Inside this article

The Enrollees Table is chock-full of uses, which can get overwhelming. Click "Enrollees" (or whatever you call them, i.e., Students, etc.) on the left menu. Here, we will try to break it down into bite-sized chunks so that you can get the most out of the Enrollsy platform!

This page's first and most important item is on the top-right side, which is your Location(s). Whenever there is more than one Location, the information will be shown based on which Location is selected.

This page's second most imortant item is on the top-left side: Enrollment Period. Enrollment Periods help you keep track of separate yearly enrollments. The information displayed here will be based on the Enrollment Period selected. To see all your Enrollment Periods, select "All Enrollment Periods."

See the support article "About Enrollment Periods" for more detailed information.

On the top of this page are numbers. These are your TOTAL Accounts, Enrollees, and Enrollments within the selected Enrollment Period.

The example below shows the total numbers of Accounts, Enrollees, and Enrollments within the 2021-2022 Art School Enrollment Period:

Selecting the Enrollments view you can view a lot of information, including choosing the columns you want to view, filtering those columns, and saving the views. Select specific Locations, or "All Locations" (adjust this in the upper-right corner).

A view is a collection of settings that you can use to repopulate the table with. By clicking save view the currently selected columns, filters, and sorting will be saved. The article "Introducing Saved Views" shows you how to save views.

This is the icon on the far right side of the page and is an essential part of the Enrollees Table. This support article, How to sort Enrollees by Class or Program, discusses using this to customize the columns on the table entirely.

Using the Columns, you can make custom Reports. View How to create a custom Report for more information.

You can filter by any information on your Enroll Form, even Program Forms! You can filter by the columns chosen to get the information you need to see using the Filter icon. See How to filter Enrollees on the Enrollee Table for instructions on filtering.

The filters you choose will appear in gray beside the "Filters" button. Click on the "x" on these to take the filter off.

You can also do the following:

Select specific Locations, or "All Locations" (adjust this in the upper-right corner). Then choose the Enrollment Period you want to view, or select "All Enrollment Periods."

Selecting the Accounts View allows you to see the following information:

You can also select the accounts on the left (or select all) and do the following actions:

Select specific Locations, or "All Locations" (adjust this in the upper-right corner). Then choose the Enrollment Period you want to view, or select "All Enrollment Periods."

Selecting the Enrollees View allows you to see the following information:

Also on this page you can select Enrollees on the left (or select all) and export only the current columns for the selected Enrollees (arrow icon).

A little switch in the screen's upper-right corner is labeled "Inactive." Toggle this switch on to see any Inactive Enrollments, Accounts with inactive Enrollments, or Enrollees with inactive Enrollments.

Check out this article for more about Inactive Accounts in Enrollsy: How to search for an Inactive Account.

Further Reading on the Enrollees Table: