Saving and viewing reports as a PDF document is easy and can be done in either Windows or Mac applications. The following sections cover which reports you can save as a PDF, how to save them on each operating system, and how to edit a saved PDF if you need to add extra details.
Reports You Can Save as a PDF
The following reports can be pulled in Enrollsy and saved as a PDF:
Invoices Report
Invoice Summary
Transactions Report
Transaction Statement/Transaction Summary
Charge Items/Discount Items Report
Activities Report
Custom Report (Enrollees Table)
Saving a Report as a PDF
Many users prefer not to print a report to paper and instead want a PDF file they can attach to an email message. You can do this by printing the document to a PDF instead of a printer destination, then attaching the file to an email and sending it off.
On Windows
Select Microsoft Print to PDF instead of a printer.
On a Mac
Select Save as PDF instead of a printer.
Editing a Saved PDF
The following steps show how you can use another PDF software to add additional information to a saved PDF. 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.
Editing Example — Adding Class Names to an Invoice Summary
Here, we added the class names beside the corresponding fee on the Invoice Summary.
