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)
  • 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").
  • Keywords - allows you to limit results to only show families associated with the selected Family/Student/Class/Camp Keyword(s).
  • Classes - allows you to limit results to only show families having at least one student with an enrollments in the selected class(es) (based on their enrollment on the specified "Active On Date").
  • Camps - allows you to limit results to only show families having at least one student with an enrollments in the selected camp(s) (based on their enrollment on the specified "Active On Date").
  • 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").
  • 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 Card - only shows families with saved credit card information on file.
    • ECheck - only shows families with saved eCheck information on file.
    • Nacha - only shows families with saved Nacha information on file.
    • No Autopay - only shows families without any saved payment information at 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).
  • 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 (specify an amount)
    • Overdue -  means the family has a charge that is unpaid where the due date is the current date or in the past.
      • Greater Than (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.

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