Enrollsy

How to export Enrollsy reports to a PDF and add extra details using a PDF editor

Saving and Editing Reports as a PDF

How to export reports, records, and lists to a CSV spreadsheet

Exporting Data in Enrollsy

See your enrollments, payments, capacities, and ratios in one place

Using the Enrollsy Dashboard

How to preview and print the receipts, statements, and tax documents your customers can access

Testing Customer Reports — Receipts and Statements

Serena Edwards

Richard Hogan

General Overview

Enrollsy.com

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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.

Connect your stack

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

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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.

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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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