This video walks you through the key points — it’s the best way to understand everything in just a couple of minutes.
Further Reading
You can export the enrollments tab to download a spreadsheet (CSV file) with detailed information about your active enrollments. This report can be helpful for reconciling payments, checking custom fields, or communicating with parents.
Steps to Export Enrollments
- Go to Enrollments in your TUIO dashboard.
- Apply filters as needed (funnel icon on the right of your search bar):
- Program filter – Filter by program(s) to include custom enrollment fields specific to that program.
- Payment Method filter – Filter for “None” to quickly find families who haven’t set up a payment method yet (parent emails are included in the export for easy follow-up).
- Other filters – You can also filter for archived, deleted and not notified enrollments as needed.
- Click the Export button on the top right of your screen to download your CSV file.
- Program filter – Filter by program(s) to include custom enrollment fields specific to that program.
Click here for more information on enrollment filters.
What’s Included in the Export
The exported CSV file includes:
- Parent contact information (including emails)
- Enrollment details (programs, status, custom enrollment fields)
- Payment details: Paid, Total, and Outstanding amounts per enrollment
- Discount details: Discount Name and Amount columns
- Multi-program view: If students are enrolled in multiple programs, the export makes it easy to reconcile and ensure all enrollments and discounts are set up correctly.