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Data & Reports
Data & Reports
How your information is customized, stored, and retrieved
General Overview
How to save Reports to a PDF instead of printing them
Dashboard
About the Class Ratios Page
About Class Capacity (percentage of Classes filled up)
How to view how much money was made today
How to view how much money was made in the last week/month/quarter
Tags
How to trigger a Tag
How to add a Tag to Instructors
How to create and edit Tags
How to bulk add or remove Tags
Class Lists
How to print Class Sheets
How to print and customize Class Rosters
How to print a Roster Report
How to view all Class lists for a selected Enrollment Period
How to view all Check In/Check Out Reports for a selected Enrollment Period
How to print a Check-In/Out (or Present/Absent) Report
Enrollment Reports
About Enrollment Reports
Custom Reports
About the Enrollees Table
How to create a custom Report
Examples of Custom Reports
How to create Saved Views on the Enrollee Table
How to sort Enrollees by Class or Program
How to filter Enrollees on the Enrollee Table
Financial Reports
How to view revenue by Program
How to run a Transaction Report by Location
How to create a Coupon Code Report
How to create a Charge/Discount Items Report
How to run a Report of all Transactions posted
How to view Customer balances
How to create an Invoice Report
Other Reports
How to view Timesheets for Instructors
How to view or print a Report for Activities
How to print a meal attendance sheet
How to create a Health/Nutrition Report
Importing
How to import Accounts into Enrollsy
Exporting
About Exporting in Enrollsy
How to export Programs