Filter contacts

Top Level Filters

At the top level you have the following handy filters:

Status - this is exactly the same as the sidebar menu shortcuts 

Bookmarks - gives you the ability save a selection that you use regulsarly to drill down into the different stages of Enrolment including

• Application for Enrolment - Incomplete Application
• Application for Enrolment - New Application
• Staff - Application for Enrolment Reviewed
• Principal - Application for Enrolment Reviewed
• Enrolment - Offer Open
• Enrolment - Offer Expired
• Enrolment - Offer Accepted

Year Dropdown which allows you to filter by the Year Level of Entry. Most schools will want to keep a close eye on Year 7 and Kindergarten/Prep/Reception Enrolments for a particular year

Year of Entry a dropdown which allows you to filter by the calendar year of entry. Most schools will want to know what their enrolment numbers look like 2 years out from the current year e.g if it is 2020, they will be looking at Year 7, 2022/2023.

Campus that allows you to filter students that belong to a specific campus, which set up in settings

There is also a search box which allows you to search the parents first name, last name, email address as well as students first name and last name.

Advanced Filters

If you click on the ‘Show More’ button you will see all the advanced filters that you can apply to filter your future student records. These are mainly based around actions that the parent has or has not completed or if you need to do specific actions for several students in a certain stage of the enrolment process. 'Show Less' will minimise the advanced filters.

For example, if we want to find out all the parents who pre-registered for an event and then attended (or didn’t attend), you can pick the event from the ‘Registered For Event’ dropdown and then select ‘Yes’ or ‘No’ for the ‘Attended?’ dropdown.

Here are some of the things you can filter:

• People who have started an expression of interest
• People who registered/attended a particular event
• People who have started/completed a general-purpose application
• People who started/submitted an enrolment form 
• People who have been staff reviewed/principal reviewed
• People who have been offered/accepted enrolment
• People who have paid the acceptance offer/scholarship fee
• People with an enrolment expiry date passed
• Non-user parents who have not signed the enrolment form/scholarship form
• Event booking status
• Duplicates
• Interview status
• Student profile categories

By using any combination of these filters you can filter out parents who need to be chased up or do some outstanding tasks.

You can select multiple filters at the same time, but it is important that you choose the correct filters for the purpose, as several filters might cancel each other out.

For example, if you want to see all incomplete Scholarship applications you have to choose "Yes" on only "Scholarship Started" as multiple selections of "Scholarship Completed" or "Scholarship paid" will void the incomplete applications as these have not been completed or paid yet. 

To clear all the choices you have made and go back to a blank slate for the filters, click the ‘Clear Filters’ button. If you do not clear your filters it may effect future searches.

Filter specific contacts

If you're a large school and need to filter for specific emails you might need to go through many contacts to find the correct ones to tick. To make this easier - don't forget that you can change the number of entries shown per page up to 100 to make it easier to scroll through.