Gain valuable data insights for your orders, revenue, student enrollments and engagement using Advanced Reporting.
In this article:
About This Feature
Thinkific Advanced Reporting gives you deeper insights on your business so you can make smart decisions quickly. You can analyze everything from which course is bringing in the most revenue, transactions from new students versus existing students, to lessons that have the highest completion rates!
Advanced Reporting includes four reports that can be broken down and filtered in various ways:
- Revenue: The Revenue Report shows you your revenue over time. It can be broken down in a ton of useful ways like new versus returning students, payment provider, and affiliate.
- Orders: The Orders Report shows you completed orders over time. You can view orders from new versus returning students, coupons, product type, and more.
- Enrollments: The Enrollments Report shows you free and paid enrollments over time. You can break it down by course, percent completed, Groups, and more.
- Student Engagement: The Students Engagement Report shows you how students are engaging with your content.
Note that Advanced Reporting does not currently included Communities data. Stay tuned for future updates!
Each report features different data visualization options to help you analyze trends including bar graphs, line graphs, bubble charts, and pie charts. You can also filter all reports by various attributes and export detailed CSV reports of the raw data.
How to Access Your Reports
You'll see it in the left hand side of your Admin Dashboard. Simply click on Advanced Reporting Beta and you'll see the option to view your Revenue, Orders, Enrollments, and Student Engagement Reports.
Please note that if you are not on a supported Thinkific plan, you will see sample data displayed in this report. You will also see sample data if you have less than 10 enrollments in your account.
Revenue, Orders, and Enrollments also include 2 views:
- Insights: Includes data visualization to help analyze trends to make data based decisions.
- Details: A transaction based report if you require specific line item details like student email, date, amount, currency and more. Details can also be exported as a CSV file.
You can navigate between Insights and Details using the two tabs at the top of the report page:
Reports
Revenue Insights Report
Revenue Insights features a main bar graph to visualize revenue earned over time. Immediately below the bar graph, you'll also see Total Revenue and number of Transactions for the selected time period as well as four pie charts breaking down the current selection by:
- Product (course or bundle)
- Affiliate
- Customer type (new or returning)
- Payment type (one-time payment or subscription)
Revenue Details Report
Revenue Details includes the raw data table with individual line items for all revenue transactions. You have the option to export your transaction data from this Details tab.
Important Considerations:
- Revenue is only tracked for purchases made through the Thinkific checkout using our Stripe and PayPal integration. If you are using an external payment solution, this will not be reported.
- Refunds are not tracked.
Orders Insights Report
Orders Insights features a main bar graph to visualize completed orders over time. Immediately below the bar graph, you'll also see Total Orders and number of Unique Customers for the selected time period as well as four pie charts breaking down the current selection by:
- Product (course or bundle)
- Coupon
- Customer type (new or returning)
- Payment type (one-time payment or subscription)
Orders Details Report
Orders Details includes the raw data table with individual line items for each completed order. You have the option to export your transaction data from this Details tab.
Important Considerations:
- For subscriptions and payment plans, there will only be an order at the time of initial purchase. Make sure to refer to your Revenue Details Report for transaction data for all recurring payments.
- Free and incomplete (ie. failed transactions) orders are not included.
Enrollments Insights Report
Enrollments Insights features a main bar graph to visualize free and paid enrollments over time. Immediately below the bar graph, you'll also see Total Enrollments and number of Unique Students for the selected time period as well as four pie charts breaking down the current selection by:
- Course name
- Percent complete
- Customer type (new or returning)
- Group
Enrollments Details Report
Enrollments Details includes the raw data table with individual line items for each enrollment. You have the option to export your transaction data from this Details tab.
Student Engagement Report
The Student Engagement Report features a main bar graph to visualize enrollments and completion rates over time. Immediately below the bar graph, you'll see Average Days to Complete and Average Percentage Completed for the selected time period.
Additional graphs include:
- Lesson Statistics: This displays viewed and completed percentages by lesson type. These can help you analyze what content types are most successful with your students.
- Reviews: Here you can see an overview of number of reviews for your courses as well as average rating (1-5 stars).
- Quizzes: The Quizzes report displays completion rates for your quizzes. False means your student did not complete the quiz, while True means your student did complete the quiz. This is to help measure engagement specifically, it does not take into account if a quiz is graded or not.
We also have a Video Engagement Reporting feature - check it out here!
Filtering Your Reports
Every report has a date selection field, breakdown menu and various filters to help dig into the details of your data.
Learn how to filter your reports here: Advanced Reporting Filters
Exporting Your Data
You also have the option to export the raw data for the following reports in a CSV format:
- Revenue Details
- Orders Details
- Enrollments Details
How to Export a Report
- Select Advanced Reporting
- Select your desired report
- Click the Details tab
- Filter data as needed
- Click Export (CSV) on the top right
- Select a location on your computer to save the file
- Click Save
And that's it! You will have a CSV file that you can view in any spreadsheet software like Excel or Google Sheets.
Report Definitions
Returning students: A returning student is a student with more than one enrollment. This means they have enrolled in more than one course on your site.
Unique students: This is the number of individual student accounts. Every time a student creates an account it adds to this number.
Total enrollments: We calculate all enrollments from all students in order to create this number. It is important to understand that one student can enroll in one course or multiple courses.
For example:
- Student 1 enrolls in Course A
- Student 1 also enrolls in Course B
So in the example above you will have:
- Unique students: 1
- Total enrollments: 2
Frequently Asked Questions
Why don't I see any data in my report?
Reports that do not have any data will appear blank. For example, if you only have Free courses on your site, you will see a blank report for Revenue. Make sure to check back when you start accepting payment!
How long does it take for my data to appear in a report?
Advanced reporting data updates every 12–24 hours, so if you do not see your most recent information, we recommended checking back after 12 hours.
What is the Other category on the enrollment report graph?
The graphs only list the top 5 courses with the most enrollments by name and any other course is included in the Other category. If you'd like more details for each course, you can scroll down further on the page to see where enrollments are listed out for each course.
Can I report on purchases made outside of Thinkific?
Our Advanced Reporting feature only applies to purchases made through the Thinkific checkout using our Stripe and PayPal integration. If you are using an external payment solution, the Revenue and Orders Reports will not display data, however you can still refer to the Enrollments and Student Engagement Reports!
What is the difference between the Order Details Report and the Revenue Details Report?
The Advanced Reporting Orders Report will only show the unique order at the time of purchase. It does not include each individual transaction for subsequent subscription and payment plan payments.
The Revenue Report will show the total revenue of each individual transaction to date.
What is the difference between the Advanced Reporting Orders Report and the Orders Report under Market & Sell?
The Advanced Reporting Orders Report is meant to be a report to help you analyze trends. This means it provides an overview of total orders in a time period and helps answer questions like:
- How many unique students are ordering?
- Which products a have higher order count?
- How many orders are from new versus returning customers?
The Orders Report available in Market & Sell is focused on transaction based data to help with accounting or reviewing specific order details. This report is available on all Thinkific plans.
Advanced Reporting is currently in Beta and we are continually making improvements. If you have any feedback or feature requests, please let us know!