Enrollsy

Need specific information on Enrollees/Accounts? Find it here!

About the Enrollees Table

Learn how to filter and export Enrollee/Class data

How to Create a Custom Report on the Enrollees Table

See all the types of Reports you can customize in Enrollsy

Examples of Custom Reports

Save 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

Create, Edit, and Manage Saved Views on the Enrollees Table

The Enrollee Table allows you to sort Enrollees based on a variety of options

How to Filter & Sort Enrollees on the Enrollee Table

Learn how to sort and filter data to create a custom report

How to Use the People Page

Serena Edwards

Richard Hogan

Using the Enrollees table to generate custom reports using enroll form information

Custom Reports

Enrollsy.com

Pricing

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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