Do you need a list of all active or inactive accounts? The "Accounts Export" report on the Reports page will export all accounts within Enrollsy to a CSV spreadsheet. You can then sort and manipulate this report to pull the necessary information.
Unlock the Feature
First, make sure that Enrollsy has unlocked this feature for you. If you want this feature, and it’s not already unlocked, let us know via chat, and we’ll unlock it for you!
The "Accounts Export" report shows the following information:
ID (ID of the specific account; searchable within Enrollsy)
Primary Account Holder Email
Primary Account Holder First Name, Middle Name, Last Name
Primary Account Holder Address
Primary Account Holder Phone Numbers
Primary Account Holder Contact Preference
Secondary Account Holder Email
Secondary Account Holder First Name, Middle Name, Last Name
Secondary Account Holder Address
Secondary Account Holder Phone Numbers
Secondary Account Holder Contact Preference
Emergency Contact
Emergency Phone
Active (shows "1" if there is 1 active account; shows "0" if the account is inactive)
Notes
Created at
Example:
