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.

There are three quick ways to see who has recently enrolled.

The Enrollment Dashboard shows a summary of recent enrollments.

To see the Enrollees behind any of these numbers, click Go to Enrollees in that box.

For more detail on each Enrollee, use the Enrollees Table.

To find a specific Enrollee, type their name, email, or phone number into the search bar at the top of the page.

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.

You can check fields in the following categories:

The fields checked are the ones that show up in your Enrollee Table.

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.

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.

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.

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.

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.

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).

To see who enrolled during a specific date range, filter and sort by the date each Enrollee enrolled.

Step 1 - On the Enrollees Table, click Columns. Check the box beside Enrolled, along with any other columns you want to show, and click Done.

Step 2 - Click the Filter icon (the funnel). In the window that opens, click in the Enrolled field to open the date picker.

Step 3 - Choose your start and end dates, click OK, then click Done.

Step 4 - The table now shows only Enrollees who enrolled in that date range, and an Enrolled filter chip appears beside the Filter button. Click the Enrolled column header to sort from oldest to newest or newest to oldest.

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: