Examples of Custom Reports | Enrollsy Support Center

In Enrollsy, you can create Custom Reports using any information you include in either the Enroll Form or a Program Form. You can create "office-use only" fields on the Enroll Form or include Tags to customize Reports further. See "How to create a custom Report" for more detailed instructions.

You can even now save these custom reports as "Views." See this support article for more information.

Enroll Form Custom Reports

The following are just a few of the types of Custom Reports you can create via the Enroll Form:

Preferred Contact (Email/Text)
Emergency Contacts
Release (or "no release") Contacts
Medical Info, including allergies, medications, medical conditions, etc.
Special Needs or Special Services
Custody or Visitation Rights
Forms
Preferred Days/Times
Start Date/Enrolled On Date
Special Services (therapy)

Program Form(s) Custom Reports

The following are some examples of Custom Reports you can make out of a Program Form (specialized questions geared toward one or more Programs):

Drop off/Pick up times
Start dates / Withdrawal date
Shirt sizes
Headshots (acting)
Infants only (require bottle, etc.)
Permission Forms

Using Tags for Custom Reports

A Tag is a label on Enrollments, Enrollees, or Accounts that shows up in various places in Enrollsy. You can create custom reports using the following types of Tags:

Enrollment Tags - Tags that show up on each Enrollee's Enrollment Card and is attached to that enrollment
Account Tags - Tags that are on the Account and show up on the customer Account page and Billing page
Enrollee Tags - Tags that are on the Enrollee and show up on the Enrollee page (admin portal) and on the Enrollee's timeline

These are a small sampling of some ways you can customize reports based on Tags:

Tours
Type of Account (free/subsidized, etc.)
Preferred Contact
Issues (bad email, no photo, etc.)
Account Reviewed
Enrollment Link Sent
Full-Time/Part-Time
Photo Permission
T-shirt (needed or already given out)
No Contact Info or Photo
Subsidized or Free Tuition
Allergies
Medications
Headshot

See How to create and edit Tags for more details on how to create Tags.

Custom Labels

A few custom labels can also be added for even more custom reporting! These include a Contact card, a PIN on file, and a Balance. These options are under "Account" in the filter:

Use one or more of these labels to customize a report:

Contact Card - This puts a Contact icon beside each Account. Click on the icon to view the Primary Account Holder's contact information (email address and cell phone number).
On File - This shows who has either a card or a bank account on file. It shows up like this in the report, with a bank icon (representing a bank account) or a credit card icon (representing a card):
Has PIN - This shows who has a kiosk PIN set up (see How to set up/reset the Kiosk PIN for more information on setting up a PIN).
$ Balance - This shows any CURRENT balance on any account. Balances due will be in red and look like this:
Any credits on the Account will be in green in parentheses, like this:
If there is no balance OR credit on the Account, there will be a black zero.

Specific Examples

How can I create a report with Course Name, Enrollee Names, and Transactions and Payment Plans attached to a specific course?

To generate a report with Course Name, Enrollee Names, and attached Transactions and Payment Plans for a specific course, you can use the Invoices Report feature. This report can be filtered by specific classes, which would correspond to the course name, and it includes enrollee names as well as details such as the payment plan and amount. You can export this information, which will include the date, payment plan, amount, status, invoice balance, enrollee name, enrollment, class, and primary account holder name.

For transactions specifically, the "Transaction Export" report is the best option. This report shows all transactions that have occurred within Enrollsy and includes data about which class each transaction was tied to. By downloading this CSV file, you can sort by the class column to see all transactions for a specific course.

How can I print out a list of enrollees who have paid their enrollment fees in Enrollsy?

One method is to view paid invoices:

Go to your Invoices tab and select "Paid Invoices"
Make sure you have the correct location selected
Select all the invoices (scroll to see all and use "select all")
Click the download icon to export as a CSV file
Open the CSV and sort by payment plans to see who paid in full

Alternatively, you can use the Enrollees Table to see who paid in full:

Go to the Enrollees Table
Filter on "Payment Plan Type" as "None" to see those who paid in full
Select the records you want to include
Click the print icon at the top right

If you want to see who paid one or more specific Charge Items, you can run a Charge Item report: