IN THIS ARTICLE:
Learn about the Family List Report (FAM-1), its filter options, and how to generate it.

• What is the Family List Report?
• Available Formats
• General Filters
• Class/Camp Filters
• Display Options

What is the Family List Report?

The Family List Report is a list of families in your database. The report includes the name of the primary guardian, the secondary guardian, primary phone number, balance due and date of last payment.

If you commonly use the same filters when running this report, you can now save them as Presets! Simply load a Preset Filter whenever you open the report page, set your date range and click to generate the report in your preferred format. See our “Preset Filters for Reports” document for more information.

NOTE: Chosen filters that relate to enrollments will produce results that are true as of the day you generate the report.

Available Formats

The Family List Report is available in either HTML, PDF, XLS or CSV format.

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 have an "ACTIVE" type enrollment 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 do not have a current "ACTIVE" type enrollment in classes/camps on the “As of Date” but do have an "ACTIVE" type enrollment after that date.
  • Previously Enrolled (Only) – Choose this option to include families/students that do not have a current "ACTIVE" type enrollment in classes/camps on the “As of Date” but did have an "ACTIVE" type enrollment prior to that date.
  • Never Enrolled – Choose this option to include families/students which have no recorded "ACTIVE" type 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 – families must have had an active enrollment within the specified date range.
• Inactive Date Search – families must have been inactive within the specified date range.

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

• ENROLLMENT TYPE
  • Include Class Enrollments – Only includes families with "ACTIVE" type Class enrollments during the specified date range/on the specified “As of Date.”
  • Include Camp Enrollments – Only includes families with "ACTIVE" type Camp enrollments during the specified date range/on the specified “As of Date.”
    • 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).
  • Any/All - if both enrollment types are selected (classes and camps) allows you to choose whether to results should be based on whether families meet ANY selected criteria or ALL of the selected criteria.
    
    • Any - only includes families with either class enrollments OR camp enrollments.
    • All - only includes families with both class enrollments AND camp enrollments. 

• ENROLLMENT TYPE STATUS
  • Active
  • Single Day
  • Make Up
  • Trial
  • Wait List
• LOCATIONS: the system will only include families with enrollments associated with the selected Location(s) in the results.
• CLASS/CAMP STATUS
  • Active – will limit the report to only families with enrollments in classes/camps that are currently marked “Active.”
  • Inactive – will limit the report to only families with enrollments in classes/camps that are currently marked “Inactive.”
• CHOOSE INSTRUCTOR - select one or more Instructor(s) to limit the report to only families with enrollments in a class associated with the specified Instructor(s).
  • NOTE: Entries will not be included on the final report for any selected instructor/staff member who was not associated with specified enrollments, events, etc., during the designated date/date range.
    • If an instructor was deleted AFTER the start date of the report, the results will include relevant entries for the instructor on the date(s) before they were deleted.
    • If an instructor was created/attached to an event AFTER the end date of the report, the instructor will not be included 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 APPOINTMENT KEYWORDS: select a Keyword to limit the report to only families where at least one student in the family has a booking for an appointment that has the selected appointment Keyword assigned.
• CHOOSE A REFERRAL SOURCE: the family must have the selected “Referral Source” associated with their account.

Class/Camp/Appointment Filters

Changing the date range of the report AFTER making any Pre-filter selections may cause some of the selections to become invalid. These selections will not be reflected on the final report.

• PRE-FILTER – The “Pre-filter” limits the results of the “Choose Class/Camp” filter(s) and only affects the options shown there. If specific classes or camps are chosen, these selections will affect the data shown in the final report.
  • CHOOSE INSTRUCTOR - select one or more Instructor(s) to limit the “Choose Class/Camp” filter(s) to only show classes/camps associated with the specified Instructor(s).
    • NOTE: Entries will not be included on the final report for any selected instructor/staff member who was not associated with specified enrollments, events, etc., during the designated date/date range.
      • If an instructor was deleted AFTER the start date of the report, the results will include relevant entries for the instructor on the date(s) before they were deleted.
      • If an instructor was created/attached to an event AFTER the end date of the report, the instructor will not be included in the results.
• 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. 
• CHOOSE APPOINTMENT: select an appointment to limit the report to only families with an active booking for the appointment, as determined by the ADVANCED ACTIVE/INACTIVE SEARCH or AS OF DATE. 

Display Options

• PRINT GUARDIAN NAME AS ‘LAST NAME, FIRST NAME’: by default, the report shows the Guardian name in FIRSTNAME LASTNAME format. By enabling this option, you can reverse this to LASTNAME, FIRSTNAME, making it easier to sort in Excel or another spreadsheet program.
• SHOW CUSTOM FIELDS: adds columns for family custom fields and any data contained in them.