Inside this article


This support article will discuss how you can create almost any custom report using primarily two buttons on the Enrollee Table page.

Columns And Column Order

Clicking the Column Select button opens a drawer that allows you to manage columns and column orders.

column selecting button in Enrollsy

Showing And Hiding Columns

Step 1

The default tab is the SHOW / HIDE tab when the drawer opens.

Column selector tabs in Enrollsy

Step 2

You can show or hide four categories of fields using a "Select all" check box or selecting them one at a time. NOTE: The options that show come from your Enroll Form fields.

  1. Enrollment

  2. Enrollee

  3. Account

  4. Program Options

Step 3

We provide a way to create a nickname for each custom field label. This way, you have the context of the custom field label (or the intake question) before creating a shortened column header using a nickname.

Custom field alias in Enrollsy

Hint: Using nicknames keeps column headers from getting unwieldy:

Column length issue without using an alias in Enrollsy

Custom field without a nickname displayed in the table

Column length issue with using an alias in Enrollsy

Custom field with a nickname displayed in the table

Reordering Columns

To reorder the columns, you have selected to display, switch to the Reorder tab and drag them up or down.

Reordering columns of data in Enrollsy

Then click done to make your changes take effect.

reorder columns in Enrollsy

Custom table view in Enrollsy

Compare the table at the top of the page to the table above. With this feature, you can control your views, which are unique per user. If you need to view specific information for enrollment purposes, but someone else you work with needs a view for billing purposes, you can each have your own.

We have since enhanced this feature by letting you save views.

Filtering Columns

Filters are powerful ways to refine your dataset further. Every field type has different options for filtering, so rather than explaining them all, here are just a few worth taking note of:

  • Age filter and Account Balance - allow you to set a Min and Max value.

  • Enrolled - enables you to pick a date range.

  • Single and Multi-Select fields (including Program Options) - allow you to choose one or many options.

When a filter has been selected, it will show up as a chip that can be removed from the filter with a click.

Filter chips in Enrollsy

You can save these filters per user to quickly access frequently used filters.

Saving Custom Report as a View

Views are the filter and column preferences you set, which populate the Enrollees Table with the data you want to see, download, or take other actions.

To create a Saved View, follow the steps below.

  1. Click the Columns button and make sure to Show / Hide and Reorder the data columns for the view you want. Then click Done.

    Hiding, showing, and reordering data in the Enrollees table of Enrollsy

    NOTE: You can currently only select up to 30 columns simultaneously.

  2. Click the Filter button and apply filters to the dataset.

    Applying filters to the Enrollees Table in Enrollsy

    NOTE: You can apply filters or columns, or both. Any single modification to the dataset will create a View.

  3. Click the Views button and the Save View button at the bottom of the drawer that slides over. Give your view a name and click Save.

    Naming and saving a View in Enrollsy's Enrollees Table

You can create as many Saved Views as you need. To load a Saved View, click the Views button and select the Saved View you want. See How to create Saved Views on the Enrollee Table for more details.

Selecting Enrollees

Check the box at the top to select all, OR check the box(es) next to the rows you want to export.

NOTE: Make sure you page through if you have a list of more than 100 and need to select all. You will be able to click select all on each page of the table until you see the correct total selected in the little bubble at the top.

Printing Or Exporting Custom Reports

Once you have all your data prepared as you want it, you can print or export it. To achieve this, select the records you wish to include (using the Select all checkbox or individual checkboxes to the left of the table) and then click the download or print icon.

print custom reports in Enrollsy

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