There are many ways to filter Enrollees/Enrollments. The best way is on the Enrollees Table. Select the Enrollments option at the top to be able to filter.
Show or Hide Columns
Head to the Enrollees (or whatever you call those who enroll) page and click on the Columns button. This allows you to show or hide certain columns.
In the window that opens, ensure the box is checked beside Class (under Enrollment) and/or Program (under Program Options). Click Done.
NOTE: To have the "Program Name" option available, it must be included in your list of Program Options. Click here to learn more about Program Options.
You can check fields in the following categories:
Enrollment
Enrollee
Account
Account Holder
Program Options
The fields checked are the ones that show up in your Enrollee Table.
Reorder Fields
You can also reorder the Fields to your liking in the same window you show/hide columns. Drag and drop the fields in the order you prefer.
Filter By Columns
Once you've chosen which columns appear in your table, you can filter your Enrollees based on those column fields. Click on Filter at the top left of the table.
A window showing the columns you selected to show will come up. You can filter Enrollees by entering values in the fields you select. Once you're done filtering, you will see on the Enrollee Table that the Enrollees will now be filtered by the selected field (s). You will see the filter pop up beside the Filter button.
You can click the "Program Name" button to sort further by grouping Programs together. The filter will stay until you click the X to close it.
And/Or Logic
To assist you in finding the data you are searching for, we have the ability to have and/or logic with Tags and multi-select custom fields on the Enrollees Table. This means you can filter the table to only show rows that have ALL the Tags selected, or you can show the rows that have AT LEAST ONE of the Tags selected.
When you open the filters and select more than one Tag or multi-select value, a box will display underneath your selection asking which form of logic you want. The default is 'OR' which is how the filter was working before this change.
NOTE: The And/Or Logic will work on Enrollment Tags, Account Tags, and Enrollee Tags.
The chip displaying the applied filter will also show an icon of what type of logic you selected.
Click here for how to create a saved view.
Common Filtering Examples
Filter by Class or Program
Follow these steps to filter Enrollees by either Class or Program:
Step 1 - Click on the Columns button and in the window that opens, ensure the box is checked beside Class (under Enrollment) and/or Program (under Program Options). Click Done.
NOTE: To have the "Program Name" option available, it must be included in your list of Program Options. Click here to learn more about Program Options.
Step 2- Next, click the Filter icon (with the funnel). A new window will open. Click in the Class blank to fill in the name of the Class you want to sort. Or click on the Program Name, and a list of your Programs will pop up.
Check the one(s) you want to sort by and click Done.
The Enrollees will now be filtered by either Class or Program. You will see the filter beside the Filter button. You can click the Class button to sort Enrollees in ascending or descending order (see arrow below).
NOTE: The "Class" (or "Program") filter will stay on until you delete it by clicking the "X" button.
Filter by Photos
Here's how you can view Enrollees' photos on the Enrollees Table.
Step 1 - Go to the Enrollee's Table and click on Columns. Under the "Enrollee" section, click the "Photo" option to add Photos as a column on the table.
Step 2 - Select the other columns you want on the table, then click "Done." You can reorder the columns by selecting the "Reorder" tab and dragging and dropping the columns in the order you want (the columns moved to the top will be the first column on the left side of the table).
When Photo is selected as one of the filter columns, the data looks like this:
