Introduction
The Enrollments page helps course providers find and manage enrollment records. You can search, filter, sort, and adjust the table to keep track of payments and participants, or to prepare reports.
Features and How to Use Them
Each section below helps you get more out of the Enrollments table - whether you're quickly finding someone, creating reports, or tracking payments and course data.
1. Quick Search
Quickly locate specific enrollments without opening the full filter menu. Ideal for finding individuals or checking recent records.
Use the search bar to find enrollments by name, email, booking reference, or invoice reference.
2. Using Filters
Use filters to narrow down your enrollments list based on specific fields. Helpful for finding patterns, preparing reports, or managing tasks.
Every filter starts with a Where condition, which sets the field you're filtering by.
Click the Filter button at the top of the table.
Apply filters based on fields like:
Approval Status
Course
Course Start/End Date
Created At
Payment Method
Payment Status
Invoice Reference
Tags
Voucher Applied
Contact fields (e.g. name, email, phone, company)
Certificate expiry/issue date
Notes
Filter Examples:
Where → Payment Status→ equals → Overdue
Where → Course → is any of → [Cours Name]
Where → Certificate Expiry Date → after → [date]
You can also use "and" and "or" conditions to compile multiple filters:
Where → Tags → is any of → First Aid,
and→ Where → Created At → before → [date]Where → Payment Status → equals → Overdue
or→ Where → Payment Method → equals → Invoice
To group filters, click Add Group, then add one or more filters inside that group to apply combined logic.
Click Apply to see results.
3. Saving Filters
Save filters you use often. Great for daily, weekly, or monthly reporting workflows.
After applying filters, click the dropdown next to the filter button and select Save Filter.
Enter a name and save to easily return to this view later.
Example: Save a filter called "Overdue Payments This Month".
4. Sorting Results
Click any column heading (e.g. Created Date, Payment Status) to sort.
Click again to reverse the sort order.
5. Adjusting Columns
Click the Columns button above the table.
Choose which fields to show or hide:
Name
Email
Payment
Invoice Reference
Course
Tags
Contact Tags
Any contact or system fields
6. Exporting Data
Click Export to download your table view as a CSV file.
Exports include all visible columns and respect any filters you've applied.
Frequently Asked Questions (FAQs)
Where do I find the Enrollments page?
Where do I find the Enrollments page?
Go to your Admin Dashboard and click on "Enrollments" in the menu, or go directly to: https://admin.cademy.io/enrollments
What is an enrollment?
What is an enrollment?
It’s a booking someone has made for one of your courses.
How do I search for someone?
How do I search for someone?
Type their name, email, booking reference, or invoice reference into the search bar.
Why can’t I see the field I want in the table?
Why can’t I see the field I want in the table?
Click the Columns button and add that field to the table.
Can I search for guests, not just the main booker?
Can I search for guests, not just the main booker?
Yes. The search works for both bookers and guests.