Which Filters Are Available for the STUDENTS Page?

IN THIS ARTICLE:
Learn about the filtering options available from the STUDENTS page to help narrow your results when sending Email Blasts, creating mass/group charges, or just to see at a glance which students may have enrollments in particular programs/classes/camps or have certain keywords assigned.

After you have finished with a particular set of filters, be sure to click RESET FILTERS or press the ESC key on your keyboard to clear them.

  • Enrollment Status - allows you to limit results to only show students with the selected enrollment status (based on their Enrollment Type on the specified "Active On Date").
    • ALL - shows ALL students, regardless of Enrollment Status.
    • ACTIVE - only shows students whose Enrollment Status is marked as Active.
    • TRIAL - only shows student whose Enrollment Status is marked as Trial.
    • MAKEUP - only shows students whose Enrollment Status is marked as Makeup.
    • SINGLE DAY - only shows students whose Enrollment Status is marked as Single Day. (NOTE: this filter name will vary based on the value defined under SETTINGS>SETUP>CLASS SETTINGS>GENERAL CLASS SETTINGS>"Single Day Enrollment Label.")
    • WAITLIST - only shows students whose Enrollment Status is marked as Waitlist.
    • INACTIVE - only shows students whose Enrollment Status is marked as Inactive.
  • Active On Date - defines the date to be used when determining the student's enrollment details. (NOTE: this filter does not appear if "ALL" is selected as the Enrollment Status)
    • NOTE: Camp enrollments are considered ACTIVE in a camp for a period of time starting with the first block they have selected and ending with the last block. Therefore, if a student is enrolled only on May 5th and May 8th, their enrollment will be considered active from May 5th-May 8th (also encompassing May 6th and 7th).
  • Day of the Week - allows you to limit results to only show students who are enrolled in classes that meet on the selected day(s) of the week (based on their enrollment on the specified "Active On Date").
  • Start Times - allows you to limit results to only show students with enrollments in classes that start within a specific 1/2 hour time frame (based on their enrollment on the specified "Active On Date").  Times will only show if there is a class that meets the criteria (e.g., if your classes do not start until 4pm, you will not see any start time options prior to "4:00 pm - 4:29 pm").
  • Keywords - allows you to limit results to only show students associated with the selected Student/Class/Camp Keyword(s).
  • Classes - allows you to limit results to only show students with enrollments in selected class(es) (based on their enrollment on the specified "Active On Date").
  • Camps - allows you to limit results to only show students with enrollments in selected camp(s)  (based on their enrollment on the specified "Active On Date").
  • Levels - allows you to limit results to only show students with enrollments in classes associated with the selected Level(s) (based on their enrollment on the specified "Active On Date").
  • Programs - allows you to limit results to only show students with enrollments in classes associated with the selected Program(s) (based on their enrollment on the specified "Active On Date").
  • Ages - allows you to limit results to only show students within the selected Age range/ranges (always based on the current date).
  • Birth Months - allows you to limit results to only show students with birthdates in the selected month(s).
    • Choosing "None" will locate students without birthdates.
  • Policy Acceptances - allows you to limit results to only show students based on the acceptance status of their Student Policies.
    •  Student Policy - allows you to limit the Policy Acceptance filter based on the acceptance status of specific Student Policies.
      • All Policies - shows students where the selected Policy Acceptance status applies to any Student Policy.
      • Specific Policy - only shows students where the selected Policy Acceptance status applies to the selected Student Policy.
    • Accepted Current - only shows students who have accepted the current version of the selected Student Policy.
    • Accepted Past - only shows students who have accepted a past version of the selected Student Policy (and have not accepted not the current version).
    • Rejected Current - only shows students who have rejected the current version of the selected Student Policy.
    • Rejected Past - only shows students who have rejected a past version of the selected Student Policy (and have not accepted/rejected the current version).
    • Not Accepted Current - only shows students who have neither accepted nor rejected the current version of the selected Student Policy (regardless of past Policy Acceptance status).
