Family Policy Agreement (FAM-11)

Available formats: HTML/PDF/XLS/CSV

The Family Policy Agreement Report is a list of families in your database showing the primary guardian, secondary guardian, primary phone number, primary email and a status indicating whether or not they have accepted your Family Policies (and if so, which version).

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.)
  • AGREED STATUS: reflects whether or not the family has agreed to your Family Policy
    • All – shows only families who match your chosen filters regardless of their policy acceptance status.
    • Accepted Current – shows only families who match your chosen filters and who have accepted the current version of the Family Policy.
    • Accepted Past – shows only families who match your chosen filters and who have accepted past versions of the Family Policy, but not the current version.
    • Never Accepted – shows only families who match your chosen filters and who have never accepted any version of the Family Policy.

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

  • 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.

Need More Assistance?

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