Enrollment Reports
The following is a list of possible enrollment reports in Enrollsy, depending on the needed information. We compiled this list using the most common requests from our clients. See examples of Custom Reports here.
Information Needed | Reports |
Active enrollments | Custom Report - filter by "enrolled on date" Invoices Report/Paid Invoices - during a time period Accounts Report - Unlockable feature showing all accounts (active & inactive) |
Inactive enrollments/accounts | Custom Report - Turn on the Inactive switch Accounts Report - Unlockable feature showing all accounts (active & inactive) |
All enrollments within a specified time period | Enrollment Dashboard - Overview that shows enrollments over the last 7-day, 30-day, and 90-day period Custom Report - Enrollments tab; filter by "enrolled on date" |
Enrollee information by enrollment period | All Class Lists - The Report lists each Class and enrollees along with Class name, Class time, Instructor name, # of enrollees, and class capacity |
How many Enrollees enrolled in each Program/Class | Custom Report - Filter by program options (i.e., "Program Name") or class name Capacities Report - Total # of capacity by Program or Class |
Reports on any enroll form or program form questions (ex. T-shirt sizes, IDs) | Custom Report - Filter by enroll form or program form question |
Total # of Enrollees by location/Program/Class | Custom Report - Enrollments tab; filter by location, program, or class |
Enrollee Withdrawal | Custom Report - Filter by *withdrawal date |
Account Holder data | Custom Report - Accounts tab (only shows name, email, phone #s, payment method on file, balance, and internal notes) |
Class List by enrollment period | All Class Lists - Each Class lists each Class with Enrollees along with Class time, Instructor name, # of enrollees, and Class capacity Custom Report - Enrollees tab (includes name, photo, gender, birthdate, age, and internal notes) |
Daily check-in/check-out (enrollee attendance) | Activities Report - Only if using check-in/check-out or present/absent activities for attendance |
Instructor attendance | Activities Report - Only if using Instructor check-in/check-out via a kiosk Timesheet Export - Only if using Instructor check-in/check-out via a kiosk, includes # of hours and in decimal form |
New accounts/families (not enrolled before a certain enrollment period) | No Report Available Workaround: Custom Report - Filter by "enrolled on date" |
Waitlist enrollment (for all programs or classes) | No Report Available Workaround: Waitlist export per program/class |