FinancialSession Enrollees

Session Enrollee report

See everyone registered for a specific session or price option, with contact details, balance, revenue, and status, and choose which columns to display.

What the Session Enrollee report shows

Use the Session Enrollee report to see everyone registered for a single session or price option. It is the drill-down you reach by selecting a session name on the Product Rollup report. Each row is one enrollee, with their primary contact, email and phone, birthday and age, financial figures, and status.

You control which columns appear, and you can build a picture report from the same list.

This report is scoped to the session or price option you drilled into, so it shows only the people registered for that item.

Choosing what appears

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Display Columnsselector

Opens the column settings so you can add or remove profile fields from the table. Your selection is saved for next time.

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Create Picture Reportselector

Builds a picture report from the enrollees in the list, using the fields you choose.

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Date Rangedate range

Optional start and end dates that limit the list to registrations recorded in that window. Leave it blank to include all registrations for the session.

Columns

The table always includes a core set of columns, plus any profile fields you add through Display Columns.

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Enrolleetext
Required

Name of the registered person. Select it to open their profile.

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Primary Contacttext
Required

Parent or guardian on the account, with a link to their profile.

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Emailtext
Required

Primary contact's email address.

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Phonetext
Required

Primary contact's home and cell numbers.

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Birthday (Age)text
Required

Enrollee's date of birth and current age.

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Balancecurrency

Amount the family still owes for the season. Shown when financial columns are enabled.

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Costcurrency

Price of the enrollee's registration. Shown when financial columns are enabled.

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Revenuecurrency

Revenue attributed to the enrollee's family for the season. Shown when financial columns are enabled.

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Session Statustext
Required

Whether the enrollee is active or waitlisted for this session. A waitlisted status can be actioned from here.

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Enrollee Statustext
Required

Overall status of the person on the account, such as active, pending, lead, or archived.

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Registration Datetext
Required

Date the enrollee registered for the session.

When financial columns are shown, the totals row sums balance, cost, and revenue across the enrollees in the list.

Export

Export buttons above the table let you save the list as PDF, Excel, or CSV, or print and copy it. The export includes whichever columns you have chosen to display.