IN BRIEF:
Smart Filters allow users to save commonly used page filter settings across multiple areas of iClassPro. This helps streamline workflows and ensures consistency when viewing filtered data. 

• Overview
• Accessing the Feature
• Step-by-Step Instructions
  • Create a New Smart Filter
  • Load an Existing Smart Filter
    • Conditional Behavior
  • Edit, Delete, or Reorder Smart Filters
• Troubleshooting & FAQs
• Related Articles

Overview

Smart Filters allow users to save custom filter configurations and reuse them across supported “Page” views in iClassPro.

These filters can be applied in the following areas:

• Families
• Students
• Classes
• Appointments
• Camps
• Skills
• Parties
• Calendar

Each Smart Filter is saved on a per-user basis, meaning:

• Only the user who created the filter can see and use it
• Filters are not shared across staff accounts

Important Note: This document explains how to set up and use "Smart Filters" from the main "Page" views in iClassPro. For information about setting up and using Preset filters for reports, see our "What are Preset Filters for Reports?" document.

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Accessing the Feature

1. Navigate to any supported “Page” view (such as Families, Students, or Classes).
2. Locate the filter sidebar on the left side of the page.
3. Use the filtering options to refine your results.

Smart Filter options are available:

• At the bottom of the filter sidebar (Save As Preset)
• Beneath the search box (Smart Filters)

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Step-by-Step Instructions

Create a New Smart Filter

To save your current filters as a Smart Filter:

1. Navigate to a supported page view.
2. Apply filters as needed (e.g., Enrollment Status, Keywords, Day of the Week).
3. Select Save As Preset at the bottom of the sidebar.
4. Enter a name for the filter.
5. Select Save to create the Smart Filter.

When a Smart Filter is saved, it also stores:

• Sort order
• Enrollment limits
• Result limits

Important Note: Preset filters DO NOT save specified dates or date ranges. These always revert to default dates when the filter is loaded.

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Load an Existing Smart Filter

To apply a saved Smart Filter:

1. Select Smart Filters (located beneath the search box in the left-hand column).
2. Choose the desired filter from the list.

The page will update automatically using the saved filter settings.

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Conditional Behavior

If a saved filter includes values that are no longer valid (for example, a deleted keyword), the System behaves as follows:

• Valid filters will still load
• Invalid filters will be highlighted in red
• A warning message will indicate which filters could not be applied

To correct the Smart Filter:

• Make necessary updates to remove or replace invalid filters
• Save the corrected filter under a new name
• Delete the original preset with invalid values

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Edit, Delete, or Reorder Smart Filters

To manage existing Smart Filters:

1. Select Smart Filters beneath the search box.
2. Select Manage Presets at the bottom of the list.

From this screen, you can:

• Rename a filter
  • Edit the name directly in the text field
• Delete a filter
  • Select the trash can icon next to the filter
• Reorder filters
  • Drag and drop using the four-arrow icon
• Select Save to apply your changes.

Important Note: You cannot save changes if the only modification is adjusting date filters. Since Smart Filters do not retain dates, the System does not recognize this as a change.

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Troubleshooting & FAQs

• Why can I not see another staff member’s Smart Filters?
  • Unlike Preset Filters for reports, Smart Filters for specific Office Portal views are saved per user and are not shared between accounts.
• Why do my filters show in red or display a warning?
  • One or more saved filter values are no longer valid. This may be caused by:
    • Removed or renamed keywords
    • Deleted programs or levels
    • Events that have been made inactive
• Why do my date filters reset when I load a Smart Filter?
  • Smart Filters do not save specific dates or date ranges. The System always defaults to current dates.
• Why can I not save changes to a filter?
  • If the only change made was to date filters, the System will not recognize it as a valid update.
• What is the best way to maintain Smart Filters?
  • Regularly review and update filters to ensure they remain accurate and relevant to current workflows.

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Related Articles

• Which Filters Are Available for the FAMILIES Page?
• Which Filters Are Available for the STUDENTS Page?
• Which Filters Are Available for the CLASSES Page?
• Which Filters Are Available for the CLASSES Page?
• Which Filters are Available from the APPOINTMENTS Page?
• Which Filters Are Available for the CAMPS Page?
• Which Filters Are Available for the CALENDAR Page?
• What Are Preset Filters for Reports?

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