Enrollsy allows various information within the app to be exported to a spreadsheet (CSV file). Look for the cloud with a down arrow icon throughout the app — this is the export icon.
People Page — Exporting Enrollment Data
The People Page in Enrollsy (which is replacing the older Enrollees Table) is a centralized hub containing all active and inactive enrollments. It is designed to allow users to create highly customized reports through flexible data management.
How to use the People Page:
Customizing Columns — You can show or hide fields across five categories: Enrollments, Enrollees, Accounts, Program Options, and Program Forms. Columns can be reordered by dragging them up or down in the Reorder section to change their horizontal position on the table.
Filtering with Logic:
AND Logic — Multiple conditions within a single group (for example, Class = Yoga AND Balance > 0) narrow results to only those meeting all criteria.
OR Logic — Adding a separate filter group allows you to see rows matching either set of criteria (for example, Age > 18 OR Program = Adult Workshop).
Multi-Column Sorting — You can set a primary sort (for example, by Enrollee name) and a secondary tie-breaker sort (for example, by Enrolled date).
Bulk Actions — After selecting enrollees, you can perform group tasks such as adding/removing tags, creating bulk invoices, sending SMS messages, or exporting data.
Column Management — You can widen columns by dragging their borders or create nicknames for long field labels to keep the table readable.
Upcoming enhancements planned for the People Page:
Saved Views — The ability to save your specific filter and column configurations for quick access later.
New Dedicated Tabs — The page will be expanded to include specific tabs for:
Accounts and Enrollees
Contacts, Admins, and Teachers
Activities and Documents
NOTE: This page is intended to eventually fully replace the current Enrollees Table.
Enrollees Table — The Legacy Export View
The Enrollees Table is similar to the People Page, with less functionality on the Enrollments tab. Please see this support article for a breakdown of this page.
You can use this page to view and filter any information on your Enroll Form, as well as the following:
Enrollment — Tags, Enrolled date, Class information, Location, and Days
Enrollee — Tags, Photo, and other Enroll Form fields
Account — Tags, Contact, Account name, Payment Information on file, has a Pin, Balance on account, and all Enroll Form fields under Primary Account Holder
Program Options — Depending on the active Enrollment Period you are viewing
Program Forms — All fields within each Program Form (on the Enroll Form)
After selecting the proper columns and filtering the information into the report you need, you can then select the rows (or select all) and export either the current columns or all data.
You can also view Accounts and Enrollees separately as their own tabs, however only the following information is viewable, and it is not customizable:
Accounts — Account tags, Name, Email, Cell Phone, Work Phone, Status (Active or Inactive), Payment Method on File, Account Balance, and Account Notes
Enrollees — Enrollee tags, Photo, Name, Gender, Birth Date, Age, and Enrollee Notes
Reports — Exporting Financial and Activity Data
On the Reports page, the following reports can be exported:
Transactions — Export a report of all transactions within a specific period, or export all transactions within Enrollsy and the class or program tied to that payment to a CSV spreadsheet using the Transactions Export Report
Charge/Discount Items — Export specific Charge Items and/or Discount Items within a specific period
Accounts — Export all accounts within Enrollsy to a CSV spreadsheet
Activities — Export a report of specific Activities within a particular period (see also the Check In/Out Report)
Timesheets — Export a report of clock-in/clock-out times of Instructors (or other staff)
Enter/Exit Class — Export a report of times when Instructors exited and entered classrooms
Programs — Exporting Program Details
On the Programs page (accessible from either the Classes page or the My Company page), you can export your program information into a CSV file by selecting the programs on the left and clicking the export icon at the top. The following components are included in the export:
Edit Link — Link to edit that particular program
Program Options — For example, Program Name, Schedule, and Time
Enrollment Period — The Enrollment Period the program is in
Location(s) — The locations for each program
Coupons — Any coupons attached
Documents — Any documents attached
Days — Days the program runs
Enrollment End Date — The date enrollment ends (if applicable)
Meta Data — Allows you to store information about a program that can be used in E-Signature Documents and software integrations
Enrollment/Program Override Instructions — Additional instructions (if applicable)
Terms and Welcome Messages attached
Class Credit information — Pricing, selection, minimum and maximum, etc. (if applicable)
Age Restrictions (if applicable)
Uses PIN — Uses Kiosk pin
Installment Information
Prorate Settings (if applicable)
Tuition Mapping (if applicable)
Waitlists — Exporting Waitlist Data
Waitlists only (not Classes) can be exported. Select the enrollees and click the export icon on the right-hand side. The information that is exported includes:
Waitlist Tags
Enrolled Date
Enrollee Name
Date of Birth
Gender
Invoices — Exporting Invoice Lists
On the Invoices page, you can export a list of the following invoices under a particular location (or all locations):
Current Invoices
Paid Invoices
Future Invoices
Invoices can be filtered using the Filter button before exporting. Select the invoices to export on the left, then the export button will appear at the top right. The following information can be exported:
Date
Days Past Due
Payment Plan
Amount
Status (i.e., paid, unpaid, etc.)
Invoice Balance
Enrollee name
Enrollment
Class
Primary Account Holder name
Leads — Exporting Submission Data
Enrollsy captures leads from anyone who enters at least one piece of contact information on your Enroll Form but does not complete the enrollment process. New leads are displayed on the Submissions page under Leads.
Export these leads with the following information:
Date & time information captured (when attempted to enroll)
Lead Tags (manually added)
First & last name
Email address
Cell phone & work phone
Location & Program they chose
Internal Notes (manually added)
