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Account/Enrollment Reports Chart
Account/Enrollment Reports Chart

A summary of the various enrollment reports that enable you to assess enrollments, attendance, and more

Serena Edwards avatar
Written by Serena Edwards
Updated over 4 months ago

Enrollment Reports

The following is a list of possible enrollment reports in Enrollsy, depending on your needed information. We compiled this list using the most common requests from our customers. See examples of Custom Reports here.

Information Need

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

Inactive enrollments/accounts

Custom Report - Turn on the Inactive switch

Accounts Report - Unlockable feature showing all accounts

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

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, birth date, 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

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