Reports & Data Exports
How your information is customized, stored, and retrieved
By Serena and 1 other2 authors36 articles
General Overview
Overview of reports
- How to Save & Edit Reports as a PDFSaving and viewing reports as a PDF document is easy and can be done in either Windows or Mac applications
- About Exporting in EnrollsyLearn what all can be exported to a CSV file (spreadsheet)
- About the DashboardView enrollments, payments, capacities and ratios on this page
- Test Accessing Customer ReportsLearn how your Customers will find and print reports
Financial Reports
How to generate reports on financial information
- About Enrollment ReportsIf you're looking for information about the number of enrollments you've had, this article will help you find it.
- How to Print or Download a Roster ReportHow to customize your own attendance sheets
- How to Create a Check-In/Out Activity ReportUse the Activity Report to download or print Enrollee's attendance
- How to Create a Capacities ReportHow to generate a report showing the number of Enrollees enrolled in a Class or Program
- How to Export Enrollment PeriodsIt's easy to download data from Enrollys; learn how here
- How to Print Class ListsNeed a Class list? How to print Class lists, check-in/check-out sheets, or meal attendance
Custom Reports
Using the Enrollees table to generate custom reports using enroll form information
- About the Enrollees TableNeed specific information on Enrollees/Accounts? Find it here!
- How to Create a Custom Report on the Enrollees TableLearn how to filter and export Enrollee/Class data
- Examples of Custom ReportsSee all the types of Reports you can customize 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.