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Creating a Charge or Discount Item Report

View, print, or export charge and discount activity for a specific date range

Written by Serena Edwards

Want to see all your charge items or discounts used in the last week or month? Enrollsy has a report for that.

Need to see a specific set of Charge Items or Discount Items? Follow the steps below to create one.

Step 1- Open the Report

Head to the Reports page and click Charge / Discount Items.

Enrollsy Reports menu with the Charge / Discount Items option highlighted

Step 2 - Select a Date Range

Choose the date range you want to view on the calendar.

Enrollsy Charge / Discount Items date range dialog with From and To fields

Step 3 - Choose Charge and Discount Items

To see specific Charge Items or Discount Items, select the item at the top of each column, then check the boxes for the items you want to see.

Enrollsy Charge / Discount Items report with Class Fee and Deposit selected from the item dropdowns

Once you have your list, click the blue arrow under each item to see more details.

Enrollsy Charge / Discount Items report showing customer rows with an arrow to view item specifics

Step 4 - Export or Print Report

You can export or print this report using the icons in the top right.

Enrollsy Charge / Discount Items report with the export and print icons highlighted

Printing a Report

When you click the print icon, choose between two formats:

  • Transactions List — lists each individual transaction

  • Transactions Summary Report — summarizes transactions by item type

Enrollsy print menu showing Transactions List and Transactions Summary Report options

A Transactions List includes:

  • TIN/FEIN number (if added)

  • Company name and contact info

  • Time and Date of Report

  • Date Range selected

  • Customer Name (Primary Account Holder)

  • Posted date and time

  • Classification (Company name)

  • Program Name

  • Enrollee Name

  • Type of Transaction (i.e., "Charge")

  • Account

  • Item Name

  • Amount

Here is an example of a Transaction List Report:

Printed example of an Enrollsy Transactions List report

A Transactions Summary Report summarizes the transactions under each item type, with the associated amounts within the selected date range.

Here is an example of a Transactions Summary Report:

Printed example of an Enrollsy Transactions Summary report

Exporting a Report

When you export a report, the following information can be sorted and filtered in the spreadsheet:

  • Amount

  • Last 4 digits of Credit Card (if applicable)

  • Transaction Type (i.e., "Charge," "Credit Card," etc.)

  • Posted date

  • Private comment

  • Invoice Memo (includes Coupon Codes)

  • ACH status (i.e., "Pending," etc.)

  • Item (Charge Item or Discount Item name)

  • Classification (company name)

  • Account email address

  • Account Name (Primary Account Holder)

  • Enrollee Name

  • Program Name

  • First 10 Classes

  • Location

  • Invoice number

  • Invoice Class name (if the Invoice is for a specific Class)

  • Invoice Enrollee name (if the Invoice is for a specific Enrollee)

  • Invoice Class location (if the Invoice is for a specific Location)

  • Invoice Program (if the Invoice is for a specific Program)

  • Program Options (i.e., "Program Name," "Age Group," etc.)

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