Reports & Data Exports
How your information is customized, stored, and retrieved
By Serena and 1 other2 authors36 articles
General Overview
Overview of reports
- Saving and Editing Reports as a PDFHow to export Enrollsy reports to a PDF and add extra details using a PDF editor
- Exporting Data in EnrollsyHow to export reports, records, and lists to a CSV spreadsheet
- Using the Enrollsy DashboardSee your enrollments, payments, capacities, and ratios in one place
- Testing Customer Reports — Receipts and StatementsHow to preview and print the receipts, statements, and tax documents your customers can access
Financial Reports
How to generate reports on financial information
- Enrollment Reports — Find the Right Report for Your DataA quick guide to the enrollment reports available in Enrollsy and when to use each one
- Roster Reports — Print or Download Custom Attendance SheetsBuild a personalized roster with the dates, columns, and headers you need, then print or export it
- Check-In/Out Activity Report — Track Attendance DurationDownload or print a report of Enrollee check-ins and check-outs
- Capacities ReportCheck how full your Programs and Classes are, then export the numbers whenever you need them
- How to Export Enrollment PeriodsExport active or archived enrollment data from Enrollsy in just a few clicks
- Class Lists and Attendance Sheets — Print or Download Class InformationPrint a Class List, Class Summary, Check-In/Check-Out Sheet, Class Roster, Meal Attendance sheet, or All Class Lists report
Custom Reports
Using the Enrollees table to generate custom reports using enroll form information
- How to Use the Enrollees TableA breakdown of every icon, view, and setting on the Enrollees table
- How to Create a Custom Report on the Enrollees TableLearn how to filter and export Enrollee/Class data
- Custom Report ExamplesSee the different reports you can build in Enrollsy
- Create, Edit, and Manage Saved Views on the Enrollees TableSave your favorite column layouts and filters on the Enrollees Table so you can reload them in one click — here's how to create, use, edit, rename, and delete them
- How to Filter & Sort Enrollees on the Enrollee TableThe Enrollee Table allows you to sort Enrollees based on a variety of options
- How to Use the People PageLearn how to sort and filter data to create a custom report
Other Reports
Other types of reports (activities, meals, etc.)
- How to View Timesheets for InstructorsPrint and/or download timesheet reports for your teachers in three steps
- How to Create an Activities ReportAdmins can run Reports for any Activity set up in Enrollsy
- How to Run a Report of Invalid Payment PlansNeed to know who has an invalid Payment Plan? Here's how.
- How to Print a Report for FSA/Dependent CareNeed to give a Customer a receipt for payments made for their Flexible Spending Account? Here's how.