Family List Report (FAM-1)

Available formats: HTML/PDF/XLS/CSV

The Family List Report is a list of families in your database.

NOTE: Chosen filters that relate to enrollments will produce results that are true based on the ADVANCED ACTIVE/INACTIVE DATES or AS OF DATE you select.

Available filters are:

General Filters

  • ADVANCED ACTIVE/INACTIVE SEARCH or AS OF DATE: If this option is left disabled, the system will use the “As Of Date” specified below to look at families active as of that date. (The “As Of Date” defaults to the current date.)

    When searching by an “As Of Date”, you can specify an enrollment status:
    • Currently Enrolled (Active) – Choose this option to include families/students that are enrolled in classes/camps on the “As of Date” (regardless of past or future enrollment status)
    • Enrolled in the Future (Only) – Choose this option to include families/students that are NOT enrolled in classes/camps on the “As of Date” but are enrolled after that date.
    • Previously Enrolled (Only) – Choose this option to include families/students that are NOT enrolled in classes/camps on the “As of Date”, but were enrolled prior to that date
    • Never Enrolled – Choose this option to include families/students which have no recorded enrollments in classes/camps. 

If the “Advanced Active/Inactive Search” option is enabled, you are presented with the option to enter date ranges:

  • Active Date Search – students must have had an active enrollment within the specified date range.
  • Inactive Date Search – students must have been inactive within the specified date range.

Leaving BOTH options enabled will assume that both statements must be true (i.e., the student must have been active within the specified active date range AND inactive within the specified inactive date range).

  • LOCATIONS: the system will only include payments associated with the selected Location(s) in the results.
  • CHOOSE PROGRAM: select a Program to limit the report to only families with an active enrollment in a class associated with that program. (Because families are only associated with a Program when an active enrollment is present, this filter will not have any effect on the results if the STATUS filter is set to “All” or “Inactive”.)
  • CHOOSE FAMILY KEYWORDS: select a Keyword to limit the report to only families who have the selected Family Keyword assigned.
  • CHOOSE STUDENT KEYWORDS: select a Keyword to limit the report to only families where at least one student in the family has the selected Student Keyword assigned.
  • CHOOSE PROGRAM KEYWORDS: select a Keyword to limit the report to only families where at least one student in the family is enrolled in a class/camp that has the selected Program Keyword assigned.
  • CHOOSE CLASS KEYWORDS: select a Keyword to limit the report to only families where at least one student in the family is enrolled in a class that has the selected Class Keyword assigned.
  • CHOOSE CAMP KEYWORDS: select a Keyword to limit the report to only families where at least one student in the family is enrolled in a camp that has the selected Camp Keyword assigned.
  • CHOOSE A REFERRAL SOURCE: the family must have the selected “Referral Source” associated with their account. 

Class/Camp Filters

  • PRE-FILTER – the “Pre-filter” limits the results of the Class/Camp filter and only affects the options shown there. It does not affect any actual report results.
    • Choose Instructor – limits the Class/Camp filter results to only show classes/camps with the selected Instructor(s) assigned.
    • Status
      • Active – will display only classes/camps that are marked “Active”
      • Inactive – will display only classes/camps that are marked “Inactive”
    • CHOOSE CLASS: select a Class to limit the report to only families with an active enrollment in the class, as determined by the ADVANCED ACTIVE/INACTIVE SEARCH or AS OF DATE.
    • CHOOSE CAMP: select a Class to limit the report to only families with an active enrollment in the camp, as determined by the ADVANCED ACTIVE/INACTIVE SEARCH or AS OF DATE. 

Display Options

  • NAME FORMAT: by default, the report shows the Guardian name in FIRSTNAME LASTNAME format. By enabling the option to “Print Guardian Name as Last, First” you can reverse this to LASTNAME, FIRSTNAME, making it easier to sort in Excel or another spreadsheet program.

Need More Assistance?

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