Promotions Report

By default, the Promotions report lists active memberships that meet their current level’s date and confirmed-class requirements for advancing. Use Eligible by for date-based planning, not as a guarantee that every listed member has completed the required classes.

Narrow the results

Filter by program, current level, next level, or Eligible by to focus the list. Check the program’s requirements and the membership’s supporting attendance or other criteria before promoting. Eligibility depends on the requirements configured for that program.

Eligible by compares your selected date with the Next Promotion Date shown in the report. It does not apply the minimum-class requirement, so review the Classes column separately before promoting. Without a cutoff, both date and class requirements must be met.

For levels tied to a grading, the date uses the grading window and roll-over rules. An ongoing window does not become eligible before the date shown. An ended grading no longer qualifies after it rolls over, but an unpromoted membership held at that grading can still appear. A manually set promotion date takes precedence.

If your role includes Promote Memberships, the report can offer a promote action for an eligible membership. Otherwise, ask someone with that access to review and complete the promotion. After promoting, verify the member’s new level and promotion details on their membership.

Example

To find all members ready for a particular next level, select the program and next level, then review each eligible row against the program’s requirements. Do not treat a matching row as an automatic promotion; confirm the member’s record and follow your school’s grading process.

For the complete level setup and promotion process, see Levels and Promotions.