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How to Save & Edit Reports as a PDF

Saving and viewing reports as a PDF document is easy and can be done in either Windows or Mac applications

Written by Richard Hogan
Updated today

How to Edit a PDF

The following are reports you can pull in Enrollsy and print as a PDF. The following steps show how you can use another PDF software to add additional information to the saved PDF.

Example PDF Reports:

  • Invoices Report

  • Invoice Summary

  • Transactions Report

  • Transaction Statement/Transaction Summary

  • Charge Items/Discount Items Report

  • Activities Report

  • Custom Report (Enrollees Table)

Use a PDF online editor (such as iLovePDF) to insert the image into the PDF. In iLovePDF, click "Edit PDF" and upload your Document. Then you can add a text box anywhere in the document and add any text you need.

Example:

Here we added the class names beside the corresponding fee on the Invoice Summary.


How to Save as a PDF

A frequently asked question is: "I prefer not to print this to paper; how do I get a PDF to attach to an email message?"

Answer: You can print the document to a PDF instead of a printer destination. Then attach the file to an email and send it off.

On Windows

Microsoft Print to PDF

Select "Microsoft Print to PDF" instead of a printer

On a Mac

Save as PDF

Select "Save as PDF" instead of a printer

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