How to generate reports on financial information
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 Print a Report for FSA/Dependent CareNeed to give a Customer a receipt for payments made for their Flexible Spending Account? Here's how.
How to Create a Refunds ReportTwo ways to run a report on refunds using the Transaction or Discount Item
Financial Reports ChartA summary of the various financial reports that enable you to assess your income and outstanding payments.