IN THIS ARTICLE:
Learn about the How You Heard Summary Report (MAR-1), its filter options, and how to generate it.

• What is the How You Heard Summary Report?
• Available Formats
• Available Filters

What is the How You Heard Summary Report?

The How You Heard Summary Report is a summary list showing the total number of families who selected specific referral sources when creating their account.

NOTE: Chosen filters that relate to enrollments will produce results that are true based on the start/end dates you choose when generating the report.

If you commonly use the same filters when running this report, you can now save them as Presets! Simply load a Preset Filter whenever you open the report page, set your date range and click to generate the report in your preferred format. See our “Preset Filters for Reports” document for more information.

Available Formats

The How You Heard Summary Report is available in either HTML, PDF, XLS or CSV format.

Available Filters

• 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 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.

  If the “Advanced Active/Inactive Search” option is enabled, you are presented with the option to enter date ranges:

  • Active Date Search – families must have had an active enrollment within the specified date range.
  • Inactive Date Search – families must have been inactive within the specified date range.

  Leaving BOTH options enabled will assume that both statements must be true (i.e., the family must have been active within the specified active date range AND inactive within the specified inactive date range).

  • STATUS (ENROLLMENT)
    • 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.
  • ENROLLMENT TYPE – NOTE: This filter option only appears if one or more of the "Status (Enrollment)" filters has been disabled.
    • Include Class Enrollments – Only includes families with "ACTIVE" type Class enrollments during the specified date range/on the specified “As of Date.”
    • Include Camp Enrollments – Only includes families 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).
    • NOTE: If both of these options are enabled, the system will assume that the student must have had either a Class enrollment OR Camp enrollment during the specified date range/on the specified “As of Date.”
• FAMILY CREATED FROM/FAMILY CREATED TO: specifies the date range during which the family's account was created. (If left blank, the system will look at any families meeting other specified criteria.)
  • NOTE: if your account had family data imported, the "created date" will be the date the import was performed for all of those families. For the report to properly reflect only new family accounts, you may need to adjust your date range to begin the day following the import.
• LOCATIONS: selecting one or more Location(s) will limit results only to 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.)