Looking for a Report that outlines how many enrollments you've had, when they happened, or something related to enrollment trends?
Enrollment Reports Chart
Enrollment Reports Chart
The following is a list of possible enrollment reports in Enrollsy, depending on the needed information. We compiled this list using the most common requests from our clients. See examples of Custom Reports here.
Information Needed | Reports |
Active enrollments | Custom Report - filter by "enrolled on date" Invoices Report/Paid Invoices - during a time period Accounts Report - Unlockable feature showing all accounts (active & inactive) |
Inactive enrollments/accounts | Custom Report - Turn on the Inactive switch Accounts Report - Unlockable feature showing all accounts (active & inactive) |
All enrollments within a specified time period | Enrollment Dashboard - Overview that shows enrollments over the last 7-day, 30-day, and 90-day period Custom Report - Enrollments tab; filter by "enrolled on date" |
Enrollee information by enrollment period | All Class Lists - The Report lists each Class and enrollees along with Class name, Class time, Instructor name, # of enrollees, and class capacity |
How many Enrollees enrolled in each Program/Class | Custom Report - Filter by program options (i.e., "Program Name") or class name Capacities Report - Total # of capacity by Program or Class |
Reports on any enroll form or program form questions (ex. T-shirt sizes, IDs) | Custom Report - Filter by enroll form or program form question |
Total # of Enrollees by location/Program/Class | Custom Report - Enrollments tab; filter by location, program, or class |
Enrollee Withdrawal | Custom Report - Filter by *withdrawal date |
Account Holder data | Custom Report - Accounts tab (only shows name, email, phone #s, payment method on file, balance, and internal notes) |
Class List by enrollment period | All Class Lists - Each Class lists each Class with Enrollees along with Class time, Instructor name, # of enrollees, and Class capacity Custom Report - Enrollees tab (includes name, photo, gender, birthdate, age, and internal notes) |
Daily check-in/check-out (enrollee attendance) | Activities Report - Only if using check-in/check-out or present/absent activities for attendance |
Instructor attendance | Activities Report - Only if using Instructor check-in/check-out via a kiosk Timesheet Export - Only if using Instructor check-in/check-out via a kiosk, includes # of hours and in decimal form |
New accounts/families (not enrolled before a certain enrollment period) | No Report Available Workaround: Custom Report - Filter by "enrolled on date" |
Waitlist enrollment (for all programs or classes) | No Report Available Workaround: Waitlist export per program/class |
See the options below to find the right report for you.
Report 1: Enrollment Dashboard
This report shows your enrollments over the last 7-day, 30-day, and 90-day rolling period(s). You can click Go to Enrollees (or whatever you call those who enroll) in each chart to take you to a filtered view of your Enrollees table.
Report 2: Enrollees Table
At the top of the Enrollees Table is a dashboard that shows you the total number of Enrollments, Accounts, and Enrollees given the search criteria on the page.
There are a few ways you can modify the search criteria to serve up different results:
Select a different Enrollment Period (or All Enrollment Periods)
Use the filter button to filter for specific things (Programs, Classes, Date Ranges, etc.)
Flip the Inactive Switch at the top right of the page to see only inactive enrollments
See How to Create a Custom Report on the Enrollees Page for more instructions on how to use this Table to make custom Reports.
Report 3: People Page
The People page shows all enrollments and can easily be sorted and filtered. There are a few ways you can modify the search criteria to serve up different results:
Select one or more Locations and/or Enrollment Periods as Columns and/or Filters
Filter on specific Programs and/or Classes
Filter on Enrolled on dates
Filter on active and/or inactive Enrollments
See How to Create a Custom Report on the People Page for more instructions on how to use this page to create custom Reports.
Report 4: Ratios Page
While the Ratios page doesn't give you a total count of enrollment across all Programs or Classes, it does give you a nice view of active enrollments and their classes on a single page.
If you don't have the Ratios page and want it for your account, please contact Enrollsy via the chat bubble within the Enrollsy admin platform and let us know if you want it added.
Enrollment Report Examples
Enrollment Report Examples
How do I download a list of all our students?
You can do this in several ways.
1- The first is to go to the Enrollees Table, select columns, and then select which items from the enroll form you would like to include in the report. In this case, that would likely be the enrollee's name and email address. From there, you can select all the boxes next to the names and then download this report as a CSV file or print the document. See this support article for more on creating a custom Report.
2- The second way is to go to the Dashboard > Capacities tab and then click "By Class" There is an export icon on that page (to the right).
3- Another way is to print out a Class List from the Reports page by selecting "All Class Lists." See this article for more details.
Can I download the class lists in Excel format?
If you are referring to the "All Class Lists" on the Reports page, the answer is no. This feature is currently only available to be printed. Here's a better approach:
You can create your own class list by using the Enrollees Table. Go to the Enrollees Table ("Enrollee" is whatever you call those who enroll), select your desired columns (like student names and email addresses), then select all entries and download as a CSV file or print directly.
The Enrollees Table gives you flexibility in selecting specific data fields.
How to Create a Master List of Enrollments
How to Create a Master List of Enrollments
If you need to print a master list of Enrollee and their enrollments, you have several great options to choose from! Whether you prefer to print directly from the Enrollees Table or generate a customized report, Enrollsy has you covered.
Option 1: Enrollees Table
The Enrollees Table is a great place to start if you want to print a master list of Enrollees and their enrollments. To access the Enrollees Table, simply go to the Enrollees Table page. Once you're there, you can select your desired columns (such as enrollee names and enrollment details), then select all entries and either download as a CSV or print directly from your browser.
Option 2: All Class Lists Report
Another great option for printing a master list of Enrollees and their enrollments is the All Class Lists Report. To access this report, head to the Reports page and select "All Class Lists." From there, you can choose your desired enrollment period and generate a comprehensive report that includes:
Option 3: Custom Roster Report
If you need even more customization options, you can also generate a Custom Roster Report. To do so, visit the Reports page and click on either "All Rosters" or "Custom Roster." From there, you can filter by location, enrollment period, and even tags to create a customized report that includes exactly the information you need.
All of these reports can be printed as PDFs or sent directly to your printer! Depending on your specific needs, you may find that one of these options works better for you than the others. For example, the All Class Lists Report might be perfect if you want to see both Enrollees and their specific enrollments in one comprehensive view.