Enrollsy allows various information within the app to be exported to a spreadsheet (CSV file). Look for the cloud with a down arrow icon:
Reports
On the Reports page, the following reports can be exported:
Transactions - Export a report of all transactions within a specific period. Or export all transactions within Enrollsy and the class or program tied to that payment to a CSV spreadsheet using the Transactions Export Report.
Charge/Discount Items - Export specific Charge Items and/or Discount Items within a specific period
Accounts - Export all accounts within Enrollsy to a CSV spreadsheet.
Activities - Export a report of specific Activities within a particular period. See also Check In/Out Report.
Timesheet - Export a report of clock-in/clock-out times of Instructors (or other staff).
Enter/Exit Class - Export a report of times when Instructors exited and entered classrooms
Submissions/Leads
Enrollsy captures "leads" from anyone who enters at least one piece of contact information on your Enroll Form but does not complete the enrollment process. New leads are displayed on the Submissions page under Leads.
Export these leads with the following information:
Date information captured (attempted to enroll)
Tags (manually added)
First & last name
Email address
Cell phone & work phone
Location & Program they chose
Internal Notes (manually added)
Enrollees Table
The Enrollees Table is chock-full of uses, which can get overwhelming. Please see this support article for a breakdown of this page.
On the Enrollees Table, you can view and filter any information on your Enroll Form as well as the following:
Enrollment - Tags, Enrolled date, Class information, Location, and Days
Enrollee - Photo and other Enroll Form fields
Account - Contact, Account name, Payment Information on file, has a Pin, Balance on account, and all Enroll Form fields under Primary Account Holder
Program Options - depending on the active Enrollment Period you are viewing.
Program Forms - All fields within each Program Form (on Enroll Form)
After selecting the proper columns and filtering the information into the Report you need, you can then select the rows (or select all) and export either the current columns or all data.
Programs
On the Programs page (accessible by either the Classes page or the My Company page), you can export your Program information into a CSV file by selecting the Programs on the left and clicking the export icon at the top. The following components are what is exported:
Edit Link - link to edit that particular Program
Program Options - For example, "Program Name," "Schedule," and "Time."
Enrollment Period - The Enrollment Period the Program is in
Location(s) - The Locations for each Program
Coupons - Any Coupons attached
Documents - Any Documents attached
Days - Days the Program runs
Enrollment End Date - The date enrollment ends (if applicable)
Meta Data - allows you to store information about a Program that can be used in E-Signature Documents and software integrations.
Enrollment/Program Override Instructions - Additional instructions (if applicable)
Terms & Welcome Messages attached.
Class Credit information (pricing, selection, minimum & maximum, etc.) - if applicable.
Age Restrictions (if applicable)
Uses PIN - Uses Kiosk pin
Installment Information
Prorate Settings (if applicable)
Tuition Mapping (if applicable)
Waitlists
Waitlists only (not Classes) can be exported. Select the Enrollees and click the export icon on the right-hand side. The information that is exported includes:
Tags
Enrolled Date
Enrollee Name
Date of Birth
Gender
Invoices
On the Invoices page, you can export a list of the following Invoices under a particular Location (or ALL Locations):
Current Invoices
Partial Paid Invoices
Paid Invoices
Future Invoices
Invoices can be filtered using the Filter button before exporting. Select the Invoices to export on the left then the export button will appear at the top right. The following information can be exported:
Date
Days Past Due
Payment Plan
Amount
Status (i.e., paid, unpaid, etc.)
Invoice Balance
Enrollee name
Enrollment
Class
Primary Account Holder name