Notes Report (FAM-8)

Available formats: HTML/PDF/XLS/CSV

The Notes Report shows families with notes on their account. The list shows the Priority setting of the Note, the Status, note Type, the name of the family associated with the note, subject, date created, staff member who created the note and the text of the note itself.

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).

  • ENROLLMENT TYPE
    • Include Class Enrollments – Only includes families with Class enrollments during the specified date range/on the specified “As of Date.”
    • Include Camp Enrollments – Only includes families with Camp enrollments during the specified date range/on the specified “As of Date.”
  • 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.)
  • CHOOSE A REFERRAL SOURCE: the family must have the selected “Referral Source” associated with their account. (Leaving this filter blank will include all families.) 

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.

Note Filters

  • NOTES CREATED SEARCH
    • Day/Week/Range
      • Day – The note must have been created on the date specified in the “As of Date” defined below.
      • Week – The note must have been created within a week after specified in the “As of Date” defined below.
      • Range – Enabling this option will change the “As of Date” field below to allow entering specific “Start” and “End” dates. The note must have been created within the date range specified in these fields.
    • As of Date/Start and End
  • CHOOSE INSTRUCTOR – selecting an instructor’s name limits the results only to notes created/updated by that particular instructor.
  • NOTE PRIORITY:
    • All/Critical/Medium/Low
  • NOTE STATUS:
    • All/Open/Closed
  • SORT BY
    • Family Name
    • Priority
    • Last Updated

Need More Assistance?

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