    • No Activity - only shows students with no Policy Acceptance activity at all (i.e., they have neither accepted nor rejected current or past versions of the selected Student Policy).
  • Genders - allows you to limit results only to students of the selected Gender.
  • All Drops - allows you to limit results only to students whose current enrollment has a drop date set within a specified date range.
    • "Only show students with drops between" - limits results to students with a drop date within the specified date range.
      • If enabled, a Drop Date Range filter will be shown. Upon launch, the start/end dates will be blank.
        • If ALL is selected in the Enrollment Status filter and no date range is specified in the "All Drops" filter, the system will show all students (retaining current behavior).
          • If ALL is selected in the Enrollment Status filter and a date range is specified in the "All Drops" filter, the system will look for any student with a drop date within the specified "All Drops" date range (regardless of current Active/Inactive status).
        • If INACTIVE is selected from the Enrollment Status filter and no date range is specified in the "All Drops" filter, the system will only show students who were Inactive as of the "On Date."
          • If INACTIVE is selected from the Enrollment Status filter and a date range is specified in the "All Drops" filter, the system will only show students who were Inactive as of the "On Date" AND who also had a dropdate within the specified "All Drops" date range.
        • If any of the other Enrollment Types (ACTIVE/TRIAL/MAKEUP/SINGLE DAY/WAIT) are selected from the Enrollment Status filter and no date range is specified in the "All Drops" filter, the system will only show students who had an enrollment of that Type as of the "On Date."
          • If any of the other Enrollment Types (ACTIVE/TRIAL/MAKEUP/SINGLE DAY/WAIT) are selected from the Enrollment Status filter and a date range is specified in the "All Drops" filter, the system will only show students who had an enrollment of that Type as of the "On Date" AND who also had a dropdate within the specified "All Drops" date range.
    • Drop Type - limits results to only students whose enrollments match the specified Drop Type.
      • ALL - if selected, all students with enrollments matching the other drop criteria will be displayed, regardless of Drop Type.
      • DROP - if selected, only students with enrollments matching the other drop criteria AND whose dropped enrollment has the Drop Type "DROP" will be included in the results.
      • TRANSFER - if selected, only students with enrollments matching the other drop criteria AND whose dropped enrollment has the Drop Type "TRANSFER" will be included in the results.
  • Instructors - allows you to limit results only to students enrolled in classes with the selected Instructor(s) attached.
  • Include Guardian Names - if enabled, the system will search both families and students when using the "Search Families" filter.  This is helpful when the last name on families and students may differ.
  • Filter By Notes - allows you to limit results based on the status of notes attached to the student (Open/Closed), and the Priority Level of the note(s).
    • Note Status
      • ALL - shows ALL students with notes attached, regardless of whether the status is marked Open or Closed.
      • OPEN - only shows students with notes attached where the status is marked as Open.
      • CLOSED - only shows students with notes attached where the status is marked as Closed.
    • Note Priority
      • Low - only shows students with notes attached where the Priority Level is marked as Low.
      • Medium - only shows students with notes attached where the Priority Level is marked as Medium.
      • Critical - only shows students with notes attached where the Priority Level is marked as Critical.
  • Attendance - allows you to limit results only to students with the selected Attendance status, based on their enrollment on the specified "Active On Date."
    • All - shows ALL students, regardless of their Attendance status.
    • Present - only shows students marked "Present" (regardless of whether they are also marked "Tardy" or "Left Early").
      • Tardy - only shows students marked as "Present" and "Tardy."
      • Left Early - only shows students marked as "Present" and "Left Early."
    • Absent - only shows students marked "Absent" (regardless of whether they are also marked "Excused" or "Unexcused").
      • Excused - only shows students marked as "Absent" and "Excused."
      • Unexcused - only shows students marked as "Absent" and "Unexcused."

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