To export a list of active and inactive accounts, run an Account Export report. To export a list of all payment activity, run a Transaction Export report. Both are unlockable features — if you'd like access and they aren't already turned on for your account, let the Enrollsy team know via chat and they'll unlock them for you.
Exporting Accounts
Go to the Reports page.
Select Account Export.
This exports every account in Enrollsy to a CSV spreadsheet, which you can sort and edit to pull the information you need.
Accounts Export — What's Included
The Accounts Export report includes the following fields:
ID (ID of the specific account; searchable within Enrollsy)
Primary Account Holder Email
Primary Account Holder First Name, Middle Name, Last Name
Primary Account Holder Address
Primary Account Holder Phone Numbers
Primary Account Holder Contact Preference
Secondary Account Holder Email
Secondary Account Holder First Name, Middle Name, Last Name
Secondary Account Holder Address
Secondary Account Holder Phone Numbers
Secondary Account Holder Contact Preference
Emergency Contact
Emergency Phone
Active (shows "1" if there is 1 active account; shows "0" if the account is inactive)
Notes
Created at
Accounts Export — Example
Here's what an Account Export looks like once downloaded:
Exporting Tranactions
Go to the Reports page.
Select Transactions Export.
This exports every transaction in Enrollsy, along with the class or program tied to each payment, to a CSV spreadsheet.
Use this report to find transactions within a specific enrollment period, program, or class.
Import the resulting CSV into your accounting software to reconcile payments.
Transaction Export — What's Included
The Transactions Export report includes the following fields:
ID (if applicable)
Processor transaction ID
Processor transaction amount
Amount
Last 4 (if the payment method is a credit card)
Type (payment method)
Posted at
Posted by
Item index
Item name (charge item)
item type (fee)
Item amount
Private comment
Invoice memo
ACH status
Classification (payment account)
Account ID (ID of the specific account; searchable within Enrollsy)
Location
Invoice number
Enrollment period
Program option(s) - List all Program Options
Transactions Export — Example
Here's what a Transaction Export looks like once downloaded:
