Enrollsy comes with a pretty good set of reports out of the box. However, you might be wondering where to look if you're trying to report on data that's unique to your business? Customer demographics, how people answered specific questions in your Enrollment Form, or maybe you want to export your data for some other reason. What you need are powerful tools for choosing what data to display and how to filter that data. For any of these use-cases, you can read how to do it here.
You need to be able to know whether or not accounts are signing up for auto-pay or if they are enrolled in auto-billing. Enrollsy makes this easy with the Auto-Processing Report, which you can read about here.
If you're using the activity logging feature in Enrollsy, you might be wondering if it's possible to see all the activities for one enrollee (or all enrollees) in one place. This is where you'll learn how to do that.
When auto-pay runs in Enrollsy, if you're an Admin user set up to receive email notifications for auto-pay results, you'll get an email listing any declined transactions. Some of the reasons for a declined payment are obvious, like expired card, insufficient funds, etc. But velocity limits sounds really technical and you might be wondering what to do if you see that reason. Here's what you should know.