IN BRIEF
The STUDENTS page includes a wide range of filters that help narrow results when sending Email Blasts, creating mass or group charges, or reviewing student enrollment details at a glance. These filters can be combined to locate students based on enrollment status, scheduling details, keywords, policies, attendance, and more.
Overview
Filters on the STUDENTS page allow staff members to narrow student results based on enrollment details, demographic information, activity history, and other criteria. This is especially useful for bulk actions, reporting preparation, and targeted communication.
Important Note: After finishing with a particular set of filters, be sure to select RESET FILTERS or press the ESC key on your keyboard to clear all applied filters.
Accessing the Feature
- From the main navigation menu, go to STUDENTS.
- Use the filter options displayed above the student list to narrow results.
Step-by-Step Instructions
Search
- Allows searching multiple words and matches text anywhere in the search string.
- A space designates a new word.
- Results must contain all entered search terms.
- Example: Searching for stan returns results for:
- Stanley
- Constance
- Tristan
Enrollment Status
Limits results based on a student’s enrollment type on the specified Active On Date.
- ALL – Shows all students regardless of enrollment status.
- ACTIVE
- TRIAL
- MAKEUP
-
SINGLE DAY
- Label varies based on SETTINGS > SETUP > CLASS SETTINGS > GENERAL CLASS SETTINGS > "Single Day Enrollment Label".
- WAITLIST
- INACTIVE
Additional enrollment-related options:
-
Include Future Enrollments
- Includes enrollments after the defined date.
- If INACTIVE is selected and this option is enabled, students with future enrollments are excluded.
-
Active Last 7 Days
- Includes enrollments within the past seven days.
-
Active On Date
- Defines the date used to evaluate enrollment status.
- Not shown if no Enrollment Status is selected or if Active Last 7 Days is enabled.
Note on Camps: Camp enrollments are considered active from the first selected block through the last selected block, including the days between.
Day of the Week
- Limits results to students enrolled in classes meeting on selected day(s), based on the Active On Date.
Start Times
- Limits results to students enrolled in classes starting within a specific 30-minute time range.
- Only displays time ranges that match existing class schedules.
Keywords
- All Keywords – Filters students associated with selected Student, Class, or Camp Keywords.
Classes, Camps, Levels, and Programs
- All Classes – Students enrolled in selected classes.
- All Camps – Students enrolled in selected camps.
- All Levels – Students enrolled in classes or camps associated with selected levels.
- All Programs – Students enrolled in classes associated with selected programs.
Important Note: Includes Class, Appointment, and Camp enrollments if the Active On Date is current or in the future. Specifying a past date will include only Class and Appointment enrollments.
Age and Birthday Filters
- All Ages – Filters students within selected age ranges (based on the current date).
-
All Birthdays – Filters students by birth month or by a custom date range.
- Options include:
- From Today (Next/Previous with configurable intervals)
- Day Range with specific start and end dates
- Options include:
Punch Passes
-
Has Active Family Punch Pass
- Filter by expiration window or specific pass names.
-
Has Active Student Punch Pass
- Filter by expiration window or specific pass names.
- Has No Active Pass
Policy Acceptances
Filters students based on Student Policy acceptance status.
- All Policies
- All Required Policies
- Specific Policy
Acceptance statuses:
- Accepted Current
- Accepted Past
- Rejected Current
- Rejected Past
- Not Accepted Current
- No Activity
Gender
- All Genders – Limits results to selected gender values.
Instructors
- All Instructors – Filters students enrolled in classes with selected instructors.
NOTE: This filter references permanently assigned instructors only.
Drops
Filters students based on enrollment drop activity.
-
Drop Type
- ALL
- DROP
- TRANSFER
-
Drops Between
- Filters by drop date range.
Behavior varies depending on Enrollment Status selection and whether a drop date range is defined.
Guardian Names
-
Include Guardian Names
- Expands search to include guardian and family names.
Notes
-
Note Status
- ALL
- OPEN
- CLOSED
-
Note Priority
- Low
- Medium
- Critical
Skill Progression
- Progression Between – Defines evaluation date range.
-
Progression Type
- Passed Levels
- Passed Events
- New Evaluations
- No Progression
Suspended Families
- Filters students whose families have the Suspend Family flag enabled.
Attendance
Filters students based on attendance status within a specified date range.
Attendance options:
- All
- Present
- Tardy
- Left Early
- Absent
- Excused
- Unexcused
Additional option:
-
Minimum Number of Absences Within the Date Range
- Defaults to one absence.
- Does not require absences to be consecutive.
Important Note: To identify consecutive absences, align the date range length with the minimum absence count.
Troubleshooting & FAQs
-
Why are some enrollments not appearing in my filter results?
- The STUDENTS page only considers active-status classes. Enrollments in inactive classes are not included.
-
Why do my Day of the Week and Start Time filters show unexpected results?
- These filters may match different enrollments for the same student rather than a single enrollment meeting both criteria.
-
Why do Keyword filters include students who do not meet my other filter criteria?
- Keyword filters are additive and will include associated students even if other criteria are not met.
-
Why does attendance filtering not match the selected day of the week?
- Attendance filters evaluate enrollment schedules, not whether the student was absent on a specific date.