Which Filters Are Available for the FAMILIES Page?

IN THIS ARTICLE:
Learn about the filtering options available from the FAMILIES page to help narrow your results when sending Email Blasts, creating mass/group charges, or just to see at a glance which families 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 families based on their enrollment status as of the specified "Active On Date."
    • ALL - shows ALL families, regardless of whether they are considered Active/Inactive.
    • ACTIVE - only shows families having at least one student with an active enrollment as of the specified "Active On Date."
    • INACTIVE - only shows families having no students with an active enrollment as of the specified "Active On Date."
  • Active On Date - defines the date to be used when determining the family'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 families having at least one student who is enrolled in a class that meets on the selected day(s) of the week (based on their enrollment on the specified "Active On Date").
  • All Start Times - allows you to limit results to only show families having at least one student with an enrollment in a class that starts within a specific 1/2 hour time frame.  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").
  • All Sessions - allows you to limit results to only show families having at least one student with an enrollment in a class with the selected session(s)/rolling session(s) attached. Note that if you are selecting single or multiple entries from the “Sessions” filter, the system will display results based on the specified “Enrollment Date”, also considering any active enrollments within the Look Ahead window. If you change the selected session(s), be sure to update the “Enrollment Date” filter accordingly to ensure best accuracy. (For example, if you are looking at enrollments in a future session, be sure to update the “Enrollment Date” filter to match the start date of the session.)
  • All Keywords - allows you to limit results to only show families associated with the selected Family/Student/Class/Camp Keyword(s).
  • All Classes - allows you to limit results to only show families having at least one student with an enrollment in the selected class(es) (based on their enrollment on the specified "Active On Date").
  • All Camps - allows you to limit results to only show families having at least one student with an enrollment in the selected camp(s) (based on their enrollment on the specified "Active On Date").
  • All Levels - allows you to limit results to only show families having at least one student with an enrollment in a class associated with the selected Class Level(s) (based on their enrollment on the specified "Active On Date").
  • All Programs - allows you to limit results to only show families having at least one student with an enrollment in a class associated with the selected Program(s) (based on their enrollment on the specified "Active On Date").
  • All Instructors - allows you to limit results to only show families having at least one student with an enrollment in a class with the selected Instructor(s) assigned (based on their enrollment on the specified "Active On Date").
  • All Payment Types - allows you to limit results to only show families based on their saved payment information. (This filter does not take into account whether the "This Payment Method is Authorized for Recurring Billing" option is enabled/disabled.)
    • Credit/Debit Card - only shows families with saved credit card information on file.
      • Recurring payment authorization
        • Authorized
        • Not Authorized
        • Both
    • ECheck - only shows families with saved eCheck information on file.
      • Recurring payment authorization
        • Authorized
        • Not Authorized
        • Both
    • Nacha - only shows families with saved Nacha information on file.
      • Recurring payment authorization
        • Authorized
        • Not Authorized
        • Both
    • No Autopay - only shows families without any saved payment information at all.
  • All Policy Acceptances - allows you to limit results to only show families based on the acceptance status of the Family Policies.
    • Accepted Current - only shows families who have accepted the current version of the Family Policies.
    • Accepted Past - only shows families who have accepted a past version of the Family Policies (and have not accepted not the current version).
    • Rejected Current - only shows families who have rejected the current version of the Family Policies. (NOTE: Currently it is not possible to reject the built-in family policies from the Customer Portal, so this filter will only produce any results if a manual policy rejection was recorded by a Staff member in the Office Portal.)
    • Rejected Past - only shows families who have rejected a past version of the Family Policies (and have not accepted/rejected the current version). (NOTE: Currently it is not possible to reject the built-in family policies from the Customer Portal, so this filter will only produce any results if a manual policy rejection was recorded by a Staff member in the Office Portal.)
    • Not Accepted Current - only shows families who have neither accepted nor rejected the current version of the Family Policies (regardless of past Policy Acceptance status).
    • No Activity - only shows families with no Policy Acceptance activity at all (i.e., they have not accepted any version of the Family Policies, current or past).
  • Include Student 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 Balance - allows you to limit the results to show only families with a balance due on their account.
    • Due - means the family has a charge that is unpaid where the due date is in the future.
      • Greater Than or Equal To (specify an amount)
      • Show Only Current Charges
        • If enabled, the results will show only families with outstanding charges where the charge date is the current date or in the past (i.e., charges with a future charge date will be ignored).
        • If disabled, the results will show all families with outstanding charges, regardless of whether the charge date is past/current/future.
    • Overdue -  means the family has a charge that is unpaid where the due date is the current date or in the past.
      • Greater Than or Equal To (specify an amount)
      • Days Overdue
        • 1-15 days
        • 16-30 days
        • 31-60 days
        • 61-90 days
        • Over 90 days
  • Filter By Notes - allows you to limit results based on the status of notes attached to the family (Open/Closed), and the Priority Level of the note(s).
    • Note Status
      • ALL - shows ALL families with notes attached, regardless of whether the status is marked Open or Closed.
      • OPEN - only shows families with notes attached where the status is marked as Open.
      • CLOSED - only shows families with notes attached where the status is marked as Closed.
    • Note Priority
      • Low - only shows families with notes attached where the Priority Level is marked as Low.
      • Medium - only shows families with notes attached where the Priority Level is marked as Medium.
      • Critical - only shows families with notes attached where the Priority Level is marked as Critical.
  • Autopay Update Needed - only visible to customers using the iClassPro Payment Services gateway. Enabling this filter allows you to limit the results to show only families whose payment information is still associated with an inactive third-party payment gateway.
  • Payment Method Invalid - Enabling this filter allows you to limit the results to show only families whose payment information has been flagged as Invalid by the issuer.

Need more assistance?

Call us at 877-554-6776. Our business hours are Mon–Sat, 9am–9pm (CT).