What is the Student Insurable Age Groups Report (STU-5)? – iClassPro Support

IN BRIEF
The Student Insurable Age Groups Report (STU-5) provides a count of students in your database grouped by defined age ranges. This report is commonly used for insurance reporting, compliance, and demographic analysis. You can apply filters to refine results and export the report in multiple formats.

Overview
- Important Notes
Accessing the Report
Step-by-Step Instructions
Troubleshooting & FAQs
Related Articles

Overview

The Student Insurable Age Groups Report generates a count of students grouped by specific age ranges defined by the user. This allows administrators to quickly understand how many students fall within each age category for reporting or insurance purposes.

Key details:

Counts students based on defined age groups
Uses enrollment-based filters to refine results
Reflects data as of the selected date or date range
Includes an “Unknown Age” category for:
- Students without birthdates
- Students with birthdates indicating an age over 120 years

Important Notes

Enrollment-based filters return results based on the date the report is generated
Overlapping age ranges will count students multiple times
Preset Filters can be saved and reused for faster reporting

Accessing the Report

From the main navigation menu, go to Reports.
Select Student Insurable Age Groups (STU-5).

Step-by-Step Instructions

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 students 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.

Click here for additional information about how the Enrollment Status filter works, both alone and in conjunction with other filter options.

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 students with "ACTIVE" type Class enrollments during the specified date range/on the specified “As of Date.”
- Include Camp Enrollments – Only includes students 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 students meet ANY selected criteria or ALL of the selected criteria.
  - Any - only includes students with either class enrollments OR camp enrollments.
  - All - only includes students with both class enrollments AND camp enrollments.

ENROLLMENT TYPE STATUS
- Active
- Single Day
- Make Up
- Trial
- Wait List
LOCATIONS: the system will only include students with enrollments associated with the selected Location(s) in the results.
AGE GROUPS: allows you to limit results to students in particular date ranges.
- Start Age Group - Enter a minimum age for the age group
- End Age Group - Enter a maximum age for the age group

After entering the ages, click the “+” icon to add an entry for that age range to the filters. Add additional age ranges as needed.

To remove an age range, click the “x” on the age range entry to remove it from the filter list.

(Note that overlapping ages will cause students to be counted multiple times. For example, having one age range of 0-4 and another of 4-6 will count all 4-year-old students twice, once in each group.)

CLASS/CAMP STATUS
- Active – will limit the report to only students with enrollments in classes/camps that are currently marked “Active.”
- Inactive – will limit the report to only students with enrollments in classes/camps that are currently marked “Inactive.”
CHOOSE INSTRUCTOR: select an Instructor to limit the report to only students with an active enrollment in a class associated with the selected Instructor. (Because students 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”.)
- 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 students with an active enrollment in a class associated with that program. (Because students 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 Family Keyword to limit the report to only students who have the selected Family Keyword assigned.
CHOOSE STUDENT KEYWORDS: select a Student Keyword to limit the report to only students who have the selected Student Keyword assigned.
CHOOSE PROGRAM KEYWORDS: select a Program Keyword to limit the report to only students enrolled in a class/camp that has the selected Program Keyword assigned.
CHOOSE LEVEL - select a Level to limit the report to only students with an active enrollment in a class/camp with that specific Level attached.

Class/Camp 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 students with an active enrollment in the Class, as determined by the ADVANCED ACTIVE/INACTIVE SEARCH or AS OF DATE.
CHOOSE CAMP: select a Camp to limit the report to only students with an active enrollment in the Camp, as determined by the ADVANCED ACTIVE/INACTIVE SEARCH or AS OF DATE.

Class Filters

CHOOSE SESSION - select a Session to limit the report to only students with an active enrollment in a class tied to that specific Session.
- NOTE: The "Choose Session" filter will only display current/future sessions by default. However, there is a "Show Past" toggle option to display past Sessions if needed.
CHOOSE ROLLING SESSION - select a Rolling Session to limit the report to only students with an active enrollment in a class tied to that specific Rolling Session.
- NOTE: The "Choose Rolling Session" filter will only display current/future Rolling sessions by default. However, there is a "Show Past" toggle option to display past Rolling Sessions if needed.
CHOOSE CLASS KEYWORDS - select a Keyword to limit the report to only students enrolled in a class that has the selected Class Keyword assigned.

Camp Filters

CHOOSE CAMP KEYWORDS - select a Keyword to limit the report to only students enrolled in a class that has the selected Camp Keyword assigned.

Generating the Report

Confirm your filters.
Select your preferred format (HTML, PDF, XLS, or CSV) to generate the report.

Troubleshooting & FAQs

Why are some students counted more than once?
- Overlapping age ranges will count students multiple times. Adjust age group ranges to prevent duplication.
Why are some students listed under “Unknown Age”?
- These students either do not have a birthdate entered or have a birthdate indicating an age greater than 120 years.
Why are my results different from previous reports?
- Results are based on the selected “As Of Date” or date range and reflect data at the time the report is generated.
Why is my instructor filter not affecting results?
- Instructor filters only apply when enrollments are active. If the status is set to “All” or “Inactive,” the filter may not apply.
Why are some filter selections missing after changing the date range?
- Changing the date range may invalidate some pre-filter selections, and they will not be reflected in the report.