IN BRIEF
The Student Policy Agreement Report (STU-10) provides a detailed list of students in your database and shows whether each student’s primary guardian has accepted or rejected your Student Policies. The report also indicates when the action occurred and who completed it, helping administrators verify policy compliance across enrollments. 

• Overview
  • Important Notes
  • Saved Filter Presets
• Accessing the Report
• Step-by-Step Instructions
  • General Filters
  • Enrollment Filters
    • Camp Enrollment Note
  • Generate the report
• Troubleshooting & FAQs
• Related Articles

Overview

The Student Policy Agreement Report displays students along with their primary guardian contact information and a status indicating whether Student Policies have been accepted, rejected, or have no recorded action. This report is commonly used to confirm that required policies have been acknowledged before participation.

Each row in the report includes:

• Student name
• Primary guardian name
• Primary phone number
• Policy status for each Student Policy
• Date the policy was accepted or rejected
• Name of the person who completed the action

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Important Notes

• Enrollment-related filters reflect results that are accurate as of the day the report is generated.
• If you frequently use the same filter settings, they can be saved as Presets for quicker access when running the report again.

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Saved Filter Presets

• Presets allow frequently used report filters to be saved and reused.
• When opening the report, load a Preset, set your date range, and generate the report in your preferred format.

See What are Preset Filters for Reports? for additional details.

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Accessing the Report

1. From the main navigation menu, go to Reports.
2. Locate and select Student Policy Agreement Report (STU-10).

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Step-by-Step Instructions

1. Navigate to the Student Policy Agreement Report (STU-10).
2. Apply the appropriate filters, as outlined below.
3. Select your desired report format to generate the report.

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General Filters

• Policy Status
  • Current – checks acceptance or rejection of the current version of Student Policies.
  • Past – checks acceptance or rejection of previous versions of Student Policies.
• Accepted / Rejected
  • Accepted – shows students who have accepted the selected policy version.
  • Rejected – shows students who have rejected the selected policy version.
  • No Record – shows students with no recorded action for the selected policy version.
• Only Show Required Policies
  • Limits results to policies marked as required.
• Keyword
  • Family Keywords – family must have the selected keyword assigned.
  • Student Keywords – student must have the selected keyword assigned.
  • Class Keywords – student must have an ACTIVE class enrollment with the keyword.
  • Camp Keywords – student must have an ACTIVE camp enrollment with the keyword.
  • Program Keywords – student must have an ACTIVE class or camp enrollment tied to a Program with the keyword.

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Enrollment Filters

• Enrollment Type
  • Include Class Enrollments – includes students with ACTIVE class enrollments.
  • Include Camp Enrollments – includes students with ACTIVE camp enrollments.
  • If both options are selected, students must have either a class or camp enrollment during the selected date range or “As of Date.”
• Enrollment Status
  • Currently Enrolled (Active) – students who have ever had an ACTIVE enrollment, regardless of current status.
  • Enrolled in the Future (Only) – students without a current ACTIVE enrollment but with an ACTIVE future enrollment.
  • Previously Enrolled (Only) – students with past ACTIVE enrollments but none currently.
  • Never Enrolled – students with no recorded ACTIVE enrollments.
• Locations
  • Limits results to students with enrollments at the selected Locations.
• Choose Program
  • Limits results to students enrolled in the selected Program.
  • Leaving this blank includes all Programs.
  • This filter may return no results if Enrollment Status is set to Never Enrolled.
• Choose Class
  • Limits results to students enrolled in the selected Class.
  • Leaving this blank includes all Classes.
  • This filter may return no results if Enrollment Status is set to Never Enrolled.
• Choose Camp
  • Limits results to students enrolled in the selected Camp.
  • Leaving this blank includes all Camps.
  • This filter may return no results if Enrollment Status is set to Never Enrolled.

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Camp Enrollment Note

Camp enrollments are considered ACTIVE from the first selected block through the last selected block, including any days between.

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Generate the report

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

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Troubleshooting & FAQs

• Why does my report return no results?
  • Review your Enrollment Status filters. Selecting options such as “Never Enrolled” while also applying Program, Class, or Camp filters may result in a blank report.
• Why do camp enrollments appear active outside the selected dates?
  • Camp enrollments are treated as ACTIVE from the first selected block through the last selected block, including days between.
• Can I reuse the same filter settings later?
  • Yes. Frequently used filter combinations can be saved as Presets and loaded when generating the report.

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Related Articles

• What are Preset Filters for Reports?
• How Do the Enrollment Status Filters Work With Other Report Filters?
• What is the Student Policy Report (STU-11)?

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