eForms
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      1. Independent Centers
      2. eForms

      eForms Reporting

      Run Enrollment Reports

      The eForms Reports page lets you retrieve, view, and print enrollment records. This includes both enrollment forms (EF) and income eligibility forms (IEF). Each form type is listed on a separate line.

      1. From the menu to the left, click eForms.

      2. Click Reports. The eForms Reports page opens. You can also access this page from the Approve & Renew page. To do so, click View Reports.

      3. In the Show Records For section, enter your report criteria.

        • First drop-down menu: Select Enrollment or Re-Enrollment.

        • Second drop-down menu: Select the form type (EF or IEF).

        • Third drop-down menu: Select the date range (Current Year, Previous Year, Custom Date Range).

        • Fourth drop-down menu: Select a particular child to view. You can also type the child name to filer the list.

        • From/To boxes: If you selected Custom Date Range in the third drop-down, use these boxes to set a date range.

      4. Click Run.

      5. Set additional filters/sorts, as needed.

        • Click the Participant Name box in the table and begin typing to search for a particular participant.

          Note: According to your display settings, this box may be called something else, such as Child Name. For more information, see Update Center Settings.

        • Click Filters in the top-right corner and select First Name or Last Name to sort by first or last name.

        • Click the Participant Name column or the Last Updated column to sort records in ascending or descending order.

      6. To view individual forms for a particular record, click View Form on the appropriate row. A PDF downloads.

      7. To view multiple forms together:

        • Check the box next to the records to view.

        • Click Combine & Print Forms. A combined PDF downloads.

       

      Export Enrollment Renewal Data

      You can export enrollment renewal data to an Excel® spreadsheet (.XLSX). When you export enrollment data, you can either export all data or the current view. Exporting the current view means that your filters are applied to the export.

      1. From the menu to the left, click eForms.

      2. Click Approve & Renew.

      3. Filter to the records to export, if needed.

      4. Click Export All or Export View. Click the down arrow next to the Export button to change between Export All and Export View.