IN BRIEF
Several iClassPro reports include customer or staff email addresses that can be viewed directly in the System or exported for use in external programs. The specific email data available depends on the report type, with some reports including all email addresses on file and others limited to the primary email address only.
Overview
iClassPro offers multiple reports that include email address data. These reports fall into two main categories:
- Reports that include all email addresses on file.
- Reports that include only the primary email address.
All reports listed below are available in HTML, PDF, XLS, or CSV formats, with the following exceptions:
- Roll Sheet Report
- Camp Sign-In/Sign-Out Report
These two reports are available only in HTML and PDF formats.
Accessing the Reports
- From the main navigation menu, go to REPORTS.
- Select the appropriate report category (Family, Student, Class, Camp, Staff, or Financial).
- Select the specific report you want to generate.
Step-by-Step Instructions
Reports that include all email addresses
Family Reports
- Custom Family List: Has display options to include both primary/secondary guardian email addresses.
- Family Email List (FAM-3): List of family email addresses on file. Email Address 1 is the Primary email address used for the Customer Portal login.
Student Reports
- Custom Student List: Has display options to include both primary/secondary guardian email addresses.
- Student Phonebook (STU-2): Family contact information listed by student.
- Student Birthday List (STU-3): Students' birthdays with custom age group filters.
Reports that include only primary email address
Family Reports
- Family Phonebook (FAM-2): Family list with contact information (Separated into Address, City, State, Zip, Phone, and Email fields). The family PhoneBook report is great for confirming contact information or generating mailing lists for printers. It can also be ideal for finding new families created over a specific date range.
Student Reports
- Student List (STU-1): Generate a list of students using filters. The most detailed report available in iClassPro for reference of student information such as age, guardians, enrollments, contact info, anniversary dates, and tuition estimates.
- Student Anniversary List (STU-4): Generate a list of student anniversary dates with an address and primary email for contact.
Class Reports
- Roll Sheets: Generate roll sheets for class attendance. Also great for referencing who was enrolled in a specific class or set of classes at a point in time. Can include information such as primary email addresses, phone numbers, and account balances. (HTML/PDF only)
- Special Enrollments Report (CLA-8): A list of all special enrollments (trial, makeup, wait) over the selected date range with contact info including primary email.
- New Enrollments List Report (CLA-9): List of newly starting enrollments. Can be listed by Customer Portal and/or staff created enrollments, and can include primary emails.
Camp Reports
- Camp Enrollment Block Report (CAM-3): Camp registration by block. See which students are signed up for which days in a camp. Can be generated to show the primary email.
- Camp Sign-In/Sign-Out Report (CAM-4): Create a sign-in/sign-out sheet for camp enrollments. Also the perfect tool to confirm contact info, student details, answers to user defined questions, and account balance for students enrolled in a camp. (HTML/PDF only)
- Camper Information Report (CAM-7): Generate a report of demographic details and/or questions/answers for each camp attendee.
Staff Reports
- Staff List Report (STA-1): Generate a list of staff members with contact info and hire date.
- Staff Phonebook (STA-2): Generate a list of staff contact info.
Financial Reports
- Bank Deposit Report (FIN-2): A report of payments by payment type. This is a very basic breakdown of income over a date range and the methods of payment used. If run using the "Show Programs" option, you can also get a basic breakdown of which programs the payments were made toward.
Report Format Types
HTML - HTML files can be opened in any Web browser. This is a non-editable format that is helpful if you just want to view the data quickly and do not necessarily need a printed copy.
PDF - PDF files can be opened from any PDF reader such as Adobe Reader. This is a non-editable print ready format that is user friendly. Most reports have a direct PDF option at the bottom of the filters screen.
XLS - XLS files are compatible with Microsoft Office Excel and allow you to edit fields to manipulate the reports for your own use.
CSV - CSV files are a simple spreadsheet format compatible with any spreadsheet application like Microsoft Excel or OpenOffice Spreadsheet. These files include no data formatting- making them easier to work with.
Troubleshooting & FAQs
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Why does my report only show one email address per family?
- Some reports are designed to include only the primary email address. To view all email addresses on file, use a report listed under “Reports That Include All Email Addresses.”
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Why can I not export a Roll Sheet or Camp Sign-In/Sign-Out Report to XLS or CSV?
- These reports are available only in HTML and PDF formats by design.