Report

To edit an existing Pre-class report:

  1. Click Reports in the Settings menu and select Pre-Class.
  2. Click the Edit (pencil) button in the reports menu.
  3. Edit the report configuration and click Save.
1

Click your profile at the top right of the dashboard and select Settings.





Click Reports in the Settings menu and select  Pre-Class Report

2

Click the Edit (pencil)button in the reports menu.

3

Edit the report Configuration and click Save.

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Bulk Edit Pre-Class Reports

There are three edits that can be made using the Bulk Actions menu.

  1. Enable the selected campaigns.
  2. Disable the selected campaigns.
  3. Update the send time (how many minutes before the class begins the report is sent) for the selected campaigns.

To bulk edit reports:

  1. Click Reports in the Settings menu and select Pre-Class.
  2. Select the checkbox to the left of each report to be edited. Tip: Select the checkbox at the top of the menu to select all reports in the list with a single click.
  3. Select the edit to be made from the Bulk Actions menu.
1

Click your profile at the top right of the dashboard and select Settings.




Click Reports in the Settings menu and select  Pre-Class Report

2

Select the checkbox to the left of each report to be edited. Use the checkbox at the top of the menu to select all reports with a single click.

3

Select the action from the Bulk Actions menu. The update will save automatically as soon as the action is clicked.

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Delete a Pre-Class Report

To delete a Pre-Class report:

  1. Click Reports in the Settings menu and select Pre-Class.
  2. Click the garbage can icon.
  3. Click OK to confirm.
1

Click your profile at the top right of the dashboard and select Settings.




Click Reports in the Settings menu and select  Pre-Class Report

2

Click the garbage can icon.

3

Click OK to confirm.

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Video Walkthrough

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