Family Phonebook (FAM-2)

Available formats: HTML/PDF/XLS/CSV

The Family Phonebook Report is a list of families in your database along with their mailing address, primary and secondary phone numbers and primary email address.

NOTE: Chosen filters that relate to enrollments will produce results that are true as of the day you generate the report unless you choose a specific date range using the “Date Filters.”

Available filters are:

  • STATUS:
    • All – all families, regardless of enrollment status
    • Active – only families with an active enrollment
    • Inactive – only families who do not have an active enrollment
  • DATE FILTERS: allows you to specify a specific date range that will be applied to the STATUS filter. If you do not set anything here, the system will default to the current date. (Because families are only considered active/inactive based on enrollment within the chosen date range, this filter will not have any effect on the results if the STATUS filter is set to “All”.)
    • Active Before – will only look at accounts that were ACTIVE before the selected date.
    • Active After – will only look at accounts that were ACTIVE after the selected date.
    • Active During – will only look at accounts that were ACTIVE at some point during the selected date range.
    • Inactive Before – will only look at accounts that were completely INACTIVE before the selected date.
    • Inactive After – will only look at accounts that were completely INACTIVE after the selected date.
    • Inactive During – will only look at accounts that were completely INACTIVE throughout the selected date range.
  • FAMILIES CREATED FROM/UNTIL: will return a list of families whose accounts were created within the selected date range. If either filter is left blank, the system will default to the current date.
  • 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”.)
  • KEYWORD: select a Keyword to limit the report to only families who are associated with a particular Keyword.
    • Family Keywords – the family keyword must be assigned to the family
    • Student Keywords – the family must have at least one student with with the selected keyword assigned.
    • Class Keywords – the family must have a student with an active enrollment in a class with the selected keyword assigned.
    • Program Keywords – the family must have a student with an active enrollment in a class attached to a Program with the selected keyword assigned.
  • CLASS: select a Class to limit the report to only families with an active enrollment in the class. (Because families are only associated with a Class 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”.)
  • LOCATION OPTIONS: If there is more than one active location on the account, results will only reflect the currently selected location if using the “Active” status. (For example, if you select a status of “ACTIVE”, the family must be active in the selected location to be included in the results.)
    • Include All Locations – select this option to have the system consider enrollments in all active locations, not just the selected location.

Need More Assistance?

Call us at 877-554-6776. Our business hours are Mon-Fri 9am-9pm Central Standard Time.