How do I create a custom report in Enrollsy?
Support HomeThis support article will discuss how you can create almost any kind of custom report using primarily two buttons on the Enrollee Table page.
Columns and Column Order
Clicking the Column Select button (See Figure 1 below) opens a drawer that allows you to manage columns and column order.
Showing and Hiding Columns
When the drawer opens, the default tab is the SHOW / HIDE tab as you can see in Figure 2 below.
There are three categories of fields you can choose to show or hide using a "Select all" check-box or by selecting them one at a time:
- Base
- Program Options
- Custom Fields
Since custom field labels can be notoriously long we provide a way to create a nickname for each custom field label. In this way, you have the context of what the custom field label (or the intake question) is before you create a shortened column header using a nickname (See Figure 2).
Hint: Using nicknames keeps column headers from getting unwieldy:
Reordering Columns
To reorder the Columns you have selected to display, switch to the Reorder tab and simply drag them up or down (See Figure 5 below). Then click done to make your changes take effect.
Compare the table in Figure 1 at the top of the page to the table in Figure 6 above.
With this feature, you're able to control your views, which are unique per user. If you need to view certain information for enrollment purposes, but someone else you work with needs a view for billing purposes, you can each have your own. One of the next iterations we will be doing to enhance this feature is letting you save views.
Filtering Columns
Filters are powerful ways to further refine your dataset. Every field type has different options for filtering, so rather than explaining them all, here are just a few worth making note of:
- Age filter and Account Balance - allow you to set a Min and Max value
- Enrolled - allows you to pick a date range
- Single and Multi-Select fields (including Program Options) - allow you to choose one or many options
When a filter has been chosen, it will show up as a chip that can be removed from the filter with a click (See Figure 7). We will also be working to add the ability to save these filters per user so that you can quickly access frequently used filters.
Printing or Exporting Custom Reports
Once you have all your data prepared in the way you want it, you can print or export. To do this, first select the records you want to include (using the Select all checkbox or individual checkboxes to the left of the table) and then click the download or print icon (See Figure 8).
