Financial Reports
How to generate reports on financial information
Financial Reports ExplainedAn overview of the financial reports that help you evaluate your income and outstanding payments.
Financial Reports ChartA summary of the various financial reports that enable you to assess your income and outstanding payments.
How to View Customer Payments & BalancesLearn the two ways to view balances and print Accounts Receivable reports
How to Run a Transactions ReportEasily run a report of all Transactions made within a certain time frame
How to Export TransactionsExport transactions to import into accounting software
How to View Revenue by ProgramLearn a workaround for viewing money earned by Program name
How to Create an A/R Aging ReportLearn how to pull a report that shows all past due payments
How to Create an A/R Payments ReportLearn how to pull a report that shows all payments within a three to 12-month timespan
How to View Paid-in-Full AccountsThe best current way to see those who paid in full at enrollment
How to Create an Invoice ReportLearn how to export filtered Invoice information
How to Create a Coupon Code ReportDownload a CSV Transaction Report to view Coupon Codes used
How to Create a Charge/Discount Items ReportWant to see all your charge items or discounts used in the last week or month? Enrollsy has a report for that!
How to Create a Prepayment ReportIf you use Prepayments, here's how you can view and export them
How to Create a Refunds ReportTwo ways to run a report on refunds using the Transaction or Discount Item