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Create an Activities Report

Run And Export A Report For Any Activity In Enrollsy

Written by Richard Hogan

You can run a report for any type of Activity you use in Enrollsy, including Check In/Check Out, Room Transfer, and any custom Activities you've created. An Activity Report shows:

  • Activity posted date and time

  • The person who posted the Activity

  • Activity Type

  • Enrollee name

  • Primary Account Holder's email address

  • Class name

  • Comments

How to Run an Activities Report

Step 1 — Open The Reports Page

Click Reports in the left sidebar, then click Activities.

Step 2 — Choose A Location

Choose the Location from the top right.

NOTE: If you choose All Locations, you can't filter by Program or Class. Filters also don't carry over between Locations — each Location keeps its own filters.

Step 3 — Choose An Enrollment Period

Choose the Enrollment Period from the list on the left.

Enrollsy Activities Report page showing the Enrollment Period selector on the left

Step 4 — Set Your Filters

Click Filter in the top right to open the filters panel. From there, you can set any of the following:

Enrollsy Activities Report Filter panel showing all available filter options

Select a Timeline

Choose which Activity Timeline to view — Enrollee, Instructor, or Class.

Enrollsy Activities Report Select Timeline dropdown showing Enrollee, Instructor, and Class options

Choose an Activity

Select the Activity you want from the dropdown. Leave this blank to include all Activities.

Enrollsy Activities Report Activity dropdown for selecting one or more Activities

Set Start and End Dates

Click the calendar icon to choose a start and end date.

Enrollsy Activities Report Start and End Date calendar picker

Choose Who Posted It

Select who posted the Activity — Admin, Primary Account Holder, and/or Instructor.

Enrollsy Activities Report Posted By filter showing Admin, Primary Account Holder, and Instructor options

Choose a Program

Choose one or more Programs from the dropdown. Only Programs under the Enrollment Period you chose in Step 3 will be listed.

Enrollsy Activities Report Program filter dropdown

Choose a Class

Choose one or more Classes from the dropdown. You'll need to choose a Program first — no Classes will be listed until you do.

Enrollsy Activities Report Class filter dropdown

NOTE: The filters you used last time are preselected the next time you open the Activities Report, but you'll still need to open the filter panel and click Apply to load them.

Step 5 — Filter By Enrollee

To view a single Enrollee, type their name into the Type to Filter field at the top of the page.

Enrollsy Activities Report Type to Filter field for searching by Enrollee name

Step 6 — Select Activities To Export Or Print

Check the box beside each Activity you want to include, or click the checkbox at the top of the list to select all of them.

Enrollsy Activities Report table with checkboxes for selecting Activities to export or print

Step 7 — Export Or Print The Report

Click the export icon to export the report to a spreadsheet, or the print icon to print it or save it as a PDF.

Enrollsy Activities Report export and print icons

NOTE: If you try to print too much data at once, the system will time out. If that happens, narrow the date range or the number of Activities in the report.

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