Reports & Data Exports
How your information is customized, stored, and retrieved
By Serena and 1 other2 authors36 articles
General Overview
Overview of reports
How to Save & Edit Reports as a PDFSaving and viewing reports as a PDF document is easy and can be done in either Windows or Mac applications
About Exporting in EnrollsyLearn what all can be exported to a CSV file (spreadsheet)
About the DashboardView enrollments, payments, capacities and ratios on this page
Test Accessing Customer ReportsLearn how your Customers will find and print reports
Financial Reports
How to generate reports on financial information
About Enrollment ReportsIf you're looking for information about the number of enrollments you've had, this article will help you find it.
How to Print or Download a Roster ReportHow to customize your own attendance sheets
How to Create a Check-In/Out Activity ReportUse the Activity Report to download or print Enrollee's attendance
How to Create a Capacities ReportHow to generate a report showing the number of Enrollees enrolled in a Class or Program
How to Export Enrollment PeriodsIt's easy to download data from Enrollys; learn how here
How to Print Class ListsNeed a Class list? How to print Class lists, check-in/check-out sheets, or meal attendance
Custom Reports
Using the Enrollees table to generate custom reports using enroll form information
About the Enrollees TableNeed specific information on Enrollees/Accounts? Find it here!
How to Create a Custom Report on the Enrollees TableLearn how to filter and export Enrollee/Class data
Examples of Custom ReportsSee all the types of Reports you can customize in Enrollsy
How to Create & Edit Saved Views on the Enrollees TableNeed to save columns and filtered views of the Enrollees Table? Here's how.
How to Filter & Sort Enrollees on the Enrollee TableThe Enrollee Table allows you to sort Enrollees based on a variety of options
How to Use the People PageLearn how to sort and filter data to create a custom report
Other Reports
Other types of reports (activities, meals, etc.)
How to View Timesheets for InstructorsPrint and/or download timesheet reports for your teachers in three steps
How to Create an Activities ReportAdmins can run Reports for any Activity set up in Enrollsy
How to Run a Report of Invalid Payment PlansNeed to know who has an invalid Payment Plan? Here's how.
How to Print a Report for FSA/Dependent CareNeed to give a Customer a receipt for payments made for their Flexible Spending Account? Here's how.