Under custom reporting, create a new prospect report and select all prospects, then add all available columns to your report and click "generate". If the report looks correct, use the "CSV" button to export it to a file that you can open in excel or import into other programs.
Then do the same with a new family report (some of the columns are redundant, but you can export them all anyway).
The family data will include their balance information, but if you want specific payment and/or enrollment information, you might want to create a payment report or statements for all your families and use the PDF button which will let you save the reports to refer to later.
3 comments:
Hi Gerry! I have a request for a new feature. I would like to be able to view all of the students' birthdays at once. Something like an option to "create a list of names & birthdays" - and the same with email addresses. So I guess - more "reporting" options. Thanks for all you do! I LOVE my website!
Good news Kerri! You can create that list using the Custom Reports. I'll put a blog in on it.
Thanks
Gerry
That is fabulous, Gerry! I have to say, as much trouble as I had getting it set up, I am IN LOVE with the website now. I'm a huge advocate. ;) Thanks so much for all you do!
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