Family Email List (FAM-3)

Available formats: HTML/PDF/XLS/CSV

The Family Email List is a list of families in your database along with all email addresses associated with the family account.

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 “Advanced Active/Inactive Search” Filters.

Available filters are:

General Filters

  • ADVANCED ACTIVE/INACTIVE SEARCH: 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).

  • ENROLLMENT TYPE
    • Include Class Enrollments
    • Include Camp Enrollments
  • LOCATIONS: the system will only include families with enrollments associated with the selected Location(s) in the results.
  • CHOOSE PROGRAM: selecting one or more specific programs will limit the results only to families with active enrollments in classes/camps assigned to the selected program(s) within the parameters defined within the status filters. (Leaving this filter blank will include all programs.)
  • CHOOSE FAMILY KEYWORDS: selecting one or more specific keywords will limit the results only to families associated with the selected family keyword(s), and who meet the parameters defined within the status filters. (Leaving this filter blank will include all families. Selecting multiple family keywords will only include families associated with ALL of the selected keywords.)
  • CHOOSE STUDENT KEYWORDS: selecting one or more specific keywords will limit the results only to families associated with the selected student keyword(s), and who meet the parameters defined within the status filters. (Leaving this filter blank will include all families. Selecting multiple student keywords will only include families associated with ALL of the selected keywords.)
  • CHOOSE PROGRAM KEYWORDS: selecting one or more specific keywords will limit the results only to families with enrollments in classes/camps associated with the selected program keyword(s), and who meet the parameters defined within the status filters. (Leaving this filter blank will include all families. Selecting multiple program keywords will only include families associated with ALL of the selected keywords.)
  • CHOOSE CLASS KEYWORDS: selecting one or more specific keywords will limit the results only to families with enrollments in classes associated with the selected class keyword(s), and who meet the parameters defined within the status filters. (Leaving this filter blank will include all families. Selecting multiple class keywords will only include families associated with ALL of the selected keywords.)
  • CHOOSE CAMP KEYWORDS: selecting one or more specific keywords will limit the results only to families with enrollments in camps associated with the selected camp keyword(s), and who meet the parameters defined within the status filters. (Leaving this filter blank will include all families. Selecting multiple camp keywords will only include families associated with ALL of the selected keywords.)
  • EMAIL OPT-IN STATUS
    • Both – will include all families, regardless of opt-in/opt-out status for Email Blasts
    • Only Emails that have opted OUT – will only include email addresses that have opted out of receiving Email Blasts
    • Only Emails that have opted IN – will only include email addresses that have opted in for receiving Email Blasts

Class/Camp Filters

  • PRE-FILTER
    • Choose: selecting one or more specific classes will limit the results only to families with enrollments in class(es)/camp(s) within the parameters defined within the status filters.
  • STATUS
    • Active – the status on the class is currently set to “Active”
    • Inactive – the status of the class is currently set to “Inactive”
  • CHOOSE CLASS: selecting one or more specific classes will limit the results only to families with enrollments in the selected class(es) within the parameters defined within the status filters.
  • CHOOSE CAMP: selecting one or more specific camps will limit the results only to families with enrollments in the selected camp(s) within the parameters defined within the status filters.

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?

Call us at 877-554-6776. Our business hours are Mon-Fri 9am-6pm Central Standard Time.