The Enrollees table has a lot of uses, which can feel overwhelming. Open it by clicking Enrollees (or whatever you've renamed it, such as "Students") in the left menu. This article breaks the table down into smaller pieces so you can get the most out of Enrollsy.

The first and most important control is in the top-right corner: Location(s). If your account has more than one location, the table's information changes based on which location you select.

The second key control is in the top-left corner: Enrollment Period. Enrollment Periods let you separate and track enrollments by year. The table's information changes based on the period you select. To see everything at once, choose All Enrollment Periods. See the support article About Enrollment Periods for more detailed information.

At the top of the page, three numbers show your totals: Enrollments, Accounts, and Enrollees. Each number shows the count for your selected location and enrollment period, along with the total across all enrollment periods for that location in parentheses.

For example, for the Open Enrollments period at the Alpine location:

Select All Enrollment Periods to see totals across every period. If a number seems too low, the missing accounts or enrollees are likely inactive (see the Inactive Switch section below) or don't have an active enrollment yet (see the Accounts View and Enrollees View sections below).

In the top-right corner of the table, a switch labeled Inactive lets you see inactive records. This works the same way on the Enrollments, Accounts, and Enrollees views — toggle it on to see inactive Enrollments, Accounts, or Enrollees.

Check out this article for more about Inactive Accounts in Enrollsy: How to search for an Inactive Account.

Selecting the Enrollments view lets you choose which columns to display, filter those columns, and save your setup for later. Select a specific location, or All Locations, in the top-right corner.

A "view" is a saved collection of settings you can reuse. Select Views to see any saved views, or click Save View to save your current columns, filters, and sort order. See this article for more detail: How to Create Saved Views on the Enrollee Table.

Select Columns on the right side of the table to fully customize which columns display. See this article for more detail: How to Find & Sort Enrollees in the Enrollees Table.

You can also use columns to build custom reports. See this article for more detail: How to Create a Custom Report.

Select Filters to filter by any field on your Enroll Form, including Program Forms. You can filter using any of the columns you've chosen to display. See this article for more detail: How to Filter & Sort Enrollees on the Enrollee Table.

Active filters appear in gray next to the Filters button. Click the "x" on a filter to remove it.

Select one or more enrollments using the checkboxes on the left to reveal a new icon menu in the top-right corner:

The table only scrolls through the number of rows currently shown.

At the bottom of the page, use Rows per page to choose 50, 150, or 300 rows, or use Select All [#] to select every enrollment shown.

Select a specific location, or All Locations, then choose an enrollment period, or All Enrollment Periods.

The Accounts view displays:Account Tags

Select accounts using the checkboxes on the left to reveal bulk actions:

Click Accounts with no Enrollments on the right to see accounts that aren't tied to an active enrollment.

A new window lists primary account holders with no enrollments. Click a name to go straight to that account.

Select a specific location, or All Locations, then choose an enrollment period, or All Enrollment Periods.

The Enrollees view displays:

Select enrollees using the checkboxes on the left to reveal bulk actions:

Click Enrollees with no Enrollments on the right to see enrollees who aren't tied to an active enrollment.

A new window lists enrollees with no enrollments. Click a name to go straight to that enrollee's page